Never miss another
lease deadline
or maintenance SLA.
Spreadsheets and email chains lose the dates that cost the most. Portfolio Desk gives your team one platform to track every lease, deadline, ticket and vendor, with built-in AI that reads your leases and writes your reports, so nothing critical slips through.
No credit card required · Setup in under an hour · Cancel anytime
Built for compliance-minded real estate & facilities teams
Purpose-built for multi-location portfolios across
Coming from Buildium?
We migrate your whole portfolio, free.
Our guided migration assistant maps and moves your leases, tenants, vendors and GL account mappings straight across, so switching takes hours, not weeks. No re-keying, no data left behind, no downtime for your team.
- Leases, terms & critical dates
- Tenants & contacts
- Vendors & insurance certs
- GL accounts & mappings
Try it now — no signup
Watch the AI read a lease
Run the same AI abstraction the product uses on a sample lease. It extracts the terms and, most importantly, the deadline you can't afford to miss, in seconds.
OFFICE LEASE AGREEMENT
This Lease is made between Tyson Foods, Inc. ("Landlord") and
Northgate Logistics LLC ("Tenant") for the premises at
Suite 400, 120 Commerce Park Drive, Nashville, TN 37201
(approx. 12,450 rentable square feet).
1. TERM. The initial term is sixty (60) months, commencing
March 1, 2024 and expiring February 28, 2029.
2. BASE RENT. Tenant shall pay base rent of $28,375.00 per
month, subject to annual escalation of three percent (3%).
3. RENEWAL. Tenant may renew for one (1) additional five-year
term by delivering written notice no later than 270 days
prior to expiration (i.e., by June 4, 2028).
4. SECURITY DEPOSIT. $56,750.00 held for the term. - Tenant Northgate Logistics LLC
- Premises Suite 400, 120 Commerce Park Dr, Nashville, TN
- Rentable area 12,450 sq ft
- Term Mar 1, 2024 – Feb 28, 2029 (60 mo)
- Base rent $28,375.00 / mo
- Escalation 3% annually
- Renewal option 1 × 5-year term
- Renewal notice due Jun 4, 2028
- Security deposit $56,750.00
In the app, the extracted renewal-notice date becomes an automatic alert to the right person. Try it on your own leases →
…and here's exactly how that looks inside Portfolio Desk:
See it in action
Real screens, real workflows
Click through the features your team will use every day.
Built to move the numbers that matter to facilities teams
What is the status quo costing you?
Estimate your ROI in 10 seconds
Drag the sliders to your portfolio. We'll estimate the time you'd reclaim and what's at risk today.
Estimates assume Portfolio Desk automation removes ~60% of manual tracking time and that at least one critical lease date per 40 offices/year would otherwise be missed at an average $75,000 exposure. Directional only — your numbers will vary.
Features
Everything your facilities team needs
Built specifically for corporate real estate and facilities management, not a generic tool bent to fit.
AI that reads your leases
Use Gemini, OpenAI, or OpenRouter models to extract lease terms, draft clause-by-clause abstracts, answer grounded portfolio questions, and write operations briefings.
Guided Buildium migration
A guided migration assistant maps leases, tenants, vendors and GL account mappings from Buildium. Scoped migration services are available for portfolios that need hands-on support.
Digital waivers & e-signatures
Send pre-built or custom waivers to any contact or walk-in visitor. Capture consent, signer attribution and a tamper-evident signature audit trail.
Portfolio analytics & reporting
Track portfolio health, lease risk, SLA compliance, space utilization, maintenance backlog, and lease accounting metrics. Export to PDF, CSV, or Excel.
Plus everything else you'd expect
Commercial Lease Management
Track terms, options, escalations, notice dates, CAM schedules, amendments, documents, and renewals.
Residential Operations
Manage units, residents, applications, listings, rent charges, deposits, announcements, and owner relationships.
Maintenance & Inspections
Submit, assign, prioritize, and resolve work orders with preventive schedules, vendor coordination, and inspections.
HVAC & Equipment
Track heat pumps, preventive-maintenance tasks, service logs, contracts, issues, and backflow requirements.
Vendor & Compliance
Centralize vendors, contacts, contracts, insurance certificates, expiration status, and assigned work.
Audit-Grade Accounting
Use a double-entry ledger, financial statements, CAM, AP, AR, bank reconciliation, budgeting, tax, and lease accounting.
Four External Portals
Give residents, owners, vendors, and commercial clients focused self-service views without exposing internal tools.
Transitions & Automation
Run office moves and lease-end projects, reusable ticket templates, recurring tickets, and rule-based notifications.
Security & Integrations
Protect access with roles and MFA, review audit history, and add Enterprise SSO, API keys, and signed webhooks.
How it works
Up and running in under an hour
No six-month implementation. No consultant required. Import your data, configure your settings, and your team is operational today.
Import Your Portfolio
Upload your existing lease documents and office data, or use our new guided Buildium migration assistant to map and bring over your leases, tenants, vendors, and GL accounts automatically. Your entire portfolio is live in minutes, not months.
Configure Alerts & Workflows
Set notification rules for lease expirations, maintenance SLAs, inspection due dates, and vendor insurance renewals. Email alerts go to the right people automatically, well before deadlines instead of after.
Manage Everything in One Place
Your team works from a single dashboard. Submit tickets, track vendors, review lease terms, and run compliance reports, all without switching tools. Everything is logged, searchable, and auditable.
Tutorials
Learn it in minutes
Short, practical guides that take you from first login to board-ready reporting.
Viewer Guide: Portfolio Visibility & Reporting
Everything a read-only teammate can do out of the box: analytics dashboards, report exports, the lease expiration calendar, residential unit and vacancy overviews, and resident announcements.
Read guideEditor Guide: Leasing, Maintenance & Operations
Run the day-to-day: the lease register and lease detail pages, the maintenance ticket queue, HVAC contracts, office transitions, digital waivers, operating expenses, the administration hub, and insurance certificate tracking.
Read guideAccountant Guide: Books, Billing & Owner Accounting
Work the general ledger and journal entries, financial statements, accounts payable and receivable, budget vs. actuals, owner/trust accounting, and the rent collection dashboard.
Read guidePricing
Simple, transparent pricing
One platform price covers your whole team. Onboarding and migration services are shown below.
All plans include a 14-day free trial. No credit card required.
- Up to 10 offices
- Up to 150 active leases
- Unlimited users
- Commercial & residential lease records
- Critical-date alerts
- Maintenance tickets, assets & preventive schedules
- Property inspections
- Resident, owner & vendor portals
- Vendor & insurance certificate tracking
- Rent roll, operating expenses & basic reports
- CSV and Excel exports
- AI lease detail extraction
- 1M AI input + 250K output tokens / month
- 90-day audit log
- Email support
- Up to 50 offices
- Up to 500 active leases
- Unlimited users
- Everything in Core, plus:
- Double-entry general ledger & financial statements
- CAM, AP, AR, budgeting & bank reconciliation
- HVAC service contracts
- SLA rules & escalations
- Transition project management
- Commercial client portal
- AI abstracts, assistant & operations briefings
- 10M AI input + 2M output tokens / month
- Digital waivers & e-signatures
- Advanced analytics dashboard
- PDF report export
- Guided Buildium migration
- Full audit log (unlimited)
- Priority support
- Unlimited offices
- Unlimited active leases
- Unlimited users
- Everything in Operations, plus:
- API access & webhooks
- Enterprise single sign-on (OIDC)
- Custom portfolio limits & retention
- 50M AI input + 10M output tokens / month
- Dedicated onboarding
- Migration assistance
- Contractual support response times
- Private or customer-managed deployment
- Custom contract & support package
Custom onboarding is available for an additional charge, scoped to your portfolio. Data migration starts at $2,500. Onboarding may be waived with an annual Operations agreement.
Not the right fit? Export your records before canceling, then cancel through the billing portal. There is no software lock-in, and the 14-day trial needs no credit card up front.