Functional DemoSaaS

Investor Comp Report Generator

Generate investor-ready property comp reports with intelligent comparable analysis in minutes.

Summit Capital Group comp-report dashboard with stat cards for properties, reports, investors, and deals sent, an empty recent-reports panel, and saved properties. — Comp report dashboard

What it solves

Most investor reports are ugly, spreadsheet-heavy PDFs that are time-consuming to create, inconsistent between team members, and hard to present professionally. Users waste time manually gathering property details, comparable sales, maps, photos, sale history, and offer calculations, and the results miss intelligent comp explanations.

Built for Real estate wholesalers, acquisition and disposition managers, investors, flippers, land investors, agents, investment firms, and hard money lenders.

Overview

The app generates premium investor-ready comparable reports in minutes. Users select a property type, enter an address with auto-fill, and adjust comp strictness via a simple slider that tunes radius and variance tolerances. A comparable engine pulls sales through property-data providers, scores similarity, and explains why each comp matches; comparable cards and detail views present the results. A report builder assembles property overview, comparable analysis, optional financial scenarios (ARV, rehab, holding/closing costs, projected profit), and AI-generated investor summaries into a branded presentation. Reports export as server-rendered PDFs or secure share links and are CRM-ready, all scoped per company.

What this demonstrates

It builds a deterministic similarity/comp scoring engine with match explanations, a pluggable property/comp data-provider abstraction (ATTOM or RentCast, with a bundled deterministic mock fallback), and server-side PDF rendering via headless Chromium (Puppeteer). It grounds AI summaries in available data with a deterministic template fallback, computes financial scenarios, generates secure share tokens, and swaps storage backends (local, Vercel Blob, or S3) transparently.

What makes it different

This is not an appraisal platform. It is an investor comp report generator powered by comp intelligence — designed for dealmakers, not appraisers.

Intelligent comparable analysisPulls comps and explains why each one matches.
Adjustable match strictnessA Loose/Balanced/Strict slider tunes radius, variance, and thresholds.
AI-generated comp explanationsPlain-English reasons grounded only in available data.
Property auto-fillPulls property data from APIs so users type as little as possible.
Investor-focused calculationsARV, rehab, and profit math built for acquisition decisions.
CRM-ready workflowsReports can be pushed and attached back into CRM systems.

Core capabilities · 14

Authentication and workspace
Role-based workspace scoping all private records by company.
Dashboard
Recent reports, saved properties, exports, and a Generate Report action.
Property intake system
Category and subtype selection, address autocomplete, and API auto-fill.
Comparable engine
Pulls comps with radius, variance filtering, and count selection.
Match strictness sliderMatch strictness slider
Loose, Balanced, and Strict modes that adjust radius and tolerances.
Comparable cards
Skimmable cards with distance, match percentage, price, and similarity reason.
Comparable detail view
Full details, sales and tax history, distance map, and similarity analysis.
Similarity scoring engine
Assigns each comp a match percentage and explains why it matched.
Investor report generator
Assembles property overview, comps, financials, and market sections.
AI summary engine
Generates investor summary, comp reasoning, highlights, and risk notes.
Financial scenario tools
Rehab, holding, closing, ARV, profit, and equity-spread calculations.
CRM integration layer
Imports property, pushes reports, and records CRM sync status.
Report sharing and export
Secure share links, PDF export, duplication, and versioning.
Branding system
Company logo, colors, headers, footers, and disclaimers on reports.

How it works

Create or import a property
Select the property category
System auto-fills property data where possible
Adjust comp settings and match strictness
System pulls comparables from property APIs
System calculates similarity scores
AI generates an investor summary
Review the report
Export the PDF or share a link
Save the report to the CRM

How the score works

Match percentage

Distance
Proximity of the comp to the subject property.
Square footage
How close the comp's size is to the subject.
Lot size
Similarity of lot size.
Beds and baths
Bedroom and bathroom count match.
Property type
Whether the comp shares the subject's property type.
Year built
Similarity of construction age.
Sale recency
How recently the comp sold.
Condition similarity
Comparable property condition.
Zoning similarity
Zoning match where applicable.

Key screens

DashboardRecent reports, saved properties, exports, and CRM sync status.
Property intakeStep-by-step category, subtype, and property information.
Comparable resultsComparable cards with match percentages and controls.
Comparable detail viewFull comp details, history, map, and similarity analysis.
Investor report builderProperty overview, comparable, financial, and AI summary sections.
Financial scenarioRehab, holding, closing, ARV, and profit inputs.
Report share and exportPDF export, secure share link, and duplication.
Branding settingsLogo, colors, headers, footers, and disclaimers.

Data model

User
Company
Property
PropertyPhoto
ComparableSearch
ComparableProperty
InvestorReport
FinancialScenario
ReportExport
CrmSyncRecord

Screens · 3

Industrial property detail with a hero photo, a specs card (14,500 sqft, built 1988), a photo gallery, and comparable-analysis settings with match strictness. — Property detail & comparables

Investors buyer-database table listing four investors with type, capital range, and tags, plus search, type filter, and add-investor controls. — Investor database

Real estate comp tool with an Edit property panel over a Seattle listing, fields for beds, baths, sqft, lot size, year built, zoning, and condition. — Edit property panel

How it is built

A Next.js and React app with Prisma over PostgreSQL (Docker locally, Neon in production), NextAuth authentication, and Leaflet/OpenStreetMap maps. PDFs render server-side with Puppeteer and Chromium, files persist through a storage provider seam (Vercel Blob or S3), and ATTOM/RentCast, Claude, and Resend email are optional integrations behind mock/log defaults.