1.1 Logging In

1. Navigate to https://frontage.app
2. Enter your email and password
3. If your account has two-factor authentication enabled, enter the 6-digit code from your authenticator app
4. If you were invited via SSO, click "Sign in with SSO" and enter your work email

First-time users: If you received an email invitation, click the link in the email to set your password, then log in normally.

1.2 Your Role

Your account has one of three roles that control what you can do:

Your role badge appears in the bottom-left corner of the sidebar.

1.3 Organization

Frontage is multi-tenant. Your organization is displayed in the sidebar. All data is scoped to your organization — you will never see another organization's data.

2.1 Sidebar

The left sidebar organizes Frontage into logical sections:

Tip: Pages with green badges (AI, PRO, CPA) use AI features that require an API key configured in Settings.

2.2 Dashboard

The dashboard shows your portfolio at a glance:

• 6 stat cards: Properties, Tenants, Monthly Revenue, Occupancy Rate, Management Fees, Net Revenue
• Quick Actions: 5 buttons to jump to common tasks (Add Property, Add Tenant, Upload Lease, Record Payment, Create Notice)
• Recent Activity: Latest actions taken in the system
• Upcoming Lease Expirations: Leases expiring within 90 days

2.3 Global Search

The search bar at the top of most pages filters content in real time. Type a tenant name, property address, or keyword — results update as you type.

3.1 Properties

Adding a Property:

1. Click "+ Add Property" on the Properties page
2. Fill in: Name, Address, City, State, ZIP, Property Type, Units, Year Built, Square Footage
3. Click Save

Property Detail View: Click any property name to see its full detail page with 7 tabs:

Stacking Plan Setup:

1. Go to Stacking Plans or Property Detail > Stacking Plan tab
2. Click Configure Building
3. Enter number of floors, plate square footage per floor
4. Assign tenants to floors using the dropdown
5. Save — the stacking visualization appears immediately
6. Toggle between Lease Expiry colors (green/amber/red by time remaining) and Tenant Type colors

3.2 Tenants

Adding a Tenant:

1. Click "+ Add Tenant" on the Tenants page
2. Select the property, enter name, email, phone, unit, rent, lease dates, deposit
3. Click Save

Tenant Profile: Click any tenant name to open their full profile showing:

• Contact information and property assignment
• Lease details (rent, term, days remaining, type, square footage, deposit)
• Extended terms and options (renewal, termination, exclusive use, ROFO, ROFR)
• Percentage rent (if applicable) — enter gross sales to calculate
• Performance score and active defaults
• Portal access status (invite to tenant portal)

Inviting a Tenant to the Portal:

1. Open the tenant's profile
2. The tenant must have an email address on file
3. Click "Invite to Portal" — an invitation email is sent automatically
4. The tenant clicks the link, sets a password, and can access their portal at portal.html

4.1 Which Assistant to Use

4.2 How to Get the Best Results

Be specific. The AI performs better with concrete details than vague questions.

Mention property and tenant names. The system automatically detects entity names in your question and injects full details about those specific properties and tenants into the AI's context. This gives you much more relevant answers.

Use topic cards. Each AI page has clickable topic cards that provide pre-crafted, comprehensive prompts. These are the fastest way to get a thorough analysis:

• Legal: 28 topics across 8 categories (Lease Review, Landlord-Tenant, Assignments, CAM, Acquisitions, Financing, REIT Compliance, Environmental)
• Accounting: Topics for depreciation, 1031 exchanges, cost segregation, tax planning, property-level accounting
• Investment: 8 topics across 4 categories (Acquisition, Disposition, Debt & Refinancing, Portfolio)

Use filters. The Legal Counsel AI has dropdowns for Matter Type, Jurisdiction, and Property. Setting these narrows the AI's focus and produces more targeted advice.

Multi-turn conversations. All assistants remember the last 10 messages in your conversation. Follow up with "Can you elaborate on point 3?" or "Now apply that analysis to Building B instead." Clear the chat when switching to a new topic.

4.3 Response Times

4.4 SharePoint Integration

If your organization uses SharePoint for document storage, toggle the SharePoint switch (available on all 4 AI pages) to include your SharePoint documents as additional context. The AI can then search and reference documents stored in your SharePoint library.

Setup: Go to Settings > SharePoint Integration and enter your Azure AD Client ID, Tenant ID, Site URL, and Document Library name.

5.1 Uploading Lease Documents

Single lease upload (with AI review):

1. Go to Lease Library
2. Drag a PDF into the upload zone, or click to browse (10 MB max)
3. The AI automatically extracts all lease data in two passes:
   • Pass 1 (fast): Broad extraction of 60+ fields in ~15–30 seconds
   • Pass 2 (verification): A second AI model audits the extraction for accuracy in ~15–30 seconds
4. A review modal opens with 6 tabs: Parties, Property, Terms, Financial, Options, Provisions
5. Each field shows a confidence badge:
   • Green (High): Value clearly stated in the document
   • Amber (Medium): Value inferred from context or found in an exhibit
   • Red (Low): Value is ambiguous or only partially found — verify manually
6. Edit any field that needs correction
7. Click Save & Import

Batch upload (multiple leases):

1. Drag multiple PDFs into the upload zone
2. Files are queued — AI extraction runs during import
3. Use the auto-import options:
   • Auto-create properties: Creates new property records from extracted addresses
   • Auto-create tenants: Creates new tenant records from extracted names
   • Auto-match existing: Matches to existing properties/tenants by name similarity
4. Review the import preview table showing what will be created vs. matched
5. Click Import All

Re-extraction: If extraction quality was poor or you've updated the PDF, open the lease document and click Re-extract with AI.

Best practices for upload:

• Use the original executed lease PDF, not a scan of a scan
• Higher-quality PDFs produce better extraction accuracy
• If a lease has exhibits/riders in separate PDFs, upload them together
• After import, always verify red (low confidence) fields manually

5.2 Viewing and Managing Leases

Lease Library shows all uploaded documents with:

• Toggle between card view and table view
• Filter by property, tenant, status, or search by keyword
• Sort by name, tenant, rent, or expiry date
• Export to CSV

Lease Management page organizes leases into 3 tabs:

• Active Leases: Currently in effect
• Expired: Past leases
• Drafts: AI-generated drafts not yet executed

Click any lease to view full extracted data, provisions, and download the original PDF.

5.3 LOI Generation

Creating an LOI:

1. Go to LOI Generator > Create tab
2. Fill in property details (type, address, square footage, building class)
3. Fill in tenant details (name, use, contact)
4. Select your industry sector — this tailors LOI topics and market benchmarks
5. Check the LOI topics you want included (some are marked "Required")
6. Add any additional instructions in the text area
7. Click Generate LOI with AI (10–20 seconds)

What you get:

• Landlord Score (0–10) with 5 dimensions: Market Alignment, Tenant Protections, Clarity, Completeness, Negotiability
• Market Analysis panel showing rent range, comparable properties, TI range, vacancy rate
• Full LOI preview with all selected sections
• Actions: Download DOCX, Email to Tenant, Approve & Draft Lease

Uploading an existing LOI for review:

1. Go to LOI Generator > Upload tab
2. Drop a PDF or click to browse
3. AI reviews and scores the LOI (15–30 seconds)
4. View improvement suggestions with impact ratings
5. Click Proceed to Lease Drafting if satisfied

LOI to Lease transition: When you approve an LOI, Frontage:

• Automatically pre-fills the Lease Generator with all extracted terms
• Updates market intelligence to keep your benchmarks current
• Navigates you to the Lease Generator to create the full draft

5.4 Lease Draft Generation

Creating a full lease draft:

1. Go to Generate Lease (or arrive here after approving an LOI)
2. Complete the 5-step wizard:
   • Step 1 — Property & Space: Select property, unit, square footage, permitted use
   • Step 2 — Tenant: Select existing tenant or enter new details
   • Step 3 — Lease Terms: Type, dates, rent, escalation, deposit, free rent, TI allowance
   • Step 4 — Provisions: Select which provisions to include (exclusive use, assignment, ROFO, etc.)
   • Step 5 — Review & Generate: Review summary, then click Generate AI Lease Draft (20–45 seconds)

What you get:

• Full legal lease document with 15+ sections of substantive language drafted from the landlord's perspective
• Landlord Favorability Score (0–10) with 5 dimensions: Rent Optimization, Risk Mitigation, Control Retention, Flexibility, Enforceability
• Negotiation panel for handling tenant counter-proposals

5.5 Redline Analysis & Negotiation

After generating a draft, you can analyze tenant counter-proposals:

Option A — Upload a redlined PDF:

1. In the negotiation panel, switch to the Upload tab
2. Drop the tenant's redlined PDF
3. Click Analyze (15–30 seconds)

Option B — Enter counter-terms manually:

1. Switch to the Manual tab
2. Each lease section shows a text area — type the tenant's proposed changes
3. Click Analyze Counter-Terms

What you get: A card for each detected change showing:

• Original text vs. proposed text
• AI recommendation: Accept (green), Reject (red), or Counter (gray) with counter-language
• Score impact on each dimension (e.g., "Rent Optimization -0.3")

Making decisions: Click Accept, Reject, or Counter on each change. A tracker shows "N of M decisions made." When all decisions are recorded, click Generate Next Round to produce an updated draft incorporating your decisions.

Round history: A horizontal bar shows all negotiation rounds with their scores. Click any round to review its draft.

5.6 Lease Abstracts

Go to Lease Abstracts to see a structured summary of every lease in your portfolio. Each abstract card shows:

• Tenant, property, unit, lease type
• Term dates, rent, square footage
• Key provisions

Click Generate All Missing to batch-generate AI summaries for leases that don't have abstracts yet (3–5 seconds per lease).

5.7 E-Signatures

1. Generate a lease draft and download as DOCX
2. Go to E-Signatures > New Signature Request
3. Enter the tenant's name and email
4. Add a custom message
5. Click Send — the tenant receives an email with a signing link (valid for 7 days)
6. Track status: Draft Created > Sent to Tenant > Tenant Signed > Fully Executed
7. After the tenant signs, click Countersign to add your signature

5.8 Troubleshooting — Lease Admin

6.1 Legal Counsel AI

The Legal Counsel AI acts as a senior CRE attorney with expertise in 8 areas:

1. Lease Review & Negotiation
2. Landlord-Tenant Matters
3. Assignments & Subleasing
4. CAM & Operating Expenses
5. Acquisitions & Dispositions
6. Financing
7. REIT Compliance
8. Environmental & Insurance

Using topic cards (fastest method):

1. Go to Claude Legal Advisor
2. Click any topic card (e.g., "Assignment Review") — a comprehensive analysis framework loads as your question
3. The AI responds with a structured analysis including risk assessments, checklists, and jurisdiction-specific guidance (3–10 seconds)

Free-form questions:

1. Type your question in the chat input
2. Set the Matter Type dropdown to narrow the AI's focus (optional but recommended)
3. Set the Jurisdiction if your question is jurisdiction-specific
4. Set the Property dropdown to inject that property's full lease data into context
5. Press Send

Tips for legal queries:

• Ask one question per message for the most thorough response
• The AI includes disclaimers — it provides analysis, not licensed legal advice
• Follow up with "Draft the actual language for Section 12" to get ready-to-use clause text
• Use the Clear button when switching to an unrelated legal matter

6.2 Legal Notices

Creating a notice:

1. Go to Legal Notices
2. Click "+ Create Notice"
3. Select the notice type:

4. Select the tenant and property — the template auto-fills with their actual data (name, address, rent amount, lease dates)
5. Edit the subject and body as needed
6. Click Save (saves as draft) or use AI to draft

AI-drafted notices: The AI generates notice content with specific dates, dollar amounts, lease section references, and legally appropriate tone (5–10 seconds).

Violation Checker:

1. On the Legal Notices page, expand the Lease Violation Checker
2. Check the violation types to scan for (Late Rent, Expiring Leases)
3. Click Run Check — the system scans your portfolio data for matching issues
4. Results show each violation with a "Create Notice" button
5. Select multiple violations and click Generate Selected Notices for batch creation

Notice workflow: Draft > Sent > Acknowledged > Resolved (or Escalated)

6.3 Provision Intelligence

The Provision Intelligence page has 5 tabs for deep analysis of lease provisions across your portfolio:

Tab 1 — Search:

• Filter by property, provision type (exclusive use, assignment, ROFO, ROFR, renewal, termination, etc.)
• Text search across all provisions
• Toggle AI Semantic Search for natural-language queries like "which tenants can sublease without consent?" (5–10 seconds)

Tab 2 — Conflicts:

• Select a property and click Detect Conflicts (5–15 seconds)
• AI analyzes all provisions at that property for overlaps and contradictions
• Results show severity (High/Medium/Low), the two affected tenants, their conflicting provisions side-by-side, and a resolution recommendation
• Common conflicts detected: exclusive-use overlaps, radius restrictions, parking allocations, operating hours, construction restrictions, signage conflicts

Tab 3 — Compare:

• Select a property to build a comparison matrix
• Rows = provision types, Columns = tenants
• Quickly see which tenants have which provisions and compare language side-by-side

Tab 4 — Consent:

• Describe a proposed scenario (e.g., "Allow Tenant A to sublet to a coffee shop")
• AI analyzes which tenants require consent, what conditions apply, and risk levels (5–10 seconds)
• Traffic light indicators: Required (red), Conditional (yellow), Not Required (green)

Tab 5 — Draft:

• After consent analysis, click Draft Agreement for any tenant requiring consent
• AI generates a full consent agreement with sections: Recitals, Consent Grant, Conditions, Representations, General Provisions, Signatures (10–20 seconds)
• Download as DOCX

6.4 Governing Documents

Upload and analyze REAs, CC&Rs, easements, and covenants:

1. Go to Property Detail > Governing Docs tab
2. Click Upload
3. Select document type, enter a name, upload the PDF
4. AI extracts parties, use restrictions, parking restrictions, construction requirements, no-build areas, consent rights, and provisions (15–30 seconds)
5. View extracted restrictions and provisions on the document card
6. Governing doc provisions feed into Provision Intelligence conflict detection

6.5 Troubleshooting — Legal

7.1 General Ledger

Go to General Ledger — the page has 10 tabs:

7.2 Journal Entries

Creating a manual journal entry:

1. Click "+ New Journal Entry" on the GL page
2. Select date, property, and enter a memo
3. Add journal lines: select account from your Chart of Accounts, enter debit or credit amount
4. The modal shows running totals — a green "Balanced" indicator appears when debits equal credits
5. Click Save Entry (disabled until balanced)

Auto-generated entries: Frontage automatically creates journal entries when you:

• Record a payment (DR Cash / CR Revenue)
• Record an expense (DR Expense / CR Cash)
• Post recurring charges (DR AR / CR Revenue)
• Approve or pay an AP invoice (DR Expense or AP / CR AP or Cash)
• Run depreciation (DR Depreciation Expense / CR Accumulated Depreciation)

7.3 Importing Data from Yardi / MRI

1. Click "Import Data" on the GL page
2. Select your source system: Yardi Voyager, MRI Software, or Generic CSV
3. Upload your CSV file
4. Frontage auto-detects column mappings based on your source system's column names
5. Review the preview table
6. Click Import — each row creates a journal entry

Supported Yardi columns: TransactionDate, Amount, Description, AccountNumber, Reference, PropertyCode, TenantCode

Supported MRI columns: TRAN_DATE, AMOUNT, DESCRIPTION, ACCT_CODE, REF_NUM, PROP_CODE, TENANT_CODE

Date formats accepted: MM/DD/YYYY, YYYY-MM-DD, M/D/YY

7.4 Recurring Charges

Recurring charges automate rent billing and CAM charge generation.

Auto-create from leases (fastest):

1. Go to GL > Recurring Charges tab
2. Click "Auto-Create from Leases"
3. Frontage creates a monthly base-rent charge for every active lease that doesn't already have one

Manual creation:

1. Click "+ New Charge"
2. Select tenant, property, charge type (Base Rent, CAM, Escalation, % Rent, Insurance, Taxes, Other)
3. Set frequency (Monthly, Quarterly, Annually), amount, start/end dates
4. Click Save

Generating charges:

1. Click "Generate Charges" on the GL page header
2. This creates pending charge schedule entries for all charges due up to today
3. Pending charges appear in the Pending Charges section below the recurring charges table

Posting charges to the GL:

1. Click "Post All Pending" to post all pending charges at once
2. Each posted charge creates a journal entry: DR Accounts Receivable / CR Revenue
3. Status changes from "pending" to "posted"

7.5 AP Invoices

Workflow: Draft > Approved > Paid

Creating an invoice:

1. Go to GL > AP Invoices tab
2. Click "+ New Invoice"
3. Fill in: Vendor, Property, Invoice #, Amount, Due Date, GL Account (expense category), Description
4. Click Save — invoice is created in "draft" status

Approving:

1. Find the invoice in the table
2. Click Approve
3. This creates a journal entry: DR Expense / CR Accounts Payable

Paying:

1. Find the approved invoice
2. Click Pay
3. This creates a journal entry: DR Accounts Payable / CR Cash

Stats bar shows: Outstanding total, Overdue total, Total invoice count

7.6 Expenses

Recording an expense:

1. Go to Expenses > click "+ Add Expense"
2. Fill in: Property, Category, Date, Amount, Description, Vendor, Reference #
3. Optionally mark as recurring with a frequency
4. Click Save — auto-creates a journal entry (DR Expense / CR Cash)

12 expense categories: Maintenance & Repairs, Utilities, Insurance, Property Taxes, Legal Fees, Management Fees, Marketing & Leasing, Capital Expenditures, Landscaping, Cleaning & Janitorial, Security, Other

Filtering: Use the Property, Category, and Month dropdowns to narrow results. The category breakdown panel shows spending distribution.

7.7 CAM Reconciliation

Annual CAM reconciliation for NNN leases:

Step 1 — Calculate:

1. Go to GL > CAM Recon tab
2. Select property and reconciliation year
3. Click Calculate (3–5 seconds)
4. Frontage:
   • Pulls all property expenses and maps them to 10 CAM categories
   • Calculates each tenant's pro-rata share based on square footage
   • Compares estimated CAM collected vs. actual expenses
   • Creates a reconciliation record per tenant

Step 2 — Review:

• CAM Expense Pool table: Shows actual vs. budgeted amounts by category (Maintenance, Utilities, Insurance, Taxes, Management, Cleaning, Landscaping, Security, CapEx, Other)
• Tenant Allocations table: Shows each tenant's square footage, share %, estimated paid, actual owed, and variance
• Click View on any tenant to see the full breakdown by category

Step 3 — Generate Statements:

• Click Generate Statement to produce a printable CAM reconciliation statement
• The statement includes: company name, tenant info, pro-rata share calculation, category breakdown, and amount due/credit
• Click All Statements to generate for all tenants at once

Step 4 — Post to GL:

• Click Post to GL to create journal entries for the variances
• If tenant owes additional: DR AR-CAM / CR CAM Revenue
• If tenant gets credit: DR CAM Revenue / CR AR-CAM

Reconciliation statuses: Draft > Sent > Acknowledged > Disputed > Reconciled

7.8 Fixed Assets

Adding an asset:

1. Go to GL > Fixed Assets tab
2. Click "+ Add Asset"
3. Fill in: Name, Property, Category (13 options including Building, HVAC, Roofing, Elevator, Tenant Improvement, Furniture, Equipment, Vehicle), Acquisition Date, Cost, Salvage Value
4. Select depreciation method:
   • Straight-Line: Equal monthly amounts over useful life
   • Declining Balance: Accelerated (double-declining, based on current net book value)
   • MACRS: IRS tax depreciation with standard tables (5, 7, 15, 27.5, or 39-year classes)
5. Set useful life (months) or select MACRS class
6. Click Save

Running depreciation:

1. Click "Run Depreciation" on the Fixed Assets tab
2. Monthly depreciation is calculated for each active asset
3. Journal entries created: DR Depreciation Expense (7100) / CR Accumulated Depreciation (1520)
4. Assets that reach salvage value are automatically marked "Fully Depreciated"

Disposing an asset:

1. Click the Dispose button on any active asset
2. Enter disposal proceeds and method (Sale, Scrap, Trade-In, Write-Off)
3. Frontage calculates gain/loss and creates the disposal journal entry

View depreciation schedule: Click any asset row to see the full projected depreciation table (period-by-period) through end of useful life.

7.9 Bank Reconciliation

1. Go to GL > Bank Recon tab
2. Import bank transactions (CSV)
3. Click Auto-Match — Frontage matches transactions to paid AP invoices by exact amount
4. Unmatched transactions can be manually matched by clicking Match and selecting the corresponding AP invoice
5. Stats show: Unreconciled count, Reconciled count, Total

AI Transaction Categorization: When you import bank transactions, the AI can automatically categorize them as rent, CAM, maintenance, utilities, etc. and match them to known tenants or vendors based on descriptions and amounts (5–10 seconds).

7.10 Financial Reports

Performance Reports (5 types):

Accounting Reports (10 types):

Generating a report:

1. Select report type, property (or All), and period
2. Click Generate — report renders instantly from your data
3. Click Export to download as CSV

7.11 Consolidated Financials

For multi-entity portfolios:

1. Go to Consolidated Financials
2. Click Manage Entities to configure: Entity Name, Ownership Type (Wholly-Owned, JV, Partnership, Fund), Ownership %, Region for each property
3. Select report type: Income Statement, Balance Sheet, or Cash Flow
4. Choose segmentation: None (consolidated), by Property Type, Region, Legal Entity, or Ownership Type
5. View: Consolidated total or Side-by-Side comparison

Elimination Entries: Click Elimination Entries to manage intercompany eliminations (IC Revenue, IC Expense, IC Receivable, IC Payable, Equity Investment, Management Fee).

7.12 Budgets & Forecasts

1. Go to Budgets & Forecasts
2. Create a budget: Set year, property, and budget amounts for revenue and 6 expense categories
3. Overview tab: Budget vs. actuals dashboard with progress bars (green = under budget, yellow = near, red = over)
4. Variance tab: Formal variance report table
5. Forecast tab: 12-month cash flow projection based on tenant rents and historical expenses

7.13 Troubleshooting — Accounting

8.1 Investment Analyst AI

The Investment Analyst AI acts as a senior REIT analyst with expertise in:

• CRE valuation (cap rates, NOI, IRR, cash-on-cash, equity multiples)
• Acquisition underwriting and due diligence
• Debt structuring and refinancing
• Portfolio allocation and benchmarking

Using topic cards:

• Acquisition: Underwrite, Compare, Risk Assessment, Negotiation Strategy
• Disposition: Timing, Pricing, Tax Optimization
• Debt & Refinancing: Structure Analysis, Refinancing Opportunities
• Portfolio: Allocation Review, Performance Benchmarking

Best practices:

• Provide specific numbers: "Underwrite this deal: 50,000 SF office building, $8M asking price, $600K NOI, 7.5% cap rate"
• Ask for scenario analysis: "What if interest rates rise 100 bps and vacancy increases from 5% to 12%?"
• Use the Context dropdown to select analysis context (e.g., "Acquisition Due Diligence")
• Use the Property dropdown to inject specific property data

8.2 Real Estate Calculator

An interactive financial calculator with real-time computation:

Input 4 sections:

1. Property Details: Purchase price, down payment %, closing costs %
2. Income: Gross rental income, vacancy rate %, other income
3. Operating Expenses: Management %, maintenance, insurance, taxes, other
4. Financing: Loan amount (auto-calculated), interest rate, amortization years

Output 8 metrics:

• Cap Rate, NOI, Cash-on-Cash Return, DSCR
• Total Investment, Monthly Cash Flow, Annual Cash Flow, Equity Multiple

All metrics update in real time as you adjust inputs.

8.3 Deal Pipeline

Creating a deal:

1. Go to New Deal
2. Complete the 6-step wizard:
   • Step 1: Acquisition or Disposition? Asset deal or Entity deal?
   • Step 2: Property details (name, type, address, sqft, units, year built)
   • Step 3: Counterparty info (seller/buyer, broker)
   • Step 4: Financial terms (asking price, offer price, NOI, cap rate auto-calculates)
   • Step 5: Select LOI topics
   • Step 6: Review & Generate AI LOI (15–25 seconds)

Deal lifecycle: LOI Draft > LOI Negotiating > LOI Agreed > PSA Draft > PSA Negotiating > Under Contract > Closing > Completed

Pipeline views:

• Kanban board: Cards organized by status column — drag-ready visual pipeline
• Table view: Sortable list with property, type, price, cap rate, status, days active

AI Deal Documents:

Redline negotiation works identically to lease drafts — upload counterparty's redlined LOI/PSA, get accept/reject/counter recommendations per section.

Due Diligence Analysis:

1. Upload DD documents (rent rolls, P&Ls, environmental reports, inspections, appraisals)
2. Click Analyze Due Diligence (30–90 seconds depending on document count/size)
3. Get comprehensive analysis: Executive Summary, Rent Roll Analysis (occupancy, WALT, tenant breakdown), Financial Analysis (stated vs verified NOI), Liability Assessment (5 risk categories with estimated costs), and an Ideal Purchase Scenario with recommended terms

Auto Milestones: Each deal automatically generates milestone targets: LOI Execution, PSA Execution, Due Diligence, Financing, Survey, Title, Environmental, Closing — with estimated dates.

8.4 Market Comps

The Market Comps page provides CRE market benchmarks across property types, building classes, and metro markets:

• 5 filter dropdowns: Property Type, Building Class, Metro Area, Tenant Size, Tenant Industry
• Stats panel: Median Rent/SF, Median TI/SF, Median Free Rent, Deal Count
• Comp cards: Each shows property type, metro, rent/SF, TI, free rent, escalation, term, lease type

How comps improve AI output: When you generate an LOI, lease draft, or deal document, Frontage automatically injects relevant market comps into the AI's context. The AI anchors proposed terms to market benchmarks for the selected property type, class, and metro — producing more accurate, market-aligned terms than generic AI advice.

Threshold: The system requires at least 3 matching comps for statistically meaningful benchmarks. Below that, the AI falls back to its training knowledge.

8.5 Troubleshooting — Financial Analyst

10.1 Common Issues (All Users)

10.2 Performance Tips

Data Export

Every major table in Frontage has an Export button that downloads a CSV file:

• Lease Library, Tenants, Properties
• General Ledger (all entries + lines)
• Legal Notices
• Accounting Reports
• Fixed Assets
• Deal Pipeline

Getting Help

• In-app: Use the AI Assistant page for any platform question — it knows the full feature set
• Support: Contact your Frontage administrator

12.1 Creating an Invoice

1. Click + New Invoice
2. Select the tenant — property and lease auto-fill
3. Set the invoice date, due date, and optionally the billing period
4. Add line items: description, amount, GL account, and charge type (Base Rent, CAM, Tax, Insurance, etc.)
5. Click Save as Draft or Send

Sent invoices appear in the tenant's billing history. Void an invoice to reverse it — it will be marked void and excluded from aging.

12.2 Recording a Payment

1. Click the payment icon on any open invoice, or go to the Payments tab and click Record Payment
2. Select the invoice (pre-filled if opened from an invoice row)
3. Enter: payment date, amount, method (Check, ACH, Wire, Credit Card, Cash), and reference number
4. Click Record Payment — the invoice balance updates immediately

Partial payments are supported: an invoice will show status Partial until paid in full.

12.3 AR Aging Report

Click the Aging tab to see all outstanding balances bucketed by days past due:

The red badge on the Tenant Billing nav item shows the count of overdue invoices at a glance.

12.4 Stats Overview

• Total Billed: All invoices (sent + partial + overdue)
• Collected: Sum of all payments
• Outstanding: Current balance due
• Overdue: Amount past due date

13.1 Pipeline Stages

13.2 Adding a Prospect

1. Click + Add Prospect
2. Enter: company name, contact name, title, email, phone
3. Select the target property and pipeline stage
4. Fill in deal parameters: desired SF (min/max), target move-in date, budget $/SF, industry
5. Optionally add broker name/firm, source (referral, broker, cold outreach, website)
6. Set Last Contact and Next Follow-Up dates for CRM reminders
7. Click Save

13.3 Kanban vs. Table View

Toggle between views using the buttons in the page header:

• Kanban: Visual columns per stage — drag-and-drop concept; click a card to edit
• Table: Sortable rows with all key fields visible — best for large prospect lists

Use Export to download all prospects as CSV for broker reports or board presentations.

13.4 Integration with Deals

When a prospect reaches Executed, create a formal Deal record in the Deal Pipeline for PSA / closing management. The CRM tracks the leasing pipeline; Deals tracks acquisitions and dispositions.

14.1 Creating a Purchase Order

1. Click + New PO
2. Select Property, Vendor, and optionally a linked Work Order
3. Enter a PO Number (your internal numbering), description, budget account, and requested by
4. Add line items: description, quantity, unit, unit price, GL account — subtotal auto-calculates
5. Add tax if applicable
6. Set Expected Delivery date
7. Click Save as Draft or Submit for Approval

14.2 Approval Workflow

The Approve button on a pending PO records your name and timestamp as the approver. This is an SOD (segregation of duties) control.

14.3 Linking to Work Orders

When a maintenance work order requires materials, create a PO and select the work order in the Work Order field. This links procurement spend to the specific repair job for cost tracking.

15.1 Inspection Types

15.2 Creating an Inspection

1. Click + New Inspection
2. Select property, tenant (optional), inspection type, scheduled date, and inspector name
3. The checklist is pre-loaded with 6 default areas: Exterior, Common Areas, Tenant Space, HVAC, Plumbing, Electrical
4. Add or remove areas as needed
5. For each area: set condition (Excellent / Good / Fair / Poor), add notes, flag deficiencies, add photo URL
6. Set overall condition rating and write a summary
7. If deficiencies were found, check "Work Order Created" after creating the linked WO
8. Click Save

15.3 Status Flow

Inspections move through: Scheduled → In Progress → Complete. Cancel an inspection if it won't occur. Stats on the page show counts by status and how many have open deficiencies (Fair or Poor condition items).

16.1 Supported Import Types

16.2 How to Import

1. Select the Source System (Yardi, MRI, QuickBooks, or Generic CSV)
2. Select the Import Type (Tenants, Properties, Vendors, or GL Transactions)
3. Click Choose CSV File and select your export file
4. A preview table shows the first few rows and how columns will be mapped
5. Review the mapping — if a column doesn't match, use Generic CSV source which maps by position
6. Click Confirm Import to create all records
7. A success toast shows how many records were imported

16.3 Column Mapping by Source

Frontage automatically maps common column names from each source system:

Tip: Export your data from Yardi/MRI as a standard report CSV — do not manually reformat the columns. The auto-mapper handles the native export format.

17.1 What Are Covenants?

Loan covenants are contractual requirements from your lender. Breaching them can trigger default, accelerated repayment, or penalty rates. Frontage tracks the three most common financial covenants:

17.2 Setting Covenant Thresholds

1. Go to Finance → Property Debt
2. Find your loan in the Debt by Property table
3. Click the shield icon in the Actions column (it turns green when covenants are set)
4. Enter minimum DSCR, maximum LTV%, minimum Occupancy%, and next test date
5. Add notes for cure periods, reporting obligations, or custom definitions
6. Click Save Covenant Thresholds

17.3 Reading the Covenant Panel

The Covenant Compliance card at the bottom of the Debt page shows all loans with thresholds set:

• Green dot: All covenants passing
• Red dot: One or more covenants failing
• Each metric shows actual value, PASS/FAIL badge, and the threshold
• Next covenant test date is shown — update it after each quarterly/annual test

Important: Frontage uses the Annual NOI and Property Value you entered on the debt record for DSCR and LTV. Keep these updated as your NOI changes or you get a new appraisal. Occupancy is calculated live from your tenant roster.

18.1 Certificate Statuses

Status is computed automatically from the policy end date — you don't need to manually update it.

18.2 Adding a Certificate

1. Click + Add Certificate
2. Select the tenant or vendor, property, and coverage type (General Liability, Property, Workers Comp, Umbrella, Professional, Auto)
3. Enter insurer name, policy number, policy start/end dates
4. Enter coverage amounts: General Liability (per occurrence and aggregate), Property, and Workers Comp
5. Check whether Frontage is named as Additional Insured and/or Waiver of Subrogation is in place
6. Upload a copy of the certificate (optional)
7. Click Save

18.3 Best Practices

• Set a calendar reminder to check this page monthly — the Expiring Soon filter shows what needs attention
• Require certificates as a condition precedent to lease commencement
• Verify that your required coverage minimums match the lease insurance requirements
• Always confirm Additional Insured status — a certificate without it may not protect you

19.1 Overview

ASC 842 (US GAAP) and IFRS 16 require lessees to recognize a right-of-use asset and lease liability on the balance sheet for leases longer than 12 months. As a landlord, you use this module to produce the disclosures your auditors and lenders require.

19.2 How to Use

1. Go to Compliance → ASC 842 / IFRS 16
2. Select the accounting standard: ASC 842 (US GAAP) or IFRS 16
3. Enter your Incremental Borrowing Rate (IBR) — this is the rate used to discount future lease payments to present value. Default is 5%; ask your auditor for the correct rate.
4. Click Generate Compliance Report

19.3 The Four Output Tabs

19.4 Key Formulas

Lease Liability (PV of future payments):

PV = PMT × (1 − (1 + r)^−n) / r
Where: PMT = monthly rent, r = IBR/12, n = remaining months

Current vs. Non-Current split: Frontage simulates month-by-month amortization for the first 12 months to calculate the exact principal reduction — this is the current portion. The remainder is non-current.

Export: Click Export Schedule CSV to download the full amortization schedule for all leases.

20.1 Creating a Budget

1. Go to Banking → Budgets & Forecasts
2. Click + New Budget
3. Select the year and property (or portfolio-wide)
4. Enter budgeted amounts for each revenue and expense category
5. Click Save Budget

The Overview tab shows budget vs. YTD actual at a glance (total budget, YTD actual, variance in dollars and percent).

20.2 Variance Analysis

Click the Variance tab to see Budget vs. Actual broken down by category:

• Revenue rows: Actual rent collected vs. budgeted rental income + CAM + other revenue. Green = favorable (above budget). Red = unfavorable.
• Expense rows: Each expense category budget line vs. actual spend. Favorable when actual is below budget.
• NOI row: Budget NOI vs. actual NOI with variance in dollars and percent.

Actuals pull from payments recorded in Rent & Payments and expenses in Vendors & Expenses. The comparison period defaults to year-to-date; change it with the period dropdown.

20.3 5-Year NOI Forecast

Click the Forecast tab for a 5-year projection:

• Base revenue = current monthly rent × 12 (from all active tenants)
• Revenue grows at 3.0% per year
• Base expenses = actual expenses this year ÷ 12 × 12 (annualized). If no expense data, defaults to 35% of revenue.
• Expenses grow at 1.5% per year
• NOI = Revenue − Expenses for each year, with year-over-year growth rate shown

This forecast is directional for planning purposes. For a lender-grade proforma, use the Investment Analyst AI to build a custom model.