Running the whole book

Or pick a single feature to watch — you'll come right back here afterwards.

• Portfolio Home27sEvery community you manage on one screen, ranked by what needs attention — open requests, ARC reviews, cure deadlines, and SLAs at risk.
• Catch Me Up on My Communities21sA morning briefing across your whole book, written by AI only from the queue and calendar already on your screen.
• My Day24sOne work queue across every community — breached first, then at risk, then by deadline — so you always know what to do next.
• Calendar, Inbox & Search32sEvery community's deadlines on one calendar, every board room in one inbox, and one search across people, units, tickets, vendors, and documents.
• One Login, Whole Book24sSwitch between communities in a keystroke and land on the same screen — access flows from the management agreement, not dozens of accounts.
• Coverage & the Audit Trail25sHand a CAM's book to a colleague for vacation with a time-boxed window — and see exactly who acted for whom in each community's audit log.
• Blueprints: Your House Standard30sCapture how your company runs a community and apply it anywhere — with a preview of every change before it lands.
• Onboarding a New Community40sCreate a community on your blueprint, import its roster from a spreadsheet, and watch the onboarding checklist tick itself off.
• Board Approval of the Management Agreement25sThe board reads exactly what its manager may and may not do, in plain language, and approves it — access starts only then.