Portfolio Reporting
The whole portfolio, in one read.
In the app, Slack, and email, on your schedule. Operators get the detail. Owners get the picture.
Delivered where you work, on your schedule.
Read it in the app whenever you want, or let it land on its own.
In the app. Any community, any day.
In Slack. Every morning.
In email. Every month.
Same data, two views. No gotchas.
Operators keep the detail and get ahead of every question. Owners see the real picture.
What the operator sees.
Every community down to the agent: scores, calls to coach on, and what needs attention first.
What the owner sees.
The portfolio at a glance: answer rate, scores, and trends. No agent detail.
When it lands.
Daily for onsite teams, weekly for regional and marketing, monthly for owners. You choose.
“Dashboard is user friendly and great for including in our own internal reviews.”
More of the platform.
- 01Call ScoringEvery call, scored
- 02Agent PerformanceHuman and AI, one scorecard
- 03Renter DemandWhat renters ask for
- 04AlertsBreaks, flagged same day
- 05Phone HealthEvery line, monitored
- 06Fair Housing FlagsPossible issues, for review
- 07You are herePortfolio ReportingIn-app, Slack and email
- 08IntegrationsCRM, AI agents, phone systems