DASHBOARD PREVIEW

Total Command Of Your
Property Portfolio

Experience unparalleled clarity. Monitor occupancy, track revenue, and resolve maintenance—all from a single, high-fidelity command center designed for modern property managers.

Manage Portfolio

Manage Properties With
Precision

Property exterior structural view

Vacant

Update or Edit Property Details

Change the property address, type, features, access, utilities or management information.

Property exterior structural view

Occupied

Change Occupancy

Update whether the property or unit is vacant, occupied or under renovation.

Property exterior structural view

Vacant

Tenant Placed

Add a new tenant and begin the move-in and lease setup process.

Property exterior structural view

Occupied

Owner Details

Add or update the owner’s contact, ownership and communication information.

Property exterior structural view

Vacant

Property Details

Add the information needed to manage this property correctly.

Property exterior structural view

Maintenance

Add or Change Vendor

Add, replace or update a vendor connected with the property.

Property Requests

Property Management - Requests

Setup Owner Portal

Login to the Owners Portal to Setup and Manage all the Owners as Admin.

Owner or Board Approval

Send a repair, quote or decision to the owner or board for approval.

Compliance or Violation

Record a licence issue, inspection notice, violation or compliance deadline.

Access or Key Request

Request keys, entry instructions or permission to enter the property.

Request an Inspection

Ask for a property, unit, move-in, move-out or safety inspection.

Maintenance Request

Report something that needs to be repaired or checked at the property.

General Request

Submit a property-related request that does not fit one of the other choices.

Report an Emergency

Report an urgent issue that needs immediate attention.

Property ONboarding

Frictionless Onboarding

We’ve engineered the onboarding process to take someone from their first enquiry through to active management. Your dedicated success manager handles the heavy lifting.

Step 01

New Property Inquiry

Add a new owner and property enquiry and start the follow-up process.

Step 02

Record Consultation

Record what was discussed during the consultation and what should happen next. (Form delivered after consultation complete to complete).

Step 03

Send Management Agreement

Prepare and send the Property Management Agreement for the client to review and sign.

Step 04

Start Onboarding

Begin the onboarding process after the agreement has been signed.

In Opportunity / Pipeline "Property Management" move card to Agreement Won.