Welcome back
Your portfolio snapshot is above. Use the module cards to jump into REO Schedule, Acquisitions, Leasing, or A/R — the tab bar up top keeps them a click away no matter where you are.
REO Schedule
Property list, tenant & lease detail, rent schedules, and a per-property notes feed that records who wrote each note and when.
- Property & lease data model — fields for dates, rent steps, lease type
- Property list + detail view
- Notes feed with author & timestamp on every entry
Leasing
Tracks two kinds of activity: upcoming renewals pulled automatically from lease expiration dates in the REO Schedule, and vacancy proposals for space being actively marketed.
- Renewal tracking — auto-populated from REO expirations
- Vacancy proposal tracking — manually added, not tied to an existing lease
- Shared status workflow across both
A/R
Import Excel/CSV ledger exports from your accounting system and view aging by tenant and by property.
- CSV/Excel import with flexible column mapping
- Ledger storage per tenant
- Aging rollup — current / 30 / 60 / 90+
Acquisition Pipeline
This stays a separate tool — traditional industrial and IOS deals live there. Save the link once and every teammate opens the same one.
Hopper live data
Paste Hopper's read-only export URL (includes the token) to pull deal counts here and make deals searchable from the header search bar. The token is stored in this workspace's shared settings — not written into the page itself — but it's still visible to anyone with dashboard access, and to your browser's network tab. See note above about moving this behind a server proxy longer-term.