Deals

Every deal runs the reconciliation gate — numbers inside the book have to agree before export. Start with the fail demo, then walk the clean Monterra path, or spin up a new deal from the wizard.

Sources accept M&M .xlsm / .xlsx model, Finished OM PDF, MLS / CAR comp export PDF, Rent-comp .docx, and more — CoStar PDF extract stays gated for demos.

First time here? Start a new deal (property → book type → template → team), then upload the M&M model on Sources. Brand and logo setup are not built yet — the demo uses the Leeson 2026 multifamily template and Entity roster for stamps.

Senior review queue

Open review queue

Deals where a preparer clicked Request review on Verify. Open read-only Verify to collapse review — not a second dashboard. In-app only — we do not email or Slack yet.

Quick links — client demo

Fail demo Monterra clean New deal 60 MF checks Review queue

Demo deals — one click

Sort

Blocking · export lockedExport locked — open findings on VerifyRetail — Doc C (corpus failure)
Real retail OM from the corpus — base rent and line items don’t match. Export stays blocked until someone fixes it.
Open Verify
Clean · numbers agreeNumbers agree — confirm maps, then compose before export unlocksMonterra Springs
Multifamily reconciles clean after model + finished OM + comps. Confirm maps, then compose and export ~14 pages.
Open Verify Sources (model + OM + MLS/CoStar)Model vs OM Export

Deal lifecycle (internal log)

Deal

Deal lifecycle — Retail — Doc C (corpus failure)

Archive UI: not live — deals cannot be hidden or deleted from the list yet.

Log when a broker wants to archive, restore, or delete — not execution. Archive UI and retention policy are not live; the deal stays in the list.

New deal wizard Team roster