Manager/Company Profile

Company Profile

This is what auto-fills into every proposal you submit. The numbers under At a glance feed Shortlist's evaluation engine, which translates your fees into apples-to-apples annual costs for owners.

01 — Identity

Company identity

Your company name and headquarters are shown to owners only after they shortlist you. Year founded contributes to your "years in business" stat.

02 — At a glance

At a glance

The four numbers owners use to size you up. Keep them honest — these feed the evaluation engine's comparisons.

Feeds evaluation engine
Active under management today.
yrs
Auto-calculated from year founded.
days
Trailing 12 months.
%
On-time, last 12 months.
03 — Pitch

Short pitch — shown anonymously to owners on every proposal

One paragraph. Keep it specific. Avoid superlatives — owners read these side-by-side and "best in class" reads the same as everyone else's "best in class."

258 / 280
04 — Services

Services offered

Checked services appear in every proposal's "What's included" list. Owners can see at a glance what's bundled vs. extra.

05 — Coverage

Where you work

Cities and neighborhoods your team actively manages. Used to surface owner properties in your service area. Add only what you can legitimately serve — owners shortlist on this.

Costa Mesa Newport Beach Huntington Beach Irvine Tustin Mission Viejo
06 — Credentials

Designations & verifications

Third-party signals owners can verify. NARPM designations carry weight with owners who've done their homework — surface only what you actually hold.

California DRE 01987432 — verified against the state license registry.
Last checked Mar 12, 2026
07 — Recent properties

Recent properties under management

Anonymous proof of operating history. Owners see neighborhood, type, and how long you've managed it — never an address or client name. Pulled from your portfolio.

Newport BeachDuplex · 3 yrs managed
Costa MesaSingle-family · 4 yrs managed
Huntington BeachTriplex · 6 yrs managed
IrvineSingle-family · 2 yrs managed
TustinSingle-family · 5 yrs managed
Mission ViejoDuplex · 7 yrs managed
Last saved Mar 14, 2026 · 10:42 PT