How It Works

The Operating Spine

A clear, logical flow from property definition to financial realisation. No complex setups, just powerful commercial logic.

1

Discovery & Intake

Your journey begins by structuring the reality of your assets. Property Managers provide the physical layout (Buildings, Floors, Units) and standard lease templates. Our onboarding specialists review your current spreadsheets for data hygiene and missing critical variables.

2

Validation & Mapping

The physical footprint is mapped into the Visual Lease Cockpit. We establish exact unit boundaries, square footage, and permitted use types. Missing or conflicted data from legacy systems is flagged for manual resolution by your team.

3

Historical Migration

Approved tenant, contract, invoice, and payment-reference records are migrated from supported spreadsheets or legacy exports. Exception handling: Missing contract fields, duplicate spaces, and unmatched references are isolated for customer review rather than silently guessed.

4

Finance & Operator Review

Before go-live, Finance validates the generated Rent Roll, invoice balances, external payment references, and Expected Inflow against approved source records. Property Managers validate occupancy, floor mapping, tenant moves, and renewal dates.

5

Go-Live & Ongoing Operations

Teams operate from one controlled workspace: invoices follow approved contract schedules, renewal alerts surface upcoming exposure, and external payment references remain visible for finance verification with supporting evidence.