INVESTAA
Workspace
Welcome.
Pick a workspace area to begin.
Sales Workspace
Sales Dashboard
0 leads in pipeline — lead capture through agreement signed.
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BA Workspace
Property Dashboard
0 properties tracked — drag cards between columns to update status.
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BA Workspace
Client Dashboard
0 active clients
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PRE EXCHANGE
POST EXCHANGE
UNCONDITIONAL
BA Workspace
Settled Dashboard
0 settled properties
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Reminders
Notifications
Birthdays, post-settlement check-ins, settlement anniversaries.
No open notifications. The daily check runs at 06:00 (Brisbane time).
CLIENT NAME/S PROPERTY ADDRESS DATE SETTLED ASSIGNED PM ASSIGNED BA LEASE START RENTAL APPRAISAL RENTED FOR
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No settled properties yet.
Move a client through to Settlement in the Client Dashboard.
Presentation
Pick a property above to begin
Only properties that have an assigned client on the Client Dashboard appear in the list. Set asset type + photos on the property card to round out the presentation.
Workspace
Portfolio Manager
0 subscribed clients — toggle Portfolio Manager Service on a property to add it here.
No subscribed clients yet
To enrol a client, open one of their properties on Property Dashboard and switch Portfolio Manager Service to Yes. Tier auto-assigns based on the count of subscribed properties: 1 = Essentials, 2–3 = Portfolio, 4+ = VIP.
Workspace
Performance Tracking
Sales conversion, settlement velocity and per-staff leaderboards. Pick a window and refresh.
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Workspace
INVESTAA Network
Team contact directory. Pick a category, filter by state, add new contacts inline.
Pick contact
✉ Email composer
Supported placeholders: {{clientName}} · {{firstName}} · {{baName}} · {{calendlyUrl}} · {{sessionDateTime}} · {{zoomLink}}. Each recipient's variables get substituted when sending.
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0 recipients