Settings
Firm configuration — people, presets, custom fields, connectors, and billing.
People & roles
| Member | Role | Reviewer | License (TALCB) | |
|---|---|---|---|---|
| Sam Ortizowner · settings & billing | Owner | ✓ reviewer | TX-1298001-G | Edit |
| Dana Whitfieldyou | Appraiser | — | TX-1380446-G | Edit |
| Miguel Aranda | Appraiser | — | TX-1352218-G | Edit |
| Priya Ramanassistance disclosure appears in reports | Appraiser (Trainee) | — | non-signing | Edit |
| r.calloway@…invitation pending | Appraiser (proposed) | — | expires in 6 days | Resend Revoke |
Roles live in the database, not the login token — licenses feed the signing block as credential snapshots at delivery, so a report always carries the credential as it stood when signed.
Job presets
Custom fields
usable in grids and{{cf.*}} merge tokenscf.water_frontage_minumberapplies to salescf.game_fencebooleanapplies to salescf.irrigated_acresnumberapplies to sales, leasesData connectors
candidate lane →
🏘
Trestle MLS connected
Display-only fields; no re-export. Land/farm solds arrive as candidate comps.
token expires in 9 days
📊
Census / ACS demographics connected · free
Market & regional datasets for the report — cited in Report Studio. Feeds report datasets, never the comp lane.
🌱
Contact Acres
Acres — land comps Enterprise — quote only
National land-sale marketplace listings & solds as candidates. No self-serve API — partner/data-license conversation required.
📑
Connect
Deed & mortgage feed available
Transfer detection → "possible sale" candidates; prices still need confirmation (non-disclosure state).
Comp-data connectors feed the candidate lane — records land as candidates needing confirmation, never directly in the verified database. Content connectors (like ACS demographics) feed cited report datasets, never the comp lane.
Billing & usage
POST-LAUNCH pricing deferredPost-launch concept — billing surfaces are out of launch scope; the committed hook is the durable usage ledger (delivery & ops), and pricing remains deferred. parking lot →
Jobs
214
Documents
3.1 GB
Assistant is included on every seat — never an upsell.
Company profile
Groundsworth · prototype v2.1 (navigation) · prototype guide & site map