Resources
Step-by-step guides to master Curative OS — from your first board to Family Trees, legal matters, and AI underwriting.
Set up your first curative board
Create a board that matches your workflow in 90 seconds.
Your board is the contract between you and the team. Get the stages right and the team works the same way every time.
Learn more→Import a county list
Turn a raw CSV, XLSX, or ACCDB file into workable leads.
The import wizard takes the file formats counties actually send — including Microsoft Access databases — and maps them onto your fields.
Learn more→Work a Smart List
Let live queues tell you what to work next.
Smart Lists are live working queues built from the deals already on your boards. They never copy or move a deal — when deal data changes, membership updates automatically.
Learn more→Run your day from the Sales Inbox
Every call, text, email, and voicemail in one queue.
The Sales Inbox groups communication by person and deal so a rep understands the full conversation without opening five tools.
Learn more→Build a Family Tree
Map the heirs around an owner of record, generation by generation.
The Family Tree workspace turns heir research into a living relationship map — living, deceased, and unknown at a glance, with evidence attached to every person.
Learn more→Attach evidence to Family Tree people
Keep deeds, wills, and probate files pinned to the right person.
Documents uploaded on the deal can be linked as evidence to specific people in the Family Tree, so every claim in your heirship theory has a source.
Learn more→Track a legal matter
Quiet title, probate, partition — tracked to resolution.
Legal Matters tracks lawsuits and claims with litigation stage, suit types, parties, counsel, deadlines, and an append-only timeline.
Learn more→Track cash on a deal
Log every dollar deployed and returned.
Cash Events capture the real financial transactions on a deal, with a running Net Deployed total that feeds dashboard KPIs.
Learn more→Score a deal with AI Underwriting
A 1–10 heat score with reasoning, from your own AI key.
Underwriting analyzes the deal using its fields, Five Fact Pattern scorecard, notes, completed call transcripts, and your workspace reference files.
Learn more→Analyze deal documents with AI
Read deeds and probate files in minutes, not evenings.
Document Analysis reads your uploaded documents and returns a summary, deal implications, risks, follow-up questions, citations, and suggested field updates.
Learn more→Record calls and get AI transcripts
Every conversation captured, transcribed, and summarized.
Record a call in the browser or upload audio. The AI transcribes it, summarizes the outcome, and feeds future underwriting runs.
Learn more→Send iMessages from a deal
Pair your Mac once, text from the CRM forever.
iMessage outreach sends through your own Mac using the Messages account already signed in — outbound-only, queued when the Mac is offline.
Learn more→Skip trace your leads
Owner phone numbers and emails, linked straight to the deal.
Skip tracing looks up contact information for property owners from lead data, metered per lookup.
Learn more→Run the Five Fact Pattern Risk Scorecard
A structured review before you commit capital.
The Risk Scorecard is a five-pattern review — People & Personalities, Probate, Property, Title, and Taxes — scored by assigned reviewers.
Learn more→Organize leads and deals with tags
A controlled label library the whole team shares.
Tags are workspace-approved labels — admins manage the library, everyone applies them, and they follow leads onto deals.
Learn more→Move a deal across boards
Promote a deal from research to acquisition without losing history.
Deals move between boards with their fields, notes, documents, and timeline intact.
Learn more→Configure your dashboard for the morning standup
One screen that answers "where are we?" every morning.
The Dashboard summarizes workspace activity — KPI tiles, the conversion funnel, and reminders grouped by urgency.
Learn more→Quarterly board hygiene
Keep boards fast, stages honest, and fields lean.
Once a quarter, prune what the team stopped using so the workspace reflects how you actually work now.
Learn more→