Current Leasing PipelinePoint-in-time protected totals
Loading authenticated leasing evidence…
Unit Status Evidence CoverageSource completeness, not a forecast
Loading authenticated occupancy evidence…
Community & Events
Upcoming Events
--
RSVPs
--
Amenity Bookings
This Week
--
Utilization
--
Packages & Guests
Pending Packages
--
Expected Guests
--
today
Daily Leasing
Current pipeline, recorded activity, and prospect operations
Open Daily Leasing to load the current pipeline.
Read-only management access: lead records are visible, but pipeline changes are disabled.
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
Current stage distribution
New
--
Contacted
--
Toured
--
Applied
--
Approved
--
Signed
--
Recent Leads
Loading leads
Recent prospect leads and their current pipeline stage
Name
Email
Phone
Source
Stage
Score
Created
Actions
Loading leads…
Activity & Pipeline
Recorded evidence only
Weekly Recorded Activity
Loading dated activity…
All-Time Lead Sources
Loading lead sources…
Lease Signing Timeline
Loading dated signing activity…
Current Pipeline by Stage
Loading current pipeline…
Prospect pipeline
Add New Lead
Prospect record
Lead Details
Loading...
KPI Dashboard
Operational KPIs with source coverage and freshness
Open KPI Dashboard to load protected reporting data.
Occupancy
Unit status & availability
Total Units
—
Unit matrix
Occupied Units
—
Status coverage pending
Availability Rate
—
Status coverage pending
Avg Days Vacant
—
Confirmed available units only
Financial
Invoices & quoted rent
Paid on MTD-Due Invoices
—
Invoices due this month
Recorded Collection Rate
—
Across recorded invoices
Outstanding Balance
—
Accounts receivable
Avg Quoted Rent
—
Unit matrix asking rents
Operations
Maintenance & feedback
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
Current month pipeline
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
Annual Operating Budget Composition
Applied year-one targets
Expense targets by category. Accounting actuals are not connected, so this is not a variance chart.
Loading applied budget targets…
Data Integrity
Checking 6 sources
Metric
Status
Detail
Unit Status Coverage
LOADING
Checking the unit matrix
Effective Rent Coverage
LOADING
Checking the unit matrix
Dated Lead Activity
LOADING
Checking activity history
Open Work Order Assignment
LOADING
Checking active work orders
Maintenance Feedback
LOADING
Checking completed work orders
Operating Expense Actuals
UNAVAILABLE
No accounting expense actual feed is connected
Asset Manager Note
Current operational briefing with source coverage
Open Asset Manager Note to load the current briefing.
Current report · not loadedHistorical snapshots are not available; this page reports current source state only.
Property Snapshot
Authenticated property context
Property Name
Awaiting authenticated data
Location
—
Total Units
—
Unit Snapshot As Of
—
Operational Readout
Current protected sources
Leasing Activity
Pipeline
Loading leasing data…
Maintenance Status
Operations
Loading maintenance data…
Financial Summary
Receivables
Loading financial data…
Competitive Market
Evidence
Loading competitive data…
Briefing Memo
Decision context & attention items
Loading the current briefing…
Market Analytics
Verifying authenticated property context before loading property evidence
Open Market Analytics to verify the authenticated property.
Broderick Current Rent Roll
Same source as Competitive Intel & Unit Mix
Loading current rent roll…
Key-Comp Elevation & Interest Queue
525 Olive + Park Summit · official SightMap
Market-observed floor premiums and unit-presence velocity from the same canonical key-comp evidence used in Competitive Intel and the Pricing Model.
Loading key-comp market signals…
Verified External Benchmarks
Reference only · public sources
External research is shown as dated, geographic context—not as proof of any managed property's rents or a substitute for current property evidence. Only claims visible in the linked public source are presented as verified.
137K+Greystar resident responses
$78/moExpected secure-parking premium
68%Use fitness centers regularly
50%Favor outdoor cinemas
−24%YoY willingness to pay for sustainability
Top renter priorities
Share of surveyed renters expressing interest or importance
Natural-light priority by market
Regional figures stated in the public Greystar release
National · published Jan 14, 2026
Greystar 2025 Design Survey
More than 137,000 Greystar-resident responses. Public findings: closets 88%, natural light 87%, ventilation 85%, covered parking 84% with a $78/month expected premium, and fitness centers 83%.
A broad retention benchmark, not a property-specific renewal forecast: 57% average retention and renter reconsideration beginning around an 8% or $90–$150 monthly increase.
Evidence boundary: the public Greystar release does not substantiate the previously displayed view, terrace, den, half-bath, technology, concierge, package, or San Diego-specific dollar-premium tables. No connected artifact substantiates the prior Type-I cap-rate, insurance, cost-per-door, automated-parking, OpEx, or sale-comp claims. Those figures are withheld until a reviewable source is attached.
Current Asking-Rent Evidence
Canonical Broderick + Competitive Intel
Loading current asking-rent evidence…
Directional asking-rent $/SF. Broderick uses the current uploaded rent roll; comps use the current protected Competitive Intel summary. Missing evidence remains unavailable. Asking rent is not a closed-lease or physical-occupancy measure.
Regional Data Maps
A layered San Diego map with CAST assets, the Broderick competitive set, a curated development-pipeline snapshot, and a separate Overlook planning-study layer. Distance circles are straight-line guides, not drive-time areas.
Toggle CAST assets, competitive set, development pipeline, planning-study employer anchors, and straight-line distance guides.Overlook layer centered on 1616 Guy St · separate from Broderick operational reporting · pins are block-approximate.
Loading interactive map…
Click a pin or directory row for detail.
Synchronized Competitive Intel
The same canonical key-comp elevation and public-listing velocity evidence shown in Competitive Intelligence and used by the Pricing Model.
Canonical API · no map-specific assumptions
Loading key-comp market signals…
Competitive Intelligence
Market comps and competitive positioning
Current Rent Roll
Shared reporting contract
Loading current rent roll…
Market Analysis
Charts & Visualizations
Ask vs Effective $/SF
Occupancy Comparison
Target Rent by Unit Type
Subject vs competitive set
Each dot is an asset's rent for that unit type; the whisker spans its min–max on the selected basis. Rows are ranked by rent (highest at top); the subject's target sits at its rank as a ring in ink, with a dashed rule marking the target. Colors match the asset color used across the competitive charts.
Key-Comp Elevation & Market Interest
Official all-floor SightMap evidence
Available homes are compared within the same floor plan and square footage; Park Summit also uses exact vertical-stack matches. Daily official-listing presence begins a lower-bound queue: long-stayers remain visible across productive scans, while disappearances are interest signals—not proof of signed leases. All rents are base asks before concessions and mandatory fees.
525 Olive stabilized key comp
All-Floor Availability (every SightMap level)
Matched Floor-Plan Asking Rents
Elevation Signal by Plan
Every Currently Listed Unit
Park Summit lease-up key comp
Official all-floor snapshot
All-Floor Marketed Inventory (every SightMap level · within 30 days)
Exact-Stack Floor Steps
Floor-by-Floor Premium Schedule
Plan-Level Elevation Signal
Every currently listed Park Summit unit
Official Listing Queue & Move Velocity
Loading longitudinal unit presence…
Construction Typology & Parking Premium
Type I vs Wood Frame · $/SF basis
What each construction set commands on a size-normalized ($/SF) basis — the honest cross-set metric, since raw asking-rent gaps mostly reflect unit-size mix. Type I sets include lease-up assets and their in-place asking rents; a stabilized-only comparison is shown below.
Type I Detail — Stabilized & Lease-Up (market rents)
Auto-generated competitive summary with pricing actions, concessions, and action items.
Click "Generate Memo" to create this week's leasing memo.
Rent Forecasting
30/60-Day Projections
30/60-day rent projections based on historical crawl trends. Confidence increases with more data points.
Loading forecasts...
KPI Evaluation
Competitive Benchmarking
Compares crawled competitive data against internal metrics. Generates signals and recommendations per asset.
Run a crawl or load data to see KPI evaluation.
Asset Detail
Lease-Up Watch
Velocity & concessions (excluded from stabilized average)
Competitive Details
Individual Property Cards
Loading live data...
Data Pipeline & Coverage
Asset Source Coverage
Official + ILS Sources
Tracks each comp's official site plus Apartments.com/Zillow discovery status so the crawl pipeline can be expanded without guessing source provenance.
Loading source coverage...
Website Change Log
Latest crawl history
Property
Last Crawl
Change Type
Description
Significance
Loading...
Additional Views
Overlaps sections above — parked, not deleted
Comparable Properties
Summary Table
Property
Operator
Occupancy
Avg Rent
$/SF
Units
Last Crawl
Loading live data...
Listing & Review Tracker
Platform Presence
Property
Zillow
Google
Facebook
Instagram
CoStar
Loading...
Pricing Model
Advisory pricing evaluated against evidence-dated competitive rents, with budget availability and fallback boundaries shown explicitly
Loading current CAST and Holland pricing scenarios…
Pricing Guidance — Assumptions vs Market
Projected rents vs evidence-dated key-comp-weighted set
CAST’s rent model (base + floor/view/terrace/den/½-bath/PH premiums) evaluated against eligible, evidence-dated asking-rent snapshots. Named key comps — 525 Olive, Park Summit, and premium-tier The Lindley — carry 4× weight; other Type I + parking assets are single-weight considerations. Set range = observed $/SF (min–weighted mean–max) × plan SF. Recommendations clamp each base assumption into its set and preserve modeled premiums.
Empirical Floor Premium & Leasing Queue Guardrail
same contract as Competitive Intel + Market Analytics
Loading key-comp elevation and velocity…
Targeted Changes vs. Competitive Set
CAST Assumption vs Competitive Set — by Bed Type
View Premium Ladder (units at each premium)
Base Rent vs Premium Stack — Key-Comp-Weighted Set (what eligible asking-rent evidence supports as a no-premium base, then CAST premiums on top)
Segment Stances (price position × competing lease-up supply)
Premium Assumptions Audit
Model Inputs & Boundaries (what changes recommendations and what does not)
Input
How it is used
Evidence boundary
Current rent
Starting point and weekly-move guardrail for every reconciled unit
Latest canonical uploaded rent roll
Budget GMR
Used only when the Budget API returns annual GMR; otherwise shown as unavailable and each unit’s current rent is carried neutrally
No inferred or fabricated budget fallback
Competitive rents
Per-type effective/asking anchors; named key comps receive the documented weighting
Authenticated current evidence only; uncovered segments remain unavailable
Modeled premiums
Floor, view, terrace, den, half-bath, and penthouse premiums are preserved in the advisory scenario
Assumptions unless the Premium Assumptions Audit shows connected comparable evidence
Occupancy
Adjustment is disabled while Broderick is pre-TCO; only a valid operational signal can activate it
Test inventory and stale market surveys are not operational occupancy
Maintenance / resident tickets
Not used to raise or lower recommended rent
No validated willingness-to-pay relationship
Internal survey ranges may appear as context beside penthouse units, but they do not replace listed-comp base bands or validate a premium without a reviewable source.
Plan-Level Action Sheet (plan codes collapse letter variants — 2-14a/b → 2-14; all reconciled units)
Unit-by-Unit Detail (every unit — base benchmarked to its set, each premium itemized and preserved)
Model is advisory only: it does not publish rent changes. Saved scenarios remain only in this browser; they are not shared, audited, or published.
Loading model inputs…
Model Logic
Unit-Level Recommendations
Unit
Floor
SF
View
Type
Status
Current
Budget / Carry
Market
Recommended
Move
Signal
Substantiation
Loading…
Floorplan Strategy
Floorplan
Units
Current Avg
Budget / Carry Avg
Market Anchor
Recommended Avg
Action
Loading…
Social & Reputation
Portfolio-wide published review, social-account, and listing snapshots with a 45-day calculation boundary
Published evidence status
Loading published snapshot dates…
Checking crawler capability…
Current Source Register
Published source health inside the 45-day reporting window
Loading review, account, and listing source coverage…
Performance Signals
Comparable published ratings and audience counts only
Review Rating Index by Property (0–10)
Valid 0–5 platform star ratings within 45 days are converted to a 0–10 index. Count-backed platforms are review-count weighted; other current platforms are omitted from that weighted index and disclosed. This is not text sentiment analysis; cross-platform counts may overlap.
Loading published review snapshots…
Published Audience Footprint
Current follower counts captured from published social-account snapshots. Platform counts are summed for comparison and do not represent unique people.
Reported Social Followers by Property
Loading published audience snapshots…
Captured Review Themes
Configured keyword matches from captured review snippets
“None detected” means no configured keyword matched the captured text—not that no issue exists.
Loading theme data from crawl...
Published Evidence Detail
Property-level audit rows retain stale, future-dated, and undated evidence
Published Review Snapshots
Latest completed productive crawl per property and platform. Stale, future-dated, and undated rows remain visible for audit but are excluded from the current weighted average and count total.
Property
Google
Yelp
Apartments.com
Current Weighted Avg
Current Reported Reviews
Evidence Status
Loading published review snapshots…
Published Social Account Snapshots
Metrics appear only when the configured social source captured them in a completed productive crawl.
Property
Instagram Followers
Instagram Posts
Engagement Rate
Facebook Followers
Evidence Status
Loading published social snapshots…
Aggregator Listing Snapshots
Latest successfully parsed listing snapshot by platform; “—” means the field was not captured. Photo and floor-plan maxima use only sources inside the 45-day evidence window.
Property
Google
Apartments.com
Zillow
CoStar
Photos
Floor Plans
Evidence Status
Loading listing snapshots…
Evidence Coverage by Property
Current and excluded source counts for every property in the portfolio snapshot
Loading current and excluded source counts…
Social Media Management
Draft planning and manual publishing records; live ingestion and automatic scheduling are not connected
Workflow status
Open this page to load stored records.
Verified Followers
—
Requires a dated account sync
Published Queue Rows
—
Stored status; no published-at evidence
Stored Inbox Records
—
No live ingestion is implied
Recorded Response Time
—
Only rows with a response duration
Recorded Engagement
—
Stored queue fields; not live analytics
Planning Calendar
Dates are stored planning timestamps only. No background job automatically publishes these rows.
Current month
Loading planning calendar…
Stored Inbox Records
Database records only. Reply delivery and live platform ingestion are not connected.
Platform
From
Message
Type
Sentiment
Status
Time
Action
Loading messages...
Publishing Queue
Draft, planning, and manually confirmed status records. A “scheduled” row does not auto-publish.
Platform
Caption
Status
Scheduled Date
Engagement
Actions
Loading posts...
Listening Configuration Records
Configured keyword topics and ingested mention rows only; no live listening connector is implied.
Recent Mentions
Loading mentions...
Account Records & Public Profiles
A public profile link or database record is not proof of OAuth publishing or live monitoring. Each card states the recorded capability.
Marketing Engine will load when opened.
Residents
Manage the resident roster, home assignments, lease evidence, and the record state that gates resident-portal access.
Resident records load after management authentication.
Read-only management access: resident lifecycle controls are unavailable.
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
Resident Experience
Continue in the source workflow
Resident details stay here; requests, charges, conversations, orders, and access stay in their operational systems.
Directory
Resident roster
Search contact and home records, then open a resident to review lifecycle evidence or make an authorized change.
Awaiting records
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.
Maintenance
Triage property work orders, coordinate assignments, and keep resident-visible updates moving.
Maintenance records load after authentication.
Read-only access: you can review work orders and their history, but cannot create or update them.
Open Orders
—
Awaiting maintenance data
In Progress
—
Awaiting maintenance data
Completed This Month
—
Awaiting completion timestamps
Avg Resolution Time
—
Awaiting dated completions
Operations Desk
Work Order Queue
Use an exact queue shortcut or combine filters to focus the team on the next operational handoff.
Priority rows need faster review
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
Community
Publish resident updates, coordinate events, and keep the community board welcoming.
Community records load after authentication.
This account has read-only Community access.
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.
Events will appear after authentication.
Community events with schedule, capacity, RSVP count, status, and management actions
Event
Date
Time
Location
Capacity
Verified RSVPs
Status
Actions
Event records load after authentication.
Moderation records load with Community operations.
Resident community posts with author, replies, moderation status, and actions
Post
Author
Category
Replies
Status
Date
Actions
Moderation records load after authentication.
Orders
Coordinate resident dining fulfillment, aging queues, and the evidence required before an order advances.
Read-only access: you can review orders and fulfillment history, but cannot update status.
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
Order Queue
Use the quick queues to move between common lifecycle stages, then open a record for its permitted next step.
Lifecycle Guarded
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
Fulfillment Record
Order #
Order Items
Order Summary
Resident:—
Unit:—
Destination:—
Subtotal:$0.00
Recorded tax:$0.00
Service Fee:—
Total:$0.00
Instructions:—
Update Status
Status History
Billing
Review resident balances, reconcile payment evidence, and create invoices through guarded financial workflows.
You have read-only management access. Invoice and payment records are available, but billing changes are disabled.
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
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
Amenities
Manage space availability, recorded demand, reservations, and booking evidence
You have read-only management access. Amenity settings and reservations are visible, but changes are disabled.
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
Amenity Intelligence
Operations Timeline
See reservations, holds, events, and closures across time.
Not refreshed
Amenity
0 amenities
Selected amenitiesAll amenities included
Visible WindowCentering today…
Visible Bookings—
Unit Reach—
Busiest Amenity—
Loading the visible schedule window. Scroll horizontally to request adjacent dates; hover or focus a block for its resident, unit, and exact time.
Live schedulePortfolio booking board
Preparing timeline…
Loading amenity lanes…
Amenity Intelligence
Demand Insights
Demand patterns follow the amenities, filters, and dates currently visible in the operations timeline.
Resident Demand
Most Booked Spaces
Non-cancelled resident reservations and community activation requests.
Loading recorded booking evidence…
Loading recorded demand…
Time Pattern
Peak Arrival Hours
Start times from the same resident-demand evidence set.
Peak —
Loading start-time patterns…
Amenity Operations
Amenity Profile
Review this space’s operating profile and exact day availability without leaving the timeline.
Availability Workspace
Choose a Space
Review the current operating profile before opening the day calendar.
StatusSelect a space
Capacity—
Operating hours—
Booking interval—
Day Calendar
Availability by Time
Select a booked block to open its source record.
AvailableResidentManagementEventUnavailable
Select an amenity and date to view availability.
Booking Ledger
Reservations & Holds
Filter the property-scoped record and open a booking to review lifecycle evidence.
Loading recorded bookings…
Amenity reservations and management blocks
Amenity
Type
Resident / Owner
Date & Time
Duration
Status
Created By
Evidence
Actions
Open this section to load property-scoped bookings.
Not loaded
Unit Mix & Rental Inputs
Physical inventory reconciled to canonical rent-roll pricing
PROPERTY CONTEXT
Verifying authenticated property • Unit count loading
You have read-only management access. Unit inventory and rent-roll reporting are visible, but operational changes are disabled.
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…
Edit Operational Unit Data
Current rents come from the uploaded rent roll. Resident assignments are managed from Residents.
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
Unit
Floor
Plan
Client Keys
Signals
PDF
3D
Heat
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.
Inventory Summary
Workflow status, pricing coverage, lease-date evidence, and source reconciliation
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
Inventory Fields by Bedrooms
Workflow inventory status, dimensions, and rent fields by bedroom type
Bedrooms
Units
Occupied status
Available status
Other
Reconciled occ %
Avg SF
Avg Budget Rent
Avg Quoted Rent
Budget PSF
Quoted PSF
Loading inventory data…
ADO% vs Budget Last 12 Mo
Loading occupancy history…
Operational Data Quality
Loading reconciliation checks…
Current Vacant Aging
Loading vacant-aging coverage…
Current vacant aging by bedroom type
Floor Plan
Ready / known
0-7d
8-30d
>30d
Lease Expirations Next 12 Mo
Loading lease expiration coverage…
Resident Move-Ins Last 12 Mo
Loading move-in coverage…
Availability
Workflow status, verified-availability readiness, lease-date coverage, and release phases
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 Type
Total
Occupied status
Available status
Other
% avail status
Loading operational availability…
Release Phase Coverage
Configured release phases and assigned residence counts
Phase
Scope
Assigned
Status
Loading release phase coverage…
Waiting for assignment coverage.
Inventory & Exposure
Recorded lease expirations grouped to one active residence assignment per unit
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.
Recorded Future Lease Expirations: Current + Next 23 Months
Loading lease-expiration coverage…
Recorded Expirations by Unit Type
Recorded future active residence-assignment lease expirations by unit type for the current month and next 23 calendar months
Unit type
Loading months…
Loading recorded lease expirations…
Package Management
Track resident packages, provider-accepted email sends, reminders, and pickups
This management role has read-only access. Package intake and status actions are unavailable.
—
Awaiting Pickup
—
Email Accepted
—
Received Today
—
Held
—
Reminder Due
All Packages
Resident packages, provider-accepted notification state, pickup status, and management actions
Resident
Carrier
Tracking
Description
Received
Status
Actions
Loading packages…
Guest Management
Monitor active visitor windows and front-desk check-in state
This management role has read-only access. Guest access codes and check-in actions are restricted.
—
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…
Parking Management
Manage garage spots, assignments, and availability across all levels
This management role has read-only access. Parking assignments and status changes are restricted.
—
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
Loading parking spots…
Budget Overview
Financial targets, source evidence, and proforma reconciliation
Current Phase: Lease-Up Loading source…
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
Loading executive budget snapshot…
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
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KPI Bridge
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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
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Preventive Maintenance
Master PM schedule, completions, and deficiency tracking
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This account has read-only management access. Schedule, completion, and deficiency changes are disabled.
Total PM Items
—
Active
—
Overdue
—
Completed This Month
—
Critical Items
—
Compliance Items
—
Open / In Progress Deficiencies
—
Due This Week
—
Preventive maintenance master schedule
PM #
Category
PM Item
Task Description
Frequency
Criticality
Responsibility
Next Due
Status
Actions
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Preventive maintenance completion history
Date
PM Item
Performed By
Notes
Checklist
Deficiency
Cost
Open this view to load completions.
Preventive maintenance deficiencies
PM Item
Description
Severity
Status
Created
Resolution / Last Action
Actions
Open this view to load deficiencies.
Add PM Item
Log PM Completion
Update Deficiency
Resident conversations below are read-only.
No conversations yet
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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
Open Incidents
Critical Evaluation of Circumstances
Read-only access: response guidance and open incidents are available, but incident changes, notices, logs, and protected contact retrieval are disabled.
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
Resolve Incident
Record what was resolved, who or what cleared re-entry, and any remaining follow-up. Resolved incidents cannot be reopened.
Resident lifecycle
Add Resident
Resident record
Resident Details
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Maintenance Operations
New Work Order
Maintenance Record
Work Order Details
New Subject
Create a building to analyze. After it's created, use Manage to add its competitor roster, target rents, and crawl sources. San Diego · live-crawl only.
Manage: —
Subject details
Unit data · rent roll
Upload the subject's complete rent roll for full detail — per-unit ranges on the rent-by-type chart and detailed pricing guidance. Each upload replaces the complete projected rent roll, so upload the entire roll (not a partial). Stored floorplan records remain intact. Preferred over the hand-entered targets below.
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Reading workbook…
Select an Excel workbook (.xlsx or .xls) or CSV from your computer. You will review the units before anything is replaced.
Target rents (this subject's pro-forma)
Drives the subject's rent-scatter dots and its $/SF marker vs the comp cohort. Leave a row blank to omit it.
Competitor roster
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Wire a crawl source
Share links
A pre-authenticated, read-only link to this subject's competitive intelligence. Anyone with the link can view it — no login — and can't see or do anything else in the site. Revocable anytime.
Social & Reputation
Portfolio-wide published review, social-account, and listing snapshots with a 45-day calculation boundary
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Current Source Register
Published source health inside the 45-day reporting windowLoading review, account, and listing source coverage…
Performance Signals
Comparable published ratings and audience counts onlyReview Rating Index by Property (0–10)
Valid 0–5 platform star ratings within 45 days are converted to a 0–10 index. Count-backed platforms are review-count weighted; other current platforms are omitted from that weighted index and disclosed. This is not text sentiment analysis; cross-platform counts may overlap.
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Published Audience Footprint
Current follower counts captured from published social-account snapshots. Platform counts are summed for comparison and do not represent unique people.
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Captured Review Themes
Configured keyword matches from captured review snippets“None detected” means no configured keyword matched the captured text—not that no issue exists.
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Published Evidence Detail
Property-level audit rows retain stale, future-dated, and undated evidencePublished Review Snapshots
Latest completed productive crawl per property and platform. Stale, future-dated, and undated rows remain visible for audit but are excluded from the current weighted average and count total.
Published Social Account Snapshots
Metrics appear only when the configured social source captured them in a completed productive crawl.
Aggregator Listing Snapshots
Latest successfully parsed listing snapshot by platform; “—” means the field was not captured. Photo and floor-plan maxima use only sources inside the 45-day evidence window.
Evidence Coverage by Property
Current and excluded source counts for every property in the portfolio snapshotLoading current and excluded source counts…