Platform · Monitor

The narrative, next to the numbers

Your managers report in good faith. Folio checks every claim against the verified record anyway — because oversight isn't distrust, it's the owner's job.

Fairmont CRE — May narrative
“Occupancy is holding steady.”
“Collections remain on track.”
“Maintenance is under control.”
The verified record — Meridian Office
Occupancy 88%down from 90%
AR over 30 days $38kup $9k
3 work orders open1 past 14 days
verified against Jun 30 snapshot
Activity Feed

Every update gets a decision, not a shrug

Manager and broker updates land in one queue — approve, reject, or reassign each one, with the verified record beside the claim. Try the buttons.

Fairmont CRE Leasing matches deals pipeline

Suite 300 showing scheduled for Jul 14 — prospect via broker intro.

Keystone PM Leasing lease on file · option open

Whitfield Logistics asking about renewal terms for Unit 4.

Beacon PS Facilities conflicts: WO-2214 still open

Bay 5 turnover complete — unit is market-ready.

Corbett & Lane (broker) Deals synced to deals pipeline

LOI expected this week for Unit 6 backfill.

Manager Dashboard

The manager's view, open to audit

Managers work in a dashboard the owner can see — floor summaries, expirations, and an editable tenant table. Their updates become records, not emails.

  • Floor summaries and occupancy by segment, kept current.
  • Sale, lease, renewal, and expiration status edited inline on the tenant table.
  • Every edit lands in the same data layer your dashboard reads.
Manager Dashboard — Fairmont CRE Meridian Office
Floor summary
Floor 1
92%
Floor 2
84%
Floor 3
90%
Floor 4
86%
Tenant table — editable
Calder & Finch LLP Suite 410 In negotiation
Bright Analytics Suite 220 Option notice sent
Stellar Media Suite 310 No action
Contracts & Approvals

Nothing binding happens without you

Management assignment contracts live on file where you can read them — and vendor contracts wait for owner approval, not owner discovery.

Management assignment contracts
Fairmont CRE Meridian Office contract on file
Keystone PM West Loop Industrial contract on file
Beacon Property Services Northline Flex contract on file
Vendor contracts — owner approval
Apex Mechanical — HVAC service $18k / yr
Redline Roofing — annual maintenance $9.5k / yr approved Jun 12
Summit Elevator — service contract $12k / yr approved May 28

Insurance certificates are filed with each vendor — coverage on record before work starts.

Accountability Metrics

Compare managers on the record, not on rapport

Response times, unresolved items, and update cadence — per manager, from the same verified data. Renewal conversations get easier when the numbers are on the table.

Manager Scoreboard
Q2 2026 · all properties
ManagerPropertyAvg responseWOs >14 daysUpdate cadence
Keystone PM West Loop Industrial 1.4 days 2 18 / month
Fairmont CRE Meridian Office 2.1 days 1 12 / month
Beacon Property Services Northline Flex 4.6 days 9 5 / month

12 work orders unresolved over 14 days portfolio-wide — 9 of them with one manager. That's a conversation, with evidence.

The Two Questions

Asked by every owner, answered the same way

No. Folio is the owner-side oversight layer — your managers keep running the buildings. What changes is that their reporting becomes a verified, trackable record instead of a monthly PDF you take on faith.

No. Managers keep MRI, AppFolio, Yardi, or their spreadsheets. Folio ingests the reports they already produce — the oversight burden moves to software, not onto your managers.

See your portfolio in one trusted owner view.

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