Intent REI OS

Signed-in user

Account Menu

4 sections

Account Menu systemEntity ManagementLegal entities, ownership structure, and CPA entity exports

Signal wire

My Work: Assigned work, deadlines, and daily prioritiesAdmin Settings: Users, permissions, master data, and system settingsEntity Management: Legal entities, ownership structure, and CPA entity exportsOnboarding: Internal onboarding and setup workflowsData Quality Center: Duplicate, missing, and inconsistent dataBackup / Export Center: Backups and export packagesSystem Health / Test Center: System checks and test dataSystem Map: Operating system architecture mapReports: Reports and custom export viewsKnowledge Base: Operating knowledge and internal referenceDocuments: Project and company document managementContractor / Vendor Portal: External contractor and vendor accessMy Work: Assigned work, deadlines, and daily prioritiesAdmin Settings: Users, permissions, master data, and system settingsEntity Management: Legal entities, ownership structure, and CPA entity exportsOnboarding: Internal onboarding and setup workflowsData Quality Center: Duplicate, missing, and inconsistent dataBackup / Export Center: Backups and export packagesSystem Health / Test Center: System checks and test dataSystem Map: Operating system architecture mapReports: Reports and custom export viewsKnowledge Base: Operating knowledge and internal referenceDocuments: Project and company document managementContractor / Vendor Portal: External contractor and vendor access

Capital structure command

Legal entities, tax context, ownership notes, compliance contacts, and finance links in one live operating register.

FinanceLive1 entity records

Loading entity register

Entities1Legal entity records

Active1Currently active

LLCs1LLC structures

Project Links0Ownership or operating links

Entity register

Ownership, compliance, and tax context

Finance

Selected legal entityIntent REI LLCPREVIEW-ENTITY / WA formation

ActiveLLCOperating0 project linksBrandon DahlCompliance contacts openTax notes openTenant pendingAwaiting refresh

Entities11 active

LLCs1LLC

Contacts0CPA / legal / bank

Active1top status

WA1formation state

Shown1full register

EntityTypeStatusContactsTax / Updates

Add entity

New workspace record

Entity IDStatusEntity nameTypeStateOperating statusPrimary contact

Update selected

PREVIEW-ENTITY

Entity nameTypeStatusStateFormation dateEINOperating statusPrimary contactRegistered agentMailing addressCPA contactAttorneyBank / lenderLast updatedOwnership notesTax year notesNotes

Project/entity checks