How the Ledgerboard works

The Ledgerboard is your list of deals. Every deal lives in a folder — one folder per property, transaction, or client relationship — and every document, signature, task, and comment tied to that deal lives inside it. Nothing about a deal is scattered across separate tools.

Kanban stages

Each folder sits in one stage of your pipeline — Draft, Active, Pending, or Closed — shown as columns on a Kanban board. Drag a folder to a new column (or change its stage from inside the folder) as a deal progresses. The board gives you an at-a-glance view of everything in flight, instead of digging through a flat list to find out what's stalled.

What lives inside a folder

• Documents — the LOI, lease, or custom PDF template(s) for this deal, each with its own live-editing form and export.
• E-signature — send any document out for signature in a set order, track who's signed and who's still pending, right from the folder.
• Tasks — simple to-dos tied to the deal (e.g. "confirm closing date," "chase financing letter").
• Comments — a threaded discussion scoped to just this deal, so context doesn't get lost in email.
• Activity feed — a single chronological timeline merging every event above — comments, tasks, signatures, and stage changes — in one place.

Sharing

Grant access to a whole folder, or to just one document inside it — useful when, say, a lender only needs to see the financing document and nothing else in the deal.