Integrations
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Lender Portals
Debt & Capital Partners
Access lender portals, track loan details, and manage rep communications
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SitusAMC
1599 Pool · $151.4M · IO
Pending Setup
6 properties · Michigan Portfolio
Last updated: —
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Lument
Freddie Mac / Fannie Mae
Manual
Agency financing
Last updated: —
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Arbor Realty
Bridge / Construction Financing
Manual
Bridge lending
Last updated: —
Rep Directory
Lender Contacts
NameInstitutionRoleEmailPhoneLoan / Property
TBD — SitusAMC SitusAMC Asset Manager — — 1599 Pool
Insurance Portals
Property & Liability Insurance
Track premiums, policy renewals, and file or monitor claims by property
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Broker / Carrier Portal
Commercial Property & Liability
Manual
Commercial portfolio coverage
Last updated: —
Premium Tracker
Annual Premiums by Property
Michigan Portfolio
19 Properties — Blanket Policy
Annual Premium—
Next Renewal—
Coverage Limit—
Deductible—
Runaway Bay
440 Units — Jacksonville, FL
Annual Premium—
Next Renewal—
Coverage Limit—
Deductible—
Claims Log
Active & Historical Claims
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No Claims on Record
Use "File Claim" to log a new claim. Track status, amounts, and correspondence all in one place.
Tax & Assessments
Property Tax Management
Monitor assessed values, tax bills, and appeal deadlines by property
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County Tax Portal
Michigan / Wayne, Oakland, Macomb
Manual
Michigan + Florida properties
Portfolio Overview
Tax Summary
Total Assessed Value
—
All properties
Annual Tax Liability
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Estimated current year
Effective Tax Rate
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Of assessed value
Next Appeal Deadline
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Michigan: July 31
PropertyCountyParcel # Assessed ValueTaxable Value Annual BillLast PaidAppeal?
No properties added yet. Click "Add Property" to begin tracking.
Property Management Systems
PM Software & Portals
Yardi, Entrata, and third-party management company portals
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Yardi Voyager
Michigan Portfolio · Harbor Group
SFTP Pending
Sunday Scheduler ZIP from cdr@yardi.com — 14 report types across 19 properties
Michigan · 19 properties
SFTP Setup Email Sent
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Entrata
Madison Portfolio
Manual
Madison Portfolio
Last updated: —
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Harbor Group
Runaway Bay · PM Company Portal
SFTP Pending
Runaway Bay · 440 units
SFTP Setup Email Sent
Directory
All External Contacts
Lenders, brokers, insurance reps, tax advisors, and PM company contacts
NameCompanyCategory EmailPhoneProperty / Note
Jessica Harbor Group PM Rep jessica@harborgroup.com — Runaway Bay
Yardi Support Yardi Systems Support clientservices@yardi.com — Michigan / SFTP Setup