Fixed template — only names, addresses, dates, and deal terms change. All legal language is standardized.
Pull from Deal:
Deal Terms
Contract Preview
⚠ For planning purposes only — have Matt Keegan at WMPJ review before execution.
Matt Keegan, Esq.
AI Legal Advisor · Ward, Murray, Pace & Johnson P.C.
Chris, good to hear from you. What can I help you with today? Whether it's a new acquisition, contract questions, eviction process, or anything else — I'm here. Thanks, Matt
Refinance Sheets
Generate bank-ready property packages for DSCR lenders and financing
No property selected
Select a property above or create a portfolio package to generate a lender-ready document.
Fundraising
Pitch deck, property slides, and investor materials
PowerPoint format (.pptx) — ready to present or share with investors
Investor Calculator
Share this calculator with potential investors and lenders. They can model their returns on different loan structures — interest only, amortized, or balloon — and share the proposed terms directly with you.
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Property Slide Generator
Generate a branded investment slide for a prospective property. Use to present acquisition opportunities to investors.
Lawn & Snow Management
Property
Service
Frequency
Worker
Next Date
Status
Actions
Weather Forecast & Alerts
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Alert Settings
Date
Property
Service
Worker
Notes
Cost
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Settings
Users
Data Export
All properties, rents, loans, expenses, taxes, and insurance in one Excel file with 6 sheets
Change Password
Full System Backup & Restore
Download Complete Backup
Download everything: source code, database, configuration files, insurance docs, and system documentation. This zip file contains everything needed to restore the entire system on a new server or Perplexity Computer instance.
Upload a previously downloaded system backup zip to restore the entire system. A safety copy of the current state is saved automatically before restoring.
Warning
Restoring overwrites all files (code, database, config). A safety backup is created automatically. The server may need to be restarted after restore.
Click to select a backup file (.zip)
Only .zip files from the backup system are accepted
Data Exports
Cash Drainers
Property
Unit
Reno Scope
Reno Status
Potential Rent
Days Vacant
Est. Loss
Cost/Day
Cost/Week
Cost/Month
Renovations
Planned
In Progress
On Hold
Completed
Property
Unit
Title
Type
Scope
Status
Est Cost
Actual
Target Date
Actions
Property
Unit
Last Rent
Status
Days Vacant
Notes
Actions
Parts Finder
Utility Infrastructure
Property
Type
Location
Floor
Shared?
Unit
Last Verified
Actions
Expert Diagnostics
HVAC, Plumbing, Electrical & Mechanical
Shopping Lists
Tax & Insurance
Annual Tax: —Annual Insurance: —
Insurance Documents
Upload, view, and manage insurance documentation for all properties
Portfolio Performance History
Track how your portfolio changes over time. Take snapshots to compare week over week.
Weekly Check-Up
Review your portfolio every Tuesday. Track action items and see how metrics change.
Vacancy Tracker
Track lost income, prioritize turnovers, and manage vacant units
Property
Unit
Reno Scope
Status
Potential Rent
Cost/Day
Cost/Week
Cost/Month
Legal & AI Advisor
Edit Portfolio
Mass edit properties, loans, units, and expenses
0 records
Merge Duplicates
Select two records that are duplicates. The kept record absorbs the deleted one's child data (loans, units, expenses).
Edit Module
Property Setup Guide
Fill in every metric to validate this property
Polo Motel
Cleaning Dashboard
Rooms Needing Cleaning
⚠ Delete Property
Are you sure you want to permanently delete this property? This will remove all units, expenses, loans, tax records, and related data. This action cannot be undone.