Portfolio records
Keep buildings, units, tenants, and occupancies connected in one organization workspace.
Rent operations, clearly managed
See the whole portfolio. Act on what matters.
EstateIQ gives property teams one dependable workspace for portfolio records, rent obligations, payments, follow-ups, and reporting.
Organization-scopedRole-awareBulk import ready
Portfolio clarity
from one workspace
from one workspace
The operating picture
Finally connected.
Rent operations
Configure obligations, generate periods, record payments, and keep every rent status understandable.
Focused follow-ups
Prioritize due and overdue rent, prepare reminder drafts, and move through the queue deliberately.
Leadership reporting
Review collection rate, delinquency aging, building rollups, and sensitive account activity.
A deliberate workflow
A calm sequence for busy rent teams.
- 01
Set up the portfolio
Enter records individually or begin with the provided spreadsheet templates.
- 02
Define rent
Connect occupancies to rent amounts, cycles, and due dates.
- 03
Run collections
Use the daily brief and follow-up queue to focus the team.
- 04
Review performance
Understand outcomes across time, buildings, and operational activity.
Reporting
Turn rent activity into a clearer decision.
See collection performance, locate outstanding risk, and retain a clear history of sensitive changes.
01
Collection rate
Compare rent collected with rent due across a selected period.
02
Delinquency aging
See outstanding rent grouped by how long it has been overdue.
03
Building rollups
Locate unpaid exposure and overdue risk across the portfolio.
04
Audit trail
Review sensitive changes and maintain operational accountability.
Common questions
Clear answers.
Who is EstateIQ for?
EstateIQ is designed for real estate companies and the teams responsible for portfolio setup, rent tracking, collections, and reporting.
Can we import existing portfolio records?
Yes. Buildings, units, and tenant records can be entered individually or uploaded in bulk using downloadable spreadsheet templates.
Does EstateIQ send reminders automatically?
EstateIQ can send tracked email reminders when email delivery is configured for the workspace. Teams still review and confirm each send. SMS delivery remains planned.
How is organization data separated?
Each workspace is organization-scoped, with membership-based access and row-level security enforcing data isolation.