Dashboard

Total Properties
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Active Tenants
0
Monthly Revenue
$0
Occupancy Rate
0%
Management Fees
$0
Net Revenue
$0

Add Property

Register a new property

Add Tenant

Register new tenant

Generate Lease

Create lease document

Record Payment

Log rent payment

Add Manager

Property management contract

Recent Activity

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Activity will appear here

Upcoming Lease Expirations

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Lease renewals will appear here

Properties

Total Properties
0
Total Units
0
Occupancy Rate
0%
Monthly Revenue
$0
0 properties

Tenants

Total Tenants
0
Active Leases
0
Monthly Rent Roll
$0
Expiring Soon
0
0 tenants

Property Detail

Lease Management

Tenant Property Start Date End Date Monthly Rent Status Actions

No leases yet

Generate a lease to get started

Lease Generator

1
Property & Space
2
Tenant
3
Lease Terms
4
Provisions
5
Review & Generate

Property & Space Selection

Upload term sheet or LOI to auto-fill fields

Tenant Information

Lease Terms

Lease Provisions & Clauses

Toggle provisions to include in the lease agreement

Lease Summary

Document Preview

Complete all steps to preview the lease document

LOI / Term Sheet Generator

AI-Powered Market Research

Property & Space Details

Tenant Information

Desired Terms (Optional - AI will suggest market rates)

AI Market Research

AI Market Analysis

Enter property details and click "Generate LOI" to receive AI-powered market research including comparable rents, market trends, and recommended terms.

LOI Preview

Complete the form and generate to preview your LOI

Accounting

Monthly Income
$0
Outstanding
$0
Year to Date
$0
Transactions
0

Transactions

Date Tenant Property Type Amount Status

No payments recorded

Record a payment to get started

SharePoint Documents

SharePoint Not Connected

Configure your SharePoint connection in Settings to browse files

Lease Library

Total Leases
0
Active
0
Expiring Soon
0
Monthly Rent Roll
$0

Import Existing Leases

Auto-extracts property & tenant data

Drop lease files here or click to browse

Supports PDF files (max 10MB)

0 leases
Document Tenant Property Unit Monthly Rent Lease Period Status Provisions Actions

Provision Search

Total Leases
0
Total Provisions
0
Results Found
0
Categories
9
0 provisions found
All Exclusive Use Assignment ROFO ROFR Maintenance Landlord Tenant Renewal Termination

Search Results

Select a category or search to find lease provisions.

Property Debt Analysis

$0
Total Outstanding Debt
0%
Weighted Avg Interest Rate
$0
Total Monthly Payment
0%
Portfolio LTV

Debt by Property

No debt records found. Click "Add Debt Record" to add property financing information.

Upcoming Maturities

No upcoming loan maturities.

Management Contracts

Active Contracts
0
Monthly Management Fees
$0
Avg Fee Rate
0%
Managed Properties
0

Management Fee Analysis

Gross Monthly Rent
$0
Management Fees
$0
Net After Fees
$0

Contracts by Property

No management contracts found. Click "Add Management Contract" to add property management agreements.

Expiring Contracts

No contracts expiring within 90 days.

Expenses

This Month
$0
Year to Date
$0
Top Category
-
Avg Per Property
$0

Expense Summary by Category

No expenses recorded yet.

Recent Expenses

Date Property Category Description Vendor Amount Actions

No expenses recorded

Track property expenses to analyze portfolio performance

Reports

Financial Performance

Income, expenses, NOI analysis

Occupancy

Vacancy rates, tenant retention

Lease Expiry

Upcoming expirations, renewals

Rent Roll

Current rent schedule by property

Gross Rental Income
$0
Total Expenses
$0
Net Operating Income
$0
Expense Ratio
0%

Income Breakdown

Generate a report to see income breakdown

Expense Breakdown

Generate a report to see expense breakdown

Property Performance Comparison

Property Units Occupancy Gross Income Expenses NOI NOI/Unit Expense Ratio
Total Units
0
Occupied
0
Occupancy Rate
0%
Vacant Units
0

Occupancy by Property

Active Leases
0
Expiring in 90 Days
0
Expiring in 180 Days
0
At-Risk Revenue
$0

Lease Expiration Schedule

Tenant Property Start Date End Date Days Remaining Monthly Rent Status
Monthly Rent Roll
$0
Annual Revenue
$0
Active Tenants
0
Avg Rent/Unit
$0

Rent Roll Detail

Tenant Property Unit Lease Start Lease End Monthly Rent Annual Rent Status

AI Assistant

Free Plan

AI Assistant Requires Subscription

The AI Assistant feature uses Claude to answer questions about your leases, properties, and financial data. Enable this feature in Settings by adding your Claude API key.

Legal Notices

Pending
0
Sent This Month
0
Resolved
0
Overdue
0

Notice Templates

Late Rent

Payment past due notice

Cure or Quit

Lease violation notice

Lease Expiry

Expiration reminder

Rent Increase

Annual escalation notice

Insurance

Certificate renewal request

Non-Renewal

Notice not to renew

Lease Violation Checker

Late Rent Payment

Check for tenants with overdue rent

Lease Expiration

Notify tenants of upcoming expirations

Insurance Expiry

Expired insurance certificates

CAM Reconciliation

Annual CAM reconciliation due

Rent Increase Notice

Required advance notice for increases

Maintenance Compliance

Tenant maintenance violations

Notice History

Date Tenant Property Notice Type Status Due Date Actions

No legal notices

Create a notice or run a violation check to get started

Accounting Reports

Generate Report

Rent Roll

Year to Date

Select a report type and click "Generate Report" to view.

Key Metrics (YTD)

Total Revenue $0
Total Expenses $0
Net Operating Income $0
Outstanding Receivables $0
Operating Expense Ratio 0%

Recent Transactions

No recent transactions.

Settings

AI Assistant Subscription

Enable the AI Assistant to search and answer questions about your portfolio data. You'll need a Claude API key from Anthropic Console.

Disabled

Your API key is stored locally and never sent to our servers.

SharePoint Integration

Connect to Microsoft SharePoint to store and access documents. You'll need to register an Azure AD application first. View setup guide

Company Information

Data Management

Export or import your data for backup purposes.

To-Do List

Total Tasks
0
Due Today
0
Overdue
0
Completed
0

    No tasks yet

    Add tasks to track deadlines, notices, and billing

Bank Accounts

Total Balance
$0
Incoming (This Month)
$0
Outgoing (This Month)
$0

No bank accounts linked

Link your property bank accounts to track payments automatically

Tenant Statements

Generate Statement

Statement Preview

Select a tenant to preview statement

Budgets & Forecasts

Annual Budget
$0
YTD Actual
$0
Variance
$0
% of Budget Used
0%

Budget by Category

No budgets created

Create a budget to track expenses against targets

General Ledger

Date Account Description Property Debit Credit Balance

Tax Center

Total Rental Income
$0
Total Expenses
$0
Net Income
$0
Depreciation
$0

Tax Forms Available

  • Schedule E (Form 1040)
    Supplemental Income and Loss
  • Form 1099-MISC
    For vendors paid over $600
  • Depreciation Schedule
    Property depreciation calculations

Deductible Expenses by Category

Add expenses to see tax deduction breakdown

Lease Abstracts Database

Total Abstracts
0
Active Leases
0
Expiring 90 Days
0
Monthly Rent
$0

No lease abstracts

Upload leases in the Lease Library to auto-generate abstracts

Claude Document Search

Use Claude AI to search through all your uploaded documents, leases, and contracts. Ask questions in natural language.

Search Results

Ready to search

Enter a query above to search your documents with Claude AI

Legal Counsel AI

REIT In-House Counsel Level

Important Disclaimer: This AI provides general legal information and analysis based on common commercial real estate practices. This is NOT legal advice and does not create an attorney-client relationship. Always consult with qualified legal counsel licensed in your jurisdiction before taking any legal action. Laws vary by state and locality.

Accounting AI

Big Four CPA Level

Important Disclaimer: This AI provides general accounting guidance based on GAAP, ASC standards, and common real estate accounting practices. This is NOT professional accounting advice and should not replace consultation with a licensed CPA or qualified accountant. Tax laws and accounting standards vary and change frequently. Always verify with your accountant or auditor.

Accounting AI Requires API Key

This advanced accounting AI provides analysis at the level of a 3rd-4th year CPA at a Big Four firm specializing in real estate. Enable this feature in Settings by adding your Claude API key.

Vendor Directory

Total Vendors
0
Active Contracts
0
YTD Spend
$0
Avg Rating
-

Vendors

No vendors added

Add vendors to track performance and manage relationships

Preventive Maintenance Schedule

Scheduled This Month
0
Overdue
0
Completed YTD
0
Est. Annual Cost
$0

Maintenance Calendar

No maintenance scheduled

Create preventive maintenance schedules for your properties

ASC 842 / IFRS 16 Compliance

ASC 842 and IFRS 16 require lessees to recognize most leases on the balance sheet. This module helps calculate right-of-use assets and lease liabilities for compliance reporting.

ASC 842 Ready IFRS 16 Ready
Right-of-Use Assets
$0
Lease Liabilities
$0
Weighted Avg Discount Rate
0%
Weighted Avg Lease Term
0 yrs

Lease Classification Summary

Add lease data to generate ASC 842/IFRS 16 compliance calculations

Audit Trail

No audit entries

Actions will be logged here automatically

E-Signatures

Pending Signatures
0
Awaiting Review
0
Completed
0
Expired/Declined
0

Document Queue

No pending documents

Create a signature request to get started

Real Estate Calculator

Cap Rate
--%
NOI
$--
Cash-on-Cash
--%
DSCR
--x

Property Details

Income

Effective Gross Income: $--
Price per SF: $--

Operating Expenses

Total Operating Expenses: $--
Expense Ratio: --%

Financing

Loan Amount: $--
Equity Required: $--
Annual Debt Service: $--
LTV Ratio: --%

Investment Analysis Summary

Cap Rate
--%
NOI / Purchase Price
Cash-on-Cash Return
--%
Cash Flow / Equity
DSCR
--x
NOI / Debt Service
Debt Yield
--%
NOI / Loan Amount
Net Operating Income
$--
Pre-Tax Cash Flow
$--
Break-Even Occupancy
--%
Gross Rent Multiplier
--x

Investment Analyst AI

REIT Analyst Level

Investment Analyst AI Requires API Key

This advanced AI analyst uses Claude to provide institutional-quality investment analysis, comparable to a 3rd or 4th year analyst at a major REIT. Enable this feature in Settings by adding your Claude API key.