🏠 Home Page Guide

The home page is your main dashboard for searching properties and accessing key features. This guide explains how to use the home page as a wholesaler.

📋 Overview

The home page provides quick access to property search and main features. As a wholesaler, you can:

  • Search for properties using MLS listings (Realtor.com) or fix-and-flip analysis
  • Access quick links to Market Selection, Flip Deals, and CRM Dashboard
  • Use the AI chat assistant to help with property research
Note: Some advanced features like Title Search and Campaign Management are only available to admin users.

⚡ Quick Action Cards

At the bottom of the home page, you'll find quick action cards that provide fast access to key features:

🎯 Market Selection

Select which counties and ZIP codes you want to monitor for wholesale deals. The system will automatically scan these markets hourly for new opportunities.

Tip: Focus on markets assigned to you. You can enable up to 5 counties and select specific ZIP codes within them.

📊 Flip Deals

View analyzed fix-and-flip opportunities that meet your ROI criteria. Deals are automatically updated hourly from your selected markets.

Tip: Use filters to find the best deals based on ROI, profit, and motivation level.

📋 CRM Dashboard

Manage your wholesale pipeline: track leads, communications, tasks, and deals from initial contact to closing.

Tip: Create deals directly from properties to track your wholesale transactions.

🤖 AI Chat Assistant

The home page includes an AI chat assistant (located at the bottom right) that can help you:

  • Answer questions about properties
  • Help with search queries
  • Explain platform features
  • Provide market insights

Simply click on the chat icon to open a conversation. The AI can help you find properties, understand analysis results, and guide you through the platform.