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Growth, Sourcing, about 6 minutes

Projecting revenue on a deal in Sourcing

Sourcing is where a possible deal gets a revenue number before anybody spends money on it. You read the weekly shortlist, project revenue for a specific address, and add the ones worth chasing to the pipeline. It needs a manager login.

Open sourcing

Why this matters: the projection comes from our own live fleet, not from scraped guesses. That is the whole reason to use this screen instead of a spreadsheet.

1. Sign in at app.hostassist.ai with a manager account.
   A specialist login shows the page with everything empty, because the sourcing data is blocked for that role.
2. Click Growth in the left menu, then click Sourcing.
   You should see a page headed Sourcing and Acquisition, with a shortlist, an evaluator, and two cards down the right.
3. Read the projection confidence note near the top.
   It says markets with too few comparable properties are withheld rather than guessed.

Read this week's shortlist

Why this matters: the shortlist is the deals the system already thinks are worth your time, so it is the cheapest place to start.

1. Look at this week's shortlist.
   Each deal appears as a card. When there are none it says so plainly and points you at the evaluator.
2. Click Refresh shortlist in the top right to rebuild it.
   The list is rebuilt from current fleet data, so give it a few seconds.

Evaluate a deal

Why this matters: four fields turn a listing you saw online into a banded revenue projection you can put in front of a client.

1. Type the suburb into the first box.
   Use the suburb name on its own, such as Scarborough.
2. Choose the bedrooms from the dropdown.
   Anything from 1 bed to 6 bed. This is the biggest driver of the projection.
3. Choose the deal type: Buy, Rentvest or Manage.
   Buy assumes you own it. Manage assumes you only run it for an owner.
4. Type the purchase price in dollars, digits only.
   Leaving it at 0 gives a red line asking for a number above 0, and no projection.

1. Click Project revenue.
   A result appears under the form within a few seconds, and an Add to pipeline button appears next to it.
2. Read the confidence badge first.
   It reads LOW, MEDIUM or HIGH with a band, such as plus or minus 35 percent, and says how many comparable properties it used.
3. Read the three numbers: revenue projection per month, net annual, and net yield.
   Each one shows a low to high band under it. Quote the band, never the middle number on its own.
4. Read the payback line and any warning under it.
   Extrapolated from the fleet wide bedroom pool means there was no local sample, so treat it as a rough guide.

Add it to the pipeline, or do not

Why this matters: the pipeline is a shared list. Everything you add is work somebody has to look at again.

1. Click Add to pipeline only when the deal is worth chasing.
   The deal appears as a card in the acquisition pipeline on the right.
2. To test numbers without committing, just do not click it.
   A projection on its own saves nothing, so you can try as many as you like.
3. Check the acquisition pipeline card on the right.
   Deals sit in stages there. When it is empty it tells you to evaluate a deal to add the first one.

Sanity check against market benchmarks

Why this matters: a projection is only as good as the market behind it. The benchmark card is the quickest way to see how thin that market is.

1. Look at the market benchmarks card at the bottom right.
   For each market you get active listings, fleet average nightly rate and average occupancy.
2. Check the active listings count for the market you just projected.
   A small count is why a projection comes back with low confidence and a wide band.
3. Read the data refreshed line at the bottom of the card.
   If benchmarks have not synced yet, the card says so instead of showing stale numbers.