Dashboard
Portfolio units
—
loading
Delinquent
—
import to see
Overdue items
—
act now
Due within 30d
—
renewals + filings
Open violations
—
all agencies
🔔 Urgent alerts
Items expiring or overdue
Loading alerts…
Properties
Loading…
Upcoming deadlines
Loading…
Portfolio properties
Loading…
| Address | Borough | Units | BBL | Type | Added | |
|---|---|---|---|---|---|---|
Loading properties… | ||||||
Import Appfolio data
Upload CSV or Excel exports — data saves permanently to the hub database
Select report type
📋
Rent roll
Units, tenants, leases, balances
Reports → Rent Roll → Export CSV
⚠
Delinquency report
Overdue balances, days past due
Reports → Delinquency → Export CSV
📒
Tenant ledger
Charges, payments, credits
Reports → Tenant Ledger → Export CSV
Upload file
📂
Drop your Appfolio export here
or click to browse · CSV, XLSX, XLS
Import history
| File | Type | Records | Imported at | By | Status |
|---|---|---|---|---|---|
No imports yet | |||||
Rent roll
Loading…
🔍
| Property | Unit | Tenant | Lease start | Lease end | Rent | Balance | Status |
|---|---|---|---|---|---|---|---|
No rent roll data Import a rent roll CSV from Appfolio | |||||||
Delinquency tracker
Loading…
🔍
Total delinquent
—
30+ days
—
60+ days
—
Total owed
—
| Property | Unit | Tenant | Days late | Amount due | Last payment | Status |
|---|---|---|---|---|---|---|
No delinquency data Import a delinquency report from Appfolio | ||||||
Tenant ledger
Loading…
🔍
| Tenant | Property | Unit | Date | Description | Charge | Payment | Balance |
|---|---|---|---|---|---|---|---|
No ledger data Import a tenant ledger CSV from Appfolio | |||||||
Insurance & renewals
All policies, contracts, and filings — with automated email reminders
Overdue
—
Immediate action
Due in 30 days
—
Schedule now
Due in 90 days
—
On track
90+ days
—
Monitored
All
🛡 Insurance
🏛 NYC filings
📋 Nassau
🏦 Tax & financial
🔧 Inspections
📝 Contracts
🏪 Storefronts
🎾 Tennis
🔍
All tracked items
| Item | Property | Category | Provider | Ref # | Expiry | Days left | Status | |
|---|---|---|---|---|---|---|---|---|
No renewal items yet — click + Add item | ||||||||
NYC compliance tracker
HPD · DOB · ECB · DEP · FDNY · DOF
Open violations
—
Critical
—
ECB hearings
—
Fine exposure
—
Closed (90d)
—
All violations
🔍
| Property | Agency | Class | Description | Issued | Due / Hearing | Fine | Status | |
|---|---|---|---|---|---|---|---|---|
No violations yet — add manually or pull via NYC compliance lookup | ||||||||
Property completeness score
Every building must meet all required tracking items before reminders activate
Portfolio score
—
overall completeness
Fully complete
—
all items tracked
Incomplete
—
missing some items
Critical gaps
—
missing insurance or key filings
Loading completeness data…
Team access
Manage who can log in and what they can do
| Name | Role | Can import | Sees financials | Joined | ||
|---|---|---|---|---|---|---|
Loading team… | ||||||
Reminder email log
Every automated email sent by the hub
| Item | Recipient | Days before | Sent at | Status |
|---|---|---|---|---|
No reminders sent yet — the daily job runs at 8am EST | ||||
Generate reports
Export professional compliance and management reports
📋
Full compliance report
All NYC agencies, violations, action calendar — Word format
🛡
Insurance & renewals
All upcoming expirations for ownership
✦
Custom AI report
Describe what you need — Claude builds it