Client Dashboard

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Keep your home search, active deals, and next decisions in one place. This page is designed to surface what matters now, not bury it under admin clutter.

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Add your first project

Once a project is created, upcoming dates and priorities will show here.

Account

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Your dashboard will expand as profile and project details are added.

Portfolio0

Total projects connected to your account.

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Projects that still need movement, review, or decisions.

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Support pathClient

This view stays focused on client-facing decisions.

Recent projects

Your active work

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Pulling the latest project details from your account.

What this dashboard is for

Decision-first workflow

Clarify the objective

Each project should map to a purchase, sale, provider task, or planning decision.

Track the next move

Deadlines, notes, and status should answer what happens next without extra calls.

Use tools when needed

Run calculators and guides when numbers or tradeoffs need to be checked quickly.