Today
Open tasks across every client. Overdue first.
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Clients
Each client has their own profile, pipeline, visit records and log. Switch between them from the selector at the top.
New client
All clients
Markets
One row per market. Properties inherit growth and the price benchmark by matching their area. Where a municipality has no published figure, the parent market applies and the model says so.
Benchmarks
Log
Everything recorded on this client. Entries marked shared appear in the client view.
Add an entry
History
Client profile
Filled once. Fields marked DRIVER change how the model calculates, not just what it displays. Residency and EU status set the entire tax engine.
1.1 Identity and residency
1.2 Purpose and horizon
1.3 Capital and finance
1.5 Search brief
1.6 Currency and transfer
1.7 Assumption defaults
Listing screen
Paste the listing text. No financial model runs here. This stage parses, scores against the brief, scans for red-flag language, and returns the questions to ask the agent.
Paste listing text
Pipeline
Every screened property, ranked live. Level 1 runs automatically on anything that passes: acquisition, coarse reform, annual ownership. The full model with exit and return runs at Level 2, on request.
Model
Level 1 is the shortlist snapshot. Level 2 adds reform detail, exit and return. Level 3 replaces assumptions with professionally validated figures.
Visit record
The Zona3 field template merged with the checks that template does not have.
Client view
Grouped by default, expandable to line detail. No ranking internals. Estimates shown as ranges.
Send this to the client
Data
No backend. Everything lives in this file's memory until you export. Export at the end of every session.