Project Setup
Take an investor from "I have a property I want to track" to "I have an active project with a baseline P&L" — either through a full six-step guided setup or a shortened Fast Track path. This is the on-ramp to every other feature: no budget, wallet, transaction, or dashboard data exists until a project is created here.
Flows
Choose Setup Route & Full Setup Overview
Let a user starting their first (or next) project choose between Full Project Setup and Fast Track, and — if they choose Full Setup — show them the complete six-step journey before they start.
Property Details & Deal Baseline
Capture the property identity, pull in and confirm public property records where available, then capture the deal's core financial assumptions and exit strategy so Dovel can produce a preliminary P&L.
1
Property Details
2
Property Records Search
3
Review Imported Property Records
4
Deal Details, Exit Plan & P&L Capture
Final Review & Project Creation
Give the Full Setup user a single place to see every section's status, fix anything before committing, and create the active project.
Fast Track Setup
Get a user to a created project with the minimum required data in minutes, and turn everything they skipped into visible dashboard follow-up tasks rather than losing it.
1
Fast Track Overview
2
Property Details
3
Property Records Search
4
Review Imported Property Records
5
Deal Details, Exit Plan & P&L Capture
6
Select Build Scope
7
Wallet Activation Prompt
8
Dovel Project Card Setup
9
Add Payment Source
10
Fast Track Review & Create
11
Project Created Confirmation
Screens · 11
Choose Setup Route
SCR-SETUP-01Live
Full Setup Overview
SCR-SETUP-02Scoped
Property Details
SCR-SETUP-03Live
Property Records Search
SCR-SETUP-04Live1/1 ep
Review Imported Property Records
SCR-SETUP-05Live1/1 ep
Deal Details, Exit Plan & P&L Baseline
SCR-SETUP-06Live
Final Project Review
SCR-SETUP-07Scoped1/1 ep
Project Created Confirmation
SCR-SETUP-08Live1/1 ep
Fast Track Overview
SCR-SETUP-09Scoped
Deal Details, Exit Plan & P&L Capture
SCR-SETUP-10Live1/1 ep
Fast Track Review & Create
SCR-SETUP-11Scoped1/1 ep