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Nothing here belongs to an account. It is a fictional portfolio to look around in. Create an account to manage your own properties.

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Four looks. Photography and colors change together.

Dusk ✓ Daylight Evergreen Graphite
Demo workspace

All properties, tenants, documents and figures in this workspace are fictional. Actions that would change a real record are clearly marked.

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Sample data: you are walking through a worked example. Your own properties would sit in its place. Create your accountSign up
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Northgate Plaza → Set up

Northgate Plaza

Add whatever you hold. Each document fills in a part of the record, and anything you have not added is marked missing, so nothing is quietly forgotten.

✓ Done · view property Go step by step →

13/13 documents added
Nothing missing
Rent roll Added

Your latest rent roll, one row per suite.

Fills in Tenants, suites, areas, rents, expiries and vacancy

See it on the record →
Leases Added

The executed lease for each tenant.

Fills in A lease document filed against the tenant it belongs to

See it on the record →
Property financials Added

Operating statements and the monthly management report, the loan, tax and any valuation.

Fills in Income and expenses, NOI, who owes rent, debt, cash, assessment and value

See it on the record →
Property budget Added

This year's operating budget, month by month if you have it.

Fills in Budget against actual on Financials, for the month and the year to date, and budget alerts

See it on the record →
Insurance policy Added

The current policy or certificate.

Fills in Carrier, cover, premium and renewal date

See it on the record →
Vendor contracts Added

Landscaping, janitorial, HVAC, life safety, security.

Fills in Vendors, services, annual cost and contract term

See it on the record →
Paid invoices Added

Vendor and contractor invoices that have been paid: repairs, services, supplies, utilities work.

Fills in What was paid, to whom and for what, kept with the property

See it on the record →
Bids and estimates Added

Contractor bids, quotes and estimates, accepted or not: roof, paving, HVAC, tenant improvements.

Fills in What work was priced, by whom and for how much

See it on the record →
Lease and lease renewal templates Added

Your own drafting templates for leases and extensions.

Fills in The house style new documents are drafted in

See it on the record →
Floorplans Added

Plans for the building, by level or by suite.

Fills in Building area, number of floors and lot size

See it on the record →
Construction plans Added

Architectural, structural, mechanical and electrical drawings.

Fills in Year built, zoning and property type

See it on the record →
Listings & marketing Added

For-lease and for-sale flyers, brochures, offering memoranda and marketing packages from the leasing agent or broker.

Fills in What is on the market and how it is presented, kept with the property

See it on the record →
Parcel data Added

County assessor and tax records for the parcel, the plat map or legal description. Or enter the parcel number and look it up in county records.

Fills in Parcel number, owner of record, land use, zoning, lot size, year built, assessed value and taxes

See it on the record →
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Add another kind of document

Pick what you hold and an upload box appears for it. Everything a commercial property file usually contains is in the list.

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Property photos

Nine sets worth having on every property. Each files itself under the right area, and they live on the Photos & Videos tab once added.

9 / 9
Exterior pictures of property Added

Each elevation, and how the building meets the street.

Interior pictures of property Added

Common areas, lobbies, corridors, restrooms.

Pictures of roof Added

Field, seams, flashings, penetrations and drains.

HVAC system Added

Every unit, and its nameplate where you can reach it.

Electrical panels Added

Panels, their labels, and the main service.

Fire alarms Added

Panel, devices and the inspection tag.

Parking lots Added

Surface condition, striping, lighting and kerbs.

Storm drains Added

Inlets, grates and anything ponding.

Tenant signage Added

Each tenant's sign, and the pylon if there is one.

Open the Photos & Videos tab →

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Other

Anything else you hold for this property. Name it yourself, add a figure or a reference to go with it, and it is filed on the record like the rest.

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Open the property

Everything you have added is already on the record: leases, money, systems and documents. Come back here whenever you have more.