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Contact Info — name + one way to reach them
Referred by — if a recruiter or HR partner sent them
Pipeline
Current Task
Client Criteria (optional — fill in what you have)
Earliest
Latest (optional)

⏳ Confirm Application Details

All fields are required to move this client to ⏳ Applied. Submitting starts the pre-move-in follow-up sequence. They stay Applied until you confirm the approval and move them to Leased yourself.

💾 Backup & Restore

Your clients now auto-save to your private cloud account and sync across your devices. Export is an optional extra offline copy; Restore replaces everything (use it to load a backup or recover).
Export
Saves to: Downloads (not set)
Restore
⚠️ Restoring replaces ALL current clients with the backup file.

Schedule next follow-up

Nice — that one's done. What's the next touchpoint?
Or — they made a decision:

Photos

On the card: the floorplan, then the photos you add here (numbered, in that order), then the building photos.
Add photos in the Property Database ↗

Mark this done?

You're completing:
Next scheduled follow-up:

🟢 Tour appointments

Add each property you're touring, with its date & time (MST).

📫 Client Portal

Paste a block of units to add them to this client's profile.
Tour