Step 1
Open a turnover
Choose the property and unit, record possession return, deposit amount, assigned operator, and refund method.
One closeout workspace
Own the path from possession return to approved statement.
A focused operations layer for the evidence and approvals that fall between your existing systems.
Step 2
Add recipients and deductions
Capture adult recipients, percentage allocations, itemized deductions, vendors, labor details, and service dates.
Step 3
Collect private evidence
Upload validated photo and PDF records by phase, or send an expiring vendor request scoped to a single closeout.
Step 4
Clear readiness exceptions
Deterministic rules identify missing dates, allocations, evidence, supporting cost records, and return instructions.
Step 5
Require human approval
Only an owner, manager, or reviewer can approve. The system will not bypass unresolved blockers or make a legal determination.
Step 6
Generate and deliver
Create a versioned itemized statement, then deliver it through an expiring, revocable link with access history.
Phase 1 capabilities
Everything needed for the first paid pilot.
Portfolio queue
Open, review, approved, due-soon, and overdue records with a calculated readiness score.
Private files
Signature and MIME validation, randomized storage paths, content hashes, and authorized downloads only — no public media URLs.
Controlled workflow
Server-enforced roles, status transitions, version checks, change requests, approval records, and audit events.
Vendor collaboration
Hashed, expiring, revocable, rate-limited upload links without forcing vendors to create accounts.
Recipient delivery
Approved statement only, access counts, revocation, explicit delivery status, and a durable send record.
Operator tools
CSV import/export, team roles, portfolio setup, and account administration.
Optional AI
Advisory exception summaries — never an approval engine.
When explicitly enabled, the workspace can generate a plain-language summary of open readiness findings for a manager. It never sees raw evidence, and it never touches resident names, addresses, or refund account details.
AI cannot
- Change readiness results
- Approve a statement
- Create or alter deductions
- Determine legal rights
- Move or return funds
See it running