Using the web app

Deals

The home page lists scored deals for your workspace. Filter by track, strategy, status, and search text.

Open a deal for full detail: underwriting fields (including build type / builder), applicability-filtered scenario scan, comments, observations, and attachments.

Triage

Triage (/triage) surfaces deals that need input — for example estimated tax/insurance or rent capped by model rules — plus your shortlist workflow.

Financing profiles

Financing (/financing-profiles) lists assumption sets (down payment, rate, tax default, rent cap, etc.) used when scoring. Each workspace has its own copies of the default profiles.

Add lead

Add lead creates a manual research deal from an address (common for off-portal or realtor-sourced leads).

Agent access

Agent (/settings/agent) mints personal access tokens for Cursor. Use this page after you are signed in; tokens are shown once.

Sign out

Use Sign out in the header when you are done on a shared computer.