Real Estate

BoardSnap for real estate professionals.

BoardSnap is an iOS app that captures the whiteboard sessions real estate professionals run — deal underwriting, property strategy, transaction coordination — and turns them into structured, action-ready output in ten seconds.

Download on the App Store Free to start. Pro from $9.99/mo or $69.99/yr.

Why real estate teams pick BoardSnap

Real estate decisions move fast and involve layers of complexity: property fundamentals, financing structure, market timing, regulatory approvals, partnership dynamics. All of that gets mapped on whiteboards during deal review meetings, investment committee sessions, and team strategy discussions. The whiteboard holds the deal logic — and it needs to be captured before someone erases it to make room for the next deal.

BoardSnap keeps that deal logic intact. Snap the underwriting assumptions, the partnership waterfall, the development timeline. BoardSnap AI reads the structure and returns a written summary that becomes the deal memo skeleton, the investment committee brief, or the transaction checklist — before anyone has to type it up from memory.

For firms working across multiple deals, property types, and markets, Projects organize the work cleanly. Office, retail, multifamily, industrial — each asset class gets its own project. Each deal's board history is captured and traceable.

Common real estate workflows

Deal underwriting review

Walk through the underwriting assumptions on the board: acquisition price, cap rate, NOI projections, financing terms, return targets. Snap it. The structured summary becomes the underwriting summary that goes to the investment committee.

Partnership and waterfall structuring

Draw the equity waterfall: preferred return, catch-up, promote structure, distribution waterfall tiers. Snap it. The structured output gives the legal and finance teams the structure they need to build the LPA and model.

Development project planning

Map the development timeline on the board: entitlement milestones, construction phases, lease-up projections, stabilization targets. Snap it. The summary becomes the development schedule summary before it goes into the formal project tracker.

Asset management strategy

Review a property's performance on the board: leasing velocity, operational efficiency, capital investment priorities, exit timing. Snap it. The structured output gives asset managers a clear action plan from the review session.

Transaction coordination

Map the due diligence workstreams, closing timeline, and open conditions on the board. Snap it. The summary becomes the transaction coordination checklist that keeps every party aligned through close.

Frequently asked

Can BoardSnap capture financial models sketched on a whiteboard?

BoardSnap reads the logical structure — cap rates, return assumptions, waterfall tiers — and describes them in prose. It doesn't produce a formatted financial model. But the prose summary captures the key assumptions and structure your analyst can use to build or verify the model.

Does it work for site visits and property tours?

If there's a whiteboard at the site — many brokers and developers bring portable whiteboards to site tours — yes. Snap the sketch of the property layout, the zoning analysis, the development concept. The offline queue handles poor connectivity at remote sites.

How do we keep deal information from different clients separate?

Projects. Each deal or client gets its own project. Board history and pinned context are isolated per project.

Can I use BoardSnap on an investment committee call where we're sketching on the board?

Yes. Snap the board at the end of the committee discussion. The structured summary documents what was decided — the go/no-go rationale, the conditions, the next steps — and becomes the IC meeting record for that deal.

Is there a cost?

Free tier: one project, 30 boards. Pro: $9.99/month or $69.99/year for unlimited projects, boards, and AI chat.

BoardSnap fits real estate.

Snap a board. Get a clean summary and action plan tied to your team.

Free · 1 project, 30 boards Pro $9.99/mo · everything unlimited Pro $69.99/yr · save 42%
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