Real Estate Investment Tracker organizes investment instructions, property cash flow snapshots and their evidence by organization. An Operations Analyst owns an instruction with a requested amount, counterparty and revision.
Property cash flows in one list
| Property | Occurred at | Net cash USD | Forecast scenario | Parent | Status | |
|---|---|---|---|---|---|---|
| Harbor Lofts | 02 Nov | 100 | Base case | Draw Willow Place acquisition deposit | Completed | |
| Cedar Court | 31 Oct | 940 | Conservative leasing | Fund Harbor Lofts reserve account | Completed | |
| Elm Row | 29 Oct | 160 | Accelerated occupancy | Draw Willow Place acquisition deposit | Completed | |
| Willow Place | 22 Oct | 20 | Higher interest rates | Reinvest North Quay sale proceeds | Completed | |
| North Quay Offices | 25 Oct | 530 | Deferred capital works | Settle Ash House debt service | Completed |
Independent Finance Reviewer decides whether the instruction revision is authorized.
Every feature works on the same records. Pick one to see the screen your team works in.
Follow each investment request from its owner and counterparty through review and confirmation.
Instructions
| Record number | Subject | Organization | Counterparty | Provider reference | Confirmed at | |
|---|---|---|---|---|---|---|
| INS-54788 | Fund Harbor Lofts reserve account | Pinecrest Residential Fund | Willowgate Escrow | TRF-2026-7811 | 14 Oct | |
| INS-79372 | Approve Cedar Court roof capital | Cedar Vale Capital | Pine Terrace Management | TRF-2026-7812 | 15 Oct | |
| INS-15808 | Distribute Elm Row net income | Elmstone Property Partners | Pine Terrace Management | TRF-2026-7813 | 16 Oct | |
| INS-74729 | Draw Willow Place acquisition deposit | Ashmere Investment Office | Ashbrook Construction | TRF-2026-7814 | 28 Oct | |
| INS-62872 | Reinvest North Quay sale proceeds | Cedar Vale Capital | Elm Row Property Services | TRF-2026-7815 | 18 Oct |
Keep dated property cash snapshots connected to the investment instruction and its review.
Confirmed waits for the independent finance reviewer
| Property | Parent | Organization | Occurred at | Net cash USD | Forecast scenario | |
|---|---|---|---|---|---|---|
| Harbor Lofts | Reinvest North Quay sale proceeds | Ashmere Investment Office | 02 Nov | 930 | Base case | |
| Cedar Court | Draw Willow Place acquisition deposit | Stonegate Portfolio Company | 04 Nov | 490 | Conservative leasing | |
| Elm Row | Approve Stonegate tax escrow | Ashmere Investment Office | 15 Oct | 280 | Accelerated occupancy | |
| Willow Place | Approve Stonegate tax escrow | Brookfield Harbor Investments | 19 Oct | 460 | Higher interest rates | |
| North Quay Offices | Approve Cedar Court roof capital | Cedar Vale Capital | 22 Oct | 940 | Deferred capital works |
Keep the reviewer, decision, reason and instruction revision together.
Instructions
| Record number | Subject | Organization | Owner | Requested amount USD | Revision | |
|---|---|---|---|---|---|---|
| INS-11958 | Fund Harbor Lofts reserve account | Willow Ridge Holdings | Noah Park | 90 | 30 | |
| INS-55976 | Approve Cedar Court roof capital | North Quay Asset Group | Leila Costa | 380 | 620 | |
| INS-26245 | Distribute Elm Row net income | Stonegate Portfolio Company | Mina Chen | 210 | 150 | |
| INS-34243 | Draw Willow Place acquisition deposit | Brookfield Harbor Investments | Felix Alvarez | 110 | 750 | |
| INS-42962 | Reinvest North Quay sale proceeds | Willow Ridge Holdings | Mina Chen | 690 | 700 |
Trace provider events, quantities, prices and fees to the instruction they support.
Approval conditions
| Parent | Line number | Revision | Provider event ID | Occurred at | Evidence status | |
|---|---|---|---|---|---|---|
| Release Pine Terrace repair reserve | 70 | 380 | EVT-2026-6201 | 26 Oct | Pending | |
| Distribute Elm Row net income | 240 | 240 | EVT-2026-6202 | 25 Oct | Pending | |
| Approve Stonegate tax escrow | 300 | 110 | EVT-2026-6203 | 30 Oct | Pending | |
| Reinvest North Quay sale proceeds | 520 | 720 | EVT-2026-6204 | 23 Oct | Pending | |
| Fund Harbor Lofts reserve account | 80 | 960 | EVT-2026-6205 | 15 Oct | Pending |
Keep guarded actions, expected revisions and unresolved outcomes visible.
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Failure reason | |
|---|---|---|---|---|---|---|
| Release Pine Terrace repair reserve | fund-harbor-reserve | Fund property reserve | 640 | Pending | Available cash is below reserve target | |
| Approve Cedar Court roof capital | approve-cedar-capex | Approve capital expenditure | 510 | Failed | Capital budget approval is missing | |
| Approve Cedar Court roof capital | distribute-elm-income | Post investor distribution | 110 | Needs review | Distribution account is unverified | |
| Fund Harbor Lofts reserve account | draw-willow-deposit | Release acquisition deposit | 650 | Pending | Signed purchase offer is absent | |
| Draw Willow Place acquisition deposit | reinvest-north-proceeds | Reinvest sale proceeds | 930 | Failed | Sale settlement has not cleared |
Keep operating organizations, members and counterparties aligned with each instruction.
Counterparties
| Name | Code | Contact name | Organization | Eligibility note | Active | |
|---|---|---|---|---|---|---|
| Harborline Brokerage | CP-BROKER-01 | Mara Bennett | Cedar Vale Capital | Broker license verified | Yes | |
| Cedarfield Lending | CP-LENDER-02 | Yusuf Karim | Willow Ridge Holdings | Lending mandate is current | No | |
| Elm Row Property Services | CP-MANAGER-03 | Nina Flores | Willow Ridge Holdings | Management agreement on file | Pending review | |
| Willowgate Escrow | CP-ESCROW-04 | Daniel Okoro | Ashmere Investment Office | Escrow instructions approved | Suspended | |
| North Quay Valuation | CP-VALUER-05 | Hana Iyer | Stonegate Portfolio Company | Valuation panel membership current | Approved |
Instruction to verified outcome ships ready to use. 2 steps need a named approval before the work moves on: Independent review (Independent Finance Reviewer) and Property snapshot review (Independent Finance Reviewer).
Record the owner, counterparty, amount and current revision.
An Independent Finance Reviewer decides on the submitted revision.
Send the authorized request through the approved provider route.
Compare provider events with the parent instruction.
Review the dated cash entry and its supporting context.
Resolve receipts against the instruction and provider evidence.
Open any property cash flow to see the roles that work on it, its process stages and its approvals on one page.
Occurred at, Net cash USD, Forecast scenario and Parent.
Records linked to this property cash flow.
Operations Analyst, Independent Finance Reviewer and Auditor, each with their own permissions.
Prepare property snapshot and Completion verification, with the role that acts.
Independent review and Property snapshot review, with who decides.
Base case · Completed
The Independent Finance Reviewer examines the submitted revision; the person who prepared it cannot approve their own request.
Signed in as Independent Finance Reviewer
| Decision | Approver | |
|---|---|---|
| Independent reviewAn Independent Finance Reviewer decides on the submitted revision. | Independent Finance Reviewer | |
| Property snapshot reviewReview the dated cash entry and its supporting context. | Independent Finance Reviewer |
Everyone opens Real Estate Investment Tracker to the work that is theirs. Pick a role to see what it starts with.
Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; guarded workflow authorizes all transitions.
This is the first screen this role sees.
Property cash flows · Operations Analyst
| Property | Parent | Organization | Occurred at | Net cash USD | Forecast scenario | |
|---|---|---|---|---|---|---|
| Harbor Lofts | Reinvest North Quay sale proceeds | Ashmere Investment Office | 02 Nov | 930 | Base case | |
| Cedar Court | Draw Willow Place acquisition deposit | Stonegate Portfolio Company | 04 Nov | 490 | Conservative leasing | |
| Elm Row | Approve Stonegate tax escrow | Ashmere Investment Office | 15 Oct | 280 | Accelerated occupancy | |
| Willow Place | Approve Stonegate tax escrow | Brookfield Harbor Investments | 19 Oct | 460 | Higher interest rates | |
| North Quay Offices | Approve Cedar Court roof capital | Cedar Vale Capital | 22 Oct | 940 | Deferred capital works |
Review eligible revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; a reviewer cannot approve their own submission.
This is the first screen this role sees.
Property cash flows · Independent Finance Reviewer
| Property | Parent | Organization | Occurred at | Net cash USD | Forecast scenario | |
|---|---|---|---|---|---|---|
| Harbor Lofts | Reinvest North Quay sale proceeds | Ashmere Investment Office | 02 Nov | 930 | Base case | |
| Cedar Court | Draw Willow Place acquisition deposit | Stonegate Portfolio Company | 04 Nov | 490 | Conservative leasing | |
| Elm Row | Approve Stonegate tax escrow | Ashmere Investment Office | 15 Oct | 280 | Accelerated occupancy | |
| Willow Place | Approve Stonegate tax escrow | Brookfield Harbor Investments | 19 Oct | 460 | Higher interest rates | |
| North Quay Offices | Approve Cedar Court roof capital | Cedar Vale Capital | 22 Oct | 940 | Deferred capital works |
Maintain organization configuration and membership. Administrative membership does not confer financial, approval or execution authority.
This is the first screen this role sees.
Counterparties · App Administrator
| Name | Code | Contact name | Organization | Eligibility note | Active | |
|---|---|---|---|---|---|---|
| Harborline Brokerage | CP-BROKER-01 | Mara Bennett | Cedar Vale Capital | Broker license verified | Yes | |
| Cedarfield Lending | CP-LENDER-02 | Yusuf Karim | Willow Ridge Holdings | Lending mandate is current | No | |
| Elm Row Property Services | CP-MANAGER-03 | Nina Flores | Willow Ridge Holdings | Management agreement on file | Pending review | |
| Willowgate Escrow | CP-ESCROW-04 | Daniel Okoro | Ashmere Investment Office | Escrow instructions approved | Suspended | |
| North Quay Valuation | CP-VALUER-05 | Hana Iyer | Stonegate Portfolio Company | Valuation panel membership current | Approved |
Read authorized evidence and reports. Read-only scoped audit with no write or action execution.
This is the first screen this role sees.
Execution evidence · Auditor
| Parent | Line number | Revision | Provider event ID | Occurred at | Evidence status | |
|---|---|---|---|---|---|---|
| Release Pine Terrace repair reserve | 70 | 380 | EVT-2026-6201 | 26 Oct | Pending | |
| Distribute Elm Row net income | 240 | 240 | EVT-2026-6202 | 25 Oct | Pending | |
| Approve Stonegate tax escrow | 300 | 110 | EVT-2026-6203 | 30 Oct | Pending | |
| Reinvest North Quay sale proceeds | 520 | 720 | EVT-2026-6204 | 23 Oct | Pending | |
| Fund Harbor Lofts reserve account | 80 | 960 | EVT-2026-6205 | 15 Oct | Pending |
Maintains user access and configuration while preserving the Independent Finance Reviewer's decision authority.
Read instruction status, property cash flow and unresolved evidence from linked records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 29 | ||
| Submitted | 6 | 21% | |
| Approved | 3 | 50% | |
| Rejected | 1 | 33% |
Sample totals per stage
Compare instructions by organization, owner, counterparty and status.
Sum requested amounts by organization and instruction status.
Compare net cash by property, occurrence date, forecast scenario and review status.
Compare executed quantities, prices and fees across verified evidence.
Review decisions by reviewer, source revision and decision date.
List failed or pending receipts by action, expected revision and parent instruction.
Compare linked instruction counts by counterparty and organization.
Compare each instruction's attachment, execution evidence and review decision counts.
See how Real Estate Investment Tracker fits your kind of team.
Coordinate investment instructions and property snapshots across an operating organization.
Keep fund operations, counterparties and property cash records in a traceable review path.
Review property cash changes alongside the instructions and counterparties behind them.
Each stage of instruction to verified outcome names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask Proto to prepare linked investment work for human review.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tablesStart with one team and one process, then add the rest once the basics are running.
Confirm organization codes, currencies, time zones, team membership and counterparty eligibility. Assign separate preparation and review responsibility.
Enter an instruction with an owner, counterparty, amount, revision and supporting attachments.
Review the instruction independently, then submit a property cash flow snapshot for its own decision.
Match acknowledgement and execution events to the authorized instruction. Test a duplicate event and an unknown response.
Review open requests, submitted snapshots, unresolved receipts and the audit trail as each role.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Real Estate Investment Tracker for your business. Begin with one organization, its team members, an eligible counterparty and a representative instruction. Rehearse independent review and a linked property snapshot before expanding.
An Operations Analyst owns an assigned instruction and its supporting attachments. The record identifies the organization, counterparty, requested amount and revision.
An Independent Finance Reviewer examines the current revision and records a decision and reason. The preparer cannot approve their own submission.
Each snapshot links to a parent instruction and organization. It records a property, occurrence date, net cash amount and forecast scenario with its own review status.
Awaiting Review shows instructions in Review. Snapshots Awaiting Review shows submitted property entries. Each list opens its source record for context.
The operation receipt remains visible in Unresolved Operations. The team compares the parent instruction and provider evidence before deciding whether the action completed.
The authorized external provider handles trading, custody and money movement. The app keeps the instruction, acknowledgement and execution evidence connected for review.
Provider events carry an identity, revision and execution details. An Independent Finance Reviewer compares them with the instruction and marks each event Verified or Rejected.
Auditor has read access to authorized evidence and reports. Financial decisions belong to the Independent Finance Reviewer.
Read requested amounts by instruction status, net cash by property and scenario, and unresolved receipts by action and parent. Open the source record before acting on a summary.
Start free, then use Proto to change fields, steps and approvals before your team goes live.