Portfolio Dashboard
8 Properties · 0 Total Prospects · 0 Leases This Period
Leads by Property
Conversion by Stage
Lead Generation
| Name | Phone | Property | Bed/Budget | Move-In | Lead Score | Tier | Source | Stage | Actions |
|---|
Follow-ups
Deal Pipeline
Hot Sheet
| Property | Unit Type | Unit # | Bed/Bath | Sqft | Available | Make Ready | Days Vacant | Monthly Rent | Special | Features |
|---|
Closing & Proposals
Generate Tour Follow-up Email
Follow-up Email
Portfolio Analytics
Conversion Funnel by Stage
Weekly Trend
Agent Leaderboard
Lost Deal Reasons
Leads by Property
Occupancy Impact
AI Weekly Performance Narrative
Full Autonomy Loop
AI-powered lead routing, escalation engine, performance tracking, and A/B testing
Route a Lead
Agent Scores
AI composite score based on conversion rate, response time, workload, and tour-to-lease ratio
Routing Rules
| Rule Name | Condition | Priority | Status | Actions |
|---|
AI Learning System
Proposed learnings from AI conversations. Review and approve or reject.
| Date | Property | Category | Proposed Content | Source | Confidence | Status | Actions |
|---|
Settings & Configuration
About
Leasing AI v5.0 - Universal Leasing Platform
Property-agnostic, multi-PMS support.
Modular Architecture: Plugins + SQLite + Express API
Sync Data to Production
Export from localhost and import to this production server.
🤖 Virtual Leasing Agent
🎯 Competitor Intelligence
No Competitor Data
Upload a Market Survey file from Settings > File Uploads to populate competitor intelligence.
Leasing Activity Report
Weekly, 30-Day, and Year-to-Day performance across your portfolio
Conversion Funnel
Prospects by Stage
Performance by Property
| Property | Prospects | Tours | Applications | Leases | Tour Rate | Close Rate |
|---|
Drop-off Reasons (Lost Deals)
Toured But Did Not Apply (Bottleneck)
Leads by Source
Daily Prospect Trend
Leasing Activity Summary
TAA Lease Document — Complete Reference
The 2025 TAA lease is a standardized form used by most Texas multifamily landlords. This platform uses this lease with custom Special Provisions addendum for each property.
Lease Structure
| Component | Key Content |
|---|---|
| Basic Terms | Resident, community, unit, lease term, rent, deposit, fees |
| Lease Contract | 32 paragraphs covering all legal terms |
| Community Policies | Property-specific rules and regulations |
| Animal Addendum | Pet rules, deposits, fees, breed restrictions |
| Concession Addendum | Move-in specials and rent concessions |
| Special Provisions | Company-specific policies (no cash/checks, one NSF, etc.) |
Key Lease Paragraphs
| Para | Topic | What to Tell Residents |
|---|---|---|
| 4 | Rent | "Rent is due on the 1st. Late fees apply after the 3rd." |
| 7 | Returned Check | "$75 fee for returned checks. One NSF per lease term." |
| 11 | Maintenance | "All requests via online portal." |
| 13 | Insurance | "$100K liability required. List us as Interested Party." |
| 19 | Move-Out | "60-day written notice required." |
Community Policies — Key Rules
| Section | Rule | Enforcement |
|---|---|---|
| 13 | Quiet Hours 10PM-6AM | Documented violations = lease violation |
| 19 | Move-Out Cleaning | Professional carpet cleaning required |
| 22 | Late Payment | MoneyGram/Western Union only |
| 23 | NSF Payments | One NSF per lease term; $75 fee |
| 24 | Security Deposit | Returned within 30 days; itemized deductions |
Animal Addendum — Quick Reference
| Item | Rule |
|---|---|
| Max Pets | 2 per apartment (unless approved for more) |
| Deposit | One-time non-refundable animal deposit required |
| Pet Rent | Monthly pet rent for all authorized animals |
| Service Animals | FHA accommodation; no breed/weight restrictions; no fees |
| Cleanup | Must clean up after animal; violations = lease violation |
Key Policies from Lease
MoneyGram/Western Union only
Second NSF = lease violation
$100K liability required
Professional cleaning with receipt
Required for move-out/renewal
Required for all animals
10 PM - 6 AM daily
All maintenance requests
Fair Housing — Seven Protected Classes
Texas additional protected classes: Marital status, sexual orientation, gender identity, creed