Platform map · TrueFile™

The whole system,
on one page.

Four products you can buy, a project tracker that comes with the bundle, an AI coach that runs across all of it, and a vendor network that gets stronger every month. Here's the map.

TrueFile™ is the operational and financial intelligence platform built for REO brokers — automating the work between the platforms, revealing the true cost of every file, and giving every broker the clarity to run their division with confidence.

Inside the Hub

Workflow surfaces that ship with TrueFile™ Hub at no extra cost.

Included
TC Command Center
Row-per-file 6-phase checklist with auto-generated Critical Dates queue.
Included
Critical Dates queue
Auto-derived from contract dates. Never miss a deadline again.
Included
Property Records + Assignments
Spine of the Hub. Every accepted file → true fall rate per AM.
Included
Utility status strip
Lifecycle-aware. Auto-derived turn-on / final read queues.
Included
Vendor Network
Vetted preservation + specialty trades, filtered to your service area. Vendors join free today; preservation seats $50/mo starting June 1, 2027. Brokers never pay.
Learn more
Marge's Toolbox

One AI coach. Different skills depending on what you ask.

Skill
Pulse
Ask anywhere: portfolio metrics, per-AM averages, days-on-market, pending counts.
Skill
Cost coaching
Walks the 26-lever internal cost playbook before any AM fee conversation.
Skill
Portfolio-first reasoning
Pulls you up to the AM's blended book — never coaches off one ugly file.
Skill
Per-AM book context
Reads your client book worksheet so answers reflect your actual mix.
On the roadmap

Building toward — not shipped yet.

Phase 10
AM Inbox Sync
Broker OAuths Gmail / Outlook. Allowlisted senders auto-create draft reimbursement files.
Future
QuickBooks two-way
Per-category writes with a $500 confirm threshold. Read-only at start.
Network gated
Regional benchmarks
Anonymized cost ranges by region. Unlocks once cohort thresholds clear.
Network gated
"Hub saves you" badge
Network-effect $ figures with a tightening confidence band.

See the whole map in your account

Free to start. Every product unlocks the same broker reality.

Read + queue only
We never originate payment, touch your bank, or print checks.
Per-broker isolation
Your numbers stay yours. Only AM form templates are shared.
Gets smarter every month
Hub data feeds the cost model. Repeat AMs auto-fill. Repeat vendors auto-categorize.

Want it all? Start at the bundle.

Solo at $139/mo gives you every product on this map plus the Hub. No Concourse360 replacement, no Monday.com replacement — both replacements, in one stack.

Important Disclaimer

TrueFile is an independent cost-modeling tool. All calculations are based solely on data entered by each subscribing broker from their own financial records. TrueFile does not share pricing data between users, does not suggest what fees to charge, and is not a vehicle for price coordination of any kind.

Every office operates differently. Each broker independently determines their own pricing based on their own costs, their own market, and their own business model. TrueFile is designed to support that independence — not to influence what any broker charges.

Regional benchmarks reflect anonymized operational cost averages only — not commission rates, fee structures, or what any broker charges clients. Commission rates and fee structures are never collected, displayed, or shared on this platform.

This tool does not constitute legal or financial advice. Users are solely responsible for their own business and pricing decisions.

© 2026 TrueFile™ by Pace Yourself Online LLC. All rights reserved. TrueFile™ is a trademark of Pace Yourself Online LLC; registration pending.