DEMO MODE — sample data only, nothing here is saved or connected to a real database. Exit demo
Distressed Title CRM
Title Lead Research
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UserActive File
— No file open —
Platform
Dashboard
All Leads 0
Pipeline
Tasks 0
All Comms
Activity Log
Deal Intelligence
File Detail
Property & Owner
Property Notes
Title / Liens
Genealogy
Communications
Offers
Tasks
Documents
Financials
Distressed Title CRM • Cloud Edition
Dashboard
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Total Leads
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Active Files
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Open Tasks
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Closed
Recent Leads
Pipeline
Deal Intelligence
Financial position on active deals — Closed excluded →
Open Tasks
Recent Activity
All Leads
| Address | Owner | Delinquent | Status | Priority | Last Contact | Assigned |
|---|
Pipeline
All Tasks
All Communications
Activity Log
All user actions
Account Settings
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Add a User to Your Account
They'll get an email invite to set their password. They'll see the same leads and files you do — nothing separate.
Only account owners or admins can add or manage users. Contact your account owner if you need changes here.
Team Members
Deal Intelligence
Active deals only — Negotiating through Refinance. New, Contacted & Closed excluded by default
Properties
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Total Invested
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Total Liens
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Total Expenses
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Est. Sale Value
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Net Portfolio Equity
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| Property | Status | Strategy | Invested | Liens / Debt | Expenses | Cost Basis | Est. Sale | Div. Costs | Net Equity | Interest Acq. | |
|---|---|---|---|---|---|---|---|---|---|---|---|
Enter financial details in each property's Financials tab to populate this view.
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Property
Notes
Title
Genealogy
Comms
Offers
Tasks
Docs
Financials
Property Info
Saved
Owner Info
Saved
Add Property Note
Acquisition & File Type
Saved
Tax Delinquency
Saved
Foreclosure Details
Saved
Bankruptcy Details
Saved
Lis Pendens
Saved
Disposition Details
Saved
Title Research Notes
Saved
Title Defects & Liens
TypeAmountDescriptionInstrument #Status
Family Tree
Legend:Owner
SpouseParentSiblingHeir/ChildDeceased
Add Person
Vesting / Title Held As
Saved
Estate / Probate
Saved
All Family Members
Everyone added to this tree
No members added yet.
Log Communication
Heirs & Family
Loading…
Additional Contacts
No additional contacts.
Offer & Negotiation History
DateAmountNotesStatus
Add Task
Upload Documents
Click to upload or drag & drop
PDF, images, Word, Excel — stored securely in cloud
Financial Summary
Total Invested
$0
Total Liens / Debt
$0
Total Expenses
$0
Est. Sale / Contract
$0
Net Equity
$0
Return on Sale
0%
Net Equity ÷ Sale Price
Cost basis0% equity positionSale price
Ownership Interests Acquired
Record each fractional interest purchased from an heir. Total equity % is calculated automatically.
Heir / Party
Interest %
Amount Paid
Date
Total Ownership Acquired
0.00%
Acquisition Costs
Description
Category
Amount
Total Acquisition Costs
$0.00
Ongoing Expenses
Description
Category
Amount
Total Ongoing Expenses
$0.00
Liens & Debt to Be Resolved
Includes recorded liens from Title tab plus any county tax delinquency from the property record.
County Tax Delinquency
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Total Liens / Debt
$0.00
Divestment & Sale Costs
Refinance Details
Financial Notes