The yield you don't type in
Before a property becomes a deal it's an opportunity: something you're formally putting in front of a client, with a pitch and the numbers behind it.
The snapshot on that page is more detailed than the phrase suggests. Price guide, an off-market flag, the listing URL, beds and baths and car spaces and land size, zoning, year built, a repeatable rental table with lease expiries, annual outgoings, flood, bushfire and heritage flags, and location notes. For commercial, the rental table also carries tenant, lease type and rent-review detail.
Yield is computed, not entered
There's no yield field. Trace works it out from your price guide and your rental figures, and shows it only on the client-facing portal.
That's a deliberately small design choice with a specific reason behind it. Any number a person can type into a field is a number a person can type wrong at ten at night, send to a client, and have quoted back at them a year later. A computed figure is either right or the inputs are visibly wrong.
A number you can type is a number you can type wrong. A number that computes is either right or visibly wrong.
The nine key checks
The snapshot carries a nine-item disclosure checklist: related-party lease, easements, known maintenance issues, and the rest. A progress readout tracks how many of the core fields you've filled in.
It's a prompt rather than a gate. Nobody is stopped from sharing an incomplete snapshot, because sometimes you genuinely don't have the zoning yet and the client is asking today. But an unticked item is visible to you before it's an awkward question from them.
Then it locks
Everything in the snapshot locks once the opportunity moves to due diligence. What you showed the client at the pitch stays what you showed the client, rather than quietly becoming whatever you knew later.
And they answer on the page
The client responds directly: interested, need more info, or not for me. Their answer lands on the opportunity as a feedback card and updates the status. You also get a read receipt showing whether it's been opened, when it was last opened, and a view count. No chasing anyone by phone to find out whether they looked.
We're building this with a small first group of buyer's agents. If your shortlists currently go out as PDF attachments, we'd like to talk to you.
Apply for a founding partner spot