Vantage AI — Tools Dashboard

All tools built for the Vidona portfolio

Active Tools
TaskMaster
Active
Unified task and project management. Projects, tasks with dependencies, multi-assignee, calendar views, conversations, QC walkthrough integration, undo/redo, role-based access. Replaces Asana.
All Companies
Production Dashboard
Active
All-time closed transaction analytics. GCI by year, monthly seasonality, type and lead source breakdown, sortable transaction table.
Vidona Residential / Commercial
Refinance Analysis Tool
Active
Client-facing refinance calculator. Compares 4 scenarios with amortization chart and branded PDF export.
Vidona Residential
B/C Re-engagement
Active
View and manage B/C contacts for outreach with editable text messages
Vidona Residential
Health Tracker
Active
Weight, food, and nutrition logging with voice input, alcohol tracking, and trend analytics
Personal
Walkthrough Notes
Active
Audio recording, photos, and timestamped notes for property walkthroughs. Auto-creates Google Doc report with transcription and action items. For new listings, buyer showings, commercial tours, and tenant turnovers.
VR / VC / VPM / VGA
QC Walkthrough
Active
Quality control inspection tool for furnished rental properties. Loads items from the property's QC spreadsheet for room-by-room condition tracking with photos.
VG Abodes
Call Activity Tracker
Active
Daily outreach tracking with analytics, historical data, and period comparison
General
Contract-to-Close
Active
Transaction tracker with whiteboard, checklist, and green sheet. Buyer, seller, commercial, and referral transaction types.
VR / VC
Project Priority
Active
Drag-and-drop project priority list with status tracking
General
Broker Compensation Page
Active
Public-facing page listing active properties with co-op fee agreements. Replaces bit.ly/m/VidonaResidential. Mobile-optimized for agents accessing from MLS.
Vidona Residential
Property Intake
Active
Property intake sheet for field inspections. Captures property details, room-by-room data, and emails completed sheet to team.
VPM
Invoice Generator
Active
QuickBooks-style invoice generator. Supports all companies with swappable branding. PDF download and email.
All Companies
External Links
Open House Form
External
Google Forms sign-in for open house visitors
Vidona Residential
Open House Responses
External
Spreadsheet of open house sign-in responses
Vidona Residential
Coming Soon
Open House Sign-In
Coming Soon
Branded property selector + sign-in form with Salesforce auto-import
Vidona Residential
Listing Feedback Dashboard
Coming Soon
Track showing feedback and agent responses
Vidona Residential
PRWT Requirements Matrix
Coming Soon
Commercial client property search matrix
Vidona Commercial
Seller Dashboard
Active
Client-facing seller listing dashboard with live SmartCharts market data, agent video/audio commentary, showing activity, marketing assets, and scheduling. Agent editor + shareable client view.
Vidona Residential
CRE Tour Companion
Active
Mobile-first commercial real estate tour tool. Property itinerary, broker contacts, per-property notes, scoring with weighted criteria, timer, photo capture, and summary export.
Vidona Commercial
SmartZip Farm Tracker
Active
SmartZip smart farming KPI dashboard for lender reporting. Track outreach, inquiries, conversations, appointments, and agreements.
Vidona Residential
From Where + Minoan Stores
Coming Soon
Guest shopping storefront integration
Stylish Stays