Portfolio & Quality Intelligence
Multi-project dashboards, cross-development benchmarks, trade scorecards, capital summary roll-ups, and investor reporting for your entire portfolio.
Portfolio Dashboard
6 featuresPortfolio Summary View
Total developments, total units (available/reserved/sold), total pipeline value, total warranty claims, and average homeowner satisfaction in one view
Development Cards
Each project displayed as a card showing unit breakdown, construction percentage, quality score, and pipeline value for quick scanning
Cross-Project Quality Benchmarks
Deficiency rate per unit compared across developments. Identify which projects or which trades are producing more issues
Trade Performance Across Portfolio
Which contractors perform best across all your projects. Completion time, satisfaction rating, callback rate, and workload analytics
Capital Summary Roll-Up
Total committed capital, called amounts, and remaining across all projects with investor-level detail
Timeline View
All projects on a timeline showing phases and milestones. See your entire portfolio schedule at a glance
Quality Analytics
6 featuresQuality KPI Dashboard
Deficiency rate per unit, average resolution time, warranty claim rate, homeowner satisfaction. All filterable by development, phase, and date range
Top Deficiency Category Breakdown
Visual breakdown showing which categories (Structural, Electrical, Plumbing, etc.) generate the most deficiencies across your portfolio
Trade Performance Scorecards
Each contractor tracked for average defect count, SLA compliance rate, rework percentage, and satisfaction scores
Monthly Trend Analysis
Track deficiency volume over time to spot seasonal patterns, measure improvement initiatives, and forecast claim volumes
AI Predictive Insights
Category trend analysis flags rapidly increasing categories. Seasonal pattern detection prepares you for upcoming spikes. Risk scoring per development
Phase Comparison Analysis
Compare quality metrics across phases to understand if newer builds are better than early phases and identify best practices
Financial Intelligence
6 featuresRevenue Pipeline by Development
View contract revenue projections by development, phase, and closing date with automated adjustments as dates change
Budget vs. Actuals
Track project budgets with line items against actual spend. Variance reporting highlights overruns early
Capital Call Management
Create, track, and notify investors of capital calls. Track commitments and called amounts with full history
Deposit Aging Analysis
Portfolio-wide view of deposits due, received, and overdue. Identify collection bottlenecks across developments
Absorption Rate Forecasting
Predict sell-through timelines per phase based on historical velocity, market conditions, and current pipeline
Investor Consolidated Reporting
Automated roll-up of project performance data for board presentations and LP updates with branded formatting
Reporting & Export
6 featuresSales Pipeline Report
Conversion funnel analytics from Registrant to Closed by development, source, agent, and time period
Deficiency SLA Violation Report
Identify deficiencies that have exceeded their target resolution date with responsible party and escalation status
Warranty Expiry Check Report
All warranties expiring within 30/60/90 days across your entire portfolio with homeowner contact information
Trade Contractor Directory
Full roster with specialties, capacity, active assignments, geographic coverage, and performance metrics for hiring decisions
Developer Dashboard Metrics
Key metrics overview: lots available, sold, reserved, revenue, quick actions for new lot, reservation, or milestone creation
Custom Report Builder
Filter any dataset by development, phase, date range, agent, trade, or category and export to PDF or CSV
See Your Entire Portfolio
One dashboard shows every development: units sold, construction progress, quality metrics, trade performance, capital commitments, and investor reporting. No more logging into separate systems per project.
Benchmark Quality Across Projects
Compare deficiency rates, trade performance, and homeowner satisfaction across every development. Identify your best-performing projects and replicate their practices across your portfolio.
AI-Powered Quality Forecasting
Predictive insights flag categories increasing faster than normal, detect seasonal patterns, and score development risk so you can intervene before issues become costly.
Investor-Ready Reports
Automated roll-up reports for board presentations and LP updates. Capital summaries, project performance, and financial statements generated from your live data, not manual compilations.
Stop compiling spreadsheets across projects. One dashboard gives you portfolio-wide intelligence in real time.