Investors HUB

Know your numbers. Grow your portfolio.

The new Investors HUB gives you a clear picture of your rental business—so you can make smarter decisions and maximize your profits.

  • Track income, expenses, NOI & cash flow
  • See performance insights at a glance
  • Understand your returns and equity

No credit card required • Set up in under 2 minutes

Investors HUB dashboard laptop preview

Every Tool Investors Actually Need

From rent collection to maintenance, screening to send money — it’s all in here.

Dashboard

Your complete portfolio at a glance

See everything that matters — cash flow, occupancy, performance metrics — all in one centralized command center.

  • Real-time portfolio overview
  • Key performance indicators (KPIs)
  • Cash flow visualization
  • Occupancy rate tracking
  • Revenue vs expense charts
  • Net Operating Income (NOI) dashboard
  • Customizable widgets
  • Multi-property comparison view

Properties

Manage every property, every detail

Track all your rental properties in one place — from unit-level details to portfolio-wide insights.

  • Individual property profiles
  • Unit & tenant assignment
  • Property documents library
  • Rent roll by property
  • Vacancy tracking
  • Property photos & media
  • Lease expiration alerts
  • Property valuation tracking
  • Maintenance history per unit

Transactions

Every dollar tracked, categorized, and reported

Automated transaction importing, smart categorization, and real-time financial visibility across all your properties.

  • Automatic bank feed imports
  • Smart transaction categorization
  • Income & expense tagging
  • Recurring transaction rules
  • Split transactions across properties
  • Transaction search & filters
  • Export to CSV / Excel
  • Receipt attachment support

Reports

Reports that drive smarter decisions

Generate Schedule E-ready reports, P&L statements, cash flow analyses, and more — in seconds.

  • Schedule E tax reports
  • Profit & Loss statements
  • Cash flow reports
  • Rent roll reports
  • Vacancy analysis
  • Owner distribution reports
  • Custom date range reporting
  • PDF export & sharing

Documents

Organized, searchable, always accessible

Store leases, invoices, receipts, and contracts in a secure cloud-based document management system.

  • Unlimited cloud storage
  • Document tagging & folders
  • Full-text search
  • Lease document templates
  • Secure sharing links
  • Version history tracking
  • Mobile document access
  • Bulk upload support

PM Companies

Oversight made simple for property managers

Monitor and manage your property management companies, their performance, and communication — all in one hub.

  • PM company profiles & contacts
  • Performance scorecards
  • Communication log
  • Fee structure tracking
  • Portfolio assignment per PM
  • Reporting access controls
  • Task & request management
  • Audit trail for all actions

Banking Info

Integrated banking built for investors

Connect accounts, track balances, move money, and earn interest — all within your investor dashboard.

  • Multi-account linking
  • Real-time balance sync
  • ACH money movement
  • Interest-bearing cash accounts
  • Automatic rent deposits
  • Vendor payment processing
  • Transaction reconciliation
  • FDIC-insured accounts

Entity Information

Keep your entities organized and compliant

Manage LLCs, trusts, partnerships, and other legal structures — with ownership details, documents, and compliance tracking.

  • Entity profile creation
  • Ownership percentage tracking
  • Operating agreement storage
  • EIN & tax ID management
  • Member/manager directories
  • Annual filing reminders
  • Entity-to-property mapping
  • K-1 distribution tracking

My Account

Your settings, your way

Manage your profile, notifications, team members, billing, and preferences — all from one control panel.

  • Profile & contact settings
  • Notification preferences
  • Team member invitations
  • Role & permission management
  • Billing & subscription management
  • Two-factor authentication (2FA)
  • API key management
  • Data export & privacy settings

Start For Free Now

No credit card required • Set up in under 2 minutes