Skip to content
Fund Flow OS
Platform
Solutions
Pricing
Blog & Resources
Live Demo
Sign InStart Free
Fund Flow OS

The autonomous operating system for real estate private capital. From your first flip to your final fund.

Platform

  • Private Lender Database
  • Flow AI Employee
  • Flow Guard Compliance
  • Investor CRM
  • Deals & Funds

Solutions

  • Flippers & Builders
  • Syndicators
  • Private Lenders
  • Fund Managers

Services

  • 7-Day Syndications
  • Fund Administration
  • Flow Launch (DFY)
  • Flow Sites
  • Fund Founders

Resources

  • Help Center
  • Fund Founders Podcast
  • YouTube
  • Blog
  • Contact

AI in REI Newsletter

Weekly insights on AI for real estate operators. No fluff.

© 2026 Fund Flow OS. All rights reserved.

Privacy PolicyTerms of Service
Documentation

Getting Started

  • Quick Start

Operator Guide

  • Create Deal
  • Deal Lifecycle
  • Syndications
  • Loan Tracker
  • Loan Payments
  • AI Assistant
  • Marketing Pages
  • AI Features
  • Integrations
  • Automations
  • Landing Pages
  • Managing Contacts
  • Sending Updates
  • Email Marketing
  • SMS Messaging
  • Data Import
  • Document Management
  • Task Management
  • Generating Reports
  • Building Pitch Decks
  • Segmentation
  • Team Management
  • Billing
  • Dashboard

Investor Guide

  • Setup Profile
  • My Investments

Account & Security

  • Reset Password

Reference

  • Glossary
  • Pricing
  • FAQ
  • Troubleshooting
  • Advanced Troubleshooting
  • Security & Compliance
  • Quick Reference
  • Deal Management

Legal

  • Terms of Service
  • Privacy Policy

Generating Reports

The Reports section allows you to build custom dashboards to visualize your portfolio's performance.

Customizing Layouts

  1. Choose a Category Select Deals, Contacts, or Loans from the report tabs.

  2. Edit Layout Click the Edit Dashboard button.

  3. Add Widgets Drag and drop widgets from the library onto your canvas. Popular widgets include:

    • Capital Raised vs. Target: Bar chart tracking fundraising progress.
    • Portfolio IRR: Line chart of performance over time.
    • Loan Maturity Heatmap: Calendar view of upcoming debt maturities.

  4. Save Click Save Layout to persist your changes. This view will be your default whenever you visit the Reports section.