Purpose-Built. Not Adapted.
Every capability is built for real estate development, not adapted from a generic enterprise tool. Workflow engine, CRM, photo management, development management, dashboards, contract intelligence, insurance tracking, and external portals.
Workflow Engine
Every multi-step process. One engine.
Draw requests, due diligence checklists, entitlement approvals, closing workflows. Every process in real estate development involves multiple steps, multiple parties, and critical deadlines. One configurable engine runs them all.
Draw requests, DD checklists, entitlement approvals, closing workflows. Every multi-step process across all 9 stages runs on a single configurable engine.
Configurable stages with entry and exit criteria
Built-in approval routing with escalation rules
Deadline tracking with automated reminders
Document requirements enforced at each stage
Pre-built templates for common RE workflows
AI-triggered transitions when issues are flagged
CRM for Real Estate
Upload a document. The contacts appear.
Real estate developers don't need marketing automation. You need contact management, deal pipelines, and document linkage. Your CRM should populate itself from the documents you already upload.
Upload a pay application. The GC, subs, and architect appear in your CRM. Upload a lease. The tenant and broker appear. Upload a PPM. The fund entities and investors appear. Zero manual entry.
Contacts and organizations auto-created from uploaded documents
One contact, multiple roles: investor, broker, tenant, contractor
Configurable pipelines per relationship type
Activity timeline: every document, meeting, and note connected
AI-summarized interaction history
Deal pipelines built on the workflow engine
Photo & Asset Management
Every image classified. No manual tagging.
Construction progress photos, renderings, site plans, marketing materials. Every image gets AI-processed the moment you upload it. Classified by type, building area, trade, and stage. Organized automatically.
Every image uploaded is AI-processed automatically. Construction photos classified by date, building area, and trade. Renderings tagged by view angle and design stage. Zero manual tagging.
Media gallery with grid and lightbox views
AI auto-classification: exterior, interior, aerial, rendering, progress photo
Smart collections that auto-populate by tag or date
Version tracking for renderings and design iterations
Marketing approval workflows: 'approved for use' tagging
Bulk download and watermarked share links
Development Management
Upload an invoice. The budget updates.
Budget tracking, draw management, milestone tracking, and pro forma modeling. Built for the way developers actually work. Not Argus-level complexity. The 'back of napkin' models you actually use, powered by AI that reads your documents.
Upload an invoice or pay application. AI extracts the amounts, cost codes, and vendor, then links them to your budget. Cost tracking that populates itself.
Sources and uses with hard/soft cost breakdown
Cost tracking auto-populated from invoices and pay apps
Monthly draw creation with lien waiver tracking
Key milestones with dates, dependencies, and status
Change order log with running impact on contingency
Single-screen development dashboard
Dashboards & Reporting
Every metric. Every stage. One screen.
Financial dashboards, KPI tracking, and custom reports configured per stage and per project. From NOI trending to investor position summaries to absorption velocity. The numbers you need, updated automatically.
Financial dashboards that pull from every stage of your project. Investor returns next to construction budgets next to leasing velocity. One screen.
Financial cards: NOI, IRR, equity multiple, DSCR, budget remaining
Time series: cost vs. budget, occupancy trending, distributions
Variance tables: budget vs. actual by cost code
Pipeline views: deal stages with counts and values
Portfolio-level comparison tables
Contract Intelligence
Every obligation. Every deadline. Auto-surfaced.
PSAs, loan agreements, GMP contracts, architect agreements, leases, LP agreements. Contracts appear at every stage. AI extracts the key terms, dates, and obligations. You see them all in one calendar.
Upload a contract. AI extracts parties, key dates, financial terms, and obligations. The Commitments Agent monitors upcoming deadlines across your entire portfolio.
Key terms and parties auto-extracted from uploaded contracts
Portfolio-wide calendar of milestones, renewals, and expirations
AI-powered obligation monitoring with deadline alerts
Insurance & Compliance
Expired certificates caught. Before they breach.
Policies, coverage amounts, expiration dates, certificate holders. Monitored continuously against lender and contract requirements. The AI catches expiring certificates before they become a breach.
AI monitors every insurance certificate across your portfolio. When coverage drops below contractual minimums or a certificate is expiring, you know immediately.
Insurance policy tracking with coverage and expiration monitoring
Compliance registry: regulations per project with status
AI compliance agent: monitors certificates against contractual minimums
Investor & Buyer Portals
White-labeled. Always current. Zero extra work.
Investor portals, virtual data rooms, and tenant/buyer portals. All powered by the same intelligence engine. All white-labeled to your brand. All updated automatically as your data changes.
Your investors see their positions. Your buyers see their diligence documents. Your tenants see their lease status. All branded. All current. All from one platform.
Investor portal: capital account, documents, distributions, reports
Virtual data room: permission-controlled, with activity tracking and Q&A
Tenant/buyer portal: application status, lease documents, move-in info
Connect to Your Existing Tools. Or Go Native.
Every capability above can live alongside your existing tools or you can use UC natively. See how UniversalContext connects to Procore, Yardi, CoStar, Autodesk, and more.