Rental Ledger Pro brings rent collection, resident files, messages, documents, maintenance, accounting records, and owner-ready reports into one property-aware platform.
| Unit | Resident | Rent | Utilities | Status |
|---|---|---|---|---|
| 101 | Marisol Vega | $1,175 | $65 | Clear |
| 105 | Lena Morales | $1,310 | $65 | Partial Rent |
| F | Marcus Doyle | $1,125 | $55 | Rent Open |
| 204 | Iris Morgan | $1,525 | $80 | Utilities Open |
| 3B | Olivia Grant | $1,750 | $0 | Clear |
Rental Ledger Pro connects rent payments, utility charges, deposits, resident files, messages, maintenance, accounting records, and owner reports so each property can be managed from one clear workspace.
Show owners and property managers the full portfolio first, then let them open one property for T-12, rent roll, NOI, cash flow, valuation, and expenses.
Show the daily landlord advantage: what needs attention, who still owes money, new messages, documents, maintenance, and resident files.
Make the resident side obvious: one login that shows the right property, balance, inbox, lease documents, setup checklist, and maintenance tools.
Rental Ledger Pro should feel different by role: owners compare property performance, landlords work the daily queue, and residents see a clean property-branded dashboard.
For owners and property managers with more than one property, the first screen should compare the portfolio, then let them drill into one property without mixing records.
| Property | Units | Occupancy | NOI | Watch |
|---|---|---|---|---|
| Cedar Ridge | 48 | 96% | $89.2k | 1 rent open |
| Hillview Commons | 32 | 97% | $55.3k | 2 deposits |
| Evergreen Flats | 54 | 98% | $132.6k | Capital review |
| Riverstone Court | 40 | 100% | $146.9k | Water trend |
The landlord view should focus on what needs action today: unpaid balances, new messages, maintenance, documents, setup requests, and property-specific resident files.
| Unit | Resident | Issue | Amount | Action |
|---|---|---|---|---|
| 103 | Diane Cole | Utilities | $65 | Send reminder |
| 105 | Lena Morales | Partial rent | $390 | Record split pay |
| F | Marcus Doyle | Rent + utilities | $1,180 | Call resident |
| 204 | Iris Morgan | Utilities | $80 | Send reminder |
| 2A | Jamal Pierce | Partial rent | $420 | ACH follow-up |
The resident view should be simple: what they owe, what documents need attention, how to message the property, and what property-specific setup steps remain.
| Panel | What Resident Sees | Status | Next Step |
|---|---|---|---|
| Balance | Rent, utilities, deposit detail | Current | Print receipt |
| Inbox | Lease update and community notice | Needs signature | Open document |
| Messages | Private thread with manager | New reply | Respond |
| Utilities | Power and water setup links | In progress | Finish checklist |
| Insurance | Suggested renters insurance link | Optional | Open provider |
The public demo now previews a fuller portfolio dataset: 4 properties, 174 units, 12 operating months, payment detail, vendor spend, compliance, capital work, and valuation support.
A lender-ready operating view showing monthly income, operating expenses, NOI, debt service, cash flow, occupancy, and collection performance.
| Line | Jan | Feb | Mar | Apr |
|---|---|---|---|---|
| Potential Rent | $38,640 | $38,640 | $39,280 | $39,280 |
| Collected Rent | $37,940 | $37,420 | $38,915 | $38,480 |
| Utility Recovery | $3,420 | $3,395 | $3,510 | $3,485 |
| Other Income | $1,050 | $920 | $1,215 | $1,060 |
A property and unit-sorted resident view showing scheduled rent, utilities, deposits, balances, lease status, and payment status.
| Property | Unit | Resident | Rent | Utilities |
|---|---|---|---|---|
| Cedar Ridge | 101 | Marisol Vega | $1,175 | $65 |
| Cedar Ridge | 102 | Anthony Reed | $1,225 | $65 |
| Cedar Ridge | 103 | Diane Cole | $1,195 | $65 |
| Cedar Ridge | 104 | Omar Nash | $1,275 | $65 |
A month-filtered payment ledger for rent, utilities, deposits, split payments, manual payments, card payments, and bank deposits.
| Date | Property | Unit | Resident | Type |
|---|---|---|---|---|
| Jun 03, 2026 | Cedar Ridge | 101 | Marisol Vega | Rent |
| Jun 03, 2026 | Cedar Ridge | 103 | Diane Cole | Utilities |
| Jun 02, 2026 | Hillview Commons | A | Calvin Price | Rent |
| Jun 02, 2026 | Hillview Commons | A | Calvin Price | Utilities |
An estimate view using NOI, cap-rate scenarios, occupancy, and improvement assumptions to help owners understand potential valuation ranges.
| Property | Scenario | Cap Rate | NOI Used | Estimated Value |
|---|---|---|---|---|
| Cedar Ridge | Conservative | 7.75% | $83,400 | $1,076,129 |
| Cedar Ridge | Market | 6.85% | $91,800 | $1,340,146 |
| Cedar Ridge | Upside | 6.25% | $101,250 | $1,620,000 |
| Hillview Commons | Conservative | 8.10% | $62,900 | $776,543 |
A report that groups expenses by vendor, property, and category so owners can see what is driving operating cost.
| Property | Category | Vendor | YTD Total | Receipts |
|---|---|---|---|---|
| Cedar Ridge | Power | Pacific Energy | $11,824 | 12 |
| Cedar Ridge | Trash | Metro Waste | $3,984 | 12 |
| Cedar Ridge | Maintenance Supplies | Lowe's | $5,620 | 31 |
| Cedar Ridge | Cleaning Labor | Bright Hall Services | $8,400 | 12 |
A utility-focused trend report for power, gas, water, trash, internet, and shared utility recovery across multiple properties.
| Property | Utility | Jan | Feb | Mar |
|---|---|---|---|---|
| Cedar Ridge | Power | $1,444 | $1,595 | $1,246 |
| Cedar Ridge | Gas | $146 | $157 | $153 |
| Cedar Ridge | Water | $524 | $524 | $516 |
| Cedar Ridge | Trash | $364 | $366 | $39 |
A portfolio-level report comparing occupancy, collected income, operating expenses, NOI, debt service, and cash flow by property.
| Property | Units | Occupied | Occupancy | Collected Income |
|---|---|---|---|---|
| Cedar Ridge | 48 | 46 | 96% | $182,460 |
| Hillview Commons | 32 | 31 | 97% | $119,840 |
| Evergreen Flats | 54 | 53 | 98% | $246,110 |
| Riverstone Court | 40 | 40 | 100% | $239,900 |
A focused monthly watch list showing who still owes rent, utilities, deposits, or fees and what action is next.
| Property | Unit | Resident | Rent Balance | Utility Balance |
|---|---|---|---|---|
| Cedar Ridge | 103 | Diane Cole | $0 | $65 |
| Cedar Ridge | 105 | Lena Morales | $390 | $0 |
| Hillview Commons | D | Victor Lane | $0 | $0 |
| Hillview Commons | F | Marcus Doyle | $1,125 | $55 |
A project log for owner-visible improvements that should be separated from normal operating expenses.
| Property | Project | Vendor | Budget | Spent To Date |
|---|---|---|---|---|
| Cedar Ridge | Window replacement phase 1 | ClearView Glass | $42,000 | $18,400 |
| Cedar Ridge | Unit 106 turnover renovation | Lowe's / Local Labor | $6,800 | $4,120 |
| Hillview Commons | Laundry room upgrade | SpinTech Laundry | $14,500 | $0 |
| Evergreen Flats | HVAC compressor replacements | North Star Mechanical | $28,000 | $6,940 |
A property and resident compliance view for policies, renter insurance status, lease documents, and required follow-up.
| Property | Requirement | Compliant | Open Items | Renewal / Due Date |
|---|---|---|---|---|
| Cedar Ridge | Master policy | Yes | 0 | Oct 01, 2026 |
| Cedar Ridge | Resident renters insurance | 42 of 46 | 4 | Monthly review |
| Hillview Commons | Master policy | Yes | 0 | Sep 15, 2026 |
| Hillview Commons | Resident renters insurance | 27 of 31 | 4 | Monthly review |
The intake asks about property count, units, current software, reporting needs, application fees, background checks, utilities, renters insurance, listings, accounting, and dashboard goals.
The same resident, unit, payment, document, and expense data should power the dashboards, reports, messages, receipts, rent roll, and owner statements.
Residents and landlords handle normal property work in the portal. Rental Ledger Pro turns that activity into organized files, clear balances, printable ledgers, and owner reports without re-entering the same data.