← case notes
2026-02-03/5 min/16 weeks/Lotline

Lotline: one truth for every unit

Replacing Excel wars between sales and back-office with live inventory, reservations, and a buyer portal.

Duration

16 weeks

Team

3 engineers · 1 designer

Stack

TypeScript · Next.js · Postgres · Stripe · DocuSign

A regional developer was selling across three residential projects with the same failure mode: three Excel files, three opinions about whether a unit was free, and reservations that collided after a long weekend.

Lotline became the single inventory ledger — available, reserved, sold — with price versions and a reservation flow that includes e-sign and deposit confirmation. Sales works from the same status the back office trusts.

Buyers get a portal for schedules, documents, change requests, and handover checklists. Pipedrive and accounting export stay in sync so CRM notes and cash do not drift apart.

After cutover (week 16), double-bookings basically disappeared. Leadership finally sees the sales cycle in real time instead of waiting for Friday’s spreadsheet merge.

Architecture

Diagram · Sales → handover flow

Inventory

live unit status

Reserve

hold + e-sign

Deposit

Stripe confirm

↓

CRM

Pipedrive

Buyer portal

docs · changes

Handover

checklist done

  • Inventory→Reserve
  • Reserve→Deposit
  • Deposit→CRM
  • Deposit→Buyer portal
  • Buyer portal→Handover

Timeline · what shipped when

  1. W1–W3

    Process & schema

    • Mapped sales → reservation → deposit → handover
    • Unit / price-version data model
    • Migrated three Excel inventories
  2. W4–W8

    Core ops

    • Live inventory board for sales
    • Reservation hold + conflict locks
    • DocuSign + Stripe deposit hooks
  3. W9–W12

    Buyer portal

    • Schedules, docs, change requests
    • Handover checklist per unit
    • Notifications to sales + back-office
  4. W13–W16

    Integrations & launch

    • Pipedrive sync + accounting export
    • Training for sales floor
    • Parallel run, then Excel sunset

Delivered

  • Inventory + reservation system for 3 projects
  • E-sign / deposit payment flow
  • Buyer portal with handover checklist
  • CRM + accounting connectors

Impact

  • Reservation collisions effectively eliminated
  • Sales cycle visible in real time for leadership
  • Back-office stopped reconciling three sheets every Friday

Project

Lotline

Reservation errors near zero · sales cycle reporting in real time

Back to work →