Integrations & Data

Land bankers and their accounting teams can now see where every facility stands, what cash is coming, and what to post for the month from one set of numbers, instead of checking each report against their own model.

• The takedown position board shows, for every facility and lot type, what the schedule required, what was taken, credit for lots taken early, the next takedown actually owed, and months of cover. The same figures drive the facility page, the approval queue, reminders, and the weekly pack.
• A 13-week cash calendar and a monthly capital forecast show takedowns, deposits, invoices, and capital returned on the contract schedule or at the builder's actual sales pace, alongside month-over-month book movement, a risk ranking for every facility, and a builder scorecard covering pace, payment, and default history.
• Every LotTrust report sits in one library, and any report view can be saved with its columns, filters, and grouping and shared with colleagues.
• The month-end close ties takedowns, deposits, invoices, and invested capital to a journal that exports to NetSuite or a spreadsheet, with GL accounts mapped per facility or entity, review and approval by separate people, and locked periods. Bank statements import and match each wire to the takedown, invoice, or deposit it paid, and a data warehouse can pull only what changed since its last pull.

Development teams can move project data in and out of the systems they already use, sending approved costs to accounting and bringing in schedules and pay applications instead of retyping them.

• Budget lines carry cost codes and GL accounts, and approved pay applications export as payables and funded draws as journal entries for Sage Intacct, QuickBooks, Yardi, or a generic spreadsheet.
• Microsoft Project and Primavera P6 schedules import as milestones with their predecessors, checked before anything is written, and next month's file moves the same milestones.
• A pay application can be filled from the contractor's G703, either uploaded or pasted, with every match reviewed before it is saved.
• Default notices, change orders, and facility amendments go out for electronic signature and are marked signed when they come back.

When a home closes, the work that follows now starts on its own. HOA setup, district connection counts, the welcome packet, and the resident app are all notified from the closing itself.

• A closing, a reversal, or a bust out raises one event that every downstream system reads, so nothing waits on someone remembering to send it.
• Each handoff records its own result, and a failed one can be retried, replayed, or backfilled across a date range.
• A community can point a signed notification at a system of its own, and turn individual handoffs on or off.
• Buyer and resident lists sync to Mailchimp, so marketing lists stay current without an export.

Development teams can bring a plat in from the engineer's drawing and assign it straight to a phase, fix anything that lands wrong on the map, and read each lot's county appraised value in Pipsy.

• Blocks or lot number ranges are assigned to a phase, with the boundary, lot geometry, and counts coming across with them, and an import can be reverted.
• Lots that land in the wrong place are corrected on the map rather than imported again, and every change to a lot is kept in an audit trail.
• The surface to grid factor is remembered per community, and a duplicate outline is flagged before anything is created.
• County appraisal records sync across county lines, so a community that straddles a county boundary reads as one, and each lot carries its appraised value.

Traffic and sales recorded in a builder's own CRM now flow into Pipsy automatically and land on the right lot and the right on-site rep, so a community's numbers are complete without the builder re-keying anything.

• Visits and deals match to lots by address, including addresses that arrive with the street suffix truncated or formatted differently.
• Visitor names and emails resolve from the contact record when the deal itself is missing them, and rows that came across blank earlier are filled in.
• Walk-ins are attributed to an active salesperson at that community, and a record that can only be matched to a manager or a departed rep is flagged rather than quietly dropped.
• Cancellations and closings on the builder's side carry through to the sale already claimed in Pipsy.

Sales teams can verify a cooperating realtor's license in more states at the moment of registration, and get a clear reason back when a license cannot be confirmed.

• Lookups are scoped to the state the community sits in and still match license numbers entered without their state prefix.
• An out-of-state license returns an explanation instead of an empty result, so the rep knows what to ask for.
• Realtor lookup is scoped to the property, and each builder can be given its own assigned closer.

Marketing teams can now see website traffic, email performance, paid social, and search visibility for a community inside Pipsy, sitting next to the sales those campaigns produced, instead of pulling each platform's numbers separately and stitching them together.

• A reporting section carries a tab per channel, so a month can be read across every source of demand in one place.
• Communities that already have their analytics, email, and CRM accounts connected are picked up automatically, with no separate setup step.
• Marketing form submissions come through as lead counts, so spend behind a campaign can be measured against the inquiries it produced.

Marketing teams can now control how a home or homesite presents publicly, separately from its sales status, so a section can be shown as coming soon, held back, or published early without changing anything the sales team records.

• Homes that have started but carry no completion date read as coming soon rather than as available, so a buyer is never shown a date the builder has not committed to.
• Neighborhoods that are not yet selling appear as coming soon on the map and are left out of the available counts and filters.
• The presentation setting travels with the listing feed, so partner and syndication sites show the status the community intends.
• Marketing fields set on a listing are visible on the homesite record, so on-site staff can see exactly what a buyer is seeing.

Elevation photos arriving from a builder's own listing feed now land on the right elevation of the right plan, so a community's plan library fills itself in instead of being assembled by hand.

• Images match to the elevation they belong to rather than to the plan as a whole, so a buyer sees the elevation actually being offered.
• Photos uploaded in Pipsy are preserved and are not overwritten by whatever the feed sends next.
• Plan images can be uploaded, replaced, and reordered in bulk, so a builder's full plan set is set up in one pass.

Contracts written in Pipsy now flow into the builder's own contract system automatically, and closings, buyer detail, and lot assignments stay aligned on both sides without anyone rekeying them.

• When a homesite is committed, the lot moves out of the pool and the builder's contract is created in order, so both systems agree on which lot the contract covers.
• Approval is requested when a builder-owned lot goes under contract, and the decision is passed back through the sync once it is made.
• Builders are matched on the name they market under, so contracts land against the right builder even where the legal entity differs.
• Closing dates line up with the builder's own closing field, and a sync can be run on demand instead of waiting for the next scheduled pass.

Teams running a realtor program can now manage it from Pipsy - events and their check-in codes, who registered and who showed up, and the announcements that go out to agents - and record a realtor on a contract even when that agent is not yet on file.

• Each event counts registrations, check-ins, no-shows, and walk-ups, so turnout can be measured against what was promised to the community.
• Announcements can go to every agent or only to those following a given community, with a start and end date and a limit on how often they are sent.
• A realtor can be entered by hand on a contract or closing, so a sale is attributed to the right agent the first time.
• Realtor office mailing addresses come through on sales reporting, and realtor fields are available when building an email campaign.

Homesite pricing, section completion, and buyer detail can now flow into Pipsy directly from a builder's own systems, so inventory and schedules stay current without anyone rekeying them.

• Builder-published lot pricing refreshes on a schedule, so the pricing in reporting and on the public map matches the builder's system of record.
• Development teams can post section completion from their own systems, keeping takedown and delivery schedules aligned with where construction actually is.
• Buyer postal code is captured on reservations, feeding buyer origin analysis from the moment a homesite is held.

Marketing teams can now see every homesite flagged into the listing feed, resales included, with lot number and neighborhood, so a listing missing from a portal can be traced back to its source.

• The table sits with the rest of a community's web inventory, listing each homesite that was manually flagged for the feed.
• Homesite photos that no longer resolve are cleared automatically, so listings do not publish with missing images.

Leads captured in Mailchimp or HubSpot now flow into Pipsy on their own, so the traffic and buyer picture for a community includes online inquiries and not just walk-ins. Leads can be pulled up by community and opened in a rebuilt detail view.

• Existing lists import in full rather than only new activity, so a community starts with its whole history on the first sync.
• Custom fields on a marketing audience map into the traffic record, including the source and campaign that produced the lead.
• Leads can be filtered by community, so a group operator can work one property at a time.

Builders running Microsoft Dynamics 365 can now connect it to Pipsy. Lot records sync across on their own, so a community's inventory stays current without anyone re-keying it into two systems.

• Sections and lot types that do not yet exist in Pipsy are created as part of the sync, so a new phase coming out of the builder's system does not stall the run.
• Deals and contacts pushed to HubSpot carry their relationship labels, so a buyer, a co-buyer, and a cooperating agent land on the record in the right role.
• Reminder emails can be switched off for an individual builder contact, so someone who works out of their own system is not chased twice.

Development teams that run their schedules in SmartSuite can now keep master plans and lot plans in step with Pipsy automatically, so the planning board and the lot record stop drifting apart.

Marketing teams can now search a builder's listing feed by plan name or address to confirm what that builder is publishing to the market, without going to the builder for a list.

• Search results show the plans and addresses a builder currently has live, which makes it quick to spot a home missing from the community's public inventory or priced differently than expected.