Intent REI OS

Department

Finance

8 modules

Finance systemLoansLoans, draws, and payoff tracking

Signal wire

Finance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performanceFinance: Financial dashboard and job costingInvoices: AP, invoice approvals, and paymentsMaterials: Receipt-based material trackingLoans: Loans, draws, and payoff trackingSchedule of Values: Budget, completion, billing, and draw bridgeCapital Sources: Lenders, private capital, owner cash, and JV fundingProfitability: Profitability, margin, and return trackingPortfolio Financials: Portfolio-level financial performance

Debt command

Loans, draws, payoffs, private capital notes, and project financial exposure in one capital register.

FinanceLive2 loan recordsFull workspace

Loading loans

Loan Exposure$723KLoan and draw records

Debt Service$5KMonthly debt service

Draws Left$80KAvailable draw capacity

Warnings1Maturity date warnings

Loan portfolio

Debt, draw, and maturity register

Sources

Selected loanSample Private CapitalGazebo Removal / Hard moneyOpen project workspace

Due Within 90 Days$525K$120K received / $80K left$3K monthly2026-09-30Tenant pendingAwaiting refresh

Exposure$723Ktotal loan amount

Debt Service$5Kmonthly payment

Draws Left$80Kavailable capacity

Warnings1maturity risk

Hard money1top loan type

In Review1top refinance

LoanProjectRiskExposureMaturity

Add loan

New workspace record

ProjectLenderLoan typeMaturityHard moneyRenovation loanAdditional drawsInterest rateMonthly paymentRefinance

Update selected

PREVIEW-LOAN-1

ProjectLenderLoan typeMaturityHard moneyRenovation loanAdditional drawsDraws receivedDraws remainingOrigination feesDraw feesMonthly paymentPayoff amountPayoff dateRefinanceNotes

Adjacent workflow

Capital links

Project WorkspaceProject record, draw context, documents, and budget history

Capital SourcesLenders, private capital, owner cash

FinanceFinancial dashboard and job costing

InvoicesAP, invoice approvals, payments

Portfolio FinancialsPortfolio financial performance