The system's first two jobs are an insurance review and a monthly manager review.
Portfolio System
Every lease, policy, invoice, statement and repair record, filed by entity and property and found with a plain-English question.
You get: A workspace for your entities and properties, and one list of premiums, refunds and taxes coming due, each with a date and someone responsible.
Insurance Review
In one week we list every policy, compare coverage and premium property by property, check each carrier against the market and write the letter your broker re-shops with.
You get: A comparison report, the broker letter, a review of the new quotes and follow-up on any refund owed.
Property Manager Review
Every month the system reads each manager's owner statement house by house, so falling occupancy shows up before the cash does.
You get: A ranked list of where money is leaking, each house's cash flow after the mortgage and dated asks for the manager, with your reply drafted.