The operating system for curative investors

Resolve title problems. Move deals forward.

One focused workspace for heir research, outreach, legal tracking, underwriting, and every dollar deployed on a curative deal.

Start your 7-day trialSee the product
Curative OS kanban board with deal cards moving through curative pipeline stages

From first list to cleared title

Import
Research
Outreach
Underwrite
Close

Product walkthrough

Every piece of the deal, in one place.

These are the real screens where teams research heirs, work conversations, track legal, and record every dollar on a curative deal.

01

Pipeline

Know what moves next.

Kanban boards with stages that match curative work — not generic sales steps. Card titles, colored pills, and quick actions are composed from your own fields.

  • Compose card titles from up to 3 fields with color logic
  • Saved views for every filter combination
  • Won, Lost, and terminal stages feed your KPIs
Explore boards
Product screenBoards
Curative OS kanban board with colored deal cards across pipeline stages
02

Smart Lists

Always know what to work next.

Live working queues built from the deals already on your boards. When deal data changes, list membership updates automatically — nothing to rebuild, nothing to copy.

  • Starter lists: My follow-ups, New & unworked, No response, Family research needed, Active legal
  • Save reusable workspace lists with match rules and filters
  • Signal columns show why each deal is in the queue
Explore Smart Lists
Product screenSmart Lists
Curative OS Smart List showing a live filtered queue of deals
03

Sales Inbox

Every conversation, one queue.

Calls, texts, emails, and voicemails grouped by person and deal. Your team works the conversation — not five different tools — and every touch lands on the deal timeline.

  • Views for Needs reply, Unread, Calls, Texts, and Voicemails
  • Required call outcomes keep history honest
  • Assign conversations and schedule follow-ups in place
Explore the Sales Inbox
Product screenSales Inbox
Curative OS Sales Inbox grouping calls, texts, and voicemails by person and deal
04

Family TreeTeam plan

Turn heir research into a living map.

Build a multi-generation relationship map around the owner of record. Track living, deceased, and unknown at a glance, attach evidence to every person, and see exactly which branches still need work.

  • Two-parent lineages, descendants, and verified relationships
  • Attach deeds, wills, probate files, and obituaries as evidence
  • Merge duplicates and archive without losing history
Explore Family Trees
Product screenFamily Tree
Curative OS Family Tree mapping a deceased owner, heirs, and descendants with life-status colors
05

Legal Matters

Know where every matter stands.

Track lawsuits and claims with the depth they deserve — litigation stage, suit types, parties, counsel, deadlines, and an append-only timeline of filings and hearings.

  • Multiple matters per deal, each with its own timeline
  • Attorney and opposing counsel details stay connected
  • Status colors surface active and urgent matters instantly
Explore legal tracking
Product screenLegal Matters
Curative OS Legal Matters panel showing a quiet title action with stage, parties, and timeline
06

Financials

Log every dollar on the deal.

Cash Events track what you actually deployed and what came back — purchase, cure costs, closing costs, proceeds — with a running Net Deployed total that feeds your dashboard KPIs.

  • Deployed vs. Returned with notes on every event
  • Net Deployed always current on the deal
  • Cash allocated and deal cycle time roll up to the dashboard
Explore cash tracking
Product screenCash Events
Curative OS Cash Events panel with deployed and returned entries and a net deployed total

And the rest of the workspace

From raw county list to closed deal.

Curative OS deal overview with outreach, notes, reminders, and documents

The deal workspace

Outreach, notes, reminders, documents, and AI underwriting around one property.

Curative OS dashboard with KPI tiles and conversion funnel

Dashboard & KPIs

Pipeline value, outcomes, cash allocated, and the conversion funnel for any board.

Curative OS import wizard mapping spreadsheet columns to CRM fields

Import wizard

CSV, XLSX, and ACCDB intake with column mapping and duplicate-aware imports.

Curative OS AI Underwriting panel with an 8 out of 10 heat score, reasoning, and flagged risks

AI Underwriting

A 1–10 heat score with reasoning and flagged risks, powered by your own AI key.

One connected workspace

Built for the full curative deal.

From the first county list through heir research, legal resolution, outreach, and cash tracking—your team works from the same source of truth.

Flexible deal pipelines

Custom boards, stages, card titles with color logic, saved views, and quick actions built around your acquisition process.

Smart Lists

Live working queues — My follow-ups, Family research needed, Active legal, and your own saved lists — that update themselves.

Sales Inbox

Calls, texts, emails, and voicemails grouped by person and deal, with required outcomes and follow-ups built in.

Visual Family Trees

Map heirs across generations, track life status, attach evidence, and keep every relationship reviewable.

Legal matter tracking

Suit types, parties, counsel, deadlines, litigation stage, and an append-only matter timeline at a glance.

Cash and portfolio visibility

Log deployed and returned cash while dashboards surface pipeline value, revenue, and conversion health.

AI-assisted underwriting

Score curative risk 1–10 with structured reasoning from your fields, notes, call transcripts, and reference files.

AI document analysis

Read deeds, wills, and probate files with OCR, surface risks and conflicts, and apply suggested field updates you approve.

Calls, texts, and transcripts

Record calls in the browser, get AI transcripts and summaries, and send iMessages through your own Mac.

Skip tracing

Look up owner contact info from lead data, with DNC and litigator flags, linked straight into the Outreach composer.

Documents that stay connected

Keep deeds, wills, probate files, and title reports with the deal — and linked as evidence to the right person.

Fast list intake

Import CSV, XLSX, and ACCDB county lists, map fields, catch errors, and turn raw spreadsheets into workable leads.

A purpose-built system

Generic CRMs were not built for this work.

Curative OS keeps the property, people, title facts, outreach, legal work, and money connected so your team does not have to rebuild context in every conversation.

WorkflowGeneric CRMCurative OS
PipelineGeneric opportunity stagesStages that match title research, outreach, and acquisition
Heir researchFamily notes scattered across docs and spreadsheetsA visual Family Tree with evidence attached to every person
LegalA "status" dropdown and a prayerMatters with stages, parties, counsel, deadlines, and timelines
ConversationsCalls in one app, texts in another, notes nowhereOne Sales Inbox grouped by person and deal, with outcomes
MoneyCash tracked in accounting software the team never seesCash Events and Net Deployed on the deal, KPIs on the dashboard
List intakeManual field matching and cleanupCSV, XLSX, and ACCDB imports with duplicate-aware mapping

Used in the field

Shaped by teams working real title problems.

Curative OS is built alongside the researchers and acquisition managers using it every week to move messy titles toward a close. New releases ship weekly, driven by what the field actually needs.

0Active operators in the field
1–0/wkCurative acquisitions worked
0Fact patterns scored per deal

Simple pricing

Choose the workspace that fits your operation.

Start with a 7-day trial. No setup fee, and no charge when you cancel before the trial ends.

Starter

For solo operators building their first curative pipeline.

$49/month

Start 7-day trial
  • Up to 5 user seats
  • Up to 5 pipeline boards
  • Custom fields, folders, and stages
  • Import wizard — CSV, XLSX, and ACCDB
  • Lead lists with tags and bulk actions
  • Starter Smart Lists
  • Notes, reminders, and documents
  • AI underwriting and document analysis with your API key
  • Deal timeline and activity history
Most popular

Team

For teams running heir research, outreach, legal, and cash together.

$99/month

Start 7-day trial
  • Everything in Starter
  • Up to 10 user seats
  • Family Trees — multi-generation heir mapping with evidence
  • Legal Matters tracking with timelines
  • Sales Inbox — calls, texts, emails, voicemails in one queue
  • Cash Events and KPI dashboard
  • Risk Scorecard and review queue
  • Saved custom Smart Lists
  • iMessage outreach and call recording with AI transcripts
  • Skip trace lookups (metered)
  • Board-level permissions
  • CRM API keys and webhooks

Enterprise

For agencies and multi-workspace operators.

Let’s talk

Contact sales
  • Everything in Team
  • Unlimited user seats
  • Agency console — sub-accounts, templates, impersonation
  • Push board and field templates to every workspace
  • White-glove onboarding
  • Priority support
  • Early roadmap access

AI underwriting and document analysis use a bring-your-own-key model — connect Claude, OpenAI, Gemini, Grok, Mistral, or DeepSeek and pay the provider directly. Skip trace lookups are metered per lookup and billed through your workspace.

Frequently Asked Questions

Can't find what you're looking for? Contact our team.

No setup fees. You can start your 7-day trial immediately with a card on file. Cancel anytime before the trial ends to avoid being charged.

Ready to work the deal?

Run the full curative workflow in one operating system.

7-day trialNo setup feeCancel before billing
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