Features

See the product, not just the pitch

Real screenshots of the workflows your team uses every day, purpose-built for corporate real estate and facilities management.

app.portfoliodesk.ai/dashboard
Portfolio Desk dashboard showing portfolio KPIs, financial overview and open maintenance tickets

The portfolio dashboard: KPIs, expiring leases, and open tickets at a glance.

AI Automation

Let AI read the lease for you

Upload a lease and Google Gemini extracts the tenant, dates, rent, escalations, options, and notice windows in seconds, then drafts an abstract and writes your weekly portfolio briefing.

  • Key-term extraction from PDFs
  • Auto-drafted lease abstracts
  • Weekly & monthly AI briefings
app.portfoliodesk.ai/leases
Lease detail page with a structured, clause-by-clause AI lease abstract

Maintenance Tickets

Work orders that never slip

Submit, assign, and resolve tickets in one thread. SLA timers count down in real time, vendors are assigned in a click, and every photo and note is captured for the record.

  • Live SLA timers & escalations
  • Vendor assignment & notifications
  • Full photo and note history
app.portfoliodesk.ai/maintenance-tickets
Maintenance tickets list with priority, status, category and office columns

Digital Waivers

e-Signatures with a real audit trail

Send pre-built or custom waivers to contacts, or let visitors self-serve at a kiosk. Every signature captures consent, attribution, and a tamper-evident, ESIGN/UETA-compliant record.

  • Reusable waiver templates
  • Self-serve visitor signing
  • Tamper-evident audit trail
app.portfoliodesk.ai/waivers
Digital Waivers page listing pre-built waiver templates for e-signature

Analytics & Reporting

Board-ready insight in one click

Portfolio dashboards track SLA compliance, cost per square foot, and maintenance backlog. Export polished PDF and CSV reports for leadership whenever you need them.

  • Portfolio-level dashboards
  • SLA & cost trending
  • One-click PDF / CSV export
app.portfoliodesk.ai/dashboard/analytics
Analytics and executive dashboard with portfolio health score and space utilization

Features

Everything your facilities team needs

Built specifically for corporate real estate and facilities management, not a generic tool bent to fit.

Pro & up

AI that reads your leases

Powered by Google Gemini. Upload a lease and the AI extracts key terms, drafts a clause-by-clause abstract, and writes weekly & monthly briefings of upcoming notice periods and expirations, so the deadlines find you.

Switchers

Free Buildium migration

A guided migration assistant maps and moves your leases, tenants, vendors and GL account mappings straight over from Buildium, so switching platforms takes hours instead of weeks.

Pro & up

Digital waivers & e-signatures

Send pre-built or custom waivers to any contact or walk-in visitor. Captures consent, attribution and a tamper-evident audit trail conforming to ESIGN/UETA e-signature standards.

Included

Portfolio analytics & reporting

Portfolio-level dashboards, SLA compliance reports, cost-per-sq-ft trending and maintenance backlog summaries. Export to PDF or CSV for leadership in a click.

Plus everything else you'd expect

Lease Management

Track every term, option, escalation and critical notice date with proactive alerts and full document storage.

Maintenance Tickets

Submit, assign and track work orders with SLA timers, vendor assignment, photos and full notes history.

HVAC & Equipment

Schedule preventive maintenance, track service contracts and stay ahead of inspection requirements.

Vendor Management

Centralize vendor contacts, contracts and insurance certificates, with compliance visible per location.

Finance Hub

Run rent roll, operating-expense tracking and general-ledger workflows from one shared finance workspace.

Smart Notifications

Rule-based email alerts for every critical event, routed to the right person before the deadline, not after.

Transition Management

Plan office moves, buildouts and lease-end activities with milestone checklists and status tracking.

Roll-Up Categories

Grouped navigation keeps high-traffic workflows organized and easy to scan as your stack grows.

Audit Log

Every action logged with user, timestamp and change detail — a full audit trail built for compliance.

Ready to bring order
to your portfolio?

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