OrbiLattice – AI Property Signals to Orchestrated Action

🎯 Your Dashboard Journey

Choose the right dashboard for your needs

Open House CRM provides four specialized dashboards, each designed for specific workflows. Follow the path that matches your role and experience level.

Quick Access

Choose Your Path

👶 New User Path

Just getting started with the CRM

Start Here: Overview

Get your bearings in 30 seconds

Daily recap of key metrics

Quick wins at a glance

Easy to understand

Go to Overview

Check Setup: System Health

Configure your CRM for success

Visual car metaphor shows what's ready

Step-by-step setup guidance

Estimated time to operational

Go to System Health

Learn the System

Explore features and capabilities

Feature guides & tutorials

Best practices

Video walkthroughs

Go to Learn the System

Graduate: Mission Control & Advanced

Move to power user tools

AI-prioritized action queue

Custom analytics

Advanced workflows

Go to Mission Control & Advanced

📅 Daily User Path

Regular workflow for active users

Morning: Overview

What is urgent today?

Check overnight activity

Review priority items

Scan key metrics

Go to Overview

Action Time: Mission Control

AI-prioritized tasks

Work through AI-ranked actions

Confidence-weighted decisions

Efficient task completion

Go to Mission Control

Deep Work: Advanced Dashboard

Custom analytics & widgets

Analyze trends

Track pipeline health

Generate reports

Go to Advanced Dashboard

⚡ Power User Path

Experienced users who know what they need

Advanced Dashboard

Your customized command center

Fully customized layout

Exactly the widgets you need

Direct access to all features

Keyboard shortcuts & efficiency

Go to Advanced Dashboard

👨‍💼 Admin Path

System management and oversight

System Health

Monitor integrations & setup

Check feature connectivity

Review integration status

Ensure operational readiness

Go to System Health

Advanced Dashboard

Full visibility & control

Team performance metrics

System-wide analytics

Configuration management

Go to Advanced Dashboard

🚗 Understanding the Car Metaphor

The System Health dashboard uses a car metaphor to make CRM setup intuitive. Each feature is a part of your "Real Estate Money-Making Machine":

🚗

Engine = Mission Control

AI-powered decision engine that drives everything

🧠

AI Brain = Lead Scoring

Intelligence that prioritizes and predicts

🛞

Wheels = Property Inventory

Foundation that moves you forward

🤖

Autopilot System = AI Intake

Automated property-to-deal pipeline

⚙️

Transmission = Automation Engine

Shifts work automatically

⛽

Fuel = ATTOM + FRED Data

Data powers everything

🎛️

Steering = Pipeline Builder

Guides deals to close

💡 Pro Tips

Start Simple

Don't try to use all dashboards at once. Master Overview first, then gradually adopt others.

Use Health Check

Run through System Health setup once. It ensures all features are configured optimally.

Customize Your Workspace

Advanced Dashboard is fully customizable. Arrange widgets to match your workflow.

Follow AI Guidance

Mission Control's AI learns your patterns. Trust its prioritization to save time.

Ready to Get Started?

Choose your path and start your journey to CRM mastery

Start with Overview Check System Health

🎯 Your Dashboard Journey

Choose the right dashboard for your needs

Open House CRM provides four specialized dashboards, each designed for specific workflows. Follow the path that matches your role and experience level.