One import path for every manager report
Folio brings in the reporting you already receive — MRI and MRI Angus snapshots, AppFolio and Yardi exports, custom spreadsheets, and monthly PDF packets — and turns each file into a dated, validated snapshot in your owner data layer. No new formats to request from your managers.
Every file read into structured records — rows and columns mapped, whatever layout the manager sent.
Data-quality checks catch gaps, duplicates, and mismatches before anything lands.
Each import saved with its snapshot date — you always know which file version you're reading.
Verified records behind every dashboard number — across all managers.
source-linkedBuilt for the reports managers actually send
Folio imports the standard MRI report set and manager exports. Your managers keep their systems and their formats — the owner side does the work.
Aged delinquency
Tenant receivables aged by bucket, per property. The AR figure on your dashboard traces back to this file.
Lease activity
New deals, renewals, and move-outs by period — the record behind your leasing activity charts.
Lease details
Term and unit-level detail for every lease, kept current with each snapshot.
Lease vacancy
Vacant units by property and building, refreshed on every import.
Occupancy
Occupancy rates by property — the trend line behind portfolio occupancy.
Work-order history
Work Order Export.csv in either manager format — organized by building or by property.
MRI Angus vendors
Vendor records from Angus/MRI Excel or CSV exports, matched into your vendor directory.
Import rollback
Most completed imports can be rolled back — a bad file never becomes a permanent fact.
Your managers keep the systems they run. A report exported from MRI, AppFolio, or Yardi lands through the same import path as a custom spreadsheet — and the monthly PDF statements managers send are parsed into the same data layer by Document Intelligence.
Every import tracked. Every error visible.
Uploads land with a status, a snapshot date, and a full history. Errors say exactly what failed — and completed imports can be rolled back if the file was wrong.
Dated data beats live guesses
Folio is built on biweekly MRI snapshots, and it never hides that. Every figure carries the date of the file it came from.
- Each import is versioned to its snapshot date — June 16 data is never mistaken for live truth.
- The topbar shows the latest snapshot date per report type, on every page, for everyone.
- When a number is questioned, you answer with the exact file and date behind it.
Imported, then verified
An import isn't the finish line. Every file passes through Data Quality Checks, where gaps, duplicates, and mismatches are caught before a single number reaches your dashboard.
Data Imports
Manager reports parsed into dated snapshots.
Data Quality Checks →
Gaps, duplicates, and mismatches caught before anything is reported.
ThenPortfolio Dashboard →
Verified, source-linked numbers in one owner view.
See your portfolio in one trusted owner view.