One file for every way you make money in real estate
Listings you sell. Rentals you own. Flips, builds, money you've lent, partnerships you're in — and the deal where you're the agent and the lender and a partner. Every dollar logged once, landing on the right tax schedule by itself.
$900 built to your practice — $275 to start, the balance when it's yours. Hosted at your private link, rates kept current. The demo is a made-up agent's file — click anything, nothing is saved.
What it does
Deals × positions — the model that stops you needing three spreadsheets
Shown with example data — a fictional Chicago agent with six listings, a rental, a flip and a new build she lends on, partners in and lists.
Built for the agent-investor
A deal is a property doing something. A position is what you are to it.
Owner
Rentals with depreciation from the in-service date, land split out; flips and builds with costs capitalised to basis until the sale.
Lender
Principal, rate, points, draws that stagger the advance — and a yield that doesn't charge you a full year for money out three months.
Partner
Contributions and distributions logged as they happen; the K-1 typed in when it arrives and carried to Schedule E Part II.
Agent
Your compensation as an ordered stack — split, cap, franchise and transaction fees — with the cap window rolling on your anniversary, not the calendar.
Your practice
Overhead lives on its own deal. One-line expenses, dated mileage rates, net-per-listing by price band, and a nudge when you've gone quiet.
April, sorted
A routing table sends each position to its schedule; your CPA's one-off exception is a per-position override that prints on its own page.
No surprises
Straight about what it isn't
Cheaper to say now than to explain later.
- —It isn't tax advice and it isn't a tax return. The figures are estimates from the numbers you enter, using rates you can see and change. The April package is for your CPA to work from, not to file.
- —It doesn't connect to your bank, your brokerage or your lender. You log entries yourself — one line each, and a position sorts it.
- —There's no login and no account. Your data lives on your own device, with a one-button backup file. It's not synced between devices.
- —It's built to order for one agent's practice — your entities, your compensation stack, your words for each stage. Two weeks from brief to handover is typical; a partnership with a dozen members is a conversation first.
Built to order
Start your Unicorn Agent HQ
$900 for a file shaped to how you actually operate — $275 to start, the $625 balance when you've seen it working with your own deals in it. No subscription; rates and brackets stay current at your link.
- Pay the $275 deposit securely through Stripe. Your receipt arrives by email.
- Within one business day I email you a short brief — your entities, how you're paid, the deals you're carrying now, the words you use for each stage.
- I build it, show you the working file at the halfway point, then set it up at your own private link on dashfern.com. The balance is invoiced at handover.
$275non-refundable deposit · $900 total · no subscription
Built to your practice · hosted at your private link · annual rate updates included · two rounds of revisions
Pay the deposit — $275The $275 deposit is non-refundable — the build starts when it lands. $625 balance invoiced at handover; $900 total. Card, Apple Pay or Google Pay via Stripe. Not sure it fits? Try the live demo or email me first.
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