For Agencies & Case Managers
Easily see your clients'
support network.
Every connection around a client — agencies, case managers, family, current housing, and community resources — visualized in one place. Know exactly who's involved and refer new partners without leaving the view.
- Full network: orgs, family, housing, and resources
- Primary org, connected agencies, and referrals
- Community resources with active/pending status
- Refer an agency or resource directly from the map
For Landlords & Property Managers
All the properties
managed in one place.
Every property in your portfolio on one screen. See all vacancies and move-in-ready units at the click of a button — then filter by bedroom count, share with agencies, and coordinate placements without switching tools.
- Every property and unit in a single view
- One click to see all vacancies & move-in-ready units
- Map, list, and grid views — switch instantly
- Review and action placement requests from agencies
For Agencies & Case Managers
Robust tools.
Refreshingly simple.
A client dashboard built for real case work — not bureaucracy. Clear intake steps, pipeline progress, goals, reports, visits, and direct client connectivity all in one view. No training manual required.
- Step-by-step intake checklist at a glance
- Pipeline progress bar with stage detail
- Reports, visit logs, and cases in one place
- One-click client portal access
Custom Pipelines
Workflows that move
as fast as your clients do.
Build multi-stage workflows specific to your organization. Stages can auto-advance the moment a client submits a form, passes identity verification, or starts an onboarding session — no manual follow-up needed.
- Fully custom stages with named types & conditions
- Auto-advance triggered by real-world actions
- Manual stages with one-click Complete & Advance
- Per-client progress tracked across your whole caseload
Field Mode
Take your case work
into the field.
Clock into a site visit with GPS, log the visit type and purpose, and let the map capture where you are. Observations get tagged by severity, and everything ties back to the client's record automatically.
- GPS check-in/out with live address capture
- Wellness checks, inspections, and custom visit types
- Send a proxy visit link if a colleague is on-site
- Observations tagged mild / severe / emergency