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.io/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.io/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.io/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.io/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.io/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.

AI Automation

Powered by Google Gemini. AI reads uploaded leases to extract key terms, auto-drafts lease abstracts, and writes weekly & monthly briefings of upcoming notice periods, expirations, and maintenance. Pro plans and above.

Digital Waivers & e-Signatures

Send pre-built or custom waivers to any contact — or to visitors who enter their own details. Captures consent, attribution, and a tamper-evident audit trail conforming to ESIGN/UETA e-signature standards. Pro plans and above.

Lease Management

Track every term, option, escalation, and critical notice date. Proactive alerts ensure you never miss a deadline. Full document storage on every lease.

Maintenance Tickets

Submit, assign, and track work orders from open to resolved. SLA timers, vendor assignment, photo attachments, and full notes history in one thread.

HVAC & Equipment

Schedule preventive maintenance, track service contracts, and stay ahead of inspection requirements. Compliance status visible across your entire portfolio.

Vendor Management

Centralize all vendor contacts, contracts, and insurance certificates. Know which vendors are active at each location and track compliance documentation.

Analytics & Reporting

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

Finance Hub

Run rent roll, operating expense tracking, and general ledger workflows from one shared finance workspace with role-based access and portfolio context.

Roll-Up Categories

Use grouped navigation categories to keep workflows organized and make high-traffic areas easier to scan as your operational stack grows.

Smart Notifications

Rule-based email alerts for every critical event: lease deadlines, SLA breaches, HVAC inspections, ticket escalations. The right person gets the right alert.

Transition Management

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

Audit Log

Every action logged with user, timestamp, and change detail. Full audit trail for every lease amendment, ticket update, and vendor change. Built for compliance.

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to your portfolio?

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