> ## Documentation Index
> Fetch the complete documentation index at: https://ownerfidocs.vetted.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> Your command center for finding, tracking, and managing owner-financed homes. Everything you need in one clean, intuitive interface.

Your OwnerFi dashboard is **mission control** for your home search. It's designed to feel familiar—like apps you already use—with intuitive navigation, clear sections, and everything you need at your fingertips.

<Tip>
  Spend 2 minutes exploring your dashboard now, and you'll save hours later. Everything has a purpose, and nothing is hidden behind confusing menus.
</Tip>

***

## What Your Dashboard Does

Think of your dashboard as **three tools in one**:

<CardGroup cols={3}>
  <Card title="Discovery Engine" icon="compass">
    Swipe, browse, and explore properties that match your budget and preferences—updated daily with fresh listings.
  </Card>

  <Card title="Personal Command Center" icon="house-laptop">
    Track saved favorites, view estimates, manage notes, and see your search activity all in one place.
  </Card>

  <Card title="Action Hub" icon="bolt">
    Contact sellers, share properties with co-buyers, adjust preferences, and move from browsing to buying.
  </Card>
</CardGroup>

***

## Dashboard Layout: The Main Sections

Your dashboard is divided into **clean, logical sections**. Here's what each one does:

### 1. **Top Navigation Bar**

The top bar stays with you wherever you go—quick access to everything important.

| Element                   | What It Does                                                              | When to Use It                                                   |
| ------------------------- | ------------------------------------------------------------------------- | ---------------------------------------------------------------- |
| **OwnerFi Logo**          | Tap to return to the main dashboard home from anywhere                    | When you're deep in a section and want to start over             |
| **Search Bar**            | Search properties by address, city, zip code, or keywords                 | When you know exactly what you're looking for                    |
| **Notifications Bell** 🔔 | Shows alerts: new properties matching your criteria, seller responses     | Check daily for fresh listings and updates                       |
| **Settings Gear** ⚙️      | Access account settings, budget preferences, filters, and privacy options | When you need to update budget, location, or account details     |
| **Profile Icon**          | View your profile, saved searches, activity history, and logout           | Manage your account or switch between multiple users (if shared) |

<Tip>
  The **Notifications Bell** is your best friend. Turn on push notifications so you're first in line when a property matching your criteria hits the market.
</Tip>

***

### 2. **Quick Stats & Budget Summary**

Right below the top nav, you'll see your **at-a-glance summary**—the essentials of your search.

<CardGroup cols={4}>
  <Card title="Monthly Budget" icon="wallet">
    Your max monthly payment preference. Tap to edit instantly.
  </Card>

  <Card title="Down Payment" icon="money-bill-wave">
    Your saved down payment range. Adjust anytime based on savings.
  </Card>

  <Card title="Favorites Saved" icon="heart">
    Number of properties you've swiped right on. Tap to view your full list.
  </Card>

  <Card title="New Matches Today" icon="sparkles">
    Fresh listings added in the last 24 hours that match your preferences.
  </Card>
</CardGroup>

<Info>
  These stats update in **real-time** as you swipe, save, and adjust preferences. It's your personal progress tracker.
</Info>

***

### 3. **Main Dashboard Tabs**

The core of your experience. Five primary tabs organize everything you need:

<AccordionGroup>
  <Accordion title="🏠 Discover (Home Feed)">
    **What it is:** Your main swipe feed. Properties appear one at a time based on your budget and preferences.

    **What you can do:**

    * Swipe right (❤️) to save
    * Swipe left (✖️) to pass
    * Tap the card to see full details
    * Filter by location, bedrooms, price, or financing type

    **Best for:** First-time browsing, daily exploration, and catching new listings.
  </Accordion>

  <Accordion title="⭐ Favorites">
    **What it is:** Your personal collection of saved properties—every home you've swiped right on.

    **What you can do:**

    * View all saved properties in grid or list view
    * Add private notes to each property
    * Generate and save payment estimates
    * Compare properties side-by-side
    * Share your favorites with co-buyers or advisors
    * Remove properties you're no longer interested in

    **Best for:** Narrowing down your top contenders and organizing your search.
  </Accordion>

  <Accordion title="🔍 Search & Filters">
    **What it is:** Advanced search and filtering options for when you know exactly what you want.

    **What you can do:**

    * Search by city, zip code, or neighborhood
    * Filter by price range, bedrooms, bathrooms, square footage
    * Filter by financing type (seller finance, subject-to, contract for deed, lease-to-own)
    * Sort by newest, price (low to high), or best match
    * Save custom searches for repeat use

    **Best for:** Power users who want granular control over their search.
  </Accordion>

  <Accordion title="💬 Messages & Activity">
    **What it is:** Your communication hub for seller inquiries, agent responses, and property updates.

    **What you can do:**

    * View all conversations with sellers and agents
    * Track responses to your contact requests
    * See property status updates (sold, pending, price drop)
    * Review your swiping history (liked and passed properties)

    **Best for:** Managing ongoing conversations and tracking where you are in the buying process.
  </Accordion>

  <Accordion title="⚙️ Settings & Preferences">
    **What it is:** Your control panel for budget, notifications, account details, and privacy.

    **What you can do:**

    * Update monthly budget and down payment preferences
    * Adjust location and property type filters
    * Manage email and push notifications
    * Update profile and payment info
    * Reset swiping history or clear favorites
    * Access help center and support

    **Best for:** Customizing your experience and keeping your account up to date.
  </Accordion>
</AccordionGroup>

***

### 4. **Property Cards: What You See in the Feed**

Every property card is designed to give you the **essential info at a glance**—no information overload.

#### What's on a Property Card:

<Steps>
  <Step title="Hero Photo">
    The best exterior or interior shot of the home. Tap to see the full gallery.
  </Step>

  <Step title="Price & Estimated Payment">
    List price and your estimated monthly payment based on your saved budget settings.
  </Step>

  <Step title="Location">
    Address (or city/neighborhood if address is private until contact).
  </Step>

  <Step title="Key Stats">
    Bedrooms, bathrooms, square footage, and lot size.
  </Step>

  <Step title="Financing Type">
    Badge showing "Seller Finance," "Subject-To," "Contract for Deed," or "Lease-to-Own."
  </Step>

  <Step title="Action Buttons">
    ❤️ Save, ✖️ Pass, 📧 Contact Seller, 🔗 Share.
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Mobile View" icon="mobile-screen">
    Cards stack vertically for easy thumb-swiping. Clean, minimal, fast.
  </Card>

  <Card title="Desktop View" icon="desktop">
    Cards appear in a grid or list view with more detail visible at once. Perfect for comparing multiple properties.
  </Card>
</CardGroup>

<Tip>
  Hover (desktop) or long-press (mobile) on a property card to see a **quick preview** with more photos and details—without leaving the feed.
</Tip>

***

## Key Dashboard Features That Save You Time

OwnerFi is built to be **fast and intuitive**. Here's how we help you move quickly:

### ⚡ Instant Budget Adjustments

Change your monthly budget or down payment in **Settings**, and the entire feed updates in real-time. No need to refresh or log out.

**Example:**\
You originally set a max monthly payment of $1,500. You get a raise and now feel comfortable at $1,800. Update it in Settings, and suddenly 200+ more properties appear in your feed.

***

### 🔄 Smart Sorting & Recommendations

OwnerFi learns what you like as you swipe. The more you use it, the smarter the recommendations get.

<AccordionGroup>
  <Accordion title="Best Match (Default)">
    Properties most likely to fit your preferences based on your swiping patterns, budget, and saved favorites.
  </Accordion>

  <Accordion title="Newest First">
    Fresh listings added in the last 24–48 hours. Perfect for catching properties before they're gone.
  </Accordion>

  <Accordion title="Price: Low to High">
    Start with the most affordable options and work your way up.
  </Accordion>

  <Accordion title="Price: High to Low">
    See premium properties first if you're shopping at the top of your budget.
  </Accordion>
</AccordionGroup>

***

### 📊 Side-by-Side Comparisons

Select 2–4 properties from your **Favorites** and view them side-by-side in a clean comparison table.

| Feature                | Property A     | Property B        | Property C   |
| ---------------------- | -------------- | ----------------- | ------------ |
| Price                  | \$225,000      | \$248,000         | \$210,000    |
| Monthly Payment (Est.) | \$1,450        | \$1,620           | \$1,380      |
| Bedrooms               | 3              | 4                 | 3            |
| Bathrooms              | 2              | 2.5               | 2            |
| Square Footage         | 1,800 sq ft    | 2,100 sq ft       | 1,650 sq ft  |
| Lot Size               | 0.25 acres     | 0.30 acres        | 0.20 acres   |
| Financing Type         | Seller Finance | Contract for Deed | Subject-To   |
| Property Taxes (Est.)  | \$3,200/year   | \$3,800/year      | \$2,900/year |
| HOA Fees               | None           | \$150/month       | None         |

<Tip>
  Use comparisons to see which home gives you the **best value**—sometimes a slightly higher price has lower taxes or no HOA, making it cheaper overall.
</Tip>

***

### 🔗 One-Click Sharing

Share your favorites instantly with co-buyers, family, or advisors.

<Steps>
  <Step title="Select Properties to Share">
    From your Favorites, check the boxes next to the properties you want to share.
  </Step>

  <Step title="Tap 'Share'">
    A private, unique link is generated instantly.
  </Step>

  <Step title="Send the Link">
    Copy and send via text, email, WhatsApp, Slack—whatever works for you.
  </Step>

  <Step title="Collaborate">
    Recipients can view the properties, see your saved estimates, and add their own notes (if you give them edit access).
  </Step>
</Steps>

***

### 📝 Private Notes & Tags

Keep track of your thoughts on each property without cluttering your brain.

**Examples of useful notes:**

* "Love the kitchen, but roof looks old"
* "Great for kids—near schools and parks"
* "Check HOA rules about fences"
* "Seller says they're flexible on down payment"

Notes are **private by default**—only you see them unless you choose to share.

***

### 🔔 Smart Notifications

Turn on notifications to stay ahead of the market.

<CardGroup cols={3}>
  <Card title="New Matches" icon="bell">
    Get alerted when a property matching your preferences is listed.
  </Card>

  <Card title="Price Drops" icon="arrow-down">
    Know when a property in your Favorites or Passed list drops in price.
  </Card>

  <Card title="Seller Responses" icon="message">
    Get notified immediately when a seller or agent replies to your inquiry.
  </Card>
</CardGroup>

<Tip>
  Enable **push notifications** on mobile for the fastest alerts. Email notifications work great for desktop users.
</Tip>

***

## Mobile vs. Desktop: What's Different?

OwnerFi works seamlessly on both, but the experience is optimized for each.

| Feature                      | Mobile                                    | Desktop                                  |
| ---------------------------- | ----------------------------------------- | ---------------------------------------- |
| Swiping                      | ✅ Optimized—fast thumb swiping            | ⚠️ Works, but clicking is less intuitive |
| Property Comparisons         | ⚠️ Limited to 2 at a time                 | ✅ Compare up to 4 side-by-side           |
| Notifications                | ✅ Push notifications (instant)            | ✅ Email and browser notifications        |
| Typing Notes                 | ⚠️ Slower on small keyboards              | ✅ Full keyboard makes notes easier       |
| Viewing Full Photo Galleries | ⚠️ Smaller screen, but still high-quality | ✅ Larger screen shows more detail        |

<Tip>
  **Best workflow:** Use **mobile for swiping and quick saves** throughout the day. Use **desktop for deep dives, comparisons, and finalizing your top picks**.
</Tip>

***

## Customizing Your Dashboard Experience

Your dashboard should feel like **yours**. Here's how to make it work the way you think:

<AccordionGroup>
  <Accordion title="Change Your Default View">
    Prefer list view over grid view? Go to **Settings > Display Preferences** and choose your default layout.
  </Accordion>

  <Accordion title="Pin Favorite Searches">
    If you're searching multiple cities or neighborhoods, save each as a custom search and pin them to your dashboard for one-tap access.
  </Accordion>

  <Accordion title="Hide Passed Properties">
    Don't want to see properties you've already passed? Toggle **Hide Passed** in Settings to keep your feed fresh.
  </Accordion>

  <Accordion title="Adjust Notification Frequency">
    Getting too many alerts? Go to **Settings > Notifications** and choose "Daily Digest" instead of instant notifications.
  </Accordion>
</AccordionGroup>

***

## Dashboard Quick Reference Guide

| I want to…                                 | Go here…                              | Action…                                                                         |
| ------------------------------------------ | ------------------------------------- | ------------------------------------------------------------------------------- |
| Browse new properties                      | **Discover** tab                      | Swipe right to save, left to pass                                               |
| See all my saved properties                | **Favorites** tab                     | View, compare, add notes, generate estimates                                    |
| Search for a specific city or neighborhood | **Search & Filters** tab              | Enter location and apply filters                                                |
| Contact a seller                           | Property page > **Contact Seller**    | Fill out inquiry form and send                                                  |
| Share properties with others               | **Favorites** > Select > **Share**    | Generate link and send via text/email                                           |
| Update my budget                           | **Settings** > Budget Preferences     | Adjust monthly payment and down payment ranges                                  |
| View my conversations                      | **Messages & Activity** tab           | See all inquiries, seller responses, and status updates                         |
| Compare properties side-by-side            | **Favorites** > Select > **Compare**  | Choose 2–4 properties and view comparison table                                 |
| Get help or support                        | **Settings** > Help Center or Profile | Access FAQs, guides, or contact [support@ownerfi.ai](mailto:support@ownerfi.ai) |

***

## What Happens After You Save Favorites?

Your dashboard helps you move from **browsing to buying**. Here's the natural flow:

<Steps>
  <Step title="Save 10–20 Properties">
    Swipe freely and save anything that catches your eye. Don't overthink it yet.
  </Step>

  <Step title="Narrow Down to Top 5–10">
    Review your Favorites, add notes, generate estimates, and remove properties that don't make the cut.
  </Step>

  <Step title="Compare Your Top 3–5">
    Use the comparison tool to see which homes offer the best value, terms, and fit for your needs.
  </Step>

  <Step title="Contact Sellers">
    Reach out to the top 2–3 properties. Ask about terms, availability, and next steps.
  </Step>

  <Step title="Bring in Professionals">
    Share your finalists with an attorney, agent, or advisor for their input before making an offer.
  </Step>
</Steps>

<Info>
  OwnerFi gets you from **curiosity to action** faster than any other platform. The dashboard is designed to keep you moving forward without feeling overwhelmed.
</Info>

***

## Next Steps

Now that you know your way around the dashboard, dive deeper:

* [**How to Find Your New Home**](/platform/find-your-home) — Master swiping, filtering, and saving
* [**Connecting With Sellers**](/platform/connecting-sellers) — Learn how to reach out and start conversations
* [**Setting Your Budget**](/platform/setting-budget) — Understand how to set realistic financial preferences

***

**Support:** Lost or confused? We're here to help. Contact [support@ownerfi.ai](mailto:support@ownerfi.ai) or explore the **Help Center** in Settings.