By portfolio type
The documents your portfolio really trades
Every room works the same way. What changes is who you’re working with and what they send. Applicants, residents and owners each get their own room, so their documents never mix.
Single-family rentals
Applications, IDs, pay stubs, leases, owner agreements
Handle applicants and owners in separate rooms, each with only their own documents.
Multifamily
Applications, leases and renewals, notices, move-in inspections
Give residents one private place for lease documents, separate from everyday maintenance requests.
Homeowners associations
Governing documents, board packets, owner ledgers, violation letters
Share board materials privately with the people who need them, with a record of who downloaded each file.
Condominium associations
Insurance certificates, budgets, reserve studies, resale documents
Collect and share association documents without sending them as attachments.
Commercial properties
Lease abstracts, certificates of insurance, tenant financials
Keep tenant financial documents private and organized by tenant.
Short-term and furnished rentals
Owner agreements, insurance documents, tax forms
Keep owner paperwork and statements in one room per owner.
Portfolio takeovers
Leases, deposits records, owner files from the prior manager
Invite owners in bulk and collect transfer documents in one organized place.
Different kind of portfolio?
If your company trades sensitive documents with residents or owners, a room works the same way. We’ll walk through it in a demo.
Book a demo