Everything you need to manage your portfolio
From property tracking to tenant communications, PortfolioX gives you the tools to run your rental business with confidence.
Property Management
Track every property in your portfolio from a single dashboard. Record addresses, property types, purchase dates, and key details. Organize single-family homes, multi-family units, and commercial properties with ease.
- Centralized property directory
- Customizable property details and notes
- Multi-property portfolio overview
Lease & Tenant Management
Manage leases, track move-in and move-out dates, and store tenant contact information. Tenants get their own self-service portal to view lease details, make payments, and submit maintenance requests.
- Lease terms with automatic expiration tracking
- Tenant self-service portal
- Document storage for lease agreements
Financial Tracking
Stay on top of every dollar. Track mortgage payments with full amortization schedules, monitor property tax due dates, manage insurance policies, and handle back rent collection -- all from one place.
- Mortgage amortization schedules
- Property tax tracking with due date reminders
- Insurance policy management with document uploads
- Back rent collection tracking
Online Rent Payments
Let tenants pay rent online through the tenant portal. Powered by Stripe for secure, reliable payment processing. Automatic receipts and payment history for both landlords and tenants.
- Stripe-powered secure payments
- Automatic payment receipts
- Payment history and tracking
Maintenance Requests
Tenants submit maintenance requests directly through their portal with descriptions and photo uploads. Track request status, add comments, and keep a complete history of all work performed.
- Tenant-submitted requests with photos
- Status tracking and comment threads
- Complete maintenance history per property
Automated Notifications
Never miss a deadline. PortfolioX sends automated email reminders for mortgage payments, property tax due dates, insurance renewals, and late rent payments. Set it and forget it.
- Mortgage payment reminders
- Property tax due date alerts
- Insurance renewal notifications
- Late payment notices
Communications
Send professional emails to your tenants directly from PortfolioX. Use templates for common communications, schedule messages in advance, and keep a record of all correspondence.
- Direct tenant email from dashboard
- Email templates for common messages
- Communication history and records
Team Collaboration
Invite team members to your organization with role-based access control. Owners, admins, members, and viewers each get the right level of access. All data is isolated per organization for complete privacy.
- Role-based access control (Owner, Admin, Member, Viewer)
- Invite and manage team members
- Organization-level data isolation