PLATMETRIX
Training Center
Master User Manual
Every role handbook in one place. Start with how the platform fits together, then open the guide for the surface you work in.
What Platmetrix is
Bespoke CRE due diligence delivered as a portal, plus operator software — market intelligence and operations on one login.
One design, one map
People use a Netlify front end; every page reads and writes through Supabase, where Row-Level Security decides what each account may see.
How changes flow
Access and content are data, not code — an admin's change is a Supabase write that reaches the user's screen with no redeploy.
Platform & Administration
Platform Admin Console
Accounts, tools, paywalls, access levels, account lifecycle, and the Netlify/Supabase operations behind them.
Open handbook →
System Administrator
Platform-level administration, entitlement and configuration.
Open handbook →
Quote Builder
Create and modify client quotes and pricing. For Sales admins.
Open handbook →
Operator Platforms
PropIQ
Run a property day to day — maintenance, leasing, banking and reconciliation.
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AssetIQ
Portfolio and asset performance — valuations, equity and returns.
Open handbook →
LoanIQ
Loan and debt — amortization, DSCR, maturities and lender packages.
Open handbook →
Resident Portal
Payments, requests and documents for residents, scoped to one unit.
Open handbook →
Market Intelligence
Market Intelligence
The flagship offering — bespoke CRE due diligence delivered as a protected market report.
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Market Intelligence — Desktop Study
The deposit-tier read: scorecards, comps, Go/No-Go and headline underwriting.
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Market Intelligence — Full Study
The paid-in-full deliverable: full comps, complete underwriting, sensitivity, report.
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Director of Sales
Own the client relationship — quote, route the deposit alert, and grow each engagement.
Open handbook →
Consulting Services
Traffic & Transportation
Trip generation, counts, access and transit.
Open handbook →
Site Intelligence
Parcel facts, utilities, environmental, zoning — a site scorecard.
Open handbook →
Entitlement Process
Zoning, permitting path, timeline and risk.
Open handbook →
Municipal Intelligence
Jurisdiction, budgets, incentives and climate.
Open handbook →
Third-Party Proposals
Solicit and compare outside consultant proposals.
Open handbook →
Quality of Life
Schools, safety, walkability and demographics.
Open handbook →
Land Planning
Yield, layout, density and developable area.
Open handbook →
Underwriting
Proforma, IRR/DSCR, sensitivity — does it pencil.
Open handbook →
Market History
Absorption, rent, sales and cycle history.
Open handbook →
Investor Reporting
Periodic investor performance and distributions.
Open handbook →
Investment Pitch Deck
An IC-ready investment presentation.
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Lender Packages
A complete package to take to lenders.
Open handbook →
Construction Logistics & Spend
Phasing, sequencing and spend control.
Open handbook →
Design Studio
Role Handbooks — Operations
Regional Manager
Oversee properties, managers and staff across a region.
Open handbook →
Asset Manager
Portfolio and asset performance in AssetIQ.
Open handbook →
Leasing Agent
Prospects, applications and leasing in PropIQ.
Open handbook →
Maintenance Technician
View calendars and tickets, close and route work.
Open handbook →
Accountant
Ledgers, charges and reconciliation.
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Resident
Payments, requests and documents in the Resident Portal.
Open handbook →
Role Handbooks — LoanIQ
LoanIQ Administrator
Access, entitlement, roles & rights for the debt book.
Open handbook →
Debt / Portfolio Manager
Cost, maturities, compliance, refinance, prepayment.
Open handbook →
Credit Analyst
Covenants, prepayment scenarios and construction carry.
Open handbook →
Executive / Viewer
Read the debt book at a glance.
Open handbook →
PLATMETRIX · Master User Manual · Training Center