Operational and financial view
Everything that matters, on one screen
Track the state of your properties: collections, late payments, tasks, alerts and trends. The goal is simple: spot early, act fast, and keep a record (payments, notices, documents).
Collections (month)
$ 18,420
+3.2% vs last month
Retards
2
$1,780 to follow up
Tasks to do
7
including 2 urgent
TAL compliance
OK
0 critical deadlines
Demo mode
Simulated indicators. To be connected: actual payments, lease states, TAL alerts, and follow-up templates.
Encaissements
Monthly / cumulative, by building. Performance monitoring and anomalies.
This month
$ 18,420
Objectif : $ 18,900
Year to date
$ 214,700
Includes pending late payments
Why it matters: cash is the “main signal”. Any drop should trigger an analysis (vacancy, late payments, rising expenses).
Late payments & follow-ups
List of late payments, amounts, and next actions.
| Locataire | Building | Amount | Jours | Action |
|---|---|---|---|---|
| Locataire A | Building #1 | $ 980 | 6 | Relancer |
| Locataire B | Building #2 | $ 800 | 3 | Relancer |
Why it matters: standardize your follow-ups and keep a record (evidence, date, template used) to reduce risk.
Alerts
Leases, renewals, reminders, deadlines.
Renewal to prepare
Building #1 — Unit 3
Insurance to renew
Due in 18 days
Indicateurs
Occupancy, vacancy, cashflow and trends.
Taux d’occupation
96%
Estimated cashflow (month)
$ 1,240
Prototype: connect actual expenses + reserves.
Why it matters: these indicators feed your decisions (work, rent adjustments, refinancing, strategy).
Quick actions
Speed up the day-to-day: creation, collection, documents and compliance.
Raccourcis TAL
Recommended next step
Offer configurable widgets by profile (investor, manager, broker) and guided actions (e.g. “Follow up automatically” + “Generate notice” + “Archive evidence”).