Every document filed where it belongs, and read for you.
Upload a document to the property, unit, lease or tenant it concerns. Your agent suggests the category and the record, and reads insurance policies and HAP contracts so you do not retype them. Nothing is applied until you confirm it.
Document Library
123 Oak St / Unit 4
12 docsLease Agreement
Lease
Insurance Cert
Insurance
Driver's License
ID
Pay Stub - March
Income
The agent files and reads. You confirm.
The filing and the reading
- Reads an uploaded document and suggests its category and the record it belongs to
- Reads a renters insurance policy for the carrier, policy number, coverage and expiration date, and sets a renewal reminder
- Reads a HAP contract for the payment amounts, dates, parties and special terms
- Checks move-in and move-out paperwork for missing signatures and blank fields
Nothing applies on its own
- Accept or change each suggested category and record
- Edit every extracted field, with its confidence shown, then accept or dismiss
- Choose what to share with a tenant
From upload to filed
Upload to a record
Add a file from a property, unit, lease or tenant page, or from the documents page.
Scanned for safety
Every upload is checked for viruses, and a file that fails is removed.
Filed and read
The agent suggests the category and record, and reads insurance and HAP contract uploads into a review panel.
You confirm
Check the fields, accept or dismiss, and set an expiration date where one applies.
Shared where it helps
Share a document with a tenant and it appears read-only in their portal, with a notification in their language.
What is included
Storage
One place, tied to the record.
- Documents attached to a property, unit, lease or tenant
- Categories such as lease, insurance, inspection, receipt, tax and HAP contract
- A viewer for PDFs and images, and a download that keeps the file name
- Filters by category, record and expiration
Expiry
Lapses you see coming.
- Expiration dates on insurance, licenses and compliance documents
- Expiring and expired filters, and a count on your dashboard
- Vendor compliance documents with expiry notices
- A renewal reminder set from a renters insurance policy
Sharing
The right people see the right files.
- Share with a tenant, read-only, in their portal
- Notifications when a document is shared or removed
- Owners see their statements and year-end tax forms in the owner portal
- Every file served by a signed link
Safety
Checked on the way in.
- Virus scanning on every upload
- Quarantined files removed, with a notice to your managers
- Each organization's documents kept apart from every other's
- Uploads always succeed, even when your monthly reading allowance has run out
Questions about documents
Does the agent change my records on its own?
No. It suggests a category and a record, and reads insurance and HAP contract uploads into a review panel. You edit the fields and accept or dismiss, and nothing is applied until you do.
Which documents are read automatically?
Insurance documents uploaded to a lease or a property, and HAP contracts uploaded to a lease. Only images and PDFs can be read, and other documents upload and file normally.
Can tenants upload documents?
Residents can view the documents you share and can upload proof of renters insurance. They cannot upload to the shared document list or change what you have shared.
How do I know a document is about to expire?
Filter the documents page for expiring or expired documents, or watch the count on your dashboard. Vendor compliance documents also send expiry notices, and a renters insurance policy sets its own reminder.
What happens to a file with a virus?
It is removed, shown as removed for a security risk, and your managers are notified.
Stop hunting for the certificate.
Get started, and upload your first lease or insurance policy.