1The broker subscribes
A broker takes a plan and invites their clients. Each invitation is a single-use link, and each linked client is sponsored by the broker's plan.
2Both sides keep one ledger
The property owner logs valuations, rents and refinances; the broker sees the book the moment it changes. Every entry shows who logged it, and each change is logged as its own dated entry.
3The work flows back
Expiring products surface across the book. Clients request reviews from inside their portfolio. Every application starts with the schedule already done.