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Real estate financial workflows

Clarity for Every Property Decision.

Bring financial scenario analysis, property-related workflows, and lead prioritization together in one streamlined workspace.

Workflow tools
5
Markets
9
Free trial
14 days
ledger-elite-suite.lovable.app/region/miamiIllustrative data
Local Tax Optimization
Miami · Florida
Seller net sheetTransfer tax1031 deadlines
Sale price
$1,250,000
Est. transfer tax
$8,750
Est. net proceeds
$1,163,750
Net proceeds by sale priceSample
Lead classifier3 sorted
  • HOTPre-approved, wants to close on a condo within 30 days
  • WARMInterested in waterfront listings, checking for later
  • COLDGeneral question about the area
ESCROW queue · 2 files awaiting document checks
Example figures are for demonstration only and are not customer results.

Interface preview. Figures are illustrative examples, not customer results.

Markets currently supported
  • New York City
  • Miami
  • Dallas
  • Austin
  • London
  • Dubai
  • Cairo
  • Cluj-Napoca
  • Bucharest
The challenge

Complex Real Estate Workflows. One Organized Workspace.

Real estate professionals evaluate scenarios, review location-specific costs and follow up on inquiries, often across several disconnected tools. Ledger Elite brings these selected tasks into one interface.

01

Financial Scenario Analysis

Compare property scenarios side by side and keep your key assumptions organized in one place, instead of rebuilding the same calculations every time.

ROI Optimizer
02

Location-Specific Estimates

Work through estimates built around the supported markets, such as transfer taxes and seller net sheets, with each figure tied to its inputs.

Multi-State Tax Calculator
03

Lead Prioritization

Sort incoming inquiries into HOT, WARM and COLD so your team can see which conversations deserve attention first.

AI Lead Classifier
Platform

Purpose-Built Tools for Real Estate Workflows

Five tools available in the app today. Each one opens directly from the sidebar.

ROI Optimizer

Explore supported financial scenarios and organize key assumptions when evaluating property opportunities, including 1031 exchange deadlines and region-specific rental yield and disposal estimates.

Explore ROI Analysis

Multi-State Tax Calculator

Seller net sheets, transfer taxes and loan comparisons for the supported markets. Estimates depend on your inputs; verify them with a qualified professional.

Explore Tax Calculations

ESCROW Matcher

A review aid for transaction disclosure and reporting checks. It supports your process and does not replace escrow, title or legal professionals.

Explore Transaction Workflows

AI Lead Classifier

Sorts lead messages into HOT, WARM and COLD using keyword rules and suggests a draft reply for you to review before sending.

Explore Lead Prioritization

Owner Dashboard

Pick a market to open its local dashboard with tax tabs, a sample ESCROW queue and the lead classifier, all in one view.

Explore the Dashboard
Inside the product

Designed for the Decisions That Matter.

Scenario comparisons, exchange deadlines, transaction checks and lead priorities, each in its own focused panel so the information you need stays in view.

ROI scenario comparison
Illustrative
Hold
Sell
Exchange
Refinance
Scenario AScenario B
Lead classifier
3 sorted
  • HOTCash buyer, ready to view this week
  • WARMComparing two districts for a rental
  • COLDAsked about prices next year
ESCROW matcher
Sample file
  • ✓Seller disclosure on file
  • ✓Earnest money notice date valid
  • ✓Reporting threshold reviewed
Section 1031 deadlines
Sample sale date
45-day identification window17 days left
180-day exchange window152 days left

Interface panels from Ledger Elite modules. Dates and figures are illustrative samples, not customer results.

Who it is for

Designed Around Real Estate Professionals

Real Estate Brokers

For professionals evaluating property opportunities and managing client inquiries.

  • Prepare seller net sheets before a listing call
  • See which inquiries to answer first

Property Investment Teams

For teams that need structured ways to review financial assumptions and selected property scenarios.

  • Compare hold, sell and exchange scenarios
  • Track 1031 deadlines from the sale date

Independent Real Estate Agencies

For agencies exploring practical software tools that support their existing workflows.

  • One workspace across supported markets
  • Owner-managed seats for agency teams
How it works

A More Structured Way to Work

  1. 01

    Choose a Workflow

    Open the tool that matches the task in front of you, or pick a market for its local dashboard.

  2. 02

    Enter Your Inputs

    Add the supported information and assumptions for your scenario.

  3. 03

    Review the Results

    Check the estimates, classifications or workflow checks and verify the important details.

  4. 04

    Make an Informed Decision

    Use the results as one input into your own professional judgement.

Plans

Straightforward Monthly Plans

Each plan starts with a 14-day free trial handled by Stripe at checkout. Stripe charges the monthly price on day 15 unless you cancel first.

Solo Agent
For an independent agent
$149/ month
$0 today · 14 days free
Choose Solo Agent
Recommended
Elite Broker
For a top-producing broker
$499/ month
$0 today · 14 days free
Choose Elite Broker
Agency Enterprise
For a full brokerage team
$1,499/ month
$0 today · 14 days free
Choose Agency Enterprise

Full plan details and secure Stripe checkout are on the plans page. Larger agencies can ask about Enterprise seats through a demo request.

Demonstration

See How Ledger Elite Fits Your Workflow.

Book a 30-minute video walkthrough at a time that suits you, or send a written request and the team will reply by email.

  • Pick a free slot and you'll get an instant calendar confirmation with the call link.
  • Times are shown in your own time zone. Reschedule or cancel from the confirmation email.
  • Prefer to try something now? The free Seller Net Sheet needs no sign-up.
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Calendar not showing? Open the booking page
FAQ

Questions, Answered Plainly.

Bring More Clarity to Your Real Estate Workflow.

Explore Ledger Elite and see whether its tools fit the way you work.