Land Strategy
Land to Build
Use this resource to help clients understand land, build feasibility, and early planning considerations.
Open ToolT. Howard Collective
Team Resources + Internal Tools
A central place for the systems, forms, calculators, and internal resources that support our client work, team operations, and strategy.
Core System
Daily Work + Client Management
Team Dashboard
Start here for My Day, active clients, operations tasks, under-contract timelines, stewardship, and team follow-up.
Strategy + Workflow Tools
Client, Property + Process Resources
Investment
Pro Forma
Evaluate income, expense assumptions, return potential, and scenario planning for investment conversations.
Open ToolInternal
Internal Opportunities Board
View or post internal opportunities, quiet listings, buyer needs, and team-only property conversations.
Open BoardWorkflow
File Flow Map
Use this process map to understand where listing, pending, transaction, and relationship documents belong.
Open Flow MapClient Intake
Forms for New Conversations
Use these to route new buyers, sellers, and investors into the CRM workflow.
Buyer
Buyer Intake
Capture search criteria, timing, location preferences, motivation, and next steps.
Open Buyer FormSeller
Seller Intake
Gather property details, timeline, motivation, prep needs, and listing strategy context.
Open Seller FormInvestor
Investor Intake
Understand investment goals, property type, risk tolerance, timeline, and desired return profile.
Open Investor FormQuick Access
