Role Paths
Who OrbiLattice Serves
Use this page to decide whether the workflow fits your role, where to start, and what it does not do. For a module map, use Features. For the investor path, use the Opportunity Engine.
The shared operating loop
- Capture messy inputs from lists, inboxes, documents, public records, and CRM history.
- Reconcile people, properties, deals, sources, duplicates, and conflicts.
- Explain confidence, freshness, evidence, gaps, and approval mode.
- Prepare next steps that a human can approve, edit, queue, or reject.
- Remember outcomes so repeated files and workflows become easier to review.
How to use this page
Pick the role closest to your work to see where to start, what it produces, and what it does not do.Find and analyze deals
Manage clients and follow-up
Track open and closed deals
Reconcile lists and records
Coordinate documents and tasks
Match buyers, sellers, and capital
Best fit
Investors & Wholesalers
Best fit for operators turning seller lists, public records, buyer sheets, and property context into source-backed deal actions.Best When
- You need to move from list or source intake to reviewed seller and buyer next steps.
- You care about MAO, ARV, rehab assumptions, buyer fit, follow-up, and disposition workflow.
- You want ATTOM or premium data as optional enrichment, not the public product identity.
Inputs
- Seller spreadsheets, public-record exports, provider files, and CRM history.
- Property records, comps, owner context, repair notes, and deal assumptions.
- Buyer criteria, funding notes, saved markets, and relationship history.
Prepared Packets
- Seller opportunity packet with source notes, confidence, missing data, and next step.
- Deal math packet with assumptions to review before offer or pipeline movement.
- Buyer-match packet with criteria fit and approved follow-up path.
How this role uses the platform
This is a workflow lens over the shared product model; it does not make every family equally available or ready for purchase.Find opportunities
Evaluate a property
Progress the deal
Communicate and convert
What this does not do
Broad automated discovery depends on available sources, data permissions, and configured providers.
Outreach, matching, and deal movement should remain reviewed or explicitly approved.
Data volume and AI usage are capped by your plan, and no source establishes that an owner wants to sell.