Your portfolio acquisition dashboard for managing team-based property purchases.
The Company Buyer role is for corporate entities — property companies, investment funds, or REITs — that acquire multiple properties. You manage a team, coordinate acquisition targets, track deal progress, and control access to sensitive financial data through role-based permissions.
When you log in, you land on your Dashboard. Use the sidebar on the left to navigate between sections.
Your dashboard shows at a glance:
Your sidebar includes the following sections. What you see depends on your role rank within the company:
| Sidebar Item | Who Can See It |
|---|---|
| Dashboard | Everyone |
| Shared shortlist | Everyone |
| Messages | Everyone |
| Calendar Schedule | Everyone |
| My Agent | Everyone |
| Rent / Lease | Everyone |
| Pipeline | Everyone |
| Quotes | Everyone |
| Calculator | Everyone |
| Progress | Analyst and above |
| Mortgage | Analyst and above |
| Valuations | Analyst and above |
| Banks | Analyst and above |
| Team registry | Manager and above |
| Audit Center | Manager and above |
| Services | Manager and above |
| Invoices | Admin only |
| Settings | Admin only |
Go to: Shared shortlist in the sidebar (the heart icon)
This is where your team collaborates on properties of interest. All team members can save properties here for collective review.
Go to: Pipeline in the sidebar (the activity icon — shows a badge when you have offers)
This shows all properties you are acquiring, organized by deal stage. Track where each deal is in the acquisition process from initial interest through to closing.
Go to: Quotes in the sidebar (the document icon — shows a badge for pending quotes)
When service providers send you quotes for valuations, inspections, or other services, they appear here. Review, accept, or decline quotes as needed.
Go to: Calculator in the sidebar (the calculator icon)
Estimate mortgage payments for properties you're considering. Enter property price, down payment, interest rate, and term to see monthly payment projections.
Go to: Progress in the sidebar (the trending-up icon — shows a badge for offers)
Available to Analyst rank and above.
Track the progress of your active deals. See which stage each transaction is at and what actions are needed from your team.
Go to: Mortgage in the sidebar (the dollar-sign icon)
Available to Analyst rank and above.
Manage mortgage applications and financing for your acquisitions. Track application status and coordinate with lenders.
Go to: Valuations in the sidebar (the shield-check icon)
Available to Analyst rank and above.
Track property valuations you've ordered. See the status of each valuation request and access completed reports.
Go to: Banks in the sidebar (the building icon)
Available to Analyst rank and above.
See which banks have expressed interest in financing your acquisitions. Banks can express interest through two pathways: when you share finalized assessments directly with them, or when your mortgage consultant distributes verified packages to lending partners.
Go to: Team registry in the sidebar (the people icon)
Available to Manager rank and above.
To invite a team member:
| Role | What they can do |
|---|---|
| Admin | Full access — billing, invitations, all deals, settings |
| Manager | Approve deals, manage team, access audit center |
| Analyst | View reports, progress, mortgage, valuations, banks |
| Staff/Viewer | Basic access — dashboard, shortlist, messages, calendar |
Go to: Audit Center in the sidebar (the activity icon)
Available to Manager rank and above.
Review the audit log of team actions and deal changes. Track who did what and when for compliance and accountability.
Go to: Services in the sidebar (the wrench icon)
Available to Manager rank and above.
Access construction services, refinance options, and other professional services available through the platform.
Go to: Invoices in the sidebar (the receipt icon — shows a badge for outstanding invoices)
Available to Admin only.
View all platform invoices, subscription charges, and payment history.
Go to: Settings in the sidebar (the gear icon)
Available to Admin only.
Go to: Messages in the sidebar (the speech bubble icon — shows a red badge when you have unread messages)
Pipeline not updating after saving a property: Refresh the page — the platform updates in real time.
Cannot invite a team member: Only Admins can send invites. Verify your role rank in the team registry.
Cannot see Progress, Mortgage, or Valuations: These sections require Analyst rank or above. Contact your company admin to have your role upgraded.
Billing question: Only Admins can access billing. Contact your company admin or go to Settings → Billing.
Click the Help button on any page, or email support@estatett.com