Property Management Cockpit

Units Under Management

284

96.5% occupancy

Monthly Rent Roll

$482K

8% mgmt fee = $38K MRR

Open Maintenance

14

3 urgent (HVAC + leak)

Delinquent Rent

$4,200

2.1% of roll · below industry

Open maintenance tickets

All tickets

Property	Issue	Vendor	Priority	Status
Riverside #4B	HVAC not cooling	Comfort Pros	Urgent	Tech arriving 11 AM
Oakwood #12	Water leak under kitchen sink	FlowState Plumb	Urgent	Tech en route
Maple Court #7	Front door deadbolt loose	In-house tech	Standard	Scheduled Mon
Lincoln Apts #214	Ceiling fan replacement	In-house	Cosmetic	Awaiting parts
Cherry Ln #18	Garbage disposal jammed	FlowState	Standard	Wed AM
Sunset Building B	Hallway light out (3rd floor)	In-house	Common area	Today PM

Leasing pipeline

All applicants

L

Riverside #2A · 1BR · $1,840 · 4 applications

2 SCREENED · 2 PENDING · TOP CHOICE: KIM FAMILY

L

Maple Court #14 · 2BR · $2,420 · 2 applications

BOTH SCREENED · DECISION TUESDAY

L

Oakwood #18 · 2BR · $2,180 · 1 application

JUST CAME IN · BACKGROUND PENDING

L

Sunset Bldg A · 3BR · $3,200 · self-tour bookings 7

SHOWING THIS WEEK · LISTED MON

Owner statements due

All owners

$

Riverside Properties LLC · 28 units

JUNE STATEMENT · GENERATED · ACH READY JUL 1

$

Maple Court Trust · 14 units

REVIEW PENDING · 1 RENT DELINQUENT NOTE

$

Lincoln Apt Investors · 84 units (anchor)

DETAILED STATEMENT · CAP-EX PROJECT REVIEW NEEDED

$

22 other owners · 1-12 units each

AUTO-GENERATED · APPROVED · QUEUED JUL 1

Rent collection · this month

✓

Collected: $477,800 · 96% of roll

AUTO-ACH 62% · CARD 28% · CHECK 10%

!

Late: $4,200 · 3 tenants

2 PAYMENT-PLAN · 1 PAY-OR-QUIT NOTICE PENDING

→

Late fees collected: $840

PER-LEASE FORMULA · AUTO-APPLIED

Maintenance Operations

Tenant ticket → triage → vendor dispatch → completion → tenant satisfaction.

Tenant portal ticket submission with photo
AI-triage for urgency + vendor routing
Per-property preferred-vendor list
Auto-dispatch with response SLA
Photo proof of completion
Tenant satisfaction survey
Owner approval for > $500

Property Portfolio

Per-property data: owner, units, rent roll, expenses, cap-ex, lease history.

Per-property profile with owner relationship
Per-property P&L
Cap-ex tracking + planning
Insurance + warranty doc archive
Annual property inspection scheduling

Unit-Level Detail

Per-unit specs, rent, lease history, condition, photos.

Per-unit specs (bed/bath/sqft/floor)
Current rent + market rent comparison
Lease history with rent-increase log
Condition reports + photo timeline
Make-ready checklist when vacating

Tenant Database

Every tenant, every lease, every payment, every interaction.

Per-tenant lease + payment history
Communication log (privileged)
Renewal eligibility scoring
Maintenance request history
Tenant satisfaction trend

Leasing Operations

From listing to signed lease — every step automated.

Multi-channel listing (Zillow + Trulia + Apartments.com + own site)
Self-tour booking via lockbox code
Online application with credit + background check
Income verification automated
E-sign lease + first month + deposit
Auto-move-in checklist

Rent Operations

Auto-charge, late-fee automation, payment-plan support, eviction prep.

Tenant portal with auto-ACH setup
Card payments with convenience fee
Per-lease late-fee formula
Payment-plan support for hardship
Pay-or-quit notice auto-generation
Aged AR by property

Owner Operations

Monthly statements, ACH distribution, owner portal, 1099-MISC at year-end.

Monthly P&L statement per owner
ACH net-distribution to owner
Owner portal with property reports
1099-MISC for owners at year-end
Annual reserve replenishment

Vendor Payable

Vendor management, invoice approval, payment scheduling.

Per-vendor account with W-9 + COI
Per-property preferred-vendor list
Invoice approval workflow (over $500 = owner approval)
Vendor performance scoring
1099-NEC at year-end

Inspection Operations

Move-in/out documentation, annual inspections, drive-bys.

Photo-documented move-in/move-out condition reports
Annual inspection scheduling per unit
Quarterly drive-by inspections
Auto-violation flagging
Owner-facing inspection report PDF

Renewal Automation

Surface renewals 90/60/30 days out, propose market-adjusted rent, e-sign new lease.

Auto-surface upcoming renewals
Market-rate analysis per unit
Renewal offer auto-generation
E-sign new lease + payment auto-update
Non-renewal workflow with move-out scheduling

Portfolio Reports

Owner-facing + manager-facing reports.

Per-property NOI + cap rate
Portfolio occupancy + vacancy-day tracking
Maintenance spend per unit per year
Tenant retention cohorts
Per-property leasing velocity

↘ Shared engine — from Audit Practice · PM-flavored: 1099-MISC for owners + 1099-NEC for vendors, per-property cap-ex depreciation schedule, schedule E rental income

Owners Receiving 1099

28

All distributions tracked

1099 Vendors YTD

42

Repair + capital subs

Cap-Ex YTD

$284K

Capitalized vs expensed

Mgmt Fee MTD

$38,400

8% of rent collected

↘ Shared engine — from Audit Practice · PM-flavored: per-unit lease + addendums, vendor COIs, building permits, owner property-mgmt agreements

Document	Type	Status
Riverside-#4B-Lease-2026.pdf	Lease	Executed · 12-mo
RiversideLLC-Mgmt-Agreement.pdf	Owner agreement	Active · 8% mgmt fee
ComfortPros-COI-2026.pdf	Vendor COI	Current
Maple-Annual-Inspection.pdf	Inspection report	Filed