Load the latest lead packet to begin.

Add estates

Choose a source

Import existing estate files first, or fetch fresh leads only when the workflow needs new inventory.

Fresh lead settings

County

Lead type

Source search

Source filter

Property status

Minimum evidence

Missing info

Show only high-priority leads

Column visibility Property address Score Last Sale Date

The list updates as filters change. Clicking an estate or file opens the report rail on the right.

Estates

10 per page

Selected

Load a lead, then choose an estate or file.

Waiting

Next best action Load the latest lead packet. The app will show what to do first once source data is available.

No evidence loaded yet.

These explain why the workspace cannot yet claim enough reviewed leads or a live CRM review.

Settings

Tune how the workspace prioritizes review work. These controls do not unlock outreach, CRM card creation, or paid-source research.

Source signal weightBalanced

Tax pressure thresholdUnpaid years before priority review.

Reason-code setOffice-facing qualification reasons.

Require deed proof OR book/page evidence stays required before promotion.

Review-only guardrail Live outreach stays locked until future approval.

Manual paid-source approval IDI, Intelius, Ancestry, ForeWarn, VitalChek, and PI work stay gated.

Latest packet checkWaiting for the next lead packet.

PreviewShows the current lead report for team review.

Next review focusFinish review-screen polish, then clear CRM access and readback proof.

Admin

Commands0

Blockers1

Events0

0 selected List controls