Give owners the visibility
they deserve.
Statements, distributions, approvals and messaging — plus a read-only AI assistant that physically cannot write anything or see tenant personal data. Available on demand, without the back-and-forth emails.
Ledger-backed
Owner statements
Built from the books, not by hand
Scoped
Data access control
Owners see only their portfolio
Read-only
Owner AI assistant
It can answer, never act
Built for transparency, not micromanagement
Portfolio Visibility
Owners get a clean overview of their properties — occupancy, open maintenance, and upcoming lease expirations — without calling your office.
- Property-level occupancy at a glance
- Open and resolved maintenance counts
- Upcoming lease expiry visibility
- No access to other owners' data — fully scoped
Statements & Distributions
The part owners actually care about. Statements are generated from the general ledger and distributions settle against the same books, so the numbers can't drift apart.
- Owner statements built from the ledger
- Distributions and owner funds
- Documents shared to the portfolio
- Co-ownership splits handled by share
Approvals
When spend goes over the cap you set, it stops and waits for the owner who would have to approve it anyway — rather than turning up as a surprise on a statement.
- Spend above your owner-approval cap routes to the owner
- Approve or decline from the portal
- Nothing dispatches until it's answered
- Every decision recorded in the audit trail
Two-Way Messaging
Owner conversations belong on the record, not in somebody's personal inbox. Threads live in the portal alongside the properties they're about.
- Threaded owner-to-manager messaging
- Attached to the portfolio in context
- Readable later by whoever picks the account up
- Owners reach you without phoning
Digests, Plus a Real Portal
Scheduled digests land in an owner's inbox so quiet months need no login at all — but the portal behind them is a full authenticated surface whenever they want the detail.
- Configurable digest cadence by email
- Maintenance and lease status summaries
- The full portal available any time they sign in
- Managers control what is shared
An AI That Can't Write
Owners get their own assistant — and it is read-only by construction, not by policy. It can look things up, but it has no ability to change, send or approve anything, and it never sees tenant personal information.
- It cannot take an action of any kind — there is nothing to approve
- Strictly scoped to the owner's own portfolio; questions about anyone else's simply fail
- Returns counts, statuses, amounts and dates — never tenant names or message bodies
- Cannot be widened by a setting
Stop fielding status update calls.
Give owners the portal they need. Get your time back.