Property Manager Pro

Dashboard

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☁️ Local Only

💵

Monthly Revenue (MRR)

From active leases

📊

Occupancy

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Leased vs. total sq ft

⏳

Outstanding A/R

Owed by tenants

📈

Net Operating Income

This month

👥

Active Tenants

Across all properties

📅

Leases Expiring

Next 90 days

Recent Journal Entries

Date	Description	Amount	Status
📓 No entries yet

Properties Overview

Property	Tenants	Occupancy
🏢 No properties yet

Properties & Entities

☁️ Local only

Name	Type	Address	Sq Ft	Units	Lease Rate	Tenants	Owners	Listing	Actions

Chart of Accounts

All

Assets

Liabilities

Equity

Revenue

Expenses

Account #	Account Name	Type	Sub-Type	Description	Actions

Journal Entries

Date	Entry #	Description	Debit	Credit	Entity	Status

Month-End Close Checklist

Key question: Can we support the balance sheet and explain the month?

0 of 0 complete

Closed Periods

📅

No closed periods yet

Profit & Loss Statement

Balance Sheet

Monthly Owner Statement

👥 Tenant Roster

📊 Lease Rollover

📄 Lease Documents

📝 Lease Template Generator

Tenants & Leases

☁️ Local only

Tenant	Property	Unit	Sq Ft	Base Rent	$/SF/yr	CAM Est.	Lease Start	Lease End	Lease Type	Status	Lease Doc	Actions

📝 AI Lease Template Generator

Fill in the details below and Claude AI will generate a professional lease agreement template customized for your property and tenant.

🏢 Property & Tenant

Lease Type

Landlord / Property Name

Property Address

Tenant Name

Suite / Unit

💰 Financial Terms

Leased Sq Ft

Base Rent / Month ($)

CAM Estimate / Month ($)

Security Deposit ($)

Annual Rent Escalation (%)

📅 Lease Term

Lease Start Date

Lease End Date

CAM Cap (%/yr)

Renewal Options

📋 Additional Terms

Permitted Use

Tenant Improvement Allowance ($)

Parking Spaces

Special Provisions

CAM Calculator

Select Property

CAM Year

Total Building Sq Ft

Total Annual CAM Expenses ($)

CAM Expense Breakdown

Click any amount to edit. Use the × button to remove a line. Click + Add Line Item for custom expenses.

CAM Total

$0

CAM / Sq Ft

$0.00

Tenant CAM Allocations

Tenant	Leased Sq Ft	Pro-Rata %	Annual CAM	Monthly CAM	CAM Cap

Annual Budget — Budget vs Actual

Total Income (Budget)

Annual projection

Total Income (Actual YTD)

vs budget

Total Expense (Budget)

Annual projection

Total Expense (Actual YTD)

vs budget

Net Operating Income

Budgeted NOI

Net Income (After Admin)

Bottom line

💡 How to use: Click any cell to type a dollar amount. Switch between Budget, Actual, and Variance views. Click any line item label to rename it, click + Add Line in any section to add custom items, or click the × button to remove/hide a line. Click ⚡ Auto-Generate to populate from your active leases — but you can always overwrite any value manually.

💰 INCOME

Rent, recoveries, percentage rent, interest, other income

Income Line Item	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual Total

🔧 OPERATING EXPENSE — CAM (Exterior)

All CAM line items + Real Estate Taxes

CAM Line Item	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual Total

⭐ NET OPERATING INCOME (NOI)

NOI = Income − (CAM + RE Taxes)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual Total

📋 ADMINISTRATION EXPENSE

Mortgage interest, depreciation, professional fees, etc.

Administration Line Item	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual Total

🎯 NET INCOME (Bottom Line)

NOI − Total Administration Expense	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual Total

💳 OTHER CASH TRANSACTIONS

Working capital, balance sheet items, mortgage principal, owner equity

Cash Transaction Line	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Annual Total

Opening Cash

Total Net Cash Flow

Ending Cash (Checking Acct)

🤖 AI Market Insight Settings

⚡ Quick Deal Analyzer

For client deal evaluations. Fill in 9 numbers, click ▶ Generate Report, get a complete investor-ready report you can rebrand and send. No need to set up a property record first.

Property Address

Prepared For (Client Name)

Strategy

Purchase Price ($) *

Monthly Rent ($) *

Down Payment (%)

Interest Rate (%)

Loan Term (years)

Property Taxes / Year ($)

Insurance / Year ($)

Maintenance (% of rent)

Vacancy Rate (%)

Management Fee (%)

⚠️ Important: This analyzer assists with deal evaluation but does not provide financial, investment, tax, or legal advice. All outputs are based on the assumptions you enter and should be reviewed by qualified professionals before making investment decisions. Past performance and projections are not guarantees of future results.

Investment Strategy Analysis

🏢 Property & Acquisition

Purchase Price ($)

Down Payment (%)

Acquisition Costs ($) ≈3% of price

Building Size (SF)

Occupied SF

💵 Income Assumptions

Base Rent / SF / Year ($)

Current Monthly Rent Roll

Expense Reimbursements / SF From CAM budget

Vacancy Rate (%)

Annual Rent Increase (%)

📉 Expense Assumptions

Annual Expense Increase (%)

Mgmt Fee (% of EGI)

Annual Leasing Costs ($)

Annual CapEx ($)

CAM Budget (from Annual Budget)

🏦 Financing & Exit

Loan Interest Rate (%)

Amortization (Years)

Entry Cap Rate (%)

Exit Cap Rate (%)

Loan Summary

📊 Market / Potential Net Rents (Upside)

Space Type 1

Rent / SF / Yr

Space Type 2

Rent / SF / Yr

Total Market Potential: $0

Total Equity

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Invested

Year 1 NOI

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Net Operating Income

Year 1 Cash Flow

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Before Tax

Cash-on-Cash Y1

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Return

Entry Cap Rate

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At purchase price

Y10 Equity

—

Balance

10-Year Cash Flow Projection

Description	Year 1	Year 2	Year 3	Year 4	Year 5	Year 6	Year 7	Year 8	Year 9	Year 10
📈 Fill in the assumptions above and click Calculate

Tax Benefits & Depreciation

Description	Year 1	Year 2	Year 3	Year 4	Year 5	Year 6	Year 7	Year 8	Year 9	Year 10
🧾 Tax projections will appear after calculation

* Depreciation based on 80% of purchase price over 39.5 years (commercial). Consult your tax advisor.

📐 IRR, Equity Multiple & Return Metrics

10-Year IRR

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Internal Rate of Return

Equity Multiple

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Total return on equity

Total Cash Flow

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10-yr cumulative

Sale Proceeds (Yr 10)

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After loan payoff

Break-Even Occupancy

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Min. to cover debt service

Payback Period

—

Years to recover equity

How IRR is calculated: The IRR is solved iteratively using all 10-year cash flows plus the net sale proceeds at exit (Year 10 FMV minus remaining loan balance minus 5% selling costs). This is the industry-standard method used by institutional investors and lenders.

⚠️ Important: Projections are based on your assumptions and do not constitute financial, investment, tax, or legal advice. Actual results may vary significantly. Review with qualified professionals before making investment decisions.

🔬 Sensitivity Analysis

How do returns change as key assumptions shift? Green = stronger than base case. Red = weaker than base case.

Vacancy Rate Impact on Year 1 Cash Flow & NOI

Vacancy Rate	Gross Income	Year 1 NOI	Cash Flow	Cash-on-Cash	Cap Rate	vs Base Case

Interest Rate Impact on Cash Flow

Interest Rate	Annual Debt Service	Cash Flow	Cash-on-Cash	DSCR	vs Base Case

Exit Cap Rate Impact on Year 10 Sale Proceeds & IRR

Exit Cap Rate	Yr 10 FMV	Sale Proceeds	Equity Multiple	10-Yr IRR	vs Base Case

🎯 IRR Sensitivity Matrix — Year-1 NOI × Exit Cap Rate

Each cell shows the 10-year IRR if Year-1 NOI varies (rows) and the exit cap rate at sale (columns) varies. Color coding: green ≥ 12%, gold 8-12%, red < 8%. The ⭐ cell is your base case.

📊 How to read this: The matrix answers "What if both NOI underperforms AND cap rates expand?" — the dual-risk scenario that destroys most deals. Look for cells that stay green even with -10% NOI and +1% cap expansion. Those are your margin-of-safety scenarios.

📈 AI Market Cycle Commentary

AI-generated 2-paragraph market analysis suitable for inclusion in investor reports. References cap rate trends, supply/demand factors, and risk considerations specific to your property's market and asset class.

Click ⚡ Generate Commentary to produce AI market analysis based on this property's location, asset class, and metrics.

🤖 AI Investment Score

Instant investment analysis using all your metrics — NOI, IRR, cap rate, cash-on-cash, DSCR, equity multiple, sensitivity. Produces an A+ to F grade with strengths, risks, and a clear buy/hold/pass recommendation based on institutional benchmarks.

Overall Grade

—

Income Score

—

out of 25

Returns Score

—

out of 25

Risk Score

—

out of 25

Growth Score

—

out of 25

Click ⚡ Generate Score to get an AI-powered investment analysis of this property.

📋 Deal Memo

A complete investment write-up combining all metrics. Pulls live from your inputs and saved customizations. Click 🔄 Refresh Memo after changing any value to update.

📋 Summary

💰 Financials

⚠️ Risk

✍️ Write-Up

📊 Investor Report

📋

Click ▶ Calculate at the top of the page, then 🔄 Refresh Memo to generate.

📥 Upload Invoice for AI Processing

Upload a PDF invoice or paste invoice text below. Claude AI will automatically extract vendor, amount, due date, net terms, and property — then create a payment schedule entry.

📄

Click to upload invoice PDF

or drag and drop here

— OR paste invoice text below —

Invoice Details

Vendor / Payee

Invoice #

Invoice Date

Amount ($)

Net Terms

Property

Category

Total Outstanding

Unpaid invoices

Due This Week

Next 7 days

Due This Month

Next 30 days

Overdue

Past due date

Paid This Month

Total paid

All Invoices

Invoice #	Vendor	Property	Category	Invoice Date	Due Date	Amount	Status	Actions

📅 Upcoming Payments

⚠️ Overdue Payments

Payment Schedule — Next 90 Days

Due Date	Vendor	Property	Category	Amount	Net Terms	Days Until Due	Status	Actions

Payment History

Paid Date	Invoice #	Vendor	Property	Amount	Method

Tax Forms — Auto-Populated from Your Accounting Data

Forms Available

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Total Property Tax

For selected period

Rental Income

From journal entries

Estimated Refund

Property tax refund est.

Forms Status

Draft

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Banking & Reconciliation

Bank Accounts

Active accounts

Total Cash Balance

All accounts

Unmatched Txns

Need reconciliation

Reconciled

Matched to journal

Last Reconciliation

Never

—

🏦 Accounts

💳 Transactions

⚖️ Reconcile

📋 History

Tenant Portal

A unified view of each tenant's lease, rent ledger, payment history, and CAM allocation. Generate client-branded PDF statements and welcome packets to send to tenants.

Maintenance Operations

🎫 Work Orders

👷 Vendors

🗓️ Preventive

🔄 Unit Turns

📊 Analytics

💾 Data Backup & Restore

Your data lives in your browser's localStorage. If you clear browser data or lose your device, your records go with it. Export a backup file regularly and keep it safe (cloud drive, USB, email to yourself).

Last Backup

Never

📥 Export Backup

Download a complete backup of all your data as a single .json file. This includes all properties, tenants, journal entries, work orders, vendors, tax data, AI settings — everything.

📦 Backup will include:

Other export formats:

📤 Restore from Backup

Upload a previously exported backup file to restore your data. ⚠️ Warning: This will replace all current data with the backup contents.

📁

Click to select backup file

.json files only

Or paste backup JSON directly:

⏰ Auto-Backup Reminders

Get reminded to back up your data regularly. Reminder appears in the dashboard if it's been longer than the chosen interval.

Remind me every

Reminder Status

—

💡 Pro tip: After exporting, save the .json file to your Google Drive, iCloud Drive, or Dropbox folder. That way you have an off-device backup automatically synced to the cloud.

🗑️ Reset / Clear Data

Wipe all data and start fresh. Useful when handing this over to a different user or doing a clean test. This cannot be undone.

Reset to sample data only:

Keeps the 10 sample Twin Cities properties + tenants. Wipes everything else.

Rent Roll Report

Total Units

Across selection

Occupied

0% occupancy

Vacant

Available units

Total Sq Ft Leased

Leased SF

Monthly Base Rent

All active leases

Annual Base Rent

Annualized

Monthly CAM

CAM collections

Total Monthly

Rent + CAM

📅 Lease Expiration Timeline

🔴 Vacant / Available Units

📄

Total Invoices

All time

⏰

Outstanding

Sent + Overdue

⚠️

Overdue

Past due date

✅

Paid This Month

Collected

Filter:

Invoices

Invoice #	Bill To	Type	Property	Invoice Date	Due Date	Amount	Balance	Status	Actions

Customers & Payors

💡 Customers are non-tenant parties you bill (insurance companies, vendors, service contracts, etc.)

Customer Name	Type	Contact	Email	Phone	Total Billed	Outstanding	Actions

💵

Total Received

All time

📅

This Month

Current month

📊

Payments Count

Recorded payments

💳

Most Common Method

—

By count

Filter Method:

Payments Received

Payment Date	Received From	Amount	Method	Reference #	Applied To	Memo	Actions

💰

Current (0-30)

0 invoices

⚠️

31-60 Days

0 invoices

⚡

61-90 Days

0 invoices

🚨

Over 90 Days

0 invoices

Total Outstanding: $0.00

AR Aging Detail

Customer/Tenant	Current	31-60	61-90	Over 90	Total

📋 Collections Action Guide

Recommended actions by aging bucket. Adapt these to your tenant relationships and lease terms.

✅ Current (0-30 days)

Status: Monitor

• Within normal payment cycle
• No action required yet
• Send friendly reminder 3 days before due date

⚠️ 31-60 days

Status: Investigate

• Send written past-due notice
• Call tenant directly
• Apply late fees per lease
• Document all communications

⚡ 61-90 days

Status: Escalate

• Issue formal demand letter
• Review lease default provisions
• Consider payment plan agreement
• Consult legal counsel if needed

🚨 Over 90 days

Status: Critical

• Issue lease default notice
• Consider eviction proceedings
• Engage collections agency
• Evaluate potential write-off
• Required: Legal review

💡 Best Practice: Track communications, payment promises, and lease violations in your tenant notes. Documented escalation steps strengthen your position if legal action becomes necessary. This guidance is general — always consult your attorney for specific situations.

Select Customer/Tenant

Date Range

📋

Select a customer or tenant to view their statement

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