Property Manager

Free Cash Flow → Debt Paydown

Accounting

— owner cash after debt + reserve transfer

Suggested Fidelity sweep —

Expense reserve target —

Margin balance —

Payoff ETA —

Owner cash available / month Estimate —

CAM + maintenance reserve transfer —

Classify & Upload Manual — you pick type, tenant, unit

AI Ingest OCR + auto-classify — review in inbox

Activity Log

March 2026

Expiration Renewal Escalation CAM

2026

Renewal Expiration Tax CAM Other

Paste your OneDrive for Business folder URL so you can open documents directly from this dashboard.

Open OneDrive for Business in your browser, navigate to your property documents folder, and copy the URL from the address bar.