Portfolio operations
Run your whole portfolio from one place
One dashboard, one inbox for every building, and staff access scoped to the buildings each manager owns — so a manager can carry more doors without dropping anything.
Portfolio dashboard
See every building, unit, and resident at a glance, with a pending-action queue that surfaces what needs attention across the whole portfolio — not one building at a time.
One inbox for every building
A single unified inbox spans the portfolio. Claim and assign items so nothing sits unowned, and every request is attributed to the right building and resident automatically.
Scoped staff access
Account managers see only the buildings they manage. Role-based access keeps the rest of the portfolio private, so you can grow the team without over-sharing.
Fast building onboarding
Associate a building and its council roles are preserved. A managed-onboarding wizard stands a new building up quickly, so a signed client is live and working in short order.
Flexible per-building billing
The council pays, the management company pays, or it is bundled into the management fee — mixed portfolios are supported, so billing matches how each building is actually run.
Standardize how buildings run
Org-scoped agreement templates and document category templates let you apply one consistent operating standard across every building in the portfolio.
Consolidated portfolio reporting, co-branding, and an API are on the enterprise roadmap, shaped with design partners.
See it on your portfolio
A 30-minute walkthrough sized to your building count — and you leave with real portfolio pricing.