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Getting Started

02 Dashboard Overview

The Dashboard is the first screen you see after logging in. It is your command center: profile status, property cards, token balance, notifications, and quick actions all in one place.

3 min read

The sidebar is your primary navigation. Every major section is listed here:

  • Dashboard — Your current view.
  • Directory — Searchable database of all ReiSearch users.
  • Profile — Your public profile page.
  • Network — Your connections, buyers, team, and invitations.
  • Marketplace — Map-based property listings from all users.
  • Properties — Your property drafts, shared properties, published listings, offers, and folders.
  • Presentations — Your deal presentations and the Offer Accelerator tool.
  • App Center — Third-party integrations hub.
  • Settings — Account, profile, billing, and support.
  • Support — Help center and contact options.

The sidebar also shows your token balance, an upgrade plan banner (Free plan users), and a light/dark theme toggle at the bottom.

Top Header

The header bar appears on every page. It contains:

  • Universal Search Bar — Search across people, properties, cities, and ZIP codes. Results appear as you type, grouped by category.
  • Messages Icon — Quick access to messaging with an unread count badge.
  • Notifications Bell — Alerts for comp results, property shares, connection requests, and buy box matches.
  • Grid Menu — A quick-access grid of navigation shortcuts.
  • User Avatar — Your profile photo with a dropdown for profile and account options.

Profile Card (Top Left)

Shows your profile photo, name, profile completion percentage, and verification badge. Click through to complete your profile.

Tokens Wallet Card

Displays your total token balance and current plan name (Free, Starter, Core, or Scale). Click to view billing details and purchase tokens.

Account Setup Checklist

A guided onboarding checklist with four categories:

  • Profile Setup (upload picture, public info, social media, expertise, buy box)
  • Networking Actions (first connection, explore Directory, invite contacts, add buyer buy box)
  • Property Tools (add a draft, share a property, publish to Marketplace)
  • Communications (messages, property threads, notifications)

Each category shows a completion percentage. Click any item to jump directly to that task.

Quick Action Cards

Three cards for fast access to core workflows:

  • Add New Property — Start creating a property draft. Includes a Quick Tour button for first-time users.
  • Expand Your Network — Opens the Directory for finding and connecting with other REI professionals.
  • Create Buy Box — Opens the buy box form to define your investment criteria.

A horizontal scrollable row of property cards. Use the tabs to filter: Drafts, Shared, Published, Offers, View All, My Folder, Address Requests.

Each card shows the property photo, price, deal type badge (color-coded), address, beds/baths/square footage, and shared-with avatars.

Notifications Panel

Located on the right side. Shows real-time notifications for comp results, property shares, connection requests, and system alerts. Each one has a timestamp and dismiss option.

Google Contacts (Right Sidebar)

If connected, shows imported Google contacts with an Invite button per contact.

Feedback Button

Found in the sidebar footer. Use it to submit product feedback or report issues.

Next steps: - Creating Your ReiSearch Account - Completing Your Profile - Your First Property - How to Run Comps