See each Record's tier, the client it is saved for and how current it is, so you know which deal needs a fresh look first.

Sample Records, with the client each is saved for
Record	Insurability tier	Client	Last refreshed
Sample Record ASpringfield, IL	ClearModeled	Buyer client	12 days ago
Sample Record BOrlando, FL	ConstrainedModeled	Seller client	41 days ago
Sample Record CSacramento, CA	Hard-to-PlaceModeled	No client yet	200 days agoDue for refresh

Source: Each Record's own data. These rows are samples
Date: Each row shows when its Record was last refreshed.
Geographic resolution: One property per row
Classification: Illustrative sample — in your own dashboard, tiers are modeled from each Record
What it decides: Shows which deal needs attention first.
Limitation: Sample rows. No real property or client is shown.
When to refresh: A Record older than 180 days is marked due for refresh.

The Agent Team plan covers 3 to 10 seats. Each person gets a role that decides what they can manage.

Sample team: 5 of 10 seats in use

Owner: Full control of the account, billing, and members. There is exactly one owner.
Admin: Can invite, remove, and re-role members. Cannot remove the owner or change billing.
Member: Can use the platform under the company subscription. Cannot manage members.

See how the properties you are working on spread across the insurability tiers, so a hard-to-place deal is found before the offer, not after it.

Source: The tier on each Record in the portfolio. These counts are samples
Date: As current as each Record's last refresh.
Geographic resolution: One property per Record, counted by tier
Classification: Modeled estimate — sample counts, not a quote
What it decides: Shows how much of your pipeline may be hard to insure.
Limitation: A tier is a modeled reading of insurability. Only a carrier can confirm cover.
When to refresh: Refresh any Record older than 180 days before you rely on the mix.

The dashboard flags the Records that need you. With no changes, the list is empty and says so.

Carrier availability changed in the market for Sample Record B. Modeled, not a quote.
Due for refresh: Sample Record C is older than 180 days.

Source: Changes in the data behind your Records. These alerts are samples
Date: Each alert shows when it was raised.
Geographic resolution: The Record's property, or its state market for carrier changes
Classification: Illustrative sample — carrier changes are modeled
What it decides: Tells you which Record to look at again.
Limitation: An alert is a prompt to look again, not a decision.
When to refresh: Refresh the Record an alert names before you act on it.

Alerts follow the Records in your own dashboard, so they need an account. This is a preview.

Your real estate command center — built for insurability

See the dashboard before you sign up