Vantage AI — Tools Dashboard

All tools built for the Vidona portfolio

Active Tools
Lead Companion
Active
Lead gen / follow-up companion. Paste SF ID to load contact, request, or listing. Send email, text, log activity, set follow-up — all in one screen.
Vidona Residential
Seller Dashboard
Active
Client-facing seller listing dashboard with live market data, agent commentary, showing activity, marketing assets, and scheduling.
Vidona Residential
TaskMaster
Active
Unified task and project management. Projects, tasks, dependencies, multi-assignee, calendar views, conversations, QC integration.
All Companies
Production Dashboard
Active
All-time closed transaction analytics. GCI by year, monthly seasonality, type and lead source breakdown.
VR / VC
SmartZip Farm Tracker
Active
SmartZip smart farming KPI dashboard. Track outreach, inquiries, conversations, appointments, and agreements.
Vidona Residential
CRE Tour Companion
Active
Mobile-first commercial tour tool. Property itinerary, broker contacts, scoring, timer, photo capture, and summary export.
Vidona Commercial
CRE Deal Room
Active
Multi-brand investor deal room. Tier 1 teaser is public; Tier 2 due diligence gated by access request, approval, and NDA. Admin dashboard with role filtering (Broker vs Investor).
Vidona 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
Walkthrough Notes
Active
Multi-company walkthrough tool with audio, photos, timestamped notes, and offline save. Auto-creates Google Doc report.
VR / VC / VPM / VGA
QC Walkthrough
Active
Quality control inspection for furnished rental properties. Room-by-room condition tracking with photos.
VG Abodes
Journey Engine
Active
Marketing email journey builder. Create multi-step drip campaigns via Mailchimp with enrollment rules, scheduling, and tracking.
All Companies
Call Activity Tracker
Active
Daily outreach tracking with analytics, historical data, and period comparison.
Internal
Project Priority
Active
Drag-and-drop project priority list with status tracking and conversations.
Internal
Broker Compensation Page
Active
Public-facing page listing active properties with co-op fee agreements.
VR / VC
Property Intake
Active
Property intake sheet for field inspections. Captures property details, room-by-room data.
Vidona PM
Invoice Generator
Active
QuickBooks-style invoice generator. Supports all companies with swappable branding. PDF download and email.
All Companies
Event Admin
Active
Track RSVPs, view attendee counts, export guest list, send reminders via Mailchimp.
All Companies
Health Tracker
Active
Weight, food, and nutrition logging with voice input, alcohol tracking, and trend analytics.
Personal
Personal Budget
Active
Budget reconciliation tool with Monarch Money integration. Track shared vs personal expenses, reimbursements, and settlements.
Personal
Buyer Property Criteria
Active
Custom buyer property criteria web form. Replaces Google Forms.
Vidona Residential
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
PRWT Requirements Matrix
Coming Soon
Commercial client property search matrix
Vidona Commercial
From Where + Minoan Stores
Coming Soon
Guest shopping storefront integration
Stylish Stays