Vantage AI — Tools Dashboard

All tools built for the Vidona portfolio

Active Tools
The Great Library of Vantage
Active
Vantage's knowledge corpus — the mined training library across real estate, CRE, PM, STR, finance, legal, and operations. A searchable reference the whole team can draw on.
All Companies
Lead Companion
Active
Lead gen / follow-up companion. Paste SF ID to load contact, request, or listing. Send email, text, log activity, set follow-up — all in one screen.
Vidona Residential
Lead CRM
Active
The team's lead list: call list, follow-ups, Do Not Contact, and referral details. Agents sign in by emailed link and see only their own leads.
Vidona Residential
Vidona Video Messenger
Active
Record a personal video message, pick a brand, and send it from your own address. Recipient gets an animated preview + a branded landing page; views are tracked.
All Brands
Listing Dashboard
Active
A Vidona Group tool — the seller/landlord's live view into their listing: live market data, agent commentary, showing activity, marketing assets, and scheduling. Used by both Vidona Residential and Vidona Commercial.
Vidona Group • VR / VC
TaskMaster
Active
Unified task and project management. Projects, tasks, dependencies, multi-assignee, calendar views, conversations, QC integration.
All Companies
Invoicing
Active
Multi-company invoicing with per-company sequential numbers (VR-1001, VPM-1001). Client lookup from Salesforce (VR/VC) and DoorLoop (VPM), line items, paid/unpaid tracking, print/PDF view.
All Companies
Tour Companion
Active
Mobile-first property tour tool. Property itinerary, broker contacts, scoring, timer, photo capture, and summary export.
Vidona Commercial Vidona Residential
Refinance Analysis Tool
Active
Client-facing refinance calculator. Compares 4 scenarios with amortization chart and branded PDF export.
Vidona Residential
B/C Re-engagement
Active
View and manage B/C contacts for outreach with editable text messages.
Vidona Residential
Walkthrough Notes
Active
Multi-company walkthrough tool with audio, photos, timestamped notes, and offline save. Auto-creates Google Doc report.
VR / VC / VPM / VGA
Vidona Screen Recorder
Active
Loom-style screen recorder — capture your screen, mic, and a shaped/draggable camera bubble, then save to the Vantage AI shared Drive with a copy-able client link (or download). Private by default.
All
QC Walkthrough
Active
Quality control inspection for furnished rental properties. Room-by-room condition tracking with photos.
VG Abodes
Journey Engine
Active
Marketing email journey builder. Create multi-step drip campaigns via Mailchimp with enrollment rules, scheduling, and tracking.
All Companies
Project Priority
Active
Drag-and-drop project priority list with status tracking and conversations.
Internal
Broker Compensation Page
Active
Public-facing page listing active properties with co-op fee agreements.
VR / VC
Property Intake
Active
Property intake sheet for field inspections. Captures property details, room-by-room data.
Vidona Residential Vidona PM
Autonomous Queue
Active
Read-only view of Vantage's autonomous work loop: pending launches, pause/pace state, recent heartbeat activity, and training-rotation cooldown status.
Internal
QR Code Generator
Active
Your QR codes and tracked short links in one library: create, organize in folders, and see how many people each one reached. Add your own center image to a QR code.
All Companies
Invoice Generator
Active
QuickBooks-style invoice generator. Supports all companies with swappable branding. PDF download and email.
All Companies
Travel Packer
Active
Packing checklist synced across devices. Domestic/international toggle, tag-based categories, progress tracking. Add items that persist for future trips.
Personal
Personal Budget
Active
Budget reconciliation tool with Monarch Money integration. Track shared vs personal expenses, reimbursements, and settlements.
Personal
Shopping Lists
Active
Grouped shopping lists with screenshot upload — organize items by store/department, add by voice, and snap a Google Keep screenshot to import.
Personal
Preview Tools
Tour Companion v3 (Preview)
Preview
Redesigned Tour Companion phone app being tested on your real tours. The current Tour Companion stays as is.
Vidona Residential
New Development Tracker (Preview)
Preview
A running list of new 10+ unit developments (starting with DC and Howard County). Internal only; no emails go out yet.
Vidona Group • VR
Listing Dashboard Comments (Preview)
Preview
Lets sellers and agents reply to each other on Listing Dashboard updates. Tested on a copy of the data; nothing reaches real clients.
Vidona Group • VR / VC
Lead Companion (Preview)
Preview
Next version of Lead Companion with a Pipeline / Leads toggle to log calls and follow-ups. The redesigned lead view is mocked up and awaiting your approval.
Vidona Residential
Video Messenger Campaign Mode (Preview)
Preview
Adds a Campaign mode (record once, send to many) to the Video Messenger. Test sends are switched off; the current Video Messenger is unchanged.
Internal
Salesforce Interface (Preview)
Preview
Type a Salesforce request and review the proposed changes before anything happens. Requests are only queued; nothing is written to Salesforce yet.
Vidona Group
Event Invite Tokens (Preview)
Preview
One-click Decline link for event invitations that records the response in Salesforce. Demo link only; not yet in a real campaign.
Internal
VR Co-op Commissions Page (Preview)
Preview
Broker-facing page showing co-op compensation for each active Vidona Residential listing. The current co-op page is unchanged.
VR
Social Post Generator (Preview)
Preview
Generates ready-to-copy social captions for a listing. It never posts anything.
Internal
SF Companion (Preview)
Preview
Phone-friendly Salesforce lookup for contacts, requests and listings. Early preview.
Internal
Chart Studio (Preview)
Preview
Build a chart, save it, and share a link with a client. Early preview.
Internal
CRE Deal Room (Preview)
Preview
Investor deal room for Vidona Commercial: public teaser, with due-diligence files behind approval and an NDA.
Vidona Commercial
Production Dashboard (Preview)
Preview
Closed-transaction analytics: GCI by year, seasonality and lead sources.
VR / VC
Call Activity Tracker (Preview)
Preview
Daily outreach tracking with history and period comparison.
Internal
Health Tracker (Preview)
Preview
Weight, food and nutrition logging with trends.
Personal
Blog Publisher (Preview)
Preview
Publishes a blog post to the Vidona Wix blogs at once.
VR / VC / Vidonaverse
External Links
Open House Form
External
Google Forms sign-in for open house visitors
Vidona Residential
Open House Responses
External
Spreadsheet of open house sign-in responses
Vidona Residential