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PORTFOLIO TOTALS
All properties combined — live
Total Doors
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Monthly Income
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Monthly Expenses
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Net Cash Flow
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Annual cash flow:—
ALL PROPERTIES
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CASH FLOW
Income minus all expenses, monthly
Principal + Interest only.
If escrowed, your mortgage payment already includes T&I — we won't double-count. If not, we'll add taxes/12 + insurance/12 to expenses.
◆ MONTHLY CASH FLOW ◆
Rent income$0
Mortgage (P&I)−$0
Taxes (÷12)−$0
Insurance (÷12)−$0
Net cash flow$0
INSURANCE & TAXES
Carrier info, policy, renewal
Renewal date — when to shop coverage.
APPLIANCES PROVIDED
What stays with the property
PROPERTY NOTES
HOA, parking, quirks, anything you want to remember
TENANT INFORMATION
Tenant fills this out themselves via their portal
This section is filled out by the tenant. Once you assign a pin below and share their portal URL, they'll complete their own intake. You'll see their info here once they save.
Name
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Phone
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Email
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Emergency Contact
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You assign this when a new tenant signs the lease. Pick 4–6 digits unique to this property. Then share your tenant portal URL with them — they enter the pin to access their dashboard.
LEASE TERMS
Dates, payment method, document upload
THIS MONTH'S STATUS
Tenant submits payments + receipts via their portal
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How this works now: Tenants log into their portal with their pin and submit each month's payment + screenshot themselves. You only step in if no payment shows by the 5th. Your team gets an automatic email alert in that case.
PAYMENT HISTORY
All payments tenant has submitted — most recent first