Classify Every Property by Strategy & Type
Tag each property with the investment strategy you're employing and its property type. Use multiple tags when strategies overlap — a Nomad™ property that becomes a rental, or a BRRRR deal that starts as a flip.
Strategy
Property Type
Classifications That Power Your Dashboard
Tag each property with the investment strategy you're employing and its property type. Use multiple tags when strategies overlap — a Nomad™ property that becomes a rental, or a BRRRR deal that starts as a flip.
These classifications aren't just labels — they power your entire dashboard experience.
Show only your Nomad™ properties, just your flips, or all your BRRRR deals at once.
View single-family homes separate from multi-family, or compare performance across property types.
Filters carry across your property list, portfolio views, and analysis tools.
7 Investment Strategies, Built In
Every property can be tagged with one or more strategies. Here's what's available out of the box.
Rental
Traditional buy-and-hold rental properties generating monthly cash flow.
Flip
Buy, renovate, and sell for a profit. Short-term hold strategy.
Primary Residence
Your own home. Track equity growth and compare to investment alternatives.
Vacation
Short-term vacation rental properties with seasonal income patterns.
Short-Term Rental
Airbnb, VRBO, and other nightly rental strategies.
BRRRR
Buy, Rehab, Rent, Refinance, Repeat. The classic recycling strategy.
Nomad™
Live in it, then convert to a rental. Owner-occupied financing advantages.
Asset Protection Checklists Features
Explore what Asset Protection Checklists can do for you.
Save $600–$1,500 Per Attorney Consultation
Walk into every attorney meeting prepared. Each checklist item explains why it matters, how to implement it, and includes an AI prompt — so you skip the education hour and get straight to strategy.
Learn more →Entity Management
Create and organize LLCs, trusts, S-Corps, and other entities with hierarchical nesting and drag-and-drop property assignment.
Learn more →Per-Property Protection Checklist
43-item checklist to verify each property is properly titled, insured, and legally protected across 4 critical categories.
Learn more →Insurance Coverage Review
Portfolio-wide insurance audit to ensure umbrella coverage, workers' comp, and policy alignment across all entities.
Learn more →Deed Type Tracking & Liability
Learn how 12 different deed types create different levels of ongoing liability — and how that liability can follow you even after you sell the property.
Learn more →Entity Compliance Dashboard
Centralized compliance tracking for all entities: good standing verification, annual report status, and checklist completion.
Learn more →Protection Score Dashboard
A single 0-100 score tells you how well protected your portfolio is right now. A 5-dimension radar chart shows exactly where gaps exist so you know what to fix first.
Learn more →5-View Entity Organizer
Visualize and reorganize your entity-property structure using 5 different views: Kanban, File Manager, Dot Map, Org Chart, and Focus view.
Learn more →Portfolio Protection Heatmap
A color-coded heatmap shows checklist completion across every property in your portfolio. Red squares mean danger — green means you are covered.
Learn more →Guided Walkthrough Mode
Turn on Guide Mode to see educational panels for every checklist category: what it covers, what to look for, and what action to take. Learn asset protection as you go.
Learn more →Missing Entity Transfer Detection
Automatically detects properties with acquisition deeds but no entity transfer — the #1 asset protection mistake. Fix it before a lawsuit exposes you.
Learn more →Deed Type Reference Guide
An interactive reference for all 12 deed types with risk levels, use cases, liability summaries, and expandable details. Know which deed type to use — and which to avoid.
Learn more →Protection Cost Tracking & ROI
Track every dollar you spend on asset protection — formation fees, registered agents, annual reports, attorney consultations — and see the per-property cost vs. the cost of a single lawsuit.
Learn more →14 AI-Powered Asset Protection Prompts
Pre-built expert prompts that inject your entity structure, property data, and compliance status directly into the prompt — paste into any AI chatbot for instant personalized analysis.
Learn more →Attorney Meeting Report
Generate a comprehensive, print-ready report with all your entities, properties, compliance status, deed records, checklist progress, and costs — everything your attorney needs in one document.
Learn more →General Protection Checklist
36-item portfolio-wide checklist for entity hygiene, insurance strategy, legal structure, and ongoing maintenance — the strategic layer above individual property protection.
Learn more →AI Contract Review Pipeline
Analyze operating agreements, bylaws, and trust documents with a 5-step AI pipeline: plain English, risks, obligations, negotiation playbook, and executive brief.
Learn more →Organize Your Portfolio Your Way
Every app you purchase includes the full classification system. Tag properties by strategy and type, then filter and sort your entire portfolio in one click.