A first screen that shows what needs you.
Occupancy, collections, late rent, renewals and maintenance on one screen, arranged the way you work. The decisions your agent has queued wait in your Approval Inbox, and a search from any page finds the tenant, unit or lease you mean.
Portfolio Dashboard
Occupancy
96.2%
Collection
98.1%
Rent Roll
$87.4K
SLA Health
94%
Open Maintenance
Expiring Leases
Recent Activity
Rent payment received - Unit 101
2mMaintenance completed - Unit 312
1hLease signed - Unit 205
3hThe agent watches the portfolio. You work the list.
The watching
- Checks every lease for rent past the grace period, and queues the reminder or the formal demand
- Scores each lease weekly for the chance of missing next month's rent
- Flags an owner payout that is unusual against that owner's own history
- Puts everything that needs a decision in one Approval Inbox
The decisions
- Approve or skip each queued reminder, with the reason on record
- Approve each formal demand before it is served
- Decide what to do about a flagged lease or payout
A morning on the dashboard
Read the stat bar
Occupancy, billed this month, collected, collection rate, open maintenance, expiring documents and SLA health, on every page.
Work the late-rent list
The delinquency summary lists each lease with its balance, how long it has been overdue and whether it is on a payment plan.
Clear the Approval Inbox
Approve or skip what the agent queued, each decision logged.
Check what is coming
Leases ending, renewals in progress, move-ins and move-outs, and the calendar for the week.
Jump to anything
Press Cmd+K (Ctrl+K on Windows) and type a name, an address or a unit.
What is included
At a glance
The portfolio's health, always visible.
- A stat bar for occupancy, collections, maintenance and SLA health
- Rent collection with a six-month trend that doubles as the month picker
- Revenue, expenses and net operating income over time
- Trust account balance and a compliance indicator
Your work queue
What needs doing, in priority order.
- Delinquent leases with balances, age and payment-plan status
- Lease activity: recently signed, move-ins and move-outs
- A renewals funnel from expiring to renewed
- Recent payments and recent maintenance requests
Your layout
Arranged by you, kept for you.
- Drag, resize, add and remove widgets from a gallery
- Layout presets, and a reset to the default
- A layout saved for each person on your team
- A getting-started checklist that folds away as you finish it
Find and schedule
Anything, from anywhere.
- Search across properties, units, tenants, leases, maintenance requests, owners, vendors and documents
- A calendar of showings, visits, move-ins, move-outs and lease deadlines
- Sync to your own Google Calendar or Outlook
- Owners get their own dashboard, built the same way
Questions about dashboard
Can each person on my team have their own layout?
Yes. A layout is saved for each user, and presets give a new person a sensible start. Reset returns you to the default whenever you want it.
What can I search for?
Properties, units, tenants, leases, maintenance requests, owners, vendors and documents. Open the search with Cmd+K on a Mac or Ctrl+K on Windows, type two characters and pick a result.
Does the dashboard act on its own?
No. It shows you what the agent found and what is waiting, and the decisions are yours. Rules you switch on yourself, such as automatic demand notices, run as you set them.
Do owners get a dashboard?
Yes. Owners have their own dashboard in the owner portal, built from the same widget system and showing only their own properties.
Why does the collection rate look low early in the month?
Because rent is not yet due. The rate shows the day of the month and stays neutral until rent is past due and your grace period has passed, so the first of the month does not read as a collapse.
Start the day with the list, not the hunt.
Get started, and your dashboard fills with your own portfolio.