Questions, answered

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.