Profit First buckets
Main, Opex, Owner's comp, Profit, Tax and Pass-through. Allocate by percentage in one click and hide any balance you don't want to see.
For the independent broker
Your books, your listings and your applicants — in one place.
A small, sharp alternative to a spreadsheet and a shoebox. Track every dollar with Profit First, keep 50 listings straight, and never lose an applicant's next step.
Statement import
Drop in a CSV, Excel or PDF bank statement and every transaction is extracted, categorised and ready to review.
Listings with photos
20–50 rentals and sales at a time, each with a front photo, price, term and grouping by area or complex.
Applicant pipeline
Statuses, notes, next-step reminders and a one-tap button straight to that applicant's Dropbox folder.