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Reports & detail

Open a section to explore the full picture.

Property, rents & market comparison
Avg Quoted Rent
--
Per unit / month
Rent vs Budget
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vs proforma
Unit Type# UnitsAvg AskingAsk PSFvs Budget
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PropertyOccupancy EvidenceEvidence Type
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Leasing pipeline & activity
Active Leads
--
In pipeline
Tours This Week
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Dated activity required
Leases Signed MTD
--
This month
Pending Apps
--
Applied + approved
Tour-to-Lease %
--
Dated tour activity required
Avg Days on Market
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Vacant units

Point-in-time protected totals

Loading authenticated leasing evidence…

Maintenance performance
Open Work Orders
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Avg Completion
--
days
Urgent & emergency
--
open work orders
Financial overview
Total Revenue MTD
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Collected
Outstanding Balance
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Pending collection
Collection Rate
--
of billed amount
GOE
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Operating expenses
EBITDA
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Net operating income
Community, amenities & front desk
Upcoming Events
--
RSVPs
--
This Week
--
Utilization
--
Pending Packages
--
Expected Guests
--
today
Social media & reputation
Google Rating
--
Total Reviews
--
Pending Replies
--
Followers
--
Engagement
--
last 30 days
Posts MTD
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Property details & data sources
Total Units
Status Coverage
Unit SnapshotAwaiting authenticated data
Location
Property Scope

Source completeness, not a forecast

Loading authenticated occupancy evidence…

Open Daily Leasing to load the current pipeline.

Leads

Recent prospect leads and their current pipeline stage
Name Email Phone Source Stage Score Created Actions
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Pipeline & reporting
Total Active Leads
--
Excludes signed and lost
Tour Activity Today
--
Requires dated stage activity
Applications Pending
--
Applied + approved now
Leases Signed (MTD)
--
Requires complete dated activity

Leasing Pipeline

New
--
Contacted
--
Toured
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Applied
--
Approved
--
Signed
--

Activity & Pipeline

Weekly Recorded Activity

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All-Time Lead Sources

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Lease Signing Timeline

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Current Pipeline by Stage

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Open KPI Dashboard to load protected reporting data.

Occupancy

Total Units
Unit matrix
Occupied Units
Status coverage pending
Availability Rate
Status coverage pending
Avg Days Vacant
Confirmed available units only

Financial

Paid on invoices due this month
Invoices due this month
Recorded Collection Rate
Across recorded invoices
Outstanding Balance
Accounts receivable
Avg Quoted Rent
Unit matrix asking rents

Operations

Open Work Orders
Excludes completed, closed, and cancelled
Avg Resolution Days
Dated completions only
Resident Rating
Completed work-order feedback
Urgent Open Work Orders
Urgent and emergency priority

Leasing

Leads MTD
Created this property month
Lead-to-Lease Conversion
Cohort history required
Tour Activity MTD
Dated activity required
Applications Pending
Applied and approved stages
Budget & data sources

Annual Operating Budget Composition

Expense targets by category. Accounting actuals are not connected, so this is not a variance chart.

Loading applied budget targets…

Data Integrity

Metric Status Detail
Unit Status CoverageLOADINGChecking the unit matrix
Effective Rent CoverageLOADINGChecking the unit matrix
Dated Lead ActivityLOADINGChecking activity history
Open Work Order AssignmentLOADINGChecking active work orders
Maintenance FeedbackLOADINGChecking completed work orders
Operating Expense ActualsUNAVAILABLENo accounting expense actual feed is connected
Open Asset Manager Note to load the current briefing.
Current report · not loaded Historical snapshots are not available; this page reports current source state only.

Briefing

Loading the current briefing…

Supporting figures & sources

Property Snapshot

Property Name
Awaiting authenticated data
Location
Total Units
Unit Snapshot As Of

Operational Readout

Leasing Activity

Pipeline

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Maintenance Status

Operations

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Financial Summary

Receivables

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Competitive Market

Evidence

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Resident records load after management authentication.

Residents

Awaiting records
Filters & sort
All resident records will appear after authentication.
Property-scoped resident records and lease fields
Resident Home Lease Contact Monthly Rent Portal Record Actions
Resident records load after authentication.
Resident overview & data notes
Active Residents
Awaiting resident data
Homes Represented
Distinct unit references in active records
Lease Action
Next 90 days; coverage not loaded
Open Work Orders
Loaded from maintenance workflow
Records to Review
Missing contact, assignment, or lease evidence
Related tools

Resident Experience

Related tools

Open another management tool.

Maintenance records load after authentication.

Operations Desk

Work orders

Choose a queue or use filters to find a work order.

Urgent items are marked
Filters
All work orders will appear after authentication.
Maintenance work orders
Work Order Resident / Home Status Priority Assignment Scheduled Action
Maintenance records load after authentication.
No work orders
Maintenance overview & data notes
Open Orders
Awaiting maintenance data
In Progress
Awaiting maintenance data
Completed This Month
Awaiting completion timestamps
Avg Resolution Time
Awaiting dated completions

Community records load after authentication.

Live Announcements
Awaiting publishing records
Upcoming Events
Awaiting event schedule
Verified RSVPs
Attendee evidence across recorded events
Needs Attention
Status drift, RSVP mismatch, or flagged posts

Resident Experience

Community Operations

Move between publishing, event coordination, and resident-post moderation without leaving the operational context.

Resident-facing content

Announcements will appear after authentication.

Announcements with priority, category, publication status, and management actions
Announcement Priority Category Created Resident Visibility Actions
Announcement records load after authentication.

Open this section to load fulfillment records.

Orders Today
Recorded in the property timezone
Recorded Value Today
Order value, not recognized revenue
Open Fulfillment
Not loaded
Attention Signals
Aging and evidence checks not loaded
Completed, Created in 30d
Completion cohort uses order creation date

Fulfillment Operations

Orders

Choose a queue, then open an order to review its next step.

Lifecycle Guarded
Filters

Order filters are ready.

Resident dining orders and fulfillment status
Order Resident Destination Items Total Status Recorded Evidence Actions

Open this section to load property-scoped orders.

Not loaded

Open this section to load billing records.

Recorded Collected
Invoice amount-paid records; not loaded
Outstanding Balance
Issued, partial, and overdue
Outstanding Invoices
Awaiting payment
Attention Signals
Past-due and evidence checks not loaded
Recorded Collection Rate
Recorded amount paid / non-void billed amount

Financial Operations

Invoice Ledger

Move between common invoice queues, inspect reconciliation evidence, and keep financial history intact.

Ledger Guarded
Filters

Invoice filters are ready.

Property invoices
Invoice Resident Total Balance Due Date Status Evidence Actions

Open this section to load property-scoped invoices.

Not loaded
Amenity overview & data notes
Active Portfolio
Recorded amenity spaces
Resident Bookable
Visible in the resident portal
Upcoming Load
Pending, confirmed, or blocked
Today
Recorded non-cancelled activity
Evidence Review
Lifecycle or booking evidence gaps
Open this section to reconcile physical inventory with the current rent roll.

Current Uploaded Rent Roll

Authoritative rents; physical status remains in inventory

Loading current rent roll…

Physical Units
PH / JrPH Units
Total Terrace SF
Avg Rent Roll Rent
Occupancy Rate
Occupied / Vacant

View Distribution

Rent Roll by Plan

Current rent roll grouped by floor plan
Plan Unit Type Avg SF Avg Rent Rent Range Blended $/SF Units
Loading floor plans...

Unit Inventory

Operational unit inventory with current uploaded rent-roll values
Unit # Floor Plan SF Terrace SF PH Type View Rent-roll Rent $/SF Status Resident Evidence Actions
Loading current inventory evidence…
Leasing intelligence · Verifying property · Public beacon engagement

Unit Interest Heatmap

A directional engagement surface across interactive plans, 3D, corridor views, and PDF opens. Client-generated browser keys are unverified and are not unique people, qualified leads, or rent-roll demand.

signals in selected window
Open this tab to load current anonymous demand signals.
Interactions
Client Keys
Top Unit
Top Floor

Building demand matrix

Floors run vertically. Unit lines run horizontally. Darker cells mean more leasing attention.

LowHigh
Open this tab to load the unit demand surface.

Most-viewed units

Ranked by distinct unverified client keys first; raw signals, PDF, and 3D activity remain visible as context.

Residences ranked by pseudonymous client-key engagement
UnitFloorPlanClient KeysSignalsPDF3DHeat
No heatmap data loaded.

Leasing reads

What the current demand pattern suggests.

Waiting for signalsLoad the heatmap to generate floor, unit, and channel insights.

Floor heat

Fast scan by level.

Open this tab to load heatmap data.
Open this tab to load current inventory reporting.
Total units
Waiting for data
Occupied status
Raw workflow status
Available status
Raw workflow status
Reconciled occupancy
Withheld pending reconciliation
Active resident units
Resident directory
Workflow inventory status, dimensions, and rent fields by bedroom type
BedroomsUnitsOccupied status Available statusOtherReconciled occ % Avg SFAvg Budget Rent Avg Quoted RentBudget PSF Quoted PSF
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Loading occupancy history…
Loading reconciliation checks…
Loading vacant-aging coverage…
Loading lease expiration coverage…
Loading move-in coverage…
Open this tab to evaluate availability evidence.
Verified Available
Waiting for data
Occupied Status
Operational status
Model Units
Explicit model flag or status
Verified Exposure (30-Day)
Active resident lease dates
Verified Vacancy Avg
Waiting for source coverage
Phase Assignment
Waiting for source coverage
Workflow Status by Unit Type
Raw workflow inventory status by unit type
Unit TypeTotalOccupied statusAvailable statusOther% avail status
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Release Phase Coverage
Configured release phases and assigned residence counts
PhaseScopeAssignedStatus
Loading release phase coverage…
Waiting for assignment coverage.
Open this tab to load recorded lease exposure.
Active Residence Assignments
Resident records grouped by residence
Assignments with Lease Dates
Waiting for coverage
Current + Next 23 Months
Recorded future residence expirations
Unmatched Dated Residences
Cannot classify by unit type
Waiting for lease-date coverage.
Loading lease-expiration coverage…
Recorded future active residence-assignment lease expirations by unit type for the current month and next 23 calendar months
Unit typeLoading months…
Loading recorded lease expirations…
Awaiting Pickup
Email Accepted
Received Today
Held
Reminder Due

Log New Package

All Packages

Resident packages, provider-accepted notification state, pickup status, and management actions
Resident Carrier Tracking Description Received Status Actions
Loading packages…
Valid Now
Upcoming
Currently On-Site
Expected Today
Pass Dates This Month

Guest Passes

Guest passes with host residence, purpose, access window, effective status, and front-desk actions
Guest Resident Purpose Access Code Pass Window Status Actions
Loading guest passes…
Total Spots
Available
Assigned
Maintenance
EV Spots
Assigned Rate

Assign Parking Spot

All Parking Spots

Parking spots, current resident and vehicle assignment evidence, rate, and management actions
Spot Level Type Monthly Status Assigned To Actions
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Actuals are not connected to the budget service. Dollar figures below are proforma or uploaded budget targets; actual and variance fields display as unavailable.

Executive Budget Snapshot

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Budget Line Item Tracker

Annual lease-up budget line items. Actuals and variances are unavailable until an accounting feed is connected.
Category Line Item Budget (Annual) Budget (Monthly) Actual (MTD) Actual (YTD) Variance ($) Variance (%) Status Per Unit Type
Loading budget line items...

KPI Bridge

Loading KPI targets…

Year-Over-Year Snapshot

CAST Community — Proforma Comparison

Four-period proforma comparison for total revenue, expenses, net operating income, growth, per-unit amounts, and percentage of gross potential rent
  Lease-Up
Proforma
Year 2
Proforma
Stabilized
Proforma
Stab w/ Automation
Proforma
  Annual Per Unit % GMR Annual Per Unit % GMR Annual Per Unit % GMR Annual Per Unit % GMR
Loading year-over-year data...
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Total PM Items
Active
Overdue
Completed This Month
Critical Items
Compliance Items
Open / In Progress Deficiencies
Due This Week
Preventive maintenance master schedule
PM #CategoryPM ItemTask DescriptionFrequencyCriticalityResponsibilityNext DueStatusActions
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Resident conversations below are read-only.

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AI Concierge

Advisory manager assistant
Advisory · no actions

Welcome to the AI Concierge

Ask for workflow guidance, or select a resident conversation from the read-only archive.

Advisory only. The assistant cannot read live records, place orders, make bookings, or update resident data. Your manager display name is included in each AI request. The optional context picker contains active resident profiles only; if selected, that resident's name, unit, role, and lease status are also included.

Safety Boundaries

Advisory responses only
No live record access
No resident impersonation
No write actions
Verify in the dashboard
Resident history is read-only
Context is explicitly selected
Prompts limited to 2,000 characters

Privacy

Conversation transcripts may contain sensitive resident information. Use them only for resident-service operations. Resident context sends only name, unit, role, and lease status to the AI provider.

Stats

0
Conversations
0
Visible messages

Emergency Response

Broderick Emergency Matrix — Select an emergency type to begin guided response

Re-Entry / Closure Guidance

    Affected Units

    Response Scope

    Units in Scope: 0
    Active Resident Accounts: 0
    Households Requiring Review: 0
    Lodging Coordination
    Use the approved emergency lodging/vendor list. Verify live availability, accessibility, pet policy, transportation, and payment authorization before promising placement; this console does not maintain live hotel inventory or distance evidence.

    Publish Emergency Notice

    Publishes an urgent announcement in the resident portal. This does not send SMS, email, or push notifications.

    Audience not selected

    Emergency Contacts

    Incident Log

    Activate an incident to start logging