Edit
CPC
Operations
All Properties
Today
Week
Month
Quarter
Year
LIVE
All Properties
Daily To-Do
SYS
07:52 PM
Claude is building your to-do list — scanning emails, PM tasks, inspections, leases, compliance…
Tenant Requests
PROP
07:52 PM
Open
5
Open >36h
1
Need Vendor
3
36h Close (T30)
88%
Active Work Orders
HIGH
AC not cooling — Suite 450
Spaces Co. · OAC
33h 59m
WO-4521
CRITICAL
Water leak under kitchen sink
Dr. Kim · S18
14m 59s
WO-4520
MEDIUM
Parking lot light out — Row E
Retail Tenant C · CCX
30h 59m
WO-4519
MEDIUM
Dishwasher not draining — Unit 312
J. Martinez · NOD
OVERDUE
WO-4518
HIGH
Lobby access card reader down
TechStart Inc. · GLP
32h 59m
WO-4517
Collections & Cash
FIN
07:52 PM
Collected Today
$680,100
+3.2%
Collection Rate
93%
# Tenants Delinquent
3
$ Delinquent
$22,800
By Property
OAC
92%
$145,200
CCX
94%
$89,400
NOD
95%
$234,500
S18
94%
$167,800
GPL
83%
$43,200
Delinquent Accounts
ABC Retail LLC
CCX
$12,450
45d
Suite 200 Tenant
OAC
$8,200
32d
Unit 415
NOD
$2,150
15d
Email & Comms
SYS
07:52 PM
Checking sign-in…
Inspections & Vendors
FAC
07:52 PM
Loading inspection schedule…
Renewals
PROP
07:52 PM
Expiring 90d
12
Renewed 90d
4
NTVs Active
2
Retention Rate
87%
+3%
Renewal Pipeline (90-120d)
Spaces Co. (OAC Suite 450)
12,400 SF · Exp Jul 2026
negotiating
TechStart (GLP Suite 100)
5,200 SF · Exp Aug 2026
sent
ABC Retail (CCX Unit B)
8,800 SF · Exp Sep 2026
pending
Law Office (OAC Suite 310)
3,100 SF · Exp Jul 2026
renewed
NTV Retention Efforts
Unit 205 (S18) — Relocating
Called — offered $50 concession
Unit 112 (NOD) — Rent increase
Meeting scheduled 4/12
Expense Management
FIN
07:52 PM
YTD Variance
+4.8%
T90 Variance
+6.2%
+1.4%
Top 5 Busts
$47K
Open POs
12
Top 5 Busts (YTD over-budget line items)
OAC
HVAC R&M
$31K/$18K
+74.4%
S18
Landscaping
$35K/$24K
+45.0%
NOD
Turnover
$51K/$42K
+21.9%
CCX
Utilities
$96K/$88K
+8.8%
GPL
Janitorial
$42K/$36K
+15.3%
Expense Review Checklist
Invoice Approvals (12 pending)
YTD Variance Report
T90 Trend Review
PO Follow-ups
AI Command Center
SYS
07:52 PM
Ask anything about your portfolio
I can help with collections, work orders, compliance, leasing, financials, and more.
What's the delinquency breakdown by property?
Which work orders are past SLA right now?
Any inspections coming due this month?
Summarize my action items from email
What capital projects are over budget?
Which leases expire in the next 90 days?
Preventive Maintenance
FAC
07:52 PM
Loading PM schedule…
Tenant Retention
PROP
07:52 PM
Retention Rate
89%
+2%
NPS Score
42
Turnover YTD
7%
NTVs This Month
2
Satisfaction Trend
Jan
Feb
Mar
Apr
Retention by Type
Office
92%
Retail
88%
Multifamily
85%
Recent Move-outs
Suite 220 (OAC) —
Downsizing
Unit 108 (S18) —
Relocation
Unit B4 (CCX) —
Lease rate
Online Reputation
Google:
4.2
(128)
+3 this month
Yelp:
3.8
(42)
+1 this month
Monthly Close
FIN
07:52 PM
Progress
36%
Tasks Done
5/14
Days Left
5
Variances
3
March Close Progress
36%
x
Financial package prepared
Variance reports written
Rent roll reconciled
A/R reviewed with delinquency
A/P invoices approved & paid
Accruals posted
Bank reconciliation
Payroll reconciliation
Property tax escrow check
Insurance payment processed
Capital budget spend report
Lender reports filed
CAM/OpEx tracker updated
Tenant statements sent
Capital Projects
SYS
07:52 PM
Active
4
Total Budget
$910K
Spent
$507K
Draws Pending
1
Project Timeline
OAC Lobby Renovation
on-track
OAC
x
68%
$312K/$450K
CCX Parking Lot Resurface
on-track
CCX
x
25%
$45K/$180K
S18 Fire Pump Replacement
on-track
S18
x
90%
$82K/$95K
NOD Pool Deck Repair
over-budget
NOD
x
85%
$68K/$65K
GLP Roof Repair
planned
GLP
x
0%
$0K/$120K
Draw Requests
OAC Lobby
$75K
approved
S18 Fire Pump
$28K
pending
Compliance & Safety
FAC
07:52 PM
Compliance Score
94%
Items Due
3
Open Claims
1
Overdue Drills
1
Annual Compliance Matrix
.
OAC
CCX
NOD
S18
GPL
Fire/Life Safety Certification
Elevator Certification
OSHA Inspection
ADA Compliance Audit
Emergency Prep Drill
Insurance Cert on File
Permits/Licenses Current
Insurance Claims
Slip-and-fall — OAC parking garage
$15,000
Water damage — S18 Unit 204
$8,200
Leasing Pipeline
PROP
07:52 PM
Portfolio Occ.
93.2%
+1.1%
Expiring 12mo
19 leases
SF at Risk
107K
Renewals Done
4/19
Lease Expirations
Q2 2026
4
24.6K SF
$48K/mo
Q3 2026
7
38.2K SF
$72K/mo
Q4 2026
3
15.8K SF
$31K/mo
Q1 2027
5
28.4K SF
$55K/mo
Renewal Pipeline
Spaces Co. (OAC-450)
12,400 SF · $24.50/SF · Exp Jul 2026
negotiating
TechStart (GLP-100)
5,200 SF · $18.00/SF · Exp Aug 2026
LOI sent
Law Firm (OAC-310)
3,100 SF · $26.00/SF · Exp Jul 2026
renewed
Retail Co (CCX-B)
8,800 SF · $16.50/SF · Exp Sep 2026
prospect
Fitness Hub (HMA-D)
4,500 SF · $14.00/SF · Exp Oct 2026
LOI sent
Anchor Tenant (ORL)
22,000 SF · $12.75/SF · Exp Dec 2026
negotiating
Annual Financial
FIN
07:52 PM
YTD NOI
$5.5M
+7.3%
Budget Var
+$370K
Audit Status
Pending
Annual Tasks
4/12
Budget vs Actual (YTD)
Revenue
$8.2M
$8.4M
+$0.3M
OpEx
$3.1M
$3.0M
$0.1M
NOI
$5.1M
$5.5M
+$0.4M
CapEx
$0.9M
$0.5M
$0.4M
Annual Close Checklist
33%
x
Annual operating budget
CAM reconciliation finalized
Capital improvement plans
Property tax appeals filed
Insurance renewed
Lender annual reports
Debt service review
Cash flow analysis to ownership
Vendor contracts rebid
Year-end reports presented
Financial audit completed
Capital reserve study updated
Portfolio Health
SYS
07:52 PM
Portfolio NOI
$5.47M
+7.3%
Occupancy
93.2%
+1.1%
Delinquency
3.8%
-0.5%
Open Work Orders
12
-3
Compliance Score
94%
+2%
Tenant Satisfaction
4.3/5
+0.2
Collection Rate
96.2%
+1.4%
CapEx Utilized
56%
Property Scorecard
Code
Property
Occ
NOI
Delinq
OAC
One Arbor Center
96%
+8%
1.2%
CCX
Cypress Creek
91%
+3%
5.1%
NOD
NODA
95%
+12%
2.8%
S18
Station 18
94%
+6%
3.4%
GPL
Gulfport Lanes
83%
-2%
7.2%
HMA
Hammond Sq
89%
+4%
4.5%
ORL
Orland Corners
92%
+5%
3.1%
Recruiting Pipeline
HR
07:52 PM
Open Roles
4
Candidates
39
Offers Out
2
Pipeline
this month
Sourced
18
Screening
12
Interview
6
Offer
2
Hired
1
Open Roles
Property Manager
Atlanta GA
32d
5
Site Technician
Murfreesboro
14d
3
AP Specialist
Remote
8d
2
Marketing Coord.
Atlanta GA
45d
2
Interview Schedule
HR
07:52 PM
Today
2
This Week
5
Roles
4
Today
Sarah Chen
video
Property Manager · w/ Nathan, Angelice
10:00 AM
Mike Torres
onsite
Site Technician · w/ Mark
2:30 PM
This Week
Wed 3:00 PM
Jamie Patel
· AP Specialist
Thu 11:00 AM
Alex Kim
· Marketing Coord.
Fri 9:30 AM
Lena Park
· Property Manager
Training & Compliance
HR
07:52 PM
Compliance
90%
Expiring
4
Sessions
3
Required Training
Fair Housing
23/25
1
OSHA 10
18/20
2
CPR / AED
12/15
Sexual Harassment
25/25
Fire Safety
21/25
1
Upcoming Sessions
May 5
Fair Housing refresher
4 attendees
May 12
EPA Pesticide Handling
3 attendees
May 20
First Aid / CPR
6 attendees
Employee Profiles
HR
07:52 PM
Total Staff
4
New (<90d)
3
Departments
3
Directory
NM
Nathan Medley
Asset Management
Asset Manager · reports to CEO
nmedley
·
Start 2024-08-01
Portfolio performance · Capital planning · Lender relations
SC
Sarah Chen
Property Operations
new
Property Manager · reports to Nathan Medley
schen
·
Start 2026-03-01
OAC + CCX day-to-day · Tenant relations · Vendor coordination
MJ
Mike Johnson
Property Operations
new
Regional Manager · reports to Nathan Medley
mjohnson
·
Start 2026-02-01
Multifamily portfolio · Team supervision · Inspections
LP
Lisa Park
Leasing
new
Leasing Consultant · reports to Sarah Chen
lpark
·
Start 2026-04-01
Tours + prospect follow-up · Lease paperwork · Market research
People Metrics
HR
07:52 PM
Headcount
28
Attrition YTD
8.3%
On PTO today
2
Headcount by Dept
n=28
Operations
12
Property Mgmt
8
Finance
4
Executive
4
Tenure Distribution
6
< 1 yr
14
1-3 yr
5
3-5 yr
3
5+ yr
Attrition down from
12%
prior year