DealMachine

The summary section at the top of a person's profile — their name, demographic tags, and behavioral insights.

Contact Overview

The section of a person's profile that lists their phone numbers, email addresses, and mailing address.

Contact Information

The section of a person's profile that summarizes who they are — age, gender, occupation, and other personal and lifestyle details.

Personal Demographics

The section of a person's profile that summarizes their mortgage situation and home equity position across their properties.

Mortgage & Financial

The section of a person's profile that lists other members of their household and shows estimated financial data about the household as a whole.

Household and Family

The section of a person's profile that shows every property a contact owns, so you can spot multi-property investors at a glance.

Real Estate Portfolio

The section of a person's profile that reads their financial health — credit and debt behavior, income and assets, and investment activity.

Credit Profile

The section of a person's profile that shows their vehicles and lifestyle-related data, such as pet ownership and home business signals.

Insurance and Vehicles

The section of a person's profile that shows the businesses they're linked to, helping you identify the decision-maker behind an LLC-owned property.

Company Ownership

The section of a person's profile that shows a real estate agent's listing history and overall production numbers.

Real Estate Listings

Understand a person's profile: contact info, demographics, finances, household, and real estate portfolio.

Contact & People Details 

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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