Tutorials
Guides to get the most out of Portfolio Desk
Short, practical walkthroughs of the workflows your team relies on — from first login to board-ready reporting.
Getting Started: Your First Hour
Stand up your portfolio, invite your team, and configure your first alerts — from empty account to operational in under 60 minutes.
Importing Leases & Office Data
Bring your existing spreadsheets and lease PDFs into the platform with the guided importer and document upload.
Running a Maintenance Workflow
From a submitted work order to a resolved ticket — assign vendors, track SLA timers, and keep a full audit trail.
AI Lease Abstraction & Briefings
Let AI read an uploaded lease, extract the key terms, draft an abstract, and write your weekly portfolio briefing.
Sending Digital Waivers & e-Signatures
Build a reusable waiver template, send it to contacts or self-serve visitors, and capture a tamper-evident audit trail.
Analytics, Reporting & Exports
Read portfolio-level dashboards, track SLA compliance, and export board-ready PDF and CSV reports.