Guided Full Project Setup
A real-estate investor onboards their first project end-to-end — from property lookup to a fully configured deal with financing, budget, reconciled expenses, and a payment wallet.
The investor launches the Guided Full Setup wizard and walks through six steps: (1) find the property via public-record search or enter it manually, (2) capture deal/P&L details, (3) upload closing documents and add financing sources (lender, equity investor, credit line) then review project financing, (4) build the construction budget from an uploaded scope document and adjust the scope breakdown, (5) reconcile actual expenses by linking bank accounts via Plaid or uploading statements, then edit/add expenses, and (6) set up the payment wallet with a card or bank account. The wizard ends with a full project-setup review, ARV confirmation, and project creation.
45
screens
7
built
50
endpoints
✓
ready for dev
Screen sequence · 45 steps · 🛸Onboarding
1. project-setup/guided-full
built
2. project-setup/guided-full/step-1/unfield
3. project-setup/guided-full/step-1/field
4. project-setup/guided-full/step-1/search
1 ep
5. project-setup/guided-full/step-1/one-search-found
2 states1 ep
6. project-setup/guided-full/step-1/all-property-data-found
1 ep
7. project-setup/guided-full/step-1/all-property-not-found
8. view/property-details/edit
built4 states2 ep
9. project-setup/guided-full/step-2/P&L-capturing
3 states6 ep
10. project-setup/guided-full/step-3/build-scope
3 ep
11. project-setup/guided-full/step-3/analyzing-file
4 states1 ep
12. edit-extracted-data
2 ep
13. edit-loan-data
2 states1 ep
14. add-financing/lender-or-bank
1 ep
15. add-financing/equity-investor
built1 ep
16. add-financing/credit-line
built3 states1 ep
17. add-financing/credit-line/upload
2 states2 ep
18. add-financing/credit-line/upload/access
2 states
19. project-setup/guided-full/step-3/financing/file details
1 ep
20. project-setup/guided-full/step-3/review-project-financing
1 ep
21. project-setup/guided-full/step-4/financing/constrution-budget
3 states3 ep
22. project-setup/guided-full/step-4/financing/constrution-budget/upload
1 ep
23. build-scope/credit-line/upload
2 ep
24. project-setup/guided-full/step-4/financing/scope-breakdown
3 ep
25. edit-scope-category/data-field
built1 ep
26. project-setup/guided-full/step-5/reconciliation
1 ep
27. plaid-API
3 states2 ep
28. project-setup/guided-full/step-5/link-account
6 states4 ep
29. project-setup/guided-full/step-5/link-account/extraction
1 ep
30. project-setup/guided-full/step-5/link-account/result
1 ep
31. reconciliations/upload
2 ep
32. reconciliations/upload/analyzing
2 states1 ep
33. edit-expense
1 ep
34. add-new-cost
3 states1 ep
35. add-paid-expense
3 ep
36. add-paid-expense/category-added
37. add-manually/add-paid-expense
1 ep
38. project-setup/guided-full/step-6/wallet-intro
2 ep
39. project-setup/guided-full/step-6/link-account
3 ep
40. project-setup/guided-full/step-5/link-account/manual card
2 ep
41. add-card/scan
2 states1 ep
42. project-setup/guided-full/step-5/link-account/manual account
1 ep
43. project-setup/guided-full/step-6/Review setup
1 ep
44. project-created/arv
built6 states2 ep
45. project-created
built2 states1 ep
Endpoints across this flow
Flow endpoints · 50 endpoints, 4 confirmed in code · the Backend agent owns these
GET /properties/searchPOST /projectsGET /projects/{project_id}/propertyPATCH /projects/{project_id}/propertyGET /projects/{project_id}/deal-detailsPOST /projects/{project_id}/deal-detailsGET /projects/{project_id}/profitability-detailsPOST /projects/{project_id}/profitability-detailsGET /projects/{project_id}/exit-planPOST /projects/{project_id}/exit-planPOST /projects/{project_id}/budget/initializeGET /budget/catalogGET /costs/project-estimatePOST /projects/{project_id}/budget/document/{media_item_id}/analyzePOST /projects/{project_id}/budget/document/{media_item_id}/confirmPATCH /projects/{project_id}/budget/items/{item_id}PATCH /projects/{project_id}/financing-costs/{source_id}POST /projects/{project_id}/financing-costs/lender-bankPOST /projects/{project_id}/financing-costs/equity-investorPOST /projects/{project_id}/financing-costs/credit-linePOST /projects/{project_id}/financing-costs/documentPOST /projects/{project_id}/financing-costs/document/upload-and-analyseGET /projects/{project_id}/financing-costsGET /projects/{project_id}/budgetPATCH /projects/{project_id}/budgetPOST /projects/{project_id}/budget/documentPOST /projects/{project_id}/budget/document/upload-and-analyseGET /projects/{project_id}/budget/sections/{section_config_id}/expensesPOST /projects/{project_id}/budget/confirmGET /projects/{project_id}/reconciliationPOST /open-banking/link-tokenPOST /open-banking/linkGET /open-banking/accountsPOST /projects/{project_id}/reconciliation/configurePOST /open-banking/syncGET /projects/{project_id}/reconciliation/transactionsPOST /projects/{project_id}/transactions/csv-importPOST /projects/{project_id}/transactions/statement/upload-and-analysePOST /projects/{project_id}/transactions/csv-import/{media_item_id}/analyzePOST /projects/{project_id}/transactions/{transaction_id}/categorizePOST /projects/{project_id}/transactionsPOST /projects/{project_id}/transactions/receipt-scan/upload-and-analysePOST /projects/{project_id}/transactions/receipt-scan/{media_item_id}/confirmGET /wallet/payment-methodsGET /wallet/balancePOST /wallet/setup-intentGET /projects/{project_id}/setup-reviewPOST /projects/{project_id}/arv/computeGET /projects/{project_id}/arv/estimates/latestGET /projects/{project_id}