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Client
Landlord
Cosigner Details
Add Record
Import Clients from CSV
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We auto-matched your CSV columns. Review and adjust before importing.
CRM Field Your CSV Column Match
File:  ·  Rows:
First Last Email Phone Notes Action
Archive Deal

Archived deals are kept on file but removed from the dashboard.

Receive Payment / Paperwork
Welcome Email Draft
To
Subject
Body
Generate Invoice
AI Deal Builder

Describe the deal in plain English — AI will fill in the deal form for you to review before saving.

Anthropic API Key
Get your key at console.anthropic.com — saved locally, never sent anywhere except Anthropic.
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