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Lot Vault | Reference Guide

Written by Allison Charette
Updated over a year ago

Lot Vault is the industry’s only dedicated platform to manage Landbanking from both ends of the Builder and Capital Partner workflow. It replaces the tedious hand calculations, back-and-forth communications between the builder and capital partner, and ditches the manual spreadsheets. It has the ability for builders to submit takedown requests, capital partners to approve/deny requests, and include commentary between both parties. Lot Vault provides a digital platform so everyone works off one source of truth, allowing you to focus your time on the business.

Key Actions & Product Highlights

  1. Project Overview

    • Get a snapshot of the various projects being landbanked.

    • Track key metrics such as the next takedown date and the number of lots due on the next takedown.

  2. Detailed Project Information

    • Easily add, update, and track all the details related to a project.

    • Manage each individual lot group and the associated lot details such as pricing, lot descriptions, and characteristics associated with each lot.

    • Manage Takedown Schedules as projects evolve and need adjustment.

  3. Takedown Request Workflow

    • Create new takedown requests for each required takedown according to the corresponding project takedown schedule.

    • Assign specific lots and evaluated automated calculations such as out-of-order premiums, pre/post amortization, and lot restrictions.

  4. Historical Tracking

    • Monitor project status to understand where takedowns are behind or ahead of schedule.

    • See the history of each project to know what’s changed since you last checked.

  5. Collaboration Tools

    • Add comments and supplemental details to support your projects and takedown requests.

    • Upload key documents related to the project.

When to Reach Out for Support

  1. Technical Issues

    • If you encounter any bugs or system errors, please reach out immediately via [email protected] to be sure it gets addressed ASAP.

  2. Feature Requests

    • Have a suggestion to improve Lot Vault? Let us know!

  3. New Projects or Data Migrations

    • Have a new project that needs to be added? Reach out to our Customer Success Team to obtain one of our templates for quick and easy setup.

    • Need assistance with migrating historical data into Lot Vault? Our support team is here to help.

Getting Additional Training

  1. Online Help Articles

    • Access our Help Articles available through the Lot Vault Help Center in the platform. These articles include step-by-step guides and video tutorials.

  2. Lot Vault Training

    • For a more personalized training experience, schedule an online training session with our Customer Success Team using our Calendly link.

    • New team member? Contact us for user credentials unless you are a builder manager. Builder manager roles have the ability to create new users!

Key Contact Information

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