Platform Overview

Welcome to AREC. This overview introduces the main areas of the platform and explains, at a high level, what each feature is designed to do.

This article is intended for general users and focuses on the customer-facing parts of the platform. Features that are not yet available are kept in this overview as placeholders so users know what is planned.

Getting started

Dashboard

The Dashboard is the main starting point after you enter the platform. It brings together quick-access tools, high-level activity, and market highlights in one place.

Key dashboard features include:

• Live Stats: A snapshot of platform activity, such as reports run, leads, outreach, and active users.
• Free Property Report: A shortcut for generating a limited number of free reports each day.
• Area Intelligence Map: A map-based entry point for creating an area report by drawing a target area.
• Quick Actions: Shortcuts to common actions such as creating a new report, viewing leads, opening properties, or accessing courses.
• Market Pulse: A summary of key market indicators shown directly on the dashboard.
• Ask AREC AI: A planned feature intended to provide AI-assisted guidance. Currently shown as a placeholder.
• Currently Online: A live view of users currently active on the platform.

Login

The Login feature gives existing users access to their reports, leads, settings, and support tools.

Registration

Registration allows new users to create an AREC account. The interface currently shows multiple account types, including Standard User, Pro User, Student, and Instructor.

Credits

Credits are used for report-related activity. Users can view their current balance in the platform header and in Settings.

Notifications

Notifications help users stay aware of account updates, alerts, and messages.

Reports and intelligence tools

Intelligence Reports

The Intelligence Reports area is the main hub for creating property and market analysis.

Available report features include:

• Property Intelligence: A property-level report covering core property details, ownership information, and tax-related data.
• Rental Evaluation: A report focused on rental pricing, rental trends, and long-term investment potential.
• Future Evaluation: A forward-looking report designed to estimate possible property value trends over time.
• Land Report: A land-focused report with details such as zoning, usability, and development potential.
• Commercial Report: A planned report type for commercial properties. Currently shown as a placeholder.
• Area Report: A broader market report that can be created by zip code or by drawing an area on the map.
• Sample Reports: Example reports that help users understand available report formats before creating their own.
• Report Submission Flow: Confirms when a report has been submitted and is being processed.
• Credit Warning: Alerts users when a report cannot be run because there are not enough available credits.
• Ask AREC AI: A planned AI-assisted reporting feature. Currently shown as a placeholder.

Area Intelligence Report

The Area Intelligence Report helps users analyze a neighborhood, market area, or custom geographic boundary.

Area report features include:

• Zip Code Search: Starts an area report using a standard zip code.
• Draw Area on Map: Lets users define a custom area manually.
• Area Property Map: Displays property values and rental indicators across the selected area.
• Market Analysis Sections: Organizes the report into sections such as demographics, growth drivers, tax profile, housing stock, schools, safety, and forecast information.
• Report Naming: Lets users name and save the report for future reference.

My Reports

My Reports is the library where users can review and manage reports that have already been created.

Key features include:

• My Reports: Shows reports created by the current user.
• Shared Reports: Shows reports shared with the current user.
• Team Reports: Shows reports shared within a team environment.
• Report Filters: Helps users sort reports by report type or category.
• Refresh Report: Re-checks a report’s status or data.
• Delete Report: Removes a report permanently.
• Email Report: Sends a report to an email recipient.
• Share Report: Shares a report with another user or team.

Lead management

Property Leads

Property Leads helps users organize and work property-based opportunities.

Features in this section include:

• Lead Tabs: Separates leads by status, such as active, assigned, dead, or ignored.
• Search and Filters: Helps users narrow results by status, interest level, tags, location, and date.
• Map Area Filter: Lets users filter leads by drawing an area on a map.
• Bulk Selection: Supports selecting multiple leads for bulk actions.
• Lead Details: Opens more information for a selected lead.
• Contact Lead: Starts outreach by email, SMS, or phone call.
• Email Campaign: Sends a bulk email campaign to selected leads.
• SMS Campaign: Supports bulk text outreach.
• Ignore Lead: Removes a lead from active focus without deleting it.
• Mark Lead as Dead: Moves a lead into a closed or inactive state.

Individual Leads

Individual Leads is similar to Property Leads, but is centered on person-based or contact-based records.

Key features include:

• Lead Tabs: Organizes contact leads by workflow status.
• Search and Filters: Helps users find contacts by status, tags, interest, or date range.
• Contact Lead: Supports outreach by email, SMS, or phone call.
• Email Campaign: Sends bulk email to selected contacts.
• SMS Campaign: Supports bulk text outreach.
• Ignore Lead: Removes a lead from the active workflow while keeping the record.
• Mark Lead as Dead: Moves a lead into an inactive state.
• CSV Lead Ingestion: A bulk import feature shown in the interface. This remains a placeholder in this overview.
• CSV Template: A recommended import format for uploaded lead lists.
• Import Preview: Lets users review uploaded data before import.

Property tracking

My Listings

My Listings is where users can keep track of properties they own, manage, or want to track as listings.

Features include:

• Listing Library: A central place to store user-managed listings.
• Add Listing: Lets users manually create a listing record with property and pricing details.

Watchlist

The Watchlist allows users to save properties they want to monitor over time.

Features include:

• Saved Properties: A running list of tracked properties.
• Add to Watchlist: Saves a property with optional notes for future review.

Communication and collaboration

Alerts

The Alerts area is the user’s notification and message center.

Features include:

• Alerts List: Displays account and platform alerts.
• Direct Messages: Shows private messages sent to the user.
• New Message: Lets users start a new direct message to another user.

Discussions

Discussions is the platform’s broader community conversation area.

Features include:

• Rooms: Topic-based spaces for conversation.
• Topics: Discussion threads within a room.
• New Topic: Creates a new discussion post.
• Create Room: Lets users create a new room with a name, description, and icon.
• Delete Topic: Removes an existing discussion topic.

My Team

My Team supports collaboration with other users in a team-based environment.

Features include:

• Create Team: Creates a new team workspace.
• Switch Team: Lets users move between teams.
• Team Members: Shows members in the current team.
• Add Member: Adds a user to the team with a selected role.
• Edit Team: Updates team information.
• Rooms: Creates team-specific discussion spaces.
• Discussion: Supports team conversations inside rooms.
• Team Reports: Shows reports shared within the team.
• Direct Messages: Supports one-to-one communication between team members.
• Online Count: Shows how many team members are currently online.

Learning and updates

Master Class

Master Class is the platform’s training area for guided learning.

Features include:

• Course Content: Structured lessons and modules.
• Progress Tracking: Shows completed lessons and overall progress.
• Accessibility Controls: Text-size controls visible in the learning interface.
• Start Learning: Launches the course experience.

News

The News area is used for updates, announcements, and educational content.

Features include:

• News Feed: A stream of posted updates and articles.
• Category Filters: Helps users browse by content type.
• New Article: A content creation feature shown in the interface. This remains a placeholder in this overview.
• Draft and Published States: A publishing workflow shown in the interface. This remains a placeholder in this overview.

About AREC

The About AREC section introduces the company, its mission, and the overall purpose of the platform.

This section is most useful for orientation and product background.

Account settings and security

Settings

Settings is the account-management area for personal information, account preferences, and billing details.

Features include:

• Profile Information: Lets users manage account details such as name, email, phone number, and address.
• Discussion Username: Lets users set the public name used in Discussions.
• Account Type: Shows the current subscription level and account status.
• Credits and Billing: Displays the credit balance and available credit packages.
• Credit History: Shows past credit activity.
• Change Password: Lets users update their password.
• Preferences: Includes user preferences such as Dark Mode.
• Two-Factor Authentication (MFA): Adds an extra layer of account security using an authenticator app.

Authentication and Security

AREC includes standard account access and additional security options.

Security-related features include:

• Standard Login: Signs users in with email and password.
• Account Registration: Creates a new account.
• Two-Factor Authentication Challenge: Prompts users for a six-digit code when MFA is enabled.
• MFA Setup: Guides users through linking an authenticator app and verifying setup.

Support Center

The Support Center gives users a place to get help, contact support, and access learning materials.

Support features include:

• Submit a Ticket: Sends a support request for review.
• Priority Selection: Lets users set the urgency of a ticket.
• Live Chat: Starts a real-time chat with support when available.
• My Tickets: Shows previously submitted support requests.
• Documents: Provides written support guides and platform documentation.
• How-To Videos: A video-help section shown in the interface. Some items remain placeholders.
• Support Hours: Displays the listed hours for live support availability.

Placeholder features

Some features are visible in the interface but are not yet fully available. In support content, these should continue to be labeled clearly so users understand they are planned or in progress.

Current placeholder items visible in the platform include:

• Ask AREC AI
• Commercial Report
• Portions of the reporting workflow that display coming-soon or incomplete states
• Some support how-to videos
• Some billing or purchase flow elements shown as not yet active

In summary

AREC combines property intelligence, market analysis, lead management, collaboration, learning, and support tools in a single platform. For most users, the platform experience centers around five core activities:

1. Accessing the platform through login, registration, credits, and settings.
2. Running reports through the Dashboard, Intelligence Reports, and My Reports.
3. Managing opportunities through Property Leads, Individual Leads, Listings, and Watchlist tools.
4. Collaborating with others through Alerts, Discussions, and My Team.
5. Getting help and learning through Master Class, News, and the Support Center.