Everything it does today

• Import CSVs with columns matched automatically
• The same house on a second list stacks onto the lead instead of duplicating it
• Addresses normalized on the way in, so “123 N.W. Main St Apt 4” and “123 NW MAIN ST #4” are one property
• Duplicate merging that keeps both sets of notes and every phone number
• Bulk assign, status changes and tagging across a filtered set
• A warm-leads view separate from the main list
• Every lead scored out of 100 on equity, distress, how long they have owned it, how many lists it turned up on and the age of the house
• A low score tells you which kind it is: a poor lead, or one nobody has looked at yet — those need opposite things doing to them
• Filter by the same flags shown on a lead, combined — high equity and absentee owner and pre-1978, in one list

• DealMachine tracing inside the CRM, writing numbers straight onto the lead
• Records that already have a number are skipped, so you never pay twice
• Monthly credit usage tracked against your plan
• Owner name, mailing address, lender, loan rate and balance captured with the numbers
• Unit count captured too, so a fourplex stops being described by its bedroom count
• Newly filled-in leads are re-scored on the spot, so the queue reorders itself
• Do-not-call status checked at the provider before a number is stored

• A queue that builds itself: follow-ups first, then leads nobody has tried, best lead first within each
• Click a number and it hands off to whatever you dial with, logs the attempt and starts the clock
• Call scripts beside the queue, with the lender, address and sale date filled in from the lead
• Scripts editable in the app, with coaching notes that render dimmed so nobody reads them aloud
• Dispositions that separate reaching someone from actually having a conversation
• Each number on a lead carries its own status, so a disconnected line sinks instead of being redialled
• Talk time captured on calls somebody answered, and left off the ones they did not
• Calling hours judged in the property owner's time zone, not yours

• Comparable sales and active listings, with distance, price per square foot and a similarity score
• An ARV from the median of sold comps — not an automated valuation, and not asking prices
• The 70% rule on every lead, showing which figures it used
• Fix-and-flip analysis: financing, holding, selling costs, profit, margin, ROI
• BRRRR analysis with refinance, cash left in and cash-on-cash return
• Street view, satellite and map on every lead
• MLS status, equity, absentee, vacant and pre-1978 flags
• Unit count on multifamily, shown only where it means something

• Follow-up sequences that turn into tasks on the right person's list
• Steps spaced in days — second dial at two, a text at five, a check-in at fourteen
• A sequence stops the moment they text back, pick up, or ask not to be contacted
• Stopping is re-checked every time a step comes due, not just when it started
• Follow-ups due, never-attempted and waiting-on-skip-trace counts on the dashboard

• Find buyers you do not have yet: name a ZIP, a city or a county and it looks for homes a company bought there recently — the closest thing to proof somebody pays cash for houses without asking them
• Sales grouped into buyers rather than listed as properties: one company spelled three ways is one buyer, and so is one person behind three single-purpose LLCs
• Ranked by how many they bought, so the buyer who took four houses this year is the first call
• A buy box inferred from what they actually paid, and the houses it was inferred from kept on the record
• The cost of a search shown before it is run, and counting what is out there costs nothing
• Import the buyer list you already keep — columns matched automatically, and the buy box read out of your notes column when there are no columns for it
• A buyer list recording what each one actually buys — areas, price band, size, rehab appetite
• A badge on any lead somebody on your list would already take, priced off what a buyer would pay rather than what the house is worth
• Every lead shows who would take it, matched against that list
• Near-misses stay visible with the reason, because a buyer who fits on everything but the rehab is still a phone call
• Buyers who have closed with you outrank a better paper fit
• Every buyer carries their own record — how many they have closed, and whether they are still buying or have gone quiet
• Closing a deal credits the buyer automatically, so the track record is what happened rather than what somebody remembered to type
• Deals under contract show how many buyers on your list already fit, before you go looking
• A buyer portal they sign into with an emailed link — no account to create, no password to forget
• Current deals on a map, already filtered to what that buyer told you they buy
• Publishing writes a buyer-safe copy of the property: the owner's name, the loan balance and what you contracted at never leave the building
• The exact address held back until you choose to show it, with the map pin rounded to a block so it isn't given away

• Every form on your site lands in the CRM instead of an inbox
• A homeowner with an address becomes a lead, stacking onto the county record if you already have the house
• An investor becomes a buyer, switched off until somebody activates them — anyone can type an address into a public form
• Agents and partners are kept as enquiries rather than lost, which is what used to happen to them
• Handled is a flag rather than a delete, so “did anyone call this person back” still has an answer a month later

• Stages from new lead to assigned, every change timestamped
• The acquisition funnel measured against the rate each step should hit
• The weakest step called out, with what a low number there actually means
• Dials, conversations, contact rate, talk time and appointments per caller and per list
• CSV export, and reports emailed daily, weekly or monthly

• Roles with a permission matrix — owners, admins, callers and view-only
• New sign-ups land switched off until someone turns them on
• Do-not-call as a standing list that outlives the lead record
• Per-person time zones for callers working from anywhere
• An audit log of settings changes and bulk actions
• A guided tour, and a bug report button on every screen
• Paste a screenshot straight into a bug report — shrunk in the browser, so a four-megabyte grab arrives as twenty-seven kilobytes
• Removing somebody keeps their calls, notes and dispositions attributed to them; a hard delete is refused once there is any history behind it

Written, reviewed and wired up — but no live call or text has run through any of it yet, because our telephony account is being reinstated. Listed here because it is built, not because it is proven.

• Browser dialing, so a caller needs no handset and no second app
• Inbound calls forwarded to a real phone, with voicemail when nobody picks up
• Voicemails and call recordings played inside the app
• Call recording off by default, with a spoken disclosure when it is on
• Inbound texts matched to the lead and put at the front of the follow-up queue
• Opt-out texts honored automatically and confirmed to the sender
• An inbox of missed calls, voicemails and replies, with a count in the sidebar