# Real Estate OS: Pro Transaction Command Center

## 1. Command Dashboard
Your mission control. This dashboard aggregates data from all connected databases using linked views, providing a real-time overview of your pipeline, cash flow, and compliance risks without manual data entry.

**Linked Views Included:**
*   **Pipeline Velocity:** A Board view of the *Transactions Database*, grouped by "Status" (Lead → Active → Under Contract → Closing). Cards display the "Days on Market" and "Next Deadline".
*   **Critical Compliance Alert:** A List view of the *Compliance & Tasks Database*, filtered to show only items where `Calculated Due Date` is within the next 7 days AND "Status" is not "Complete".
*   **Revenue Forecast:** A Table view of the *Transactions Database*, grouped by "Closing Month". Includes a footer rollup showing "Total Projected GCI" and "Total Net Income" for the month.
*   **Pending Documents:** A Gallery view of the *Document Vault Database*, filtered to show "Status: Pending Upload" or "Status: Signed".

## 2. Transactions Database
The central hub. This database is pre-configured with advanced financial modeling and native templates to spawn deals instantly.

**Properties Configuration:**
*   **Name:** Deal Name (e.g., "123 Maple St - Seller").
*   **Status:** Select (Lead, Listing Active, Under Contract, Closing, Closed, Fallen Through).
*   **Transaction Type:** Select (Listing, Buyer Side, Dual Agency, Lease).
*   **Property:** Relation to *Properties Database*.
*   **Client:** Relation to *Contacts Database*.
*   **Contract Date:** Date.
*   **Closing Date:** Date.
*   **Sales Price:** Number (Format: Number with "$").
*   **Commission Rate:** Number (Format: Percent, e.g., input "3" for 3%).
*   **GCI (Gross Commission Income):** Formula: `prop("Sales Price") * prop("Commission Rate")`.
*   **Broker Split %:** Number (Format: Percent, e.g., input "80" for 80/20 split).
*   **Broker Split Amount:** Formula: `prop("GCI") * prop("Broker Split %")`.
*   **Admin/Transaction Fee:** Number (Format: Number with "$").
*   **Net Income:** Formula: `prop("GCI") - prop("Broker Split Amount") - prop("Admin Fees")`.
*   **Escrow/Title:** Relation to *Contacts Database*.

**Database Templates (The "New" Button):**
*   **🏡 Standard Listing:** Pre-sets "Transaction Type" to Listing, "Commission Rate" to 3%, and spawns the "Listing Checklist" task group.
*   **🔑 Buyer Representation:** Pre-sets "Transaction Type" to Buyer Side, spawns the "Buyer Due Diligence" task group.

### Active Transactions Table

| Deal Name | Status | Sales Price | GCI | Net Income | Closing Date | Next Deadline |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 123 Maple St - Sale | Under Contract | $450,000 | $13,500 | $9,500 | Nov 15, 2023 | Inspection |
| 456 Oak Ave - Buy | Inspection | $320,000 | $9,600 | $6,600 | Dec 01, 2023 | Appraisal Order |
| 321 Elm Court - Sale | Closing | $850,000 | $25,500 | $19,500 | Oct 30, 2023 | Final Walkthrough |

## 3. Properties Database
A detailed catalog of physical assets, keeping property specs distinct from deal negotiations.

**Properties Configuration:**
*   **Address:** Title.
*   **Type:** Select (Single Family, Multi-Family, Commercial, Land).
*   **Listing Price:** Number.
*   **Square Footage:** Number.
*   **Year Built:** Number.
*   **HOA Fees:** Number.
*   **MLS #:** Text.
*   **Listing Link:** URL.
*   **Photos & Files:** Files & Media.

**Workflow:** Create the Property entry first. When creating a Transaction, link to this Property to auto-populate specs into the deal record.

## 4. Contacts & Vendors Database
Your CRM and rolodex. Centralized network management with role-based filtering.

**Properties Configuration:**
*   **Name:** Title.
*   **Role:** Select (Buyer, Seller, Lender, Title Agent, Home Inspector, Attorney, Broker).
*   **Email:** Email.
*   **Phone:** Phone.
*   **Company:** Text.
*   **License #:** Text.
*   **Preferred Vendor:** Checkbox (Filter for this to create a "Trusted Partners" view).

## 5. Compliance & Tasks Database
An automated task engine. Deadlines are calculated dynamically based on the Transaction's Contract Date using rollups and formulas, eliminating manual date entry.

**Properties Configuration:**
*   **Task Name:** Title.
*   **Related Transaction:** Relation to *Transactions Database*.
*   **Category:** Select (Inspection, Appraisal, Financing, Closing Docs, Marketing).
*   **Days After Contract:** Number (e.g., input "10" for a task due 10 days after contract).
*   **Rollup: Contract Date:** Rollup (Select "Contract Date" from "Related Transaction").
*   **Calculated Due Date:** Formula: `dateAdd(prop("Rollup: Contract Date"), prop("Days After Contract"), "days")`.
*   **Status:** Select (Not Started, In Progress, Review, Complete).
*   **Assigned To:** Person.

**Database Templates (The "New" Button):**
*   **📋 Standard Closing Checklist:** Automatically creates 15 pre-linked tasks (e.g., "Earnest Money" set to +3 days, "Inspection" set to +10 days) relative to the selected Transaction.

### Critical Compliance Tasks Table

| Task Name | Related Transaction | Days After Contract | Calculated Due Date | Status |
| :--- | :--- | :--- | :--- | :--- |
| Earnest Money Deposit | 123 Maple St - Sale | 3 | Oct 25, 2023 | Complete |
| Home Inspection | 456 Oak Ave - Buy | 10 | Nov 05, 2023 | In Progress |
| Loan Commitment | 456 Oak Ave - Buy | 21 | Nov 15, 2023 | Not Started |
| Final Walkthrough | 123 Maple St - Sale | -1 (Day before) | Nov 14, 2023 | Not Started |

## 6. Document Vault Database
A dedicated workflow for storing and tracking critical compliance documents directly within the transaction pipeline.

**Properties Configuration:**
*   **Document Name:** Title.
*   **Related Transaction:** Relation to *Transactions Database*.
*   **Document Type:** Select (Contract, Disclosure, Inspection Report, Addendum, Closing Statement).
*   **Status:** Select (Draft, Sent for Signature, Signed, Uploaded to Cloud).
*   **File:** Files & Media (The actual PDF/Doc).
*   **Date Uploaded:** Date.

**Workflow:**
1.  Create a new Document entry from inside the Transaction page.
2.  Upload the file to the "File" property.
3.  Change "Status" to "Uploaded to Cloud" to remove it from the Dashboard's "Pending Documents" view.

## 7. Financial Reporting
A dedicated section for analyzing business performance, utilizing the financial properties built into the Transactions database.

**Views to Setup:**
*   **Monthly Net Income:** A Calendar view of the *Transactions Database* where the date is determined by "Closing Date". The card title displays the "Net Income" formula.
*   **Commission Splits:** A Table view showing "Sales Price", "GCI", "Broker Split Amount", and "Net Income" side-by-side for audit purposes.
*   **Year-to-Date Revenue:** A Board view grouped by "Year" (extracted from "Closing Date" via formula), with rollups at the top of each group showing Total GCI and Total Net Income.