TEST Β· NOT THE REAL RECORD Β· NOTHING HERE IS BACKED UP
CassMate

A fact should survive the entire deal.

Every call, every number, every promise β€” kept in the words they were said in, with who said it and when, from the first conversation to the closing table.

How it works

01
Capture
Say what happened, the way you would say it to a person.
02
Extract
It pulls out the facts and reads them back before writing one.
03
Connect
People and properties link themselves as the record grows.
04
Track
What is open, what moved, what nobody has answered yet.

You talk. It writes.

Who Β· Where Β· When Β· What

I called Bobby at Cypress Bend Thursday β€” he’ll carry paper.

Type, paste, or dictate what happened…
RIGHT NOW
CONTEXT
Cypress Bend RV Park
Keith β†’ Bobby Landry Β· Thursday Β· LA-0031
4 FACTS β€” NOTHING WRITTEN YET
payoff~$390,000[S] Bobby {relayed via Cindy}
carry openyes, if the down payment is right[S] Bobby
next stepBobby calls the bank Monday[S] Keith
ask aboutβ€œCindy found the bank statement”[S] Bobby {relayed}

Correct or drop any of them before a single line is recorded.

And it keeps track

3
MEETING SET
a time is on the calendar
12
WARM
moving, nothing scheduled
18
WENT QUIET
nobody has called in a month
167
CONTACTED
spoken to once

Your data stays yours. It lives in plain text in your own repository, it is never edited β€” only added to β€” and we don’t sell your data. Ever.

Whatever hat you wear

Buyers
Your box on file, matched against every property as it arrives.
Sellers
What you said, in your words, still there in two years.
TCs
Your fee, your turnaround and what you need to start β€” on the record.
Lenders
Rate, position and what you will not lend without.
Partners
Who is on which deal, and what was agreed.
Connectors
Introductions that stay attributed to the person who made them.

One person can be a buyer on one deal and a TC on the next. Bobby appears on two of your properties because you recorded him twice β€” in your records, not in a shared directory. Bobby keeps his own.

A fact should survive the entire deal.
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Plain text, in your own repository. Nothing is ever edited β€” only added to.