MVPConnect replaces the contract spreadsheet, the separate CRM, the invoice folder and the four inboxes. Contracts carry their home resort, points per use year, banked and borrowed points, itemized fees and every rental reservation — and they sit next to the clients, deals, tasks and invoices that go with them. Email, SMS, calls, Messenger and Instagram thread into one inbox. Your public site, your own domain and your own QuickBooks and merchant accounts stay yours.
// Contract types
A contract you bought to flip, a contract you bought to rent, and a contract you're selling for someone else are three different businesses wearing the same paperwork. Each category gets the fields and the math it actually needs — and a contract can move between them when the plan changes.
A contract you own and intend to resell. Carries cost per point, purchase price, purchase-phase fees and the sale price when it closes, so cost basis and profit are computed rather than remembered.
Own it · resell it · keep the spread
A contract you own and rent out by the use year. Reservations log the points drawn and the rental income; when you're done renting it, transfer it to For Sale and it carries the rental net across with it.
Own it · rent the points · sell it later
Someone else's contract you're brokering. Track the target cost per point, the list and minimum sell prices, any loan balance to pay off, and your commission percentage — with the projected commission at both prices.
Broker it · earn the commission · net to owner
// Contracts & points
A DVC contract isn't a line item. It has a home resort with a deed that expires, a use year that decides when its points land, and a rolling window of banked, current and borrowed points that a spreadsheet will get wrong eventually. The contract record holds all of it.
Pick from a built-in catalog of DVC resorts across Walt Disney World, Disneyland, Hawaii, Vero Beach and Hilton Head. Each carries its deed-expiration year, because a 2042 contract and a 2070 contract are not the same asset.
Disney issues exactly eight use-year months: February, March, April, June, August, September, October and December. The field offers those eight and nothing else, so nobody files a contract under a use year that can't exist.
One bucket per use year, each holding the points available, how many were banked in, how many were borrowed forward and how many have been used. Up to three use years can be live on a contract at once — current, one banked, one borrowed.
The contracts list filters by category and status, shows resort, points, use year and price at a glance, and supports multi-select for bulk actions. Financial columns are hidden from team members who aren't cleared to see them.
// Rentals & reservations
Renting points is its own ledger: who's staying, where, on which dates, out of which use year, for how much. Reservations attach to the contract so the rental income and the points drawn are never separated from the asset that produced them.
Log the booked resort (which can differ from the contract's home resort), the confirmation number, the guest's name, check-in and check-out dates, the total points used and the rental income collected.
A For Rent contract can be transferred to For Sale when you're done renting it. The rental net earned so far carries across, so the eventual total return reflects both legs of the deal instead of just the resale.
// Economics & fees
Closing, escrow, member admin, credit-card processing, commission — each one lands on a different leg of the deal, and quietly eats the margin you thought you had. Fees are itemized by phase and category on the contract, and the return is computed from them.
Every fee is filed under the phase it belongs to — purchase, rental or sale — and a category: closing, escrow, commission, member admin, credit card or other. Add as many lines as the deal actually had.
Cost basis, rental gross and net, sale gross and net, total return and return percentage — all derived from the contract's own numbers, not typed into a summary cell that goes stale.
For a contract you're selling on someone else's behalf, the numbers that matter are your commission and what's left for the owner. Both are computed at the actual sale price, and projected at the list and minimum prices before it sells.
// Clients & CRM
Everyone you deal with lives in the same place: the family renting 150 points in August, the member selling their Beach Club contract, the buyer who's been circling for three months. Their whole history is on one page.
Name, email, phone, company, address, type, tags and a notes timeline. Custom fields you define yourself for whatever your desk tracks that we didn't think of.
Sales, invoices, messages, calls, tasks, appointments, deal-stage changes, email-broadcast engagement, notes and field changes — one merged, newest-first timeline per client, filterable by category.
// Pipelines & deals
Track every live deal — a buyer shopping a resort and use year, a member deciding whether to list, a rental waiting on a confirmation — on a board with stages you control. Build a pipeline per flow rather than bending one generic board around every process.
Build a pipeline for any flow — buyer inquiries, seller listings, rental requests. Rename stages, reorder columns, add or remove them as your process changes. Every store has its own boards.
Each card is a deal tied to a client: title, value, stage, owner, expected close, next-step task. Move cards as the deal progresses; the client profile shows their full deal history.
// Tasks
Every deal can have tasks attached — call back, email, meeting, in person. All tasks across all pipelines roll up to one Today view so nothing slips. Overdue items pin to the top so late callbacks can't hide.
Call back, email, meeting, in person, or generic. Set a due date on creation or leave it open. Assign to yourself or a colleague. Notes capture context so whoever picks it up next isn't blind.
The tasks page is the heads-up display for your day. Today, tomorrow, this week, all upcoming, a specific day, or a custom range. A just-mine toggle filters to your own work; pipeline pills narrow further.
Employees see their own tasks. Store admins see everyone's across the store. Managers with more than one store get the view across each one they manage. Same data model, role-appropriate slices.
// Workflows
Welcome a new client, confirm a booking, chase an unanswered inbound message, thank someone after a sale closes. Build the workflow once against a real platform event and it runs on the right client at the right moment, forever.
Workflows fire on things that actually happen in the app: a sale recorded, an inbound message arriving on any channel, a new client created, an appointment booked, a deal moving stage, an invoice going paid.
Compose a workflow in the builder, or describe what you want to the assistant and let it draft the automation for you to review, enable or leave switched off.
// Appointments
A public booking page where clients self-schedule a call or a consult. The booking shows up on your calendar, the client gets a confirmation, and the appointment attaches to their record like everything else.
Clients pick an appointment type, a date and a time slot from your real availability. Booked appointments appear on your appointments calendar, where you can reschedule, cancel or add internal notes.
Connect Zoom and video appointments get a real meeting link generated at booking time and included in the confirmation, instead of a link someone has to remember to paste in.
// Unified inbox
SMS and voice through Twilio, Telnyx, Quo or Zoom — bring whichever provider you already pay. Email through your real Gmail or Outlook mailbox over OAuth. Facebook Messenger and Instagram DMs through your Meta connection. All of it threads against the client.
Four SMS providers, all landing in the same inbox. Twilio for the most complete voice and 10DLC setup, Telnyx for volume economics, Quo if your team already runs on it, Zoom if you'd rather use a private Zoom app.
Connect your real Google Workspace or Microsoft 365 mailbox over OAuth. Client threads flow into the unified inbox, replies you send land in your actual Sent folder, and outbound platform mail goes out separately so it can't rate-limit your personal inbox.
One Meta Business connection covers both Facebook Messenger and Instagram DMs. Pick the page, and inbound messages thread into the same inbox as SMS and email.
// Broadcasts & segments
Build an audience from your own client data, compose in a block editor, schedule or recur the send, and read the delivery numbers afterwards. Unsubscribes and suppression are handled for you rather than left as your problem.
One-off or recurring email sends to a segment or your whole list. Drafts, scheduling, and per-recipient send records so you can see exactly who got what.
A drag-and-drop email template builder, and audience segments defined against your own client fields and tags — with a live preview of who a segment currently catches before you commit to it.
A deliverability report covering the last 90 days: bounce rate, complaint rate, open rate and which sending identity you're on. Verify your own domain and your mail goes out as you, not as a shared sender.
// Invoicing, payments & books
Generate an invoice, send it by email or text, take a card through your own merchant account, and push the result to QuickBooks Online. Money settles to your bank — the platform never holds it.
Free-form line items, tax handling, deposits and multiple payments per invoice. Branded PDF with your details, and a hosted pay page you can send straight to the client.
Accept cards through your own Authorize.Net merchant account with a hosted payment form, or through Clover. Funds settle directly to your bank.
See what's owed to you and what you owe in one place, and sync customers, sales and invoices to QuickBooks Online so your accountant isn't re-keying anything.
// Website builder
Your public site doesn't need to be a separate bill and a separate login. Build it here with a block editor and a theme, run a journal, upload your images to a media library, and point your own domain at it.
Drag blocks onto the canvas, click one to edit it in the inspector, preview the live render in your active theme. Hero, prose, image-and-text, gallery, carousel, columns, stats row, testimonials, pull quote, CTA band, signup band, contact form, journal grid, dividers, spacers and custom HTML.
Pick a theme, and its starter blocks drop onto the canvas for you to edit. Per-store colour and font overrides let you keep a theme's structure and swap in your own palette.
Type your domain and the wizard works out your registrar, then shows the exact record type, name, value and TTL with copy buttons, plus step-by-step instructions for that registrar's admin. SSL provisions automatically.
More than a homepage. Add pages, edit your top nav, run an editorial journal, keep every uploaded image in a per-store media library, and read your site's traffic natively in the dashboard.
Toggle any selected block to code mode and edit its raw JSON. Locked on the fields that identify the block; everything else is editable, with instant validation.
A contact-form submission looks up the client by email within your store, updates them if they exist and creates them if they don't — then opens a follow-up task so somebody actually replies.
// Ultron, the assistant
Ultron sits in the dashboard and answers from two sources: the help center, and your own store's records. It works through named tools — a real search, a real lookup — so an answer about your numbers came from your numbers.
Full-text search across the in-app help center, and it can open any article in full. "How do I set the banking deadline" gets the documented answer, not an improvisation.
Summarize sales over a period, look up a client, pull open invoices, check the deals in flight, total what you owe on payables, or check your site's traffic — always scoped to your own store.
Ask it to update a client, add a note, tag someone, merge two duplicate records or open a deal, and it does exactly that named action — not a silent sweep of edits you didn't ask for.
Describe the audience and the message, and it builds the segment, shows you who it catches, then drafts the broadcast and the email template. You review and you send.
// In-app support
Raise a question from inside the app and it persists as a real ticket. Both sides see the thread, attachments render inline, and status tracks itself based on who replied last.
A conversation per ticket with attachments inline, status badges, and email notification in both directions. Internal staff notes are filtered out server-side, so they can't leak into the requester's view.
A searchable, categorized help centre inside the app, plus a release-notes page so you can see what changed and when without reading a changelog you had to go find.
// Reports & API
Sales, payments, sales tax, receivables, payables, fees and margin — as dashboard reports and as JSON over the API. Store-scoped keys let you plug your own tooling in without exporting a spreadsheet by hand every month.
A DVC report covering listing commissions by status, fees by category, and a per-contract table of cost basis, rental net, sale and total return. Plus the general sales, payments, sales-tax, marketing and deliverability reports.
A REST API at /api/v1 with bearer-token auth and per-key scopes. Generate keys from your settings page, and read the machine-readable OpenAPI spec straight from the app.
Point an HTTPS endpoint at your store and we POST a signed JSON event when something happens. Subscribe to the events you care about; deliveries are retried and visible in the dashboard.
// Stores, roles & safety nets
Run more than one brokerage under one account — separate contracts, clients, sites and reports, shared logins. Roles decide who sees what, and deletes are reversible.
Each store has its own contracts, clients, website, integrations and reports. Switch between them from the topbar; the data stays cleanly partitioned.
Role-based access from full admin down to a client-only portal, plus granular per-user toggles for the sensitive parts. Multi-factor authentication is available on accounts.
Deletes are soft. A deleted contract goes to the recycle bin — with its point buckets, fees and reservations — and stays recoverable for 30 days, so a mis-click is a restore rather than an incident.
// Integrations
QuickBooks Online, Authorize.Net, Clover, Twilio, Telnyx, Quo, Zoom, Gmail, Outlook, Facebook Messenger and Instagram — connected directly, on your own accounts.
Set your store up free in under a minute. No credit card required.