Partner Dashboard Directory

This page is for review purposes. In the live application, each partner will be directed to their role-specific dashboard automatically.

General Contractor

R² Remodeling

Construction management, project tracking, invoicing, and scope of work management for renovation projects.

16 projects · Since Jan 2023
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CL

Legal Services

Charlotte Legal Associates

Real estate closings, entity formation, contract review, title insurance, and legal matter management.

21 projects · Since Mar 2023
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PF

Financial Services

Piedmont Financial Services

Project accounting, bookkeeping, tax preparation, K-1 filing, and financial reporting for all investment LLCs.

25 projects · Since Feb 2023
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QC

Inspector

QC Inspect

Pre-acquisition, phase, and final property inspections with deficiency tracking and report management.

10 projects · Since Jun 2024
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CW

Deal Sourcing

CLT Wholesale Group

Off-market deal sourcing, property submissions, pipeline tracking, and commission management.

8 deals · Since Jan 2024
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CB

Brokerage

CLT Brokerage Partners

Property listings, buyer negotiation, closing coordination, market analysis, and transaction management.

12 transactions · Since Apr 2024
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