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Setting up your first pipeline in TransitionTrack takes about 5 minutes. This guide walks you through every step.

Step 1: Create Your Workspace

After signing in, name your workspace (typically your company name). You can change this later from Settings.

Step 2: Configure Pipeline Stages

TransitionTrack comes with defaults: Prospect → Under Review → LOI → Due Diligence → Closing → Closed. Customize by dragging, renaming, or adding stages to match your workflow.

Step 3: Add Your First Deal

Click "+ New Deal" and fill in the property details — name, address, unit count, asking price. Assign it to a stage and add team members who need visibility.

Step 4: Invite Your Team

Go to Settings → Team → Invite. Enter email addresses and select roles (Admin, Editor, Viewer). They'll get an invitation link immediately.

That's it — your pipeline is live. Drag deals between stages as they progress, or update status from the deal detail view.

PostFolio.ai publishes directly to your social accounts, ILS platforms, and website.

Social Media

Navigate to Settings → Channels → Connect. Choose Facebook, Instagram, LinkedIn, or X and follow the OAuth flow. You'll need admin access to the account.

ILS Platforms

For Apartments.com, Zillow, etc., enter your listing API credentials in Settings → Channels → ILS Integrations. PostFolio.ai syncs listings on your set schedule.

Your Website

Use our embed widget or REST API. Copy the embed code from Settings → Channels → Website and paste it into your listing pages.

Once connected, publish to any combination of channels with a single click from the content editor.

UnitStack products support team collaboration with role-based permissions.

Inviting Members

Go to Settings → Team → Invite. Enter their email and select a role. They'll receive an invitation link.

Permission Levels

• Admin — Full access including billing, team management, and all features
• Editor — Create, edit, and manage content and deals; no billing or team access
• Viewer — Read-only access to dashboards, reports, and deal info

Changing Roles

Admins can update any member's role from Team settings. Click the member's name, select the new role, and save. Changes are immediate.

Every organization has a different acquisition workflow. TransitionTrack lets you customize stages to match exactly how your team operates.

Editing Stages

Go to Settings → Pipeline → Stages. Click any stage name to rename it. Drag to reorder. Click "+" between stages to add new ones.

Stage Properties

Each stage can have a custom color, required fields (documents that must be attached before advancing), and automated notifications when deals enter that stage.

Multiple Pipelines

Create separate pipelines for acquisitions, dispositions, and refinancing. Each gets its own stages and rules.

Tips

• Keep stage count between 5-8 for the clearest view
• Use required fields on critical stages to prevent premature advancement
• Set up stage-entry notifications so the right people know when action is needed

PostFolio.ai's description generator creates professional, unique property listings in seconds.

Basic Generation

From any property, click "Generate Description." The AI uses your property details — unit type, amenities, neighborhood, pricing — to create a compelling listing.

Customizing Output

• Tone — Professional, Friendly, Luxury, or Custom to match your brand
• Length — Short (50 words), Medium (100), or Long (200+)
• Highlights — Emphasize location, amenities, renovations, etc.
• Channel — Optimize for ILS, social media, or website

Brand Voice Training

In Settings → Brand Voice, paste examples of your existing copy. PostFolio.ai learns your style and applies it to all generated content for consistency across your portfolio.

All UnitStack products let you export data in multiple formats.

Quick Export

On any dashboard or list view, click the Export button (download icon) in the top-right. Choose CSV, Excel (.xlsx), or PDF. The export includes all visible data with your active filters applied.

Scheduled Reports

Set up automated reports in Settings → Reports → Scheduled. Choose report type, frequency (daily, weekly, monthly), format, and recipients. Reports are emailed as attachments.

API Access

For custom integrations, all data is available via our REST API. Generate an API key from Settings → Developer and reference our documentation for endpoints and auth details.

All exports respect permission settings — members can only export data they have access to view.