Bridge's new hub

We are building one central hub for everything Bridge runs: sales, property management, HOA, storage, and vacation rentals. It is a dashboard-style tool where every contact, property, deal, and document lives once, every line of the business reads from the same records, and the hub can analyze all of it together. It does not replace the tools that already work for you. AppFolio, TransactionDesk, and Zoom stay; the hub connects to them so nothing gets typed twice, and it can pull what they hold (portfolios, signed documents, calls, texts, and recordings) into one place to analyze.

The Today screen: nine deals needing attention, new listings matched to buyers, and the day's deadlines — Your day opens with what needs you: deals due, listings matched to buyers

The deals work list: every deal with its deadline, needed documents, and a Done button — Every deal, its deadline, and the paper it still needs, on one work list

Contacts sorted into lists: new leads, follow up now, going cold — Contacts sort themselves: new leads, follow up now, going cold

One client's record: calls, texts, stage, deals, and documents on one screen — One screen per client: calls, texts, deals, and documents together

Already working today

These are live now, not plans.

New listing emails file themselves
When a new listing alert email arrives from your Crexi saved searches, the hub catches it, reads the property details, and files the listing automatically. No copying and pasting from your inbox. The hub then matches each new listing to the right buyers and emails it to them from your own email address. Matching is built and switches on at go-live.
The hub is on your phone and computer
It installs like an app on your phone and signs you in with your fingerprint or face. No password to remember.
Contacts build themselves
Contacts flow in from your Google account, your phone, and your Zoom calls and texts: when someone new calls, the hub offers them as a contact once the call ends. Duplicates get cleaned up automatically, and email addresses scraped from your inbox wait in a review list instead of cluttering your contacts.
The day starts with what needs you
The hub opens to today: deals with steps due, deadlines coming, new leads to answer, and your calendar. It is a briefing, not a directory you have to dig through.
Every deal shows its next step and due date
Deals are worked from a board. Finish a step and the deal leaves your plate, then comes back on its own the day the next step is due. Logged calls and texts check steps off for you.
Deal checklists that demand the real paper
Every deal carries a checklist of the documents it needs, and a step only counts as done when the actual document is on file. Today you or your staff add the document from a phone or computer; once TransactionDesk is connected, your signed documents flow in on their own. Disclosures are tracked from delivered to signed, and who represents whom on a deal is recorded only from the signed agreement on file, never guessed.
Calendars and an assistant
Deal deadlines and appointments live on built-in calendars, and an assistant in the hub answers questions about your own data.
All five lines, one login
You switch between sales, property management, HOA, storage, and rentals inside one tool. Each employee sees their own contacts and deals; you see everything.
The Zoom connection is ready to switch on
Your calls and texts run through Zoom, so the hub is built to log every call, text, and voicemail to the right contact by itself, attach the call recording, pull in your recent history, and pop up who is calling, with their history, while the phone is still ringing. It switches on when your Zoom account is connected, in the list below.
The AppFolio connection is ready to switch on
The hub is built to read your AppFolio portfolio (properties, units, tenants) so property management, storage, and the HOA books all appear in the same view as everything else. It just needs the keys, first item below.

How your data is protected

Security is built into the foundation, not bolted on.

You sign in with your fingerprint, not a password
There is no password to steal, guess, or reuse. Your sign-in is a passkey tied to your own device, unlocked by your fingerprint or face, and it cannot be phished out of you.
Encrypted on the move and at rest
Everything between your phone and the hub travels over encrypted connections, and your records, documents, and call recordings are stored encrypted.
The database itself enforces who sees what
The walls are built into the database, not just the screens. Bridge's records are visible only to Bridge, each employee can reach only their own contacts and deals, and you as broker see everything. Our test suite proves these walls hold on every change we ship.
Connection keys are write-once
The AppFolio and Zoom credentials you enter are typed straight into the hub, stored securely, and never displayed again, not to you, not to us, not on any screen. They are never sent by email or text.
Your files live in the hub's own storage
Documents and recordings are kept in the hub's own storage under Bridge's account, not scattered across inboxes, laptops, or third-party links that expire.

What costs money to run

Most of the hub costs nothing to use. Two things carry real fees, always visible, and nothing gets turned on without agreeing first.

AI usage bills like a utility
The hub uses AI to do the reading a person would otherwise do: it reads each listing alert email and files the property, cleans up duplicate contacts, reads scanned documents onto the right checklist, and answers your questions in the assistant. Every one of those runs costs a small metered fee, pennies per task, the way a utility meters usage. It matters because each fee maps to work nobody had to do by hand; it is what makes the hub self-feeding instead of one more place to type.
Licensed MLS data carries a monthly charge
The Crexi alert emails we capture today are free. Full MLS coverage from RealTracs is different: that data only comes through a licensed feed, roughly $250 a month plus a small per-license fee, sponsored by you as broker. It matters because the licensed feed is the lawful, complete source of residential listings, so listing matching covers everything on the market instead of only commercial alerts. It stays off until we decide together it is worth it.

What we need from you

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AppFolio API keys Signed in as System Administrator (on the Plus or Max plan), open General Settings, then Manage API Settings, create a Client ID and Secret, and type them only into the connect card on your Today screen in the Property management role. Never send keys by email or text; the card stores them securely and never shows them again. One connection covers property management, storage payments, and the HOA books.
Connect your Zoom An admin on your Zoom account creates the connection credentials (a short guided setup we do together) and types them only into the hub's Connect Zoom screen, never into an email or a text. The screen stores them securely and never shows them again. From that moment calls, texts, voicemails, and recordings log themselves, and we can sync in your recent call history too.
Ten minutes in your Crexi account With you signed in, we confirm how your saved-search alert emails arrive and point them at the hub's listings inbox, so every new listing files itself.
Your Crexi lead export Export your lead list from Crexi and we upload it. Leads go into the review list first, so your contacts stay clean.
The hub on your phone Install it, set up your fingerprint sign-in, and walk through one real task together.
TransactionDesk developer access Your forms and signed documents already live in TransactionDesk, so we will never ask you to send paper over. Requesting Lone Wolf's developer access from your account lets the hub read what is already there, and signed documents can check off deal steps automatically.
What runs Southern Romantic Getaways Direct Airbnb and VRBO accounts, or a channel manager? This shapes how vacation rentals plug into the hub.
The name of the storage facility's gate software Just the name of whatever controls unit access at All Around Storage. No logins needed.
Your staff list, by line of business Who works sales, property management, HOA, storage, and rentals, when your team joins the hub. Each person sees their own contacts and deals; you see all of it.
HOA documents for the six communities CC&Rs, dues schedules, and board rosters, when we build the HOA side. These are the one set of papers that do not live in TransactionDesk.
The RealTracs listing feed When listing matching is live on the Crexi feed and we want full MLS coverage, you sponsor the RealTracs data license as broker. It carries a monthly fee, so we will decide together when it is worth turning on.