Everything in the app, explained — section by section.
New here? You only need three steps to get your full financial picture. Do these in order and reNavigator does the math for you.
Open the Selling tab and add your home's expected sale price, remaining mortgage, and agent commission. This tells us how much cash your sale will free up.
Switch to the Buying tab and add the price of the home you want, your down payment, and the loan rate. This tells us how much cash you'll need up front.
Scroll to the 'Where You Stand' summary at the top of your dashboard. That single number tells you whether you'll have cash left over — or need more — after both moves.
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Your Journey
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Where to find it: You're reading it — the guide is linked from the dashboard footer.
reNavigator is your command center for selling one home and buying the next. It tracks every dollar and every date, then boils it all down to one answer: can you afford this move, and when does each step need to happen?
You only need two sections to see the full picture: Selling and Buying. Fill in those (or run Quick Start) and reNavigator calculates your Estimated Gain/Loss, summaries and charts automatically.
Where to find it: First item on the left rail (desktop). On a phone, the Where You Stand card at the top.
The Home screen is your passive summary — a glance at where things stand. You do the work in the other sections (or through the Copilot); Home reflects the results. Its tiles are explained under The Home Screen below.
Where to find it: Selling on the rail. On a phone, the amber Selling Your Home card.
Step 1. Everything you enter here flows into your Estimated Gain/Loss. Track:
This is where most people guess — and get it wrong. Sensible defaults keep you moving, but replace them with real numbers from your settlement statement as you get closer. Underestimate by $2,000 and your Cash Surplus is lying to you.
Where to find it: Searching for Home on the rail. On a phone, the Home Search card.
Organize your house hunt in one place. This section has three tabs:
List your must-haves and nice-to-haves — a home office, a big yard, good schools. Add, edit or delete items at any time. Every wishlist item becomes a checkbox on each home in Homes We Like.
Track every property you're considering: address, price, bedrooms, bathrooms and square footage, with quick links to Zillow and Realtor.com. Tick off which wishlist items each home has, upload tour photos and jot notes. Marking a home as viewed/chosen carries its details into Buying.
Save alternative what-if plans — different sale prices, purchase prices, rates or down payments — and compare them side by side in a list or comparison table. See Scenario Planning under Tools.
Where to find it: Buying on the rail. On a phone, the blue Buying Your New Home card.
Step 2. These numbers tell reNavigator how much cash you need up front — the other half of your Estimated Gain/Loss. Track:
Buying closing costs are the 'tax on excitement'. Your lender's Loan Estimate lists the real figures — entering them is the difference between a true Cash Surplus and a surprise Cash Deficit.
Where to find it: Timeline & Planning on the rail. On a phone, the Timeline card.
Plan every key date, working backward from the day you want to move.
Enter your target move-in date and the calculator lays out each milestone in a chain — each step a set number of days before the one after it. Change any gap and every earlier date shifts automatically. Changes flow straight into the Schedule of Events; there's no Apply button. Reset restores the default gaps.
Every selling, buying and moving milestone with its date and status. Edit any date by hand and tick events off as they're completed. Clear Section wipes only the timeline.
Where to find it: Journal on the rail. On a phone, the Journal card.
One timeline of every note you've written — general, selling and buying — plus a record of the changes the Copilot made for you. Add a note any time; everything is dated so you can look back on decisions.
Where to find it: More tools → Market Analysis. On a phone, the Market card.
Enter any 5-digit U.S. ZIP code for an AI-researched report on that area. Recent reports are cached, so repeat lookups are instant. The report covers:
Where to find it: More tools → Charts & Analysis. On a phone, the Charts card.
Interactive visuals of your numbers:
Where to find it: More tools → Documents. On a phone, the Docs card.
Keep every transaction document in one place, organized by category (sale, purchase, inspection, appraisal, loan, legal, insurance, moving, other), with notes on each.
Run an AI review on a document to get a plain-English summary and a list of clauses to watch, each rated high, medium or low risk with a suggested next step. It's a helpful first read, not legal advice.
Where to find it: More tools → Contacts. On a phone, the Contacts card.
Every professional on your team — agents, lenders, inspectors, appraisers, attorneys, title companies, insurance agents, movers and contractors — with company, phone, email and notes.
Where to find it: Searching for Home → Scenario Planning tab.
Save alternative versions of your plan and compare them side by side:
Where to find it: Top of the Home screen.
The most important tile in the app. It combines your sale, your purchase and your other funds into one headline number — your Estimated Gain/Loss — with sale net proceeds, purchase upfront costs and your estimated monthly payment. On a phone, tap to reveal the detailed calculations.
After selling and buying you'll have cash left over. That's your cushion — and your green light.
A warning, not a dead end. Try Play with Numbers to test a higher sale or lower purchase price, or add savings under Other Funds.
Your Target Cash from Sale and Total Cash Remaining goals show progress. 'Edit in Selling' and 'Edit in Buying' jump straight to the field.
Where to find it: Home screen, below Where You Stand.
The next dates coming up across selling, buying and moving, pulled from your Schedule of Events. If it's empty, add dates in Selling, Buying or the Timeline.
Where to find it: Home screen (on mobile, just below Where You Stand).
One ranked list of what to do next: financial flags (cash cushion vs. your goal, leaning on sale proceeds, PMI, capital gains), missing figures, deadlines in the next two weeks or dates out of order, and missing documents or contacts. Tap Fix it to jump to the right section, Ask Copilot to handle it by voice or text, or Snooze to hide it until the related numbers change.
Where to find it: Quick Start button in the dashboard header.
A short interview covering the eight numbers that matter most for selling and buying. It opens automatically when your plan is empty, and you can reopen it any time. Sensible defaults fill in typical costs so you get a full picture right away.
With spoken prompts on (the default), each question is read aloud when you reach it, and you can answer by voice. Turn them off with the toggle in the dialog or in Settings.
Where to find it: Floating mic in the bottom-right corner, or press Cmd/Ctrl+K.
Change your plan by just saying or typing it: "Set my sale price to 650,000" or "Add a $1,200 roof repair". The Copilot updates the right fields and your dashboard refreshes instantly.
A successful change plays a short chime and shows what changed. The Copilot only speaks when it needs you to clarify something.
Tap the speaker icon to switch to audio-only mode for when you can't look at the screen — the Copilot then reads its replies aloud. Distinct sounds mark entering and leaving it.
Every command and what it changed is recorded, and shown in your Journal.
Where to find it: Inside Where You Stand on the Home screen.
A safe sandbox for what-ifs. Slide your sale price, purchase price, down payment and interest rate (roughly ±30% around your real figures), toggle cash vs. financed and filing status, and see a live comparison against your saved plan. Nothing here is saved.
Where to find it: Export PDF button in the dashboard header.
Create a clean PDF report of your plan — choose which sections to include, including saved scenarios — to share with family, your agent or your lender.
Where to find it: Dashboard header, next to Save.
Changes save automatically a moment after you stop typing. 'Unsaved changes' means a save is pending; the green 'Saved' check means everything is stored. The Save button forces an immediate save.
Where to find it: Your profile menu (top right) → Settings.
Tune the app to how you work: theme, Copilot voice, spoken prompts on or off, how long the mic listens, and how quickly autosave kicks in. Your profile menu also holds your profile, subscription and sign-out.
Where to find it: Dashboard footer → Documentation or Contact Us.
Start with this guide. For anything it doesn't answer — or a question about your account — use Contact Us in the dashboard footer.
Where to find it: Pricing page; your current plan is under your profile menu → My Subscription.
Each plan is a one-time purchase. Higher tiers include everything below them. The badge on every section of this guide shows the plan that unlocks it.
Home, Selling, Searching for Your New Home (Wishlist and Homes We Like), Buying, Journal and Documents (including AI Contract Review).
Everything in Navigator, plus Timeline & Planning, Contacts and Scenario Planning.
Everything in Commander, plus Charts & Analysis, Market Analysis and Ask reNavigator.
All calculations are estimates. Consult your real estate agent and financial advisor for precise figures.