Mobile App & Dashboards
Global App Shell & Routing Tree
This document defines the global navigation model, routing tree, and shared shell UX for PropChain across mobile, web, and Copilot-style dashboards.
It is the "map of the city" for our UI: which screens exist, how they connect, which surface they live on (mobile / both / Copilot-template), and what every route must do at a minimum.
Persona-specific behavior (e.g., Buyer Value & Fit, Seller Go-No-Go, Lender Console details) is captured in the companion specs.
Scope & Principles
Purpose
Define a single, coherent routing tree and shell that works for mobile app and web (including Copilot dashboards), honors our segment-based UX (Owners, Buyers, Sellers, Investors, Partners, Admin), and enforces compliance guardrails (pocket/office-exclusive, MLS rules).
Easy to reason about for engineers with clear routes, clear entry/exit points, and supports deep links and tokenized share links.
Design Principles
- One mental model – Every screen belongs to exactly one place in the routing tree
- Segment-aware, not app-siloed – Role-aware variants of shared routes
- Shared shell, specialized content – Core primitives adapt by persona
- Route Guard & Compliance First – Global constraints enforced everywhere
- Tokenized Sharing by Default – All cross-user entry uses revocable share links
Surfaces & Priorities
We classify each route by Surface (mobile, both, Copilot-template) and Priority (P0 immediate, P1 next, P2 later).
Mobile Only
Consumer-facing execution flows optimized for on-the-go discovery and quick actions
Both (Mobile + Web)
Core experiences spanning App Root, Home, Search, Property, Compare, Watchlist, Notifications, and System pages
Copilot-Template (Web)
Partner consoles, Developer Center, Data Lab, Admin & Compliance Center for deep operational workflows
High-level mapping: App Root / Home / Search / Property / Compare / Watchlist / Notifications / System → both, mostly P0. Seller Suite core → mobile or both, P0. Vendor Marketplace → both, P1. Partner Consoles, Developer Center, Data Lab, Admin & Compliance Center → Copilot-template, P1 (except Feature Flags & Audit Log: P0).
Routing Tree
High-Level Structure
App Root
├─ First-Run Onboarding (segment preset & alerts seed)
│ └─ Routes to segment-specific Home
├─ Home (personalized)
│ ├─ Quick actions → Search / Property / Compare
│ └─ Watchlist delta → Watchlist & Alerts
├─ Search (List/Map)
│ ├─ Filters Drawer (incl. Investor Preset)
│ ├─ Toolbar & Sorter
│ ├─ Map View
│ │ ├─ Layers Manager (Demand/Availability, Crime, Schools, Viability)
│ │ ├─ Neighborhood Insights Overlay
│ │ └─ Commute Isochrones
│ └─ Result → Property Details
├─ Property Details (/property/:id | propchain://property/:id)
│ ├─ Insights Tile Row (Price, CurbValue, Market Temp, L2L, Entry Window, ProjectReady)
│ ├─ Tile Drilldowns (methodology/trends)
│ ├─ ProjectReady Estimator → Scenario Editor → Add to Compare
│ ├─ Renovation Planner (owners/sellers)
│ └─ Actions: Watchlist • Compare • Share (tokenized)
│ • Request Private Preview / Private Package (opens Pre-Tour Gatekeeper)
│ • Ask Agent a Question (ClientRoom)
│ • Open Private Data Room (if authorized)
├─ Compare (/compare?ids=a,b,c | propchain://compare?ids=...)
│ └─ Export PDF / Share (read-only token)
├─ Watchlist & Alerts (/watchlist, /alerts | propchain://alerts/:id)
│ └─ Rule Editor • Event Feed • Saved Searches ManagerGlobal Shell & Core Routes
App Root & Shell
Purpose: Provide the shared app shell for mobile and web that initializes session, role/segment, renders navigation chrome (tabs/dock, header, drawers), and manages deep-link routing and global overlays.
Shell Layout
- Header (logo, search, notifications bell)
- Main content viewport (route outlet)
- Bottom dock/tab bar (mobile)
- Side nav (web / Copilot)
Global Overlays
- Notifications Drawer
- Share modal
- Global error/toast system
- Global loading/"blocking" overlay for route guards
Deep-Link Handler
- propchain://property/:id
- propchain://compare?ids=...
- propchain://alerts/:id
- propchain://export/:jobId
- propchain://proposal/:id
- Invite tokens
Home (Personalized)
Purpose: Provide a segment-aware home feed with key insights (tiles), quick actions (Search, Property, Compare), watchlist deltas, and tasks and alerts requiring attention.
Tile Grid
For Owners: CurbValue, PropPredict, Seller Timing, Upgrades. For Buyers: New matches, Value & Fit highlights, Saved Searches. For Sellers: Listing status, Go-No-Go summary, Evidence/municipal tasks. For Partners: queues (underwriting, inspections, proposals).
Quick Action Row
Search, Property lookup, Compare, Vendor Marketplace
Watchlist Delta Chip
"+3 changes today" – immediate visibility into portfolio updates
Search (List / Map)
Note: Buyer-specific and Investor-specific behavior (Value & Fit, Investor presets) are detailed in the Buyer/Investor design specs; this section defines the global shell for Search.
Purpose
Enable discovery across all segments with search bar, filters drawer, result list and map, map overlays (demand, availability, crime, schools, viability), and smooth transition into Property Details.
Components
- Search bar (address, city, ZIP, MLS ID)
- Filters Drawer with common filters, predictive window, Market Temp, Likelihood-to-List, Investor Preset chip, Buyer Value & Fit match quality slider
- Toolbar & Sorter: Sort by Newest, Price, "Best Fit (AI)"
- List View with property cards showing key badges
Map View
- Pins, cluster markers
- Layers Manager: Demand, Availability, Crime, Schools, Viability, ESG over time
- Neighborhood Insights Overlay
Property Details
See persona-specific specs for Buyer, Seller, Investor overlays; this section defines the shared skeleton.
Purpose: Provide the canonical view of a single property, including core details (photos, specs), predictive tiles (Price, CurbValue, Market Temp, Likelihood-to-List, Entry Window, ProjectReady), Value & Fit (for Buyers), and navigation into reno planning, seller tools, private flows.
1
Media Gallery
Photos, 3D, video, floorplans
2
Core Info
Address, price, status, beds, baths, area, property type
3
Insights Tile Row
6 tiles with drilldowns for charts and methodology
4
Property Details Sections
Specs, location details, condition & maintenance, legal/regulatory
5
Call-to-Actions
Watchlist, Compare, Share, Request Info, Request Private Preview, Open Private Data Room
Compare (Global Shell)
Purpose: Allow users to compare multiple properties side-by-side with shared matrix scaffold and persona-specific row groups (Buyer Fit, Investor metrics, Seller reno ROI, etc.).
Compare Selector
From cards, Property Details, Watchlist – up to 4 columns (properties)
Row Groups
Basics: price, beds/baths, sq ft, status
Predictive: CurbValue, Market Temp, L2L, Entry Window
Persona add-ons: Buyer Fit, Investor metrics, maintenance
Notes Per Property
Collaborative annotation and decision tracking
Watchlist & Alerts
Purpose: Provide a single place for saved properties, saved searches, and alert rules and event feeds.
Properties Tab
Saved properties with status updates and change notifications
Searches Tab
Saved search criteria with automatic new match alerts
Alerts Tab
Rule editor for price changes, new matches, predictive events (Entry Window, Market Temp)
Event feed includes new listings, price changes, status changes, Buyer-side events (Value & Fit changes), and Seller/Listing events (offers, municipal, evidence).
Vendor Marketplace (Shell)
Detailed flows for PM, Contractors, Photographer, Stager live in the Partner/Copilot spec; this defines the route and basic structure.
Purpose: Central hub for service providers and project workflows including property management, contractors, media, staging, and inspections.
Marketplace Home
Search by category and location with featured providers
Provider Profiles
PM Company Profile, Contractor Profile & Lead Inbox, Photographer Profile & Booking, Staging Project Board
Project Management
RFP/Bid board, Payments & invoicing overview, Booking calendar scaffold
Seller Suite (Shell)
Full Seller & Private Governance behavior is specified in the Seller design spec. This section defines where the Seller flows hang off the tree.
Seller Timing Meter
Entry point showing recommended list window with gauge, trend chart, and confidence. CTA: "Start Seller Prep".
Seller Prep Wizard
Multi-step wizard (5 steps) guiding through Timing, Upgrades, Media, Vendors, and Launch posture (MLS vs office-exclusive/pocket).
Privacy & Compliance Panel
Define global listing posture (officeExclusive, pocketListing, publicMLS) with posture selector, office-exclusive certification, Clear Cooperation timers, and guardrail summary.
Partner, Developer, Data, Compliance, Admin
These routes are primarily Copilot-template (web) but share the same overarching routing & shell.
Developer & Data Science
Web dashboard for API keys and OpenAPI explorer, webhook logs, Data Lab (datasets, exports, schema), and analytics dashboards. Left nav: Docs, Keys, Explorer, Webhooks, Usage, Data Lab, Analytics.
Partner Portal
Container for Lender Console, Insurer Console, PM/Contractor/Photographer/Stager Consoles. Partner home dashboard with cards for each console and console-specific routers.
Compliance Center
Central monitor for office-exclusive filings, guardrail violations, stoplight/trigger breaches, and AuditTrail export. Tiles for Office-Exclusive Filing, Guardrails Monitor, Stoplight & Triggers.
Admin & Ops
Admin-only tools: Taxonomy Admin (styles/tags), Jurisdiction Admin, Feature Flags & Experiments, CMS, Audit Log, User Management. Admin-only left nav with data tables, editors, and action buttons.
Cross-Cutting Shell Behaviors
Route Guards (Global)
Purpose: Enforce global compliance and security constraints across routes and CTAs.
Key Policies
When listing.privacyMode ∈ {officeExclusive, pocket}:
- Block public marketing actions: Portals/IDX/VOW, Social, Multi-broker blasts, Yard sign orders
- Block scheduling previews until BBA + POF + NDA are satisfied (for pocket/office-exclusive)
- Block enabling sealed-bid mode until Evidence Stack is complete
Components: Centralized guard function used by UI router. Blocking modal with Title: "Private Listing Guardrail", Body: Explanation and consequences (e.g., Clear Cooperation), CTA: "Go to Privacy & Compliance" / secondary "Dismiss".
Notifications Drawer
Purpose: Global notification surface for system alerts, watchlist changes, transaction events, and compliance events.
Components
- Drawer accessible via bell icon
- Filters: All / Watchlist / Transactions / System / Compliance
- Cards with deep links
Product Tour / Coachmarks
Explain core shell elements: Home tiles, Search filters, Map overlays, Property tiles, Compare matrix. One-time tour on first run with coachmarks for new features (feature-flagged).
Real Estate Buyer Experience
Overview
This document defines the end-to-end Buyer experience in PropChain: AI-guided Buyer Profile & Priorities intake, household alignment and trade-offs, predictive Search & Map (including Value & Fit scores), deep Property Details (tiles, neighborhood viability, maintenance horizon), Compare with total-cost view, and private listing flows.
1
Discovery
Profile intake, household alignment, AI-powered search
2
Analysis
Property details, neighborhood viability, maintenance horizon
3
Action
Compare, private flows, offer assist
Buyer Persona & Goals
Who
- Individuals, couples, and households actively searching for a home or investment property
- Typically collaborating with an agent, but may begin as self-directed browsers
Primary Goals
- Discover properties that fit their life (not just filters)
- Avoid false starts and misaligned tours
- Understand neighborhood viability and long-term risk
- Understand total cost of ownership (taxes + maintenance/capex)
- Navigate private listings safely and compliantly (BBA, POF, NDA)
- Make confident offer decisions, including sealed-bid scenarios
Buyer Journey
High-Level Flow
1
First-Run Onboarding
Segment=Buyer/Household
2
Buyer Profile & Priorities Wizard
AI-guided intake of preferences and constraints
3
Home (Buyer view)
Highlights → Quick Search / Saved Searches / Watchlist
4
Search (List/Map)
Value & Fit badges guide discovery
5
Property Details (Buyer view)
Value & Fit panel, Neighborhood Viability, Maintenance Horizon, ProjectReady
6
Compare
Fit & Fundamentals + Total Cost
7
Private Listing Flows
Pre-Tour Gatekeeper → Private Data Room → Pocket Tour Request
8
Offer Assist
Agent/Lawyer/Title flows
Buyer Profile & Priorities Wizard
Purpose: Collect structured and preference data to power the Buyer Value & Fit Engine, which computes a Value & Fit Score (0–100) per property, reveals trade-offs (commute vs schools vs taxes vs space vs renovation appetite), and supports Household Alignment (multi-member preferences).
01
Basics
Buyer type (first-time, move-up, downsizing, investor-lite), target move window
02
Budget & Finances
Comfort range (price, monthly), down payment, renovation budget
03
Living Needs
Beds, baths, office needs, accessibility, pets, outdoor space
04
Location
Preferred areas, commute destinations, commute time tolerance, proximity to amenities
05
Risk & Lifestyle
Importance of schools, crime/safety, taxes, maintenance level, environmental factors
06
Must-Haves / Nice-to-Haves / Dealbreakers
Prioritized list with weights
07
Household Members
Invite partner/household, or mark as solo
Field types include sliders (importance weights, budgets, commute times), multi-select chips (amenities, home styles, features), ranked lists (drag to prioritize must-haves), and Yes/No toggles. Visual aids include summary sidebar that updates as buyer fills fields and optional AI prompts.
Household Alignment View
Purpose: Show how multiple household members' preferences align or conflict to avoid "infinite touring" due to hidden disagreements and surface trade-offs early (space vs commute vs schools vs budget).
Household Member Cards
Name or role ("You", "Partner"), avatar, top 3 priorities
Alignment Summary
Score or labels: High / Medium / Low alignment
Priority Matrix
Rows = preference categories (budget, commute, schools, space, yard, renovation tolerance), Columns = household members, Cells = importance (1–5, color-coded)
Conflict Callouts
"You rate commute much higher than Partner." "You differ most on renovation tolerance and fixer-upper willingness."
CTA: "Apply Household Profile to Search & Fit scores" (aggregate weights), "View My Profile Only" vs "View Household Profile".
Search (Buyer View)
Purpose: Allow Buyers to discover properties using standard filters (price, beds, baths, etc.), predictive overlays (Likelihood-to-List, Entry Window), Value & Fit AI (Best Fit sort, Fit threshold), map overlays (Demand, Availability, Crime, Schools, Viability), and commute and amenity context.
Search Bar & Filters
- Address/city/ZIP/MLS ID and free-text
- Filters Drawer: Price, beds, baths, property type, square footage
- Predictive: Listing window, Market Temp, Likelihood-to-List
- Investor Preset (for crossover user)
- Value & Fit: minimum Fit threshold slider, toggle between "My Fit" and "Household Fit"
Toolbar & Views
Sorter: "Best Fit (AI)" (default when profile exists), "Newest", "Price ↑/↓", "Market Temp"
List View: Property card with photo, price, basic specs, badges (CurbValue deviation, Market Temp, Likelihood-to-List), Fit badge (e.g., "Fit 87 – High"), household icon if using Household Profile
Map View: Pins showing price + Fit summary, Layers Manager, Neighborhood Insights Overlay, Commute Isochrones
Property Details (Buyer View)
Purpose: Show a deep, buyer-focused view of a property, including predictive insights (tiles), fit explanation (why this is or isn't a good personal match), neighborhood viability and risk, maintenance and capex horizon, and easy next steps.
Value & Fit Panel
Score breakdown: Overall Value & Fit Score, Personal Fit Score vs Market Fundamentals Score (viability). Must-haves and dealbreakers: "Satisfies 5/6 must-haves, 9/12 nice-to-haves, 0 dealbreakers." "Why this score?" explainer with top 3 positives and top 3 negatives.
Neighborhood Viability & Services
Price and turnover trend, crime index with context, school district summary, tax and assessment trend (7-year view), in/out migration, business activity. Amenities and services: Distance to grocery, parks, libraries, senior centers, hospitals, houses of worship, fire hydrant, firehouse, ambulance service. Commute chips.
Maintenance & Capex Horizon Card
Timeline (7–10 years) showing likely replacement/repair windows for roof, HVAC, water heater, sewer line, major appliances, driveway/exterior. Cost bands (low/medium/high) per item. Summary: "Estimated big-ticket maintenance: $X–Y over next 10 years." Distinguish known vs inferred.
Property Details: Extended Context
Neighborhood & Services – Safety, Fire Coverage & Taxes
Purpose: Expose practical, long-horizon context about safety, emergency coverage, taxes, and access to everyday services so buyers can understand neighborhood viability beyond the listing photos.
Safety & Stability
- Crime trend indicator (Improving / Stable / Worsening)
- 911 / emergency call intensity (Low / Medium / High, normalized vs metro)
- "Sensitive safety indicators" badge (see Governance policy; no person-level data)
Fire & EMS Coverage
- Distance to nearest fire station (mi/km)
- Fire/EMS service type (Volunteer / Combination / Paid, where available)
- Hydrant proximity badge: "Hydrant within ~300 ft" / "Nearest hydrant: ~X ft"
- Tooltip: "Distances approximate; verify with local fire authority."
Taxes & Assessments
- 7–10 year chart: Annual property tax amount, Assessed value, Reassessment markers
- "Tax trajectory" label (Rising / Flat / Declining) with short explanation
Services & Amenities
Distances: Nearest grocery, park/playground, library / community center, school cluster (ES/MS/HS), transit access (rail/bus station distance) where available
Multi-Unit / Income Property Panel
Purpose: Give buyers and small investors a concise view of economic reality for multi-unit properties without exposing tenant PII: unit mix, rent levels, lease terms, and vacancy signals.
1
Unit Mix Summary
e.g., "2 × 2BR / 1BA, 1 × 1BR / 1BA". Total units; occupied vs vacant count (approximate where necessary)
2
Rent Roll (Aggregate View)
Current monthly rent (per unit type) – ranges or anonymized rows: "2BR: $X–Y", "1BR: $A–B". Gross scheduled rent (GSR), Effective gross income (EGI) estimate (if expense data available)
3
Lease Term Distribution
Month-to-month vs longer-term (e.g., "60% 12-month+, 40% MTM"). Upcoming expirations (grouped: 0–3, 3–6, 6–12 months)
4
Occupancy & Vacancy History
"Typical occupancy: High / Medium / Low", with lookback window (e.g., 3–5 yrs). "Est. avg. annual vacancy: X% (model-based)" where available
5
Notes & Data Provenance
Disclaimers when owner-provided vs model-estimated
Compare (Buyer View)
Purpose: Allow buyers (and their household/agents) to compare Fit & Fundamentals side-by-side, compare total cost of ownership including maintenance & taxes, and see suggested offer strategies for each property.
Pre-Tour Gatekeeper (Buyer-Facing)
Purpose: For private listings (office-exclusive / pocket), collect and verify Buyer-Broker Agreement (BBA), collect and verify Proof of Funds (POF), execute NDA, and unlock Private Data Room and Tour scheduling.
Attach BBA
Upload BBA PDF or use brokerage template (e-sign). BBA status chip (Active / Missing / Expired).
Provide POF
Upload bank letter or connect institution (read-only). POF status chip (Verified / Needs review / Expired).
Sign NDA
E-sign template. Copy: "You agree not to distribute media, documents, or access links." NDA status chip (Signed / Pending).
Confirm & Request Private Preview
Recap: property, posture, requirements satisfied. CTA: "Request Private Preview".
Helper copy: "Your documents are encrypted at rest; only the listing team can review." "Balances are redacted in UI; verification occurs server-side."
Error messages: "BBA missing: add now to continue." "POF below seller threshold for this property." "NDA signature incomplete; please retry."
Private Data Room (Buyer Viewer)
Purpose: Give Buyers controlled access to private materials once access is granted: Extended media (photos, videos, 3D), Disclosures, surveys, permits, Improvements ledger, inspections, appraisals.
Private documents. Access is logged. Do not redistribute.
Media
Photos, twilight, drone, 3D, floorplans
Disclosures
PDFs, property condition, lead paint, etc.
Improvements & Evidence
Improvements ledger, GC letter, appraisal summaries
Surveys & Permits
Survey overlays, open permit status, municipal docs
Activity log tracks file opened, downloaded, timestamp, user. Actions include "Request Tour" → opens scheduler and "Ask a Question" → Agent thread (attaches doc permalinks). Watermark behavior: All downloads contain user email and timestamp (for private posture). Optional: watermark overlay in on-screen views.
Pocket-Listing Tour Request
Purpose: Allow Buyers to schedule invite-only previews of private listings once gatekeeper has cleared access.
Date/Time Picker
Select preferred tour date and time from available slots
Party Size and Notes
"Number of attendees", accessibility needs
Security Copy
"Do not photograph or record without permission." "Fine-asset and privacy protocols apply."
Optional Details
Parking/valet info, Check-in instructions
Offer Assist (Buyer View)
Purpose: Help Buyers (and their agents) draft offers that align with seller protocols (standard, best-and-final, sealed-bid), respect buyer comfort (budget, risk tolerance), and are consistent with Value & Fit and maintenance outlook.
Terms Form
- Price, deposit (EMD), contingencies, inspection terms, closing date
- Financing type, appraisal gap coverage
- Seller concessions (including buyer-broker comp as concession)
Sealed-Bid Mode
Info banner: "Competing offers are hidden until deadline." Deadline timer.
Offer Strength Panel
"Conservative / Competitive / Aggressive" based on Fit & Market Temp. Warnings if significantly above or below recommended ranges.
Agent-Sharing
"Share draft with my agent" (for consumer role). "Submit to Listing Agent" (for agent role).
Deep Links & Share Links (Buyer)
Purpose: Allow Buyers to coordinate with Partners/households, Agents, and Advisors via safe, tokenized links.
Tokenized Links For
- Properties (read-only view)
- Compare views
- Proposal/inspection reports (read-only)
- Private packages (when allowed)
Optional Features
Household-specific link that uses Household Profile if logged in
Advisor & CPA Share View
Purpose: Enable buyers to securely share a read-only financial profile + shortlist with their lender, financial advisor, or CPA, so those advisors can comment on affordability, risk, and trade-offs without logging into PropChain as full users.
01
Advisor Share CTA
Surface on Buyer Financial Comfort Profile and Compare screen. Button label: "Share with Advisor/CPA"
02
Share Scope Selector (Modal)
Checkboxes: Financial comfort ranges, Current shortlist / Compare table, Tax history & trajectory cards, Maintenance & capex forecast. Text field: "Advisor email (optional)" – for direct email.
03
Generated Advisor View (Read-only)
Lightweight web page with summary of comfort bands, List/Compare matrix for selected properties (Price, taxes, Value & Fit Score, 7–10 year maintenance cost band), Non-interactive explanation snippets. Banner: "This view is read-only. For full context, ask your client for access or independent documents."
04
Security & Governance
Tokenized URL, optional password. Expiry options: 7 / 30 / 90 days.
Real Estate Seller & Private Listing Governance
Overview
This document defines the Seller and broker-side experience, with emphasis on deciding if/when/how to list (timing & prep), governing private listing postures (office-exclusive & pocket), gatekeeping buyer access (BBA, POF, NDA), structuring and comparing offers (incl. sealed-bid), assembling evidence to defend price, managing municipal, permits, inspections, appraisals, and defining pivot & price-down triggers and executing them.
Primary Personas
Real Estate Seller (owner / principal), Listing Agent, Brokerage (manager / broker-of-record)
Secondary Personas
Transaction Coordinator (TC), Legal/Attorney, Title/Escrow, Lender, MLS/Association, Vendors
Seller Goals
Decide if to take a private listing and under what structure (Go/No-Go)
Configure posture (office-exclusive / pocket / MLS)
Enforce no-public-marketing guardrails when needed
Control access to private media and documents
Require BBA + POF + NDA pre-tour
Compare offers via normalized matrix; support best-and-final / sealed-bid
Build an Evidence Stack for price defense
Track municipal & permits so they don't delay closing
Manage inspection & appraisal ordering and outputs
Define and execute pivot & price-down triggers instead of stalling
Seller Timing Meter
Purpose: Help Sellers/Agents decide when to list, based on Market timing (PropPredict), Seasonality, and Comp and trend data.
Components
- Timing gauge: "Recommended List Window" arc (e.g., March–May) with current date marker
- Trend chart: Expected list-to-sale probability and price factor over next 6–12 months
- Confidence badge: High / Medium / Low, with short explanation
CTAs
- "Set Alert for Window" (notify when entering recommended window)
- "Start Seller Prep"
Seller Prep Wizard
Purpose: Provide a structured checklist from decision to launch: Timing → Upgrades → Media → Vendors → Launch posture.
1
Timing
Confirm list window and goals
2
Upgrades
Identify pre-list repairs/upgrades (feeds Renovation Planner, vendors)
3
Media
Photo/video/3D/staging plan, private vs public assets selection
4
Vendors
Connect with PMs, contractors, photographers, stagers, inspectors
5
Launch
Choose posture (MLS vs office-exclusive vs pocket) and configure Compliance
Task list: Each step creates tasks with due dates (e.g., "Order pre-listing inspection," "Schedule photographer"). Progress: Visual progress pill, resumable drafts.
Buyer-Gating Rules Builder
Purpose: Define pre-tour access requirements for private listings: BBA (Buyer-Broker Agreement), POF (Proof of Funds), NDA, and ID verification (optional).
1
Rule Toggles & Thresholds
- Require BBA? (Yes/No)
- Require POF? (Yes/No + min amount)
- Require NDA? (Yes/No + template selector)
- Require ID-verify? (Yes/No)
2
Policy Preview
"Buyers must: (1) Have active BBA, (2) Provide POF ≥ $X, (3) Sign NDA, before touring."
3
Exceptions
Button: "Request exception" for specific buyer (e.g., HNW known to broker). Exception status chips (Approved / Pending / Denied).
Pre-Tour Gatekeeper (Seller/Broker Perspective)
Purpose: Allow Sellers/Brokers to see which buyers have completed BBA/POF/NDA, approve or deny access, and monitor funnel (invited → qualified → previewed → offered).
Buyer Access List
Columns: Buyer name, agent, BBA status, POF status, NDA status, ID-verify status, last activity, actions
Drilldown
Open a buyer row to see documents (with secure preview), history of steps, and notes
Funnels
Counts: Invited, In progress, Qualified, Tour scheduled, Offers submitted
Actions
- Approve/deny access (if manual review required)
- Request additional info (e.g., updated POF if stale)
Offer Matrix & Negotiation
Purpose: Normalize, compare, and act on multiple offers in Standard, best-and-final, and sealed-bid modes. Include concessions, holdbacks, buyer-broker comp, and Evidence status.
Mode selector: "Standard", "Best-and-Final", "Sealed-Bid". For sealed-bid: deadline and rule summary. Banners: "Evidence Complete required to enable Sealed-Bid", "This listing is private; offers must adhere to private posture policies." Tools include Offer compare sidebar and Net-to-Seller calculator with Price, Seller concessions, Holdbacks, Taxes & fees, Performance-bracketed agent comp. Actions: Accept, Counter, Trigger Best-and-Final round, Export Attorney Packet (PDF).
Evidence Stack Manager
Purpose: Assemble price-defense artifacts in thin-comp or complex scenarios: Independent appraisal, GC replacement-cost letter, and Improvements ledger.
Independent Appraisal
Upload PDF. Structured summary fields (as-is value, subject property notes, comps cited, adjustments).
GC Replacement-Cost Letter
Upload PDF. Fields (year, cost basis, scope of work, major systems).
Improvements Ledger
Table: date, scope, contractor, cost, documentation (invoice/photo).
Badges: Per section: "Complete/Incomplete". Overall: "Evidence Complete" (All sections complete or explicitly waived). Actions: "Share to Data Room" – attaches evidence to Private Data Room. "Export Evidence Summary PDF" – for attorneys and brokers.
Go-No-Go Evaluator (EV & Stoplight)
Purpose: Quantify expected value and risk of taking or continuing a private listing. Decide Proceed, Restructure with levers, or Decline.
EV Calculator
Inputs: Target price and realistic price range, Commission (side and total), Referral split % (if inter-affiliate referral present), Out-of-pocket marketing budget, Expected hours, Potential chargebacks, p_close % (probability of close within term)
Outputs: EV (expected value in dollars), Implied hourly rate
Stoplight Metrics Grid
Metrics (rows): Target vs defendable %, p_close (120–180 days), Qualified POF+NDA buyers, Readiness budget % funded, Access windows/week, Exclusivity term & MLS pivot, Referral drag, Compliance posture
Each metric: Target and thresholds for Green/Yellow/Red, Current measurement
Banner: "Two or more red metrics → Recommend Restructure or Decline."
Recommendations Panel with buttons: Proceed, Restructure with Levers, Decline. Restructure modal includes Performance-bracketed fee, Seller-funded readiness escrow, Evidence Stack requirement, Pivot & Price-Down triggers. Output: "Broker Decision Packet" PDF (client-ready).
Municipal & Permits Center
Purpose: Track all municipal, permits, and CO/Smoke related items to avoid closing delays: Pre-list readiness, Deal contingency satisfaction, and Holdback creation when needed.
Jurisdiction Selector & Checklist
Based on property location. Items: CO/Smoke cert, open permits/violations, final water/sewer readings, required inspections.
Task List
"Schedule inspection", "Upload CO/Smoke certificate", "Mark permit closed"
Status Indicators
Per item: Green (complete), Yellow (scheduled/in progress), Red (missing). Overall "Municipal Status" light.
Fees & Penalties
Table of fees and penalties recorded (with currency)
Holdback Flags
For unresolved items: "Create Holdback" (hooks into Legal & Escrow)
Inspection & Appraisal Ordering Hub
Purpose: Centralize ordering and tracking of Pre-listing inspections, Buyer inspections (where Seller is coordinating), and Pre-listing appraisals in thin-comp scenarios.
Order Center
Menu of services: general, termite, radon, pool/spa, chimney, septic, well, sewer scope, tank sweep, mold, structural, pre-listing appraisal
Vendor picker: Preferred vendors, Marketplace vendors. SLA & price estimates. Calendar for scheduling.
Results Inbox
List of reports: Type, vendor, date, status
Actions: View report, "Share to Data Room", "Create Repair Task"
Evidence integration: For pre-listing appraisal, option to "Add to Evidence Stack"
Pivot/Price-Down Trigger Manager
Purpose: Avoid stalling by pre-defining pivot and price-down rules based on feedback and time: When to pivot from private to MLS, When to reduce price, When to extend sealed-bid windows.
Triggers
- NDA'd previews without LOI ≥ X
- Qualified declines ≥ Y
- Days since launch ≥ Z
- Stoplight turning red for certain metrics
Actions
- Pivot to MLS
- Reduce price by a % or fixed amount
- Extend sealed-bid window by N days
- Notify Seller/Broker to revisit structure
Controls
Auto-execute vs require confirmation. Effective dates and guardrails (e.g., "no more than N price changes in 30 days").
Breach List
Table of breached triggers with actions pending/resolved
Private Events Manager
Purpose: Enable invite-only events that respect private posture: Broker opens, High-net-worth principal previews, and "No-public-marketing" constraints.
Event Creator
- Event name, description, date/time
- Guest cap
- Valet/security notes
- Required prerequisites: BBA/POF/NDA on check-in
Invite List
Affiliates, vetted brokers, principals. NDA reminder status.
Check-in Tools
QR/QR-like codes for guests. Real-time status (arrived, no-show).
Broker Console & KPI Integration
Purpose: Give brokers aggregated KPIs for private listings and drill-down into compliance, EV, Evidence, and triggers.
87%
Private Package Opens → Preview Conversion
Strong conversion rate indicating effective pre-qualification
92%
Evidence Completion Rate
High completion ensures price defensibility
15
Trigger Breaches (Pending)
Active triggers requiring attention
Drilldown: Each KPI card opens a filtered view of listings with details and links to Evidence Stack, Go-No-Go, and Pivot/Price-Down Manager.
Partner Consoles & Copilot Dashboards
Overview
This document defines the web-first / Copilot-style dashboards used by External partners (Lenders, Insurers, PM firms, Contractors, Photographers, Stagers, Inspectors, Appraisers), Transaction-side partners (Legal, Title/Escrow), and Internal users (Developer/Data, Compliance, Admin/Ops).
These consoles are primarily Copilot-template (web) surfaces that complement the consumer/agent app (mobile + web) and the Vendor Marketplace surfaces.
Copilot Dashboards: Principles
Purpose
Provide role-specific web consoles for partners and internal teams to pull and push PropChain data (valuations, risk factors, milestones), orchestrate tasks (underwriting, inspections, staging, title clearance, etc.), see AI-generated summaries and suggestions (Copilot-style), and keep mobile app focused on consumer & agent execution.
Design Principles
- Copilot-first: text + tiles + tables; AI-assist panel on the right or in a drawer
- Role-aware: each console tailored to partner role and permissions
- Zero-install: browser-based, SSO/invite-based access
- Audit-first: all sensitive actions logged; exportable AuditTrail
- Interlock with mobile: owner/agent actions in the app appear as work items here (and vice versa)
Lender Console
Purpose: Let lenders receive and process pre-qual & underwrite leads tied to properties, track loan milestones (Pre-Approval → CTC → Docs to Title), sync TRID docs (LE/CD) and acknowledgments, and order and receive appraisals, including complex/jumbo flags.
1
Overview Dashboard
Tiles: Active applications by stage (Pre-Approval, UW, CTC, Clear to Close), Average time-in-stage, Appraisal queue (Open / Overdue). Table: Loans list with filters: property, borrower, stage, locks, priority.
2
Underwriting Queue
Table columns: Borrower, property, loan type, amount, LTV, stage, deadlines, assigned underwriter. Filters: Stage, channel (PropChain consumer, agent referral, marketplace), SLA flags. Actions: Open file (detail view), Reassign underwriter, Mark stage complete.
3
Milestone Tracker (per loan)
Visual stepper: Pre-Approval, Appraisal Ordered/Received, Conditions → CTC, CD Issued/Acknowledged, Docs to Title. Actions: Move stage forward, Attach documents, Add internal notes.
4
TRID Docs Sync
Section within loan detail: Upload LE/CD PDFs, Capture issue and acknowledgment dates, Acknowledgment status chips.
5
Appraisal Ordering
For each loan/property: Fields: appraisal type (standard/jumbo/complex), AMC/vendor selection, due date, priority. Status: Ordered / In progress / Received / Reconsideration. Link to appraisal report (PDF) and summary.
6
API Keys & Webhooks
API key management card (sandbox/live). Webhook subscription for events (loan milestones→ Deal Overview, appraisal updates → Evidence Stack).
Insurer Console
Purpose: Let insurers pull risk enrichment data for properties, run batch quote enrichment jobs, and subscribe to webhook events for property changes.
Property Risk Lookup
Search bar for property (address, ID). Risk factor tiles: CurbValue, exterior condition tags, RoadSense (street condition), EnviroScore (VOC, PM, heat), QuietIndex, Flood/ESG indicators where available. Summary: "Risk profile: Low/Medium/High," with reasons.
Batch Risk Jobs
Upload CSV of properties (addresses/IDs). Queue list: Job name, submitter, # records, status, duration. Download results (CSV) with risk factors per property.
Webhook Setup
Subscribe to: Material changes in risk factors, CurbValue shifts above threshold, Condition degradation events (TerraDelta, RoadSense).
Property Management Console
Purpose: Allow PM firms to manage a services catalog and SLAs, respond to quote requests from owners/sellers via Marketplace, build and track upgrade proposals (with Visual Sims), and view portfolio items scanned by PropChain.
PM Company Profile
Sections: Overview (logo, service summary, coverage area, SLAs), Services (turnover, lease-up, maintenance, renovation coordination), Case Studies and Portfolio. Actions: Update profile content, Manage service area, Toggle "Accepting new clients" status.
Quote Requests & Inbox
Table of incoming requests from Marketplace: Owner name, property, requested services, budget range, desired start. Actions: View request details (with property context, including CurbValue/CurbCraft hints), Respond with custom quote, Decline with reason.
Upgrade Proposal Builder
Tied to specific property. Sections: Scope items (line items: work description, estimated cost, timeline), Visual Sims (before/after images from CurbCraft/Visual Simulator), Terms & SLAs, E-sign recipients (owner, sometimes broker). Actions: Save draft, Send for e-sign, Export PDF.
Portfolio Dashboard
List of managed properties: Key metrics (CurbValue, maintenance horizon, occupancy, etc.) via PropChain data streams where available.
Contractor Console
Purpose: Let contractors maintain a public profile & portfolio for Marketplace, manage a lead inbox, compose bids using Visual Sim snapshots, and respond to work orders (from Seller Prep, PM, or TC).
Contractor Profile
Tabs: Profile (services, certifications, insurance/COI, coverage area), Portfolio (before/after photos), Reviews, Service radius (map)
Lead Inbox
Table: Lead source (Marketplace RFP, direct invite, PM referral), Property, scope summary, budget band, SLA date. Actions: Accept/decline, Open to see detailed scope (with sim imagery), Respond with bid
Bid Composer
For each lead: Scope breakdown (line items, per-item pricing), Attach visual sim snapshots (from CurbCraft), Terms (timeline, payment schedule, exclusions). Actions: Save draft, submit bid, revise
Jobs & Completion
Job list: In progress, completed, overdue. Completion: Photo upload, Mark tasks done, Push completion info to Seller/PM and possibly Title/Escrow (for holdback releases)
Photographer / Media Production Console
Purpose: Let photographers and media vendors showcase portfolio & pricing, accept and manage bookings, and deliver assets directly into Private Media Manager.
Photographer Profile
Tabs: Overview, Portfolio, Pricing & Packages, Service Area, Reviews. Package cards (photo only, photo+twilight, drone, 3D, floorplans).
Booking Calendar
Availability calendar with: Time slots, Buffer times, Existing bookings. Booking requests: Listing address, requested services, preferred times.
Job Detail & Delivery
Job panel: Date/time, Services ordered, Special instructions (fine assets, security). Delivery section: Upload galleries, Attach 3D links, Indicate which assets are private vs public. Actions: "Deliver to PropChain" → pushes assets into listing's Private Media Manager (and public media bucket if allowed).
Home Stager / Designer Console
Purpose: Let stagers design and manage staging projects, collaborate visually with Sellers/Agents, and manage approvals & billing.
Stager Profile
Similar to Photographer: Overview, Portfolio, Packages, Coverage
Staging Project Board
Kanban-style board: Lists: Ideas, Proposed, Approved, Installed, De-staged. Cards: Room or zone, Moodboard images, Product list (SKU, vendor, unit cost), Status badges.
Approvals & Billing
Approval flows: Owner/Broker toggles items Approved/Declined, Comments thread per card. Billing: Monthly staging invoices, COI upload for insurance, Connection to Payments & Invoicing.
Inspectors & Specialists Portal
Purpose: Let inspectors and specialists receive and track inspection orders, upload reports in structured form, and feed results into Seller's Due Diligence & Data Room.
Order Center
Orders table: Type (general, termite, radon, pool, chimney, septic, well, sewer scope, tank sweep, mold, structural), Property, due date, SLA, status. Actions: Accept/decline, Schedule date/time (if not pre-scheduled).
Results Inbox
For each order: Upload full report (PDF), Enter key findings structured (Major/Minor issues, recommended repairs), Toggle severity tags. Action: "Share to PropChain" (auto-posts to Data Room and Seller's view).
Appraiser Workspace
Purpose: Let appraisers receive pre-consult context in thin-comp scenarios, upload appraisal deliverables with structured summaries, and feed narrative into Evidence Stack and pricing/CMA flows.
Pre-Consult Intake
Form: Subject property details, Unique features & improvements list, Comparable challenges (thin comps, rapid changes), Cost-to-replicate notes
Deliverable Upload
Upload appraisal PDF. Summary fields: As-is value, Appraisal effective date, Key comps used, Adjustments highlights. Toggle: "Cites Improvements" (if directly uses Improvements Ledger)
Title / Escrow / Settlement Workspace
Purpose: Let title/escrow teams manage title commitment and requirements, track escrow ledger & holdbacks, and synchronize with Municipal & Permits and Legal consoles.
Commitment & Requirements Tracker
Requirements list: Title search findings, exceptions, Municipal requirements (CO/Smoke, permits), Lien payoffs, HOA dues/estoppels. Status chips: Open, In Progress, Cleared. Actions: Mark requirement cleared, Request additional docs.
Escrow Ledger
Ledger: Main funds, Holdbacks (reason, amount, release conditions), Fees (title fees, mobile notary, recording). Actions: Record holdbacks received, Approve releases (with evidence and legal approval).
Client Portal View Controls
Configure what buyer/seller see in read-only view (status lights, basic ledger items)
Developer Center (APIs & Webhooks)
Purpose: Serve external and internal developers with tools to manage API keys, explore endpoints (OpenAPI Explorer), configure webhooks, and monitor usage.
Keys Panel
Create/rotate/revoke keys (sandbox/live)
Explorer
Interactive OpenAPI docs with test console
Webhooks
Subscription list, test events, HMAC verification helper
Usage
Requests per period, error rates, top endpoints
Left nav: Docs, Keys, Explorer, Webhooks, Usage, Data Lab, Analytics. Main panel for each.
Data Lab & Analytics Dashboards
Purpose: Provide internal data users and select partners with Dataset catalog & export scheduler, Schema browser, Notebooks launcher (for analysis), and Analytics dashboards (KPIs, cohorts).
Data Lab
Tabs:
- Datasets – list with description, schema links, freshness
- Schedules – recurring exports (destinations: S3, warehouses, email)
- Schemas – versioned schema browser (fields, types, lineage)
Actions: Start export (CSV/Parquet), Schedule export, Launch notebook (signed URL into notebook environment)
Analytics Dashboards
Tiles: Core KPIs (user growth, engagement, private listing volume, EV outcomes, etc.)
Charts: Time-series of major metrics, Cohort tables (segment-based)
Controls: Filters (date, segment, posture), Save view, export CSV
Compliance Center (Global)
Purpose: Centralize office-exclusive filing, posture tracking, and Clear Cooperation & trigger guardrails. Monitor violations (public marketing on private listings), track Stoplight breaches and pivot/price-down trigger breaches, and produce audit packets.
1
Overview Tiles
Office-Exclusive Filing: On file / Missing counts, CTA: "View filings". Guardrails Monitor: Public share attempts, Violations queue. Stoplight & Triggers: Count of breached triggers, Links to Go-No-Go and Pivot Manager.
2
Violations Table
Rows: Listing, incident type (public share attempt, missed MLS pivot, etc.), severity, status (Open/Resolved), actor, timestamp. Actions: "Remediate" (disable channel, file on MLS, etc.), "View Listing" (deep-link to Privacy & Compliance Panel), "Export Incident".
3
Audit Export
"Export Audit Packet": Listing posture history, Office-exclusive certifications, NDA/BBA/POF stats, Route-guard attempts, Trigger breaches and actions taken.
Admin & Ops Console + Copilot Patterns
Purpose: Provide internal admins and ops teams with tools to manage taxonomy & jurisdictions, control feature flags & experiments, manage content & assets (CMS), govern users & roles, and review Audit Log.
Taxonomy Admin
Manage: Styles (ArchiSpect), Renovation tags (CurbCraft), Synonyms/aliases. Actions: Add/edit/remove terms, Publish changes, Rollback.
Jurisdiction Admin
Directory of counties/municipalities: Rules (CO/Smoke, permits, processes), Fees & taxes. Versioning: Track rule changes over time.
Feature Flags & Experiments
List of flags: Key, description, rollout (on/off/percentage), Target audiences (segments, regions). Experiments: A/B setups with metrics.
CMS
Manage learning tiles, content, and assets in app. Schedule publish/unpublish.
Audit Log
Global log: Actor, action, entity, timestamp, metadata. Filters: User, listing, feature, time range.
User Management
Search users by email, role, segment. Actions: Suspend/restore account, Change roles, Impersonate (if allowed).
Copilot Patterns & AI Assist
Ensure all partner/copilot consoles share consistent AI assistant patterns: Summarize context, Suggest next actions, Generate drafts (emails, addenda, responses), Answer "what does this metric mean?" style questions. Copilot side panel with context-aware view and quick replies. AI suggestions in-line for offer recommended SLA responses, risk explanations, and thin-comp narratives for appraisers/agents.