Protect & Report · Step 9

Your whole portfolio,
one calm view.

Properties, units, tenants, leases, and tasks in a single command center, so you always know what needs your attention and what is running just fine.

One door or two hundred. The same calm dashboard.

Portfolio

3 properties · 8 units

3 need you

1820 Oak St

4 units

4/4 leased

22 Pine Ave

3 units

2/3 leased

7 Birch Ct

1 unit

1/1 leased

Rent roll

$16,400 / mo

Occupancy

88%

Properties & units

Every door, organized.

Properties, units, lease terms, and rent roll in one structured place, searchable in seconds. Drill from a building down to a single unit and see its tenant, lease dates, and status without digging.

  • Search by property, unit, tenant, or lease date instantly.
  • Lease start, end, and renewal dates surfaced before they sneak up.
  • Occupancy and rent roll roll up across the whole portfolio.

1820 Oak St

4/4 leased

Unit 1

Lease ends Aug 2026

$2,000

Unit 2

Renews in 30 days

$2,100

Unit 3

Lease ends Jan 2027

$2,150

Needs you today

3 open

Approve repair, $180

Unit 4

Approve

Renew lease

Unit 2 · 30 days

Review

Review applicant

22 Pine, Unit 3

Open
What needs you

One worklist, nothing buried.

The co-pilot pulls everything that needs a decision into one prioritized list: a repair to approve, a lease coming up for renewal, an applicant to review. The routine runs itself, and only the choices that are truly yours land here.

This is the co-pilot promise: it does the work, you make the calls, and nothing important slips.

How much we run: Pilot mode
Owners & managers

Bring your team, scoped right.

Invite a property manager, a co-owner, or a bookkeeper, and give each the access that fits. Managers work the day to day, co-owners see the numbers, and you keep control of the money decisions.

  • Role-based access, scoped to the right properties.
  • Co-owners get a clean read-only view of performance.
  • Money decisions stay with the owner, always.

Your team

You

Owner

Full access
RM

Rosa M.

Manager

Operations
JC

James C.

Co-owner

Read-only

The whole journey, in one place

Portfolio Management is the view that ties every step together. Jump to any part of the journey.

Questions, answered

How many properties can I manage?

From a single unit to a large portfolio. The dashboard is the same whether you own one door or two hundred, and pricing scales with the number of units, not with how complex it gets.

Can I add a property manager or co-owner?

Yes. Invite managers, co-owners, and bookkeepers with role-based access scoped to the right properties. Managers handle operations, co-owners get a read-only view, and money decisions stay with the owner.

Does it tie the other tools together?

That is the point. Listings, applications, screening, leases, rent, maintenance, and accounting all feed the same portfolio view, so what needs you shows up in one prioritized worklist.

Can I manage on my phone?

Yes. The dashboard works on any device, so you can approve a repair or check occupancy from your phone, and pick up on a laptop later right where you left off.

See it all in one place.

Every property, tenant, lease, and task in one calm command center. Start free and bring your whole portfolio.

Get started free

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