More than a dashboard. A system built around how you operate.
A portfolio dashboard is where most clients start. It's rarely where they stop. Every tool gets built around your workflow, your data, and your team — add what you need, skip what you don't.
What we build most often.
If what you need isn't on this list, that's a conversation, not a dead end — we build a lot more than six things.
Custom Reporting & Automation
Reports that build and send themselves on the schedule you set, formatted the way your stakeholders actually read them.
Owner & Investor Portals
Give owners and investors their own real-time view, without another spreadsheet export or quarterly PDF.
Collections
Automated follow-up for past-due accounts, triggered by the rules your team already uses — not a generic dunning email.
Integrations & Data Sync
We connect to the property management, accounting, and access-control systems you already run — your data, not a re-entry job.
CRM & Message Templates
Consistent tenant and investor communication across call, text, and email, with templates your team sends in one click — in a CRM you own, not one you rent by the seat.
Admin & Permissions
Role-based access so your team, your investors, and your vendors each see exactly what they need and nothing else.
Collections, on autopilot.
Every past-due account follows a playbook: the right sequence of emails, texts, calls, and letters for that tenant, with the talk track ready when your team picks up the phone. Different properties — and different tenants — get different playbooks.
A balanced mix of email, call and letter follow-ups — the default for most properties.
Used at 9 properties · 23 active casesFor accounts with high write-off risk — shorter windows and more phone contact.
Used at 3 properties · 9 active casesFor tenants whose email reliably bounces — lead with texts and calls instead.
Used at 2 properties · 5 active cases- Day3EmailFriendly reminderSends automatically
Subject: A quick note about your balance. Hi {first name}, just a heads-up that {amount} is still open on unit {unit}. You can pay online here: {link}.
- Day7CallFirst live contactTalk track for your team
“Hi {first name}, it’s {your name} from {property}. I’m calling about the {amount} balance — is there a day this week that works to get it settled?”
- Day14TextSecond nudgeSends automatically
Hi {first name}, your {property} balance of {amount} is still open. Reply PAY for a payment link or call us at {phone}.
- Day21LetterCertified noticeGenerates notice for your team to send
Formal escalation notice, generated and ready for your team to review and mail certified — logged on the case once it’s sent.
- Day2CallCall within 48 hoursTalk track for your team
“Hi {first name}, it’s {your name} at {property}. Your payment of {amount} didn’t go through — can we take care of it on this call?”
- Day5TextPayment linkSends automatically
{first name}, {amount} is past due at {property}. Pay here today to avoid late fees: {link}.
- Day8CallSecond call attemptTalk track for your team
“We still show {amount} open. If a payment plan would help, I can set one up with you right now.”
- Day12LetterCertified noticeGenerates notice for your team to send
Formal escalation notice, generated and ready for your team to review and mail certified — logged on the case once it’s sent.
- Day3TextFriendly reminderSends automatically
Hi {first name}, a quick reminder that {amount} is due for unit {unit} at {property}. Pay here: {link}.
- Day7TextSecond reminderSends automatically
Hi {first name}, checking in on your {amount} balance. Reply HELP if you’d like to set up a payment plan.
- Day10CallLive contactTalk track for your team
“Hi {first name}, it’s {your name} from {property}. I wanted to make sure you got our texts about the {amount} balance.”
- Day18LetterCertified noticeGenerates notice for your team to send
Formal escalation notice, generated and ready for your team to review and mail certified — logged on the case once it’s sent.
- Sync from your systems1st Wednesday · 6:00 AM
- Build the reportP&L · Cash flow · AR aging · Owner summary
- Check before it sendsHold for review if net profit is down more than 2% vs. last yearPassed · +10.2%
- Send to 10 owners + 2 investor groups8:00 AM · PDF plus a one-paragraph summary email
- Post to the owner portalFiled next to every past statement
Reporting that writes itself.
We automate the whole loop: pull the numbers from the systems you already run, build the report, check it, and send it to the right people on your schedule — leading with the stats your owners actually care about.
- ✓Any report you need, on any schedule
- ✓Headline stats up top: “Net profit up 10% vs. last year”
- ✓Guardrails that hold a report for review when a number looks off
Pick what sounds most like you.
A portfolio dashboard
We pull occupancy, revenue, and collections from the systems you already run into one view — the starting point for almost every client.
Collections on autopilot
Follow-ups that run on your rules, with every past-due case tracked stage by stage and one click from moving forward.
Reporting & owner portals
Statements that generate and send themselves, plus a portal where owners see their numbers without waiting on you.
A CRM you own
We replace the per-seat subscription with a custom CRM built for how you work — tenants, leads, and investors tracked next to your numbers, with templates your team sends in one click. It’s your code, so there’s no monthly fee and no seat limit.
Don't see what you need? Ask anyway.
If it's a real problem in your portfolio, odds are we can build it.