Pending Items
All open action items across your properties
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Maintenance
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Payments Due
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Lease Renewals
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Applications
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HA Inspections
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Pending Action Items
| Item / Tenant | Property / Unit | Type | Priority | Due Date | Status | |
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HA Inspection ScheduleNext 90 days
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Recent Activity
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To-Do & Follow-Ups
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Owner Overview
Portfolio performance across all properties
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Total Units
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Occupancy
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Co-Pay Collected
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Open Maintenance
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Occupancy by Property
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overall
Co-Pay Collection Rate
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collected
Maintenance by Priority
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open items
Unit Occupancy by Property
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Co-Pay: Collected vs Outstanding
| Property | Collected | Outstanding | Rate |
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To-Do & Follow-Ups
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🔧 Maintenance
All open maintenance items across your portfolio
Total Pending
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Urgent / Critical
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In Progress
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Overdue
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Completed This Week
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My Maintenance Requests
Requests assigned to you
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Critical
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Open
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Completed This Month
My Requests
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To-Do & Follow-Ups
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Properties
Manage your property portfolio
| Name | Address | Units | Filled | Occupancy | Manager |
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⚠️ Troubled Tenants
Case tracking for tenant issues, violations, and legal matters
Active Cases
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Escalated
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In Legal
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Resolved (30d)
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Tenants
All active and past tenants
| Name ↕ | Property / Unit ↕ | Lease Dates | Rent | Subsidy | Co-Pay | Status |
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⏱️ Time Clock
Track employee hours across properties
Currently Clocked In
Maintenance History
Resolved maintenance records
| Description | Property / Unit | Priority | Assigned To | Resolved By | Date Resolved |
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Notice Generator
Generate California-compliant legal notices pre-filled with tenant information
Select Tenant
Search for a tenant to pre-fill notice details.
Notice Type
About These Notices
These templates comply with California Code of Civil Procedure and are formatted for Los Angeles County. Always serve notices properly — personal service, substituted service, or post & mail — and retain a signed Proof of Service. For legal advice on complex situations, consult your attorney. All notices are generated as printable PDFs and are not stored by the portal.
Co-Pay Management
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Total Due
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Collected
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Outstanding
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Collection Rate
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Past Due Balances
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carry-forward
Reports
Portfolio financial summary
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Monthly Rent Roll
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Portfolio Occupancy
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Open Items
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Resolved This Month
Rent Roll by Property
| Property | Units | Occupied | HA Subsidy | Tenant Co-Pay | Total Rent |
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Tenant Payment Details
| Tenant | Property / Unit | Monthly Rent | Subsidy | Co-Pay | Status |
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Documents
Property-wide file management
Drag & drop files here or click to browse
PDF, Word, Excel, Images supported
All Documents
Users
Team member management
| Name | Role | Phone | Status |
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Settings
Account and portal preferences
My Account
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Change Password
Portal: pm.financiallycreative.com · Project: kzwucdakzhhafhvkubku · v2.0
🤖 Claude AI Assistant
✓ Claude AI is active — powered by your Supabase
ANTHROPIC_API_KEY secret
The AI assistant calls Claude through a Supabase Edge Function. Your API key is stored securely as a Supabase secret and is never exposed in the browser. To update the key, go to your Supabase Dashboard → Edge Functions → Secrets.
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Your personal feed contains all pending items assigned to you that have a due date. Subscribe on iPhone and it refreshes automatically — no app needed.
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How to subscribe on iPhone
Option A (easiest): Open Settings on your iPhone, tap the Subscribe on iPhone button above — it launches the Calendar app directly.
Option B (manual): iPhone Settings → Calendar → Accounts → Add Account → Other → Add Subscribed Calendar → paste your link above.
Option B (manual): iPhone Settings → Calendar → Accounts → Add Account → Other → Add Subscribed Calendar → paste your link above.