Dashboard
Rent collection ·
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Net summary
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Cash flow — outgoing vs incoming
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💸 Outgoing — leases we pay
💰 Incoming — rent & P&I
Security deposits
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📤 Deposits we have out (to landlords)
Cash
LC
🔒 Deposits we hold (from tenants)
Upcoming in the next 90 days
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| Date | Store / source | Event | Amount | Notes |
|---|
Rent collection
Who has paid this month, who hasn't, and one-tap reminders. Replaces the WhatsApp thread and the master spreadsheet.
| Tenant | Property / unit | Due | Paid | Date | Method | Status | Note |
|---|
Statuses: paid received in full · partial some received · late unpaid after the 5th · due not yet due.
Bank-feed matching
Incoming deposits are matched to tenants automatically. You only review the uncertain ones.
| Date | Bank description | Amount | Matched tenant | Confidence | Status |
|---|
Tenant payment portal
Each tenant gets a private link. They see their balance, pay by card or ACH, and download receipts. No app to install.
Automated reminders
WhatsApp / SMS go out on a schedule, every message is logged on the tenant, and late fees apply themselves.
| Sent | Tenant | Channel | Message | Status |
|---|
Maintenance requests
Tenants submit with photos from their portal. You assign a vendor, track the job, and the cost lands on the property.
| # | Opened | Property / unit | Issue | Photos | Priority | Vendor | Cost | Status |
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Owner reports
Monthly statement per property: collections, expenses, net operating income. Year-end export for the accountant.
Lease documents & e-signature
Upload the lease, the AI pulls out the key terms, and renewals go out for signature from here.
| Tenant | Property / unit | Lease ends | Document | AI summary | Signature |
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All leases
Ground lease and office rent Clearview pays
| Store | Landlord | Base rent | CAM/mo | Taxes/mo | Gross/mo | Next increase | Security | Expires | Next option | Status | Edit | Abstract |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Escalation timeline
Scheduled rent increases, option deadlines, and expirations
6 mo
1 yr
2 yr
5 yr
All
Rent increase
Option deadline
Lease expiration
Lease options
Renewal windows — notify deadlines and term end dates
Incoming rent
Rent collected from tenants, plus seller-note payments
| Source | Type | Status | Base/mo | CAM/mo | Gross/mo | Next amount | On date | Security held | Expires | Next option | Notes |
|---|
Settings
Account, access, and configuration
Database connectionConnected
This app is connected to your Supabase project automatically. All data syncs in real time across every device — nothing to configure here.
Anthropic API keyStored server-side
Your Anthropic API key is stored securely in your Supabase
secrets table and is only accessed server-side via the analyze-lease Edge Function. It never touches the browser. To rotate it, run a new INSERT INTO secrets in the Supabase SQL Editor.
User access
Admins have full edit access. Viewers can see the dashboard, leases, escalations, and income in read-only mode — no editing, no settings.
To add a viewer: go to your Supabase project → Authentication → Add user. Their role defaults to viewer automatically — no extra steps needed.
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Email reminders
A daily job emails these recipients 30 days before any option notice deadline (both sides).
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Requires the Resend API key to be configured (Supabase secrets table, key resend_api_key).
Data management