Portal overview
Users get one workspace for property intake, underwriting, funding, marketplace activity, and milestone tracking. Every account starts with an included Analyst Agent and can add more agents from the marketplace.
Use California Sunshine Estates to showcase properties, start APN intake, connect buyers and sellers, train workforce talent, organize developer groups, plug lenders and funding sources into California opportunities, and give users a dashboard to track deals from first lead through closing.
Users get one workspace for property intake, underwriting, funding, marketplace activity, and milestone tracking. Every account starts with an included Analyst Agent and can add more agents from the marketplace.
This uses the live REH authentication backend. After sign-in, the dashboard loads your deal records and notifications.
Create a tracked project that will appear in the user dashboard after sign-in.
Every user gets an Analyst Agent to organize deal facts, track next actions, summarize missing information, and keep the dashboard current.
One place for intake, APN lookup, offer prep, lender routing, document notes, and status changes.
Users can purchase additional marketplace agents for seller intake, lender matching, workforce routing, and outreach.
Track every deal from lead, review, funding, acquisition, repositioning, and exit in one dashboard view.
After sign-in, users can move between separate views for deals, agents, funding, documents, and notifications without leaving the portal.
See every tracked opportunity from intake through close in one place.
Your included agent keeps next actions, missing facts, and summary notes visible.
Know which deals need lender review, grant routing, or more underwriting details.
Track what files are present and what still needs to be added for each project.
The Properties section now works like a real estate listing module. Users can browse land and homes with photos, then add their own for-sale listings with a cover image and market details.
Add a property card with a land or home photo inside the Properties module.
California land opportunity with APN-first intake, seller routing, and development screening.
Residential parcel positioned for buyer inquiry, lender review, and development triage.
Showroom listing format for California acquisition, repositioning, and project creation.
User-facing home listing module with photo, market tag, and buyer inquiry routing.
Listing module example for raw land, open acreage, and off-market parcel opportunities.
Home-focused listing example with photo-driven display, inquiry routing, and deal entry support.
Send a real buyer inquiry for a property in the California showroom.
Run a governed lookup. Until parcel providers are configured, the system will not fabricate property facts.
Buyer inquiries, land interest, and development goals route into project-ready analysis.
Capture APN, address, ownership context, asset condition, and disposition goals without losing governance.
Start with valuation, ADU feasibility, lot split screening, and California-specific opportunity triage.
Train workers around property intake, field documentation, seller support, and project coordination.
Support development, construction, inspection prep, and property operations training tracks.
Track learning status, role readiness, and workforce participation across California opportunities.
Learn APN workflows, address intake, source labeling, and document collection.
Training track for feasibility review, site prep, and development coordination basics.
Photo logs, inspection notes, survey handling, and evidence-quality collection.
Workflow training for seller support, buyer routing, and project follow-through.
Register interest in training, learning tracks, and California property workforce opportunities.
Group space for California ADU developers, land leads, zoning questions, and project collaboration.
Coordinate SB9 and subdivision-oriented opportunities, partners, and due diligence.
Bring together acquisition, rehab, finance, and operations partners around property projects.
Organize developer conversations by county, city, market type, and local opportunity flow.
Apply to join developer groups, regional collaborations, and California opportunity circles.
Collect lender profiles, product types, target geographies, deal sizes, and underwriting preferences.
Route qualified California projects toward lender review without representing final credit approval.
Give lenders a portal entry for pipeline visibility, request intake, and document-readiness review.
Combine debt, private capital, grants, and structured outreach into one California funding workflow.
Track bridge, acquisition, construction, DSCR, and private money interest by market and deal box.
Surface project-to-program fit, grant opportunity tracking, and funding-readiness intake for affordable, energy, and community-aligned projects.
Support auction deal sourcing, pre-bid research, bidder coordination, and acquisition follow-up workflows.
Direct each opportunity toward lender review, user dashboard workflows, grant paths, or auction acquisition strategy.
Plug lenders and funding partners into California opportunities by sharing product types, target markets, grant appetite, and deal parameters.
Included with every user portal. Organizes deal facts, summarizes opportunities, and keeps milestone tracking updated.
Capture APN, ownership notes, condition details, seller timeline, and pricing goals in one guided flow.
Route each opportunity to the best-fit debt, private money, grant, or mixed capital path.
Build follow-up sequences for buyers, sellers, lender relationships, and marketplace lead conversion.
Desert land listing with utility research underway, APN-first intake, and lender-ready positioning.
Residential value-add listing with seller contact, rehab pathway, and deal dashboard milestones.
Mixed-use listing with funding options, grant fit review, and auction watch support.
Real-estate-related upload example for plan packages, consultant files, and entitlement support documents.
Service listing example for contractors, sitework teams, and project support vendors.
Equipment listing example for power systems, resiliency packages, and real-estate project upgrades.
Request a user-facing agent workflow powered by Smith Agent Factory for California Sunshine Estates.
Showroom, APN intake, and buyer or seller request workflows for lean launch usage.
Add workforce, developer groups, lender portal, dashboard tracking, and expanded marketplace access for active deal flow.
Expand into lender and funding workflows, Grant Machine, and capital routing support.
User portal, Analyst Agent, agent upgrades, deeper marketplace visibility, and full lifecycle tracking.
Knowledge base for California Sunshine Estates. It answers app navigation and workflow questions from the current page context.