Texas Relocation Experts
CRM SYSTEM

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LISTINGS LEADS 🔥 SPECIALS TRACKER EMAILS AGENTS ADMIN 🐛
Smart Match Config Map Settings Data Feed Dashboard Backups Performance Monitor
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Leads

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Total Leads
0
Active Leads
0
New This Week
0
Needs Attention
0 leads
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0
Lead Name ↕ View/Edit Health ↕ Lead Found Date ↕ Preference Summary Top Listing Options Agent Assigned ↕

Loading leads...

Agents

Agent Name ↕ View/Edit Leads Generated ↕ Leads Assigned ↕ Leads Closed (90d) ↕ Landing Page Actions
NEEDS ATTENTION
–
0 selected
Listings ↕
📍 Preferred Area

🔥 Properties & Specials

🏢 Properties & Specials

Property Name ↕ Address Contact Info Phone Leniency Current Special(s) Actions
🔥

Active Specials

0 specials

All active specials across properties. To edit property details, use the Listings page Agent View.

Lead Tracker

Lead Tracker

0 leads

💡 What is the Tracker? Track each lead's progress through the 5-step workflow: Onboarding → Matching → Touring → Leasing → Complete. Click any lead to see what happened, what's next, and take action. Monitor health status and ensure no lead falls through the cracks.

My Lead Tracker

0 leads

💡 What is the Tracker? Track each lead's progress through the 5-step workflow: Onboarding → Matching → Touring → Leasing → Complete. Click any lead to see what happened, what's next, and take action. Monitor health status and ensure no lead falls through the cracks.

📧 Email Command Center

🚨 Email Alerts & Flags

📧 Email Transmission Log

Recipient Subject Template Status Engagement Sent Date Sent By Actions
Page 1

🐛 Bug Tracker

Bug Reports

Ticket ↕ Issue ↕ Status ↕ Priority ↕ Reporter ↕ Created ↕ Actions

Admin Panel

User Management

Name ↕ Email Role ↕ Status ↕ Created ↕ Last Activity ↕ Actions

Audit Log

⚙️ Smart Match Configuration

⚙️ SMART MATCH MISSION CONTROL

Algorithm Configuration Dashboard

SYSTEM STATUS

ONLINE
BEDROOM MODE EXACT
BATHROOM MODE EXACT
RENT TOLERANCE ±20%
FILTER PREVIEW ...
MAX RESULTS 10
LAST SYNC NEVER
🔍
FILTER
→
⚖️
SCORE
→
📊
DISPLAY

FILTERING CONTROLS

Configure property inclusion criteria and matching rules

How strictly to match bedroom requirements

How strictly to match bathroom requirements

±20%
0% 100%

Percentage above/below budget to include

How to handle pet policy requirements

30 days
0 days 365 days

Days before/after move-in date to include properties

SCORING ALGORITHM

Adjust property ranking weights and prioritization factors

25 pts
0 pts 100 pts

Points for rent within budget

10 pts
0 pts 100 pts

Bonus if available by desired date

80 pts
0 pts 100 pts

Base bonus for high commission properties

20 pts
0 pts 100 pts

Bonus points for PUMI properties

4.0%
0% 20%

Minimum commission % to receive bonus

DISPLAY SETTINGS

Configure result presentation and output parameters

10
1 50

Maximum number of properties to show per lead

Default sorting order for results

50
0 100

Minimum match score to include in results

📡 Data Feeds

Control center for data sources and maintenance

🔌 Service Status

OpenAI ...
Browserless ...
SerpAPI ...

🤖 AI Property Audit

Show AI Audit badge on listings missing data

🖼️ Property Image Migration

Move property photos from external URLs to Supabase storage. Fixes SSL issues and removes external dependencies.

Ready 0 / 0

🔍 Apartment Discovery

Scan San Antonio for apartment complexes using Google Maps

🤖 Advanced Discovery (Grok AI)
Market 🏙️ San Antonio, TX
Properties Found 0
Areas Scanned 0 / 33
Status Ready
🔥 Specials Found 0

🎛️ Scan Controls

Scan all San Antonio neighborhoods for apartment complexes. Each area takes ~3-5 seconds.

📞 Missing Phone: -- 📧 Missing Email: -- 🌐 Missing Website: --

🔄 Auto Unit Scanner

Continuous scanning with adaptive learning. Methods that work get prioritized; methods that fail get disabled.

📊 0/0 properties 🏠 0 units ✅ 0% ⏱️ --:--
Idle

📈 Method Performance (Best methods get used first)

Method Attempts Success Rate Units Status
Loading method stats...

💡 Methods need 5 attempts before stats are reliable. Methods with 0% success after 5 Methods with low success get deprioritized but still run occasionally.

📷 Image Scanner

Find and add property photos using Google Images. Properties with images get more engagement!

Missing Photos
--
Has Photos
--
Progress
--%
Scanned Today
--
🖼️ 0 images found ⏱️ --:--
Idle

📊 Scan Progress

Initializing... 0%

🗺️ San Antonio Areas

📋 Discovery Log

Ready to start discovery scan...

🤖 Advanced Discovery

AI-powered unit population using Grok (X AI)

Back to Discovery
Grok API Status
Checking...
Properties
--
Floor Plans
--
Units
--

📋 Property Queue

Total: -- Selected: 0

Loading properties...

🚀 Grok Enrichment

Select properties and click Start to populate unit data using Grok AI. Each property takes ~5-10 seconds.

Waiting... 0%

⚠️ Danger Zone

Clear all existing unit and floor plan data before repopulating with fresh Grok data.

📋 Activity Log

--:--:-- Ready to start...

🛡️ Data Backups

Snapshot and restore your CRM data

Backup Status

Current backup health and Supabase PITR status

Supabase Daily Backups ✓ Active
Last Supabase Backup Loading...
PITR (Point-in-Time Recovery) Not Enabled
Custom Snapshots Loading...

Create Snapshot

Export all tables and storage objects to a backup file

Snapshots are saved to cloud storage AND downloaded locally for redundancy

Creating snapshot... 0%

Backup History

Previous snapshots available for download or restore

Date Type Size Tables Storage Status Actions
Loading backup history...

Backup Strategy Info

Understanding your backup options

☁️ Supabase Daily Backups

Automatic database backups every 24 hours. Included with Pro plan. Does NOT include Storage files.

⏱️ Point-in-Time Recovery

Restore to any point in the last 7 days with 2-minute precision. Requires PITR add-on ($100/month).

📦 Custom Snapshots

Export all tables + storage files to a downloadable archive. Stored in Supabase Storage bucket.

📡 RentCast API Reference

Open Docs

Developer reference for RentCast property data API integration

API Status Not Connected
API Key Not configured
Monthly Quota -- / 50 requests

🔄 Sync Listings to Database

Import rental listings from RentCast into TRE CRM. This will replace existing RentCast data but preserve manual entries.

🏙️ San Antonio, TX
Starting sync...
🏠

Property Data

Access 140M+ property records with structural attributes, features, and owner details

GET
/v1/properties Search property records by address, city, zip, or geo area 1 credit
GET
/v1/properties/{id} Get single property record by ID 1 credit
GET
/v1/properties/random Get random property records for testing 1 credit
📋 Response Schema
Field Type Description
id String Unique RentCast property identifier
formattedAddress String Full property address
addressLine1 String Street address
city String City name
state String 2-char state abbreviation
zipCode String 5-digit zip code
county String County name
latitude Number Geo latitude
longitude Number Geo longitude
propertyType Enum Single Family, Condo, Apartment, etc.
bedrooms Number Number of bedrooms (0 = studio)
bathrooms Number Number of bathrooms
squareFootage Number Living area in sq.ft.
lotSize Number Lot size in sq.ft.
yearBuilt Number Year constructed
lastSaleDate Date Last sale date (ISO 8601)
lastSalePrice Number Last sale price
features Object Pool, garage, heating, cooling, etc.
taxAssessments Object Tax assessment by year
owner Object Owner names, mailing address
🏢

Rental Listings

Active rental listings - PRIMARY USE CASE for TRE CRM

Primary
GET
/v1/listings/rental/long-term Search active rental listings by city, zip, or geo area 1 credit
GET
/v1/listings/rental/long-term/{id} Get single rental listing by ID 1 credit
📋 Response Schema (Rental Listings)
Field Type TRE Mapping
id String → properties.external_id
formattedAddress String → properties.address
city String → properties.city
state String → properties.state
zipCode String → properties.zip_code
latitude Number → properties.latitude
longitude Number → properties.longitude
propertyType Enum → properties.property_type
bedrooms Number → units.beds
bathrooms Number → units.baths
squareFootage Number → units.sqft
price Number → units.rent
status Enum → units.availability_status
listedDate Date → properties.created_at
daysOnMarket Number → computed field
listingAgent Object → properties.contact_*
💰

Rent Estimates (AVM)

Automated rent valuations based on property characteristics and comparables

GET
/v1/avm/rent/long-term Get rent estimate for a specific property 1 credit
📋 Response Schema
Field Type Description
rent Number Estimated monthly rent
rentRangeLow Number Lower bound (85% confidence)
rentRangeHigh Number Upper bound (85% confidence)
comparables Array Similar properties used for estimate
📊

Market Data

Aggregate market statistics, price trends, and rent trends by zip code

GET
/v1/markets Get market statistics for a zip code 1 credit
📋 Response Schema
Field Type Description
rentalData.averageRent Number Average rent in zip
rentalData.medianRent Number Median rent in zip
rentalData.dataByBedrooms Array Stats by bedroom count
rentalData.dataByPropertyType Array Stats by property type
rentalData.history Object Historical monthly data
🏷️

Sale Listings

Active sale listings (not primary use case for rental CRM)

Secondary
GET
/v1/listings/sale Search sale listings 1 credit

🎯 Integration Gameplan

1

API Configuration

  • Store RentCast API key securely in Supabase vault or env vars
  • Create server-side proxy to protect API key (Vercel Edge Function)
  • Implement rate limiting and quota tracking
2

Data Layer

  • Create rentcast_cache table for storing fetched listings
  • Design sync strategy: on-demand vs scheduled refresh
  • Map RentCast fields to existing properties/units schema
3

Listings Integration

  • Add "Import from RentCast" button to Listings page
  • Search rentals by market (San Antonio, Austin, etc.)
  • Merge with existing manual listings (internal + external)
4

Smart Match Enhancement

  • Use RentCast rent estimates to validate pricing
  • Show market comparables in Showcase emails
  • Add market trends to customer recommendations

🔧 Common Query Parameters

Parameter Type Description Example
address String Full street address 5500 Grand Lake Dr, San Antonio, TX
city String City name San Antonio
state String State abbreviation TX
zipCode String 5-digit zip 78244
latitude Number Center lat for radius search 29.4241
longitude Number Center lon for radius search -98.4936
radius Number Radius in miles 5
propertyType String Filter by type Apartment
bedrooms Number Filter by bedrooms 2
bathrooms Number Filter by bathrooms 2
status String Listing status Active
limit Number Results per page (max 500) 100
offset Number Pagination offset 0

👤 Lead Details

📝 TRE Internal Comments

Agent Details

👤 Agent Details

Top Listing Options — Lead

0 properties selected

Create ShowCase

Interested Leads - Property

📦 Build Showcase

🔥 Property Specials Select to include in email
0 units selected

📋 Selected Units

📧 Email Preview

📤 Confirm Send

✅

Showcase Sent!

Document History

Document Details - Lead Name

📧 Email Preview

To: lead@example.com
From: agent@company.com
🏠 Lead Name, We Found Your Perfect Match!
From: agent@company.com
Hi Lead Name! 👋

Great news! Our Smart Match system analyzed your preferences and found 5 properties that are perfect for you.

These aren't just random listings – they're intelligently matched based on your budget, location preferences, and move-in timeline.

✨ Personalized Just For You

Ready to Find Your New Home?

Let's schedule a tour of your favorite properties!

📅 Schedule a Tour
Your Dedicated Relocation Expert
Name: Agent Name
Email: agent@company.com
Phone: (555) 123-4567

Questions? Reply to this email or give me a call anytime. I'm here to help you find the perfect place to call home!

Texas Relocation Experts

© 2025 TRE CRM. All rights reserved.

You received this email because you requested property recommendations from us.

⚙️ Edit Property - Property Name

🔥 Active Specials

Broken Lease Acceptance

Eviction Acceptance

Criminal Background

Other Policies

👤

Add User

Create a new team member
👤

Basic Information

🔐

Security

You do not have permission to change this user's password.
Minimum 6 characters
🖼️

Agent Landing Page

👤
400×400px, JPG/PNG/WebP, max 2MB
0/500 characters

Change Password

⚡ Performance Monitor

📊 Open browser DevTools (F12) → Console tab to see detailed performance metrics. Navigate to each page to capture timing data.

📈 RECENT PERFORMANCE METRICS
No metrics captured yet. Navigate to Listings page to see data.
🎯 OPTIMIZATION STATUS
✅ SQL City Filter
Filters at DB level
✅ Unit Reuse
No duplicate fetch
✅ Notes Deferred
Lazy load on expand
⏳ Virtual Scroll
Not implemented
👤

Profile Settings

👤

Account Information

👤
JPG/PNG/WebP, max 2MB
This is how your name appears throughout the CRM
Email cannot be changed
🔐

Security

Minimum 6 characters
Password must be at least 6 characters
Passwords do not match
🔔

Notifications

Get notified when leads are assigned, updated, or require attention
🖼️

Landing Page Profile

0/500 characters
View My Landing Page

Add New Lead

📞 Update Property Contact Info

Select the apartment complex (not individual units)
Full property address
💡 Indicates how flexible this property is with application requirements (credit score, income verification, background checks, etc.)

🔥 Add New Special

💡 Property not listed? Add property contact info first

🔥 Edit Special -

🔥 Specials for

Special Commission Expires Actions

🔥 Active Specials for

Special Source Expires

➕ Add Unit

Units will be numbered sequentially (e.g., 101, 102, 103...)

Lead Status

    Click anywhere to dismiss

    🐛 Report Bug

    Helps diagnose issues faster. No personal data collected.

    🐛 Bug Details

    Modal Title

    📷 Property Photos

    📝 Property Notes

    📝 Notes: Lead Name

    📋 Activity Log

    📝 Unit Notes

    ⚙️ Configure Unit

    Physical availability - uncheck if unit is currently leased
    Market visibility - uncheck to hide from showcases (unit stays in list but grayed out)
    📡 Data Sources
    💰
    Rent Pricing
    —
    —
    📅
    Availability Date
    —
    —
    🗺️
    Floor Plan
    Floor Plan
    🔄 Last synced: —

    🏘 Add New Property

    🏘 Basic Info

    🛏 Unit Details

    💰 Additional Info

    🗺 Map Location

    💡 Tip: Leave blank to auto-geocode from address

    📝 Notes

    🧪 Test Smart Match Configuration

    Select an existing lead or enter custom test criteria to preview how your current configuration settings will match properties. This uses your current form values (including unsaved changes).

    Choose a lead to auto-populate their preferences, or enter custom criteria below
    Your maximum monthly rent budget
    When you'd like to move in
    City or area you're looking in