Everything a rental needs,
kept with the property.

01 PROPERTIES

Each property gets its own file.

Open a property and everything about it is there: the numbers, the tenants, the paperwork and the history.

• Value, equity, mortgage and income for the year at a glance
• Insurance, utilities, taxes and mortgage details in one record
• Canadian and U.S. properties, with CAD and USD kept separate

02 RENT

Know who has paid, without a spreadsheet.

Rent is expected automatically from each lease. You record what arrives; the balance, arrears and history keep themselves.

• Expected, received and outstanding rent for every lease and month
• Paste e-Transfer notices or a bank file and deposits are matched to the right tenant
• Arrears list with the oldest unpaid month and days late
• Renewals and rent increases with notice dates worked out for you

03 TENANT PORTAL

A simple portal for your tenants. No app, no password, no fees.

Tenants open a private link from their email on any phone. They see what they owe, find their lease and reach you in one place.

• Balance and rent by month, and any upcoming rent change
• Repair requests with photos, urgency and entry instructions
• Messages with you that stay on the tenant’s file
• The documents you choose to share, and documents to sign

Included with Starter and Pro. Tenants are never charged.

04 MAINTENANCE & WORK ORDERS

From “it’s leaking” to fixed, in one thread.

A tenant’s request lands in Maintenance with its photos. Send it to a contractor or your property manager; they answer from a private link and report back with the cost.

• Requests from tenants appear with a notification and an email to you
• Assign to a contractor or a property manager, who accepts or declines
• Completion comes back with notes, invoice and photos to review
• Closing a request can record the expense on the property
• Recurring maintenance (furnace service, smoke alarms) creates itself

Work orders are included with Starter and Pro.

05 E-SIGNATURES

Leases signed where everyone already is.

Choose a PDF from the property’s documents, click where each person signs and send it. Your tenant signs on their phone by drawing or typing.

• Place signature boxes for the tenant and for you on any page
• Signature, printed name and date are stamped into the PDF
• Both of you get the signed copy; it is filed with the property
• A signing certificate records who signed, when, and the document’s fingerprint

Included with Starter and Pro.

06 PROPERTY VAULT

The paperwork, filed under the right address.

Leases, insurance, inspections, receipts and photos live with the property they belong to, privately, and are found in seconds.

• Private storage: only you, people you invite and tenants you share a document with can open a file
• Categories and a per-property checklist of what is still missing
• Expiry dates on documents turn into reminders
• Search across properties, tenants and documents

07 INCOME, EXPENSES & TAX TIME

A year of numbers that is ready when your accountant asks.

Record income and expenses as they happen, attach the receipt and let rent payments post themselves. Year-end becomes a summary, not a search.

• Income and expenses by property and category, with the receipt attached
• Operating expenses and capital improvements kept apart
• Reports by property and period, and a year-end summary for your accountant
• A record-keeping tool: it does not file returns or give tax advice

08 REMINDERS & FOLLOW-UP

The dates that matter, remembered for you.

Rent reminders, late-rent follow-up and renewal dates go out by email on the schedule you choose, in your name, and stop when the payment is recorded.

• Rent reminders before the due date and follow-ups after it
• Lease, insurance, mortgage and tax dates with advance notice
• Your name, logo and wording on every email
• A log of what was sent to whom, kept on the tenant’s file