Property Management Pipeline Portal

Leasing pipeline, owner documents, and approval status

Live workspaceAccounting

ActivityCurrent workspace signals stay available without crowding the first screen.Open signals

PM-1048Loading owner desk2 rent-ready holds0/4 owner checks2 export holds3 statement closes2 applicant reviews0/3 move-in ready1 maintenance hold0/3 turns ready2 portal holds0/4 compliance1 activated portal1 renewal approval1 renewal follow-up

TenantHarborstone Property Group

Roles3 active

Data3 sources

Active areaAccounting

Accounting launch desk

Owner close command desk

2 ready exports

Owner queue

4 open

1 statements exported

PMS export

2/5 ready

2 handoffs blocked

Reserve checks

Exception for selected owner

Packet gaps

2 missing

3 owner docs

Live owner close board

Owner, packet gap, reserve state, and export status in one queue.

3 owners visible

View owner export queue5 owners

Owner	Property	Statement	Export	Next control
ACH-4101	Bayshore Flats Unit 12B	Variance review	Blocked	Owner reserve exception
ACH-4105	Orchard Commons	Draft	Blocked	County title mismatch
ACH-4103	Redwood Duplex East	Owner approval	Reviewing	Replacement W-9 required
ACH-4102	Cedar Grove Townhomes	Approved	Ready	Ready for export review
ACH-4104	Mason Row Triplex	Exported	Ready	Complete

Selected owner

Maya Chen

Bayshore Flats Unit 12B

Trust ledger export B-18

Owner packet

Blocked

2 document exceptions still block export.

Reserve control

Exception

Owner reserve exception; Current rent roll missing; Insurance certificate missing

Statement release

Variance review

Blocked by rent roll

PMS destination

Blocked

AppFolio import / Trust ledger export B-18

View trust ledger detailsStatement close, reserve exceptions, and export batch controls.Open details

PMS export preflight

Accounting export queue

Ready

Exports cleared

Blocked

Hold before sync

Reserve

Exceptions

Statements

1/5

4 open

Trust ledger export B-18

Trust ledger export

Blocked

Destination

AppFolio import

Configured export path

Trust reserve

$2,400 reserve pending

Owner ledger check

Packet docs

2 missing

Statement

Draft blocked by missing rent roll

First monthly report

Control	Value	Readiness
PMS target	AppFolio import	Blocked
Reserve status	Exception	Reviewing
First statement	Draft blocked by missing rent roll	Blocked
Owner packet	Collect rent roll and insurance certificate	Blocked

July first statement

Owner statement close

Variance review

Bayshore Flats Unit 12B

STMT-7001 - Maya Chen

Variance review

Cash in

$4,800 rent scheduled

Rent and charges

Reserve

$0 pending

Target $2,400

Variance

$2,400 reserve gap

Close control

Distribution

$866 held

Owner payout

Ledger line	Category	Amount	Status
Monthly rent schedule	Rent	$4,800	Review
Management fee	Fee	-$384	Matched
Maintenance reserve seed	Reserve	-$2,400	Review
Owner distribution hold	Payout	$866	Review

Close note

Rent roll and insurance certificate must clear before the first owner statement can be exported.

Approval / due

Maya Chen

Blocked by rent roll

Export: Not exported

Maya Chen

Owner reserve exception

Exception

Owner reserve exception

Hold the PMS export until owner relations or accounting clears this control.

Current rent roll missing

Hold the PMS export until owner relations or accounting clears this control.

Insurance certificate missing

Hold the PMS export until owner relations or accounting clears this control.

ACH-4101

Export batch controls

Generate PMS file

Disabled until clear

Notify owner relations

Send blocker summary

Statement schedule

Draft blocked by missing rent roll

Move-in close lane

Iris Martin / Canyon Ridge Single Family

Close lease, deposit, utilities, keys, condition acknowledgement, and PMS opening balance from one buyer-ready operations lane.

Lease draftPM-10390/5 done

View move-in controls5 checks, 0 done, accounting waiting.Open details

Lease signature

Open

Leasing

Lease draft is staged; pet addendum and concession rider are waiting to be sent.

Security deposit

Open

Accounting

Deposit invoice is drafted but not receipted into the resident ledger.

Utilities

Open

Resident success

Utility transfer instructions are attached, but confirmation is not captured.

Keys/access

Open

Field operations

Smart lock invite and physical key pickup stay held until deposit clears.

Condition photos

Ready

Field operations

Rent-ready photo set is complete and waiting for resident acknowledgement.

Closeout progress

Send lease packet with pet addendum, concession note, and deposit instructions.

Access release

Smart lock invite and two physical keys held until deposit receipt.

Utilities

Tenant electricity and water transfer must be confirmed before keys release.

PMS batch

PMS move-in batch R-7001