Demo Portfolio 147 — Bayside Loop
45-day passed
Deadline passed with 0 properties identified — §1031 eligibility at risk.
198 days over
Okonkwo Holdings LLC
45th day in 4 days · 1 of 3 identified, designation notice unsigned.
Aug 18
Ravensworth Trust
180th day in 9 days · replacement purchase not yet closed.
Aug 23
2 selected
Belcher Family Trust
Exchange Agreement · signed by exchanger Aug 2, 2:14 PM
12 days
Delgado, Maria & Luis
Assignment of Relinquished Contract · signed Aug 12
2 days
Hargrove Industrial LP
Identification of Replacement Property · signed Aug 13
1 day
Nakashima Family Trust
Notice of Assignment (Buyer) · signed Aug 14
today
Delgado, Maria & LuisScreening clear
Closing funds to Sierra Escrow · proposed by Priya Raman, Aug 13
$1,094,0001 day
Hargrove Industrial LPScreening clear
Earnest money to Cascade Title · proposed by Priya Raman, Aug 14
$326,000today
1 proposal hidden — EX-2024-0147 · $326,246.11 was proposed by you, so you cannot approve it. Routed to Sandra Osman.
Ostrowski, PiotrPossible SDN match
Fuzzy name match at 82% against the OFAC SDN list — needs a documented disposition before the file proceeds.
Blocks file
Cascade TitlePayee unscreened
Blocks the $326,246.11 closing wire — a payee must clear screening before approval.
3 days
Whitfield, AnneVerification stalled
Identity link sent Aug 9, not started. Nothing can be filed until identity clears.
5 days
Belcher Family Trust
Settlement Statement (HUD-1) from Cascade Title · 3 automated reminders, no response
8 days
Okonkwo Holdings LLC
Preliminary Title Report · cadence every 3 days, next Aug 15
4 days
Ravensworth Trust
W-9 Tax ID Certification · exchanger has not opened the request
2 days
Vasquez Commercial Groupvia CRM · ref 88213
Forward delayed · sale closing Aug 29 · est. $2.1M — KYC not started
2 hours
Lindqvist, Erikmanual intake
Reverse · EAT parking · opened by Sandra Osman
yesterday
Nothing waiting on you here
Draw requests land here when an improvement exchange submits one. Hide this group from the sidebar if you never carry improvement files.
J K move
X select
A approve
C countersign
Enter open file
[ ] collapse group
⌘K command palette
Build contract — consolidated queue
1 · One action surface, not nine. Absorbs my-queue,
disbursements, kyc, compliance-cases, deadlines,
signing-queue, amendments, construction-draws and
intake — the entire Action Required nav group collapses to one item.2 · Configuration is durable, not a filter bar. Saved views, group visibility, group order, grouping mode and density persist per user. A coordinator who never carries improvement files hides that group once and never sees it again. Views are the real unit: Morning triage and End-of-day sweep are different jobs, not different filters.
3 · The triage bar filters; it does not decorate. Each figure is a toggle that narrows the list below. A number a coordinator cannot act on is a dashboard, and this is not a dashboard.
4 · Every row carries its real action inline, with bulk-select for the repetitive ones. Every row deep-links to the file at the section it concerns — never the Overview tab.
5 · Groups ordered by urgency. Statutory deadlines first: a blown 45-day is unrecoverable, a late countersignature is not. Empty groups stay visible with a Clear pill so the list is trustworthy, and their empty state teaches what would land there.
6 · Four-eyes is stated, not silently filtered. A proposal you originated is excluded from your approval group and the exclusion is named, with who it routed to.
7 · Keyboard-first. A coordinator clearing 24 items should never need the mouse. Scope toggle (My files / My team / All offices) is the tier hook — the same queue serves a coordinator, a division manager, and a multi-office leader.
8 · The headline greeting is time-of-day aware. Good morning / Good afternoon / Good evening switches on the viewer's local clock, and the first name comes from the signed-in profile. This drawing freezes the morning state; the shipped page renders whichever greeting the moment calls for. My Queue stays the nav and tab label — only the page headline changes to the greeting.
Light and dark are both designed here. All names, amounts, and references are synthetic demo data.