You run the building. The record should show it.
Commentary written beside the figures it explains. Actions that carry forward until they’re done. Inspections walked on iPhone three levels down, arrears followed up tenant by tenant — all on the same record your asset manager reports from. Insights AI drafts the first pass; you add what only you know.
A month on the building. One record at the end of it.
Nothing you do gets retyped by someone else. The walk, the receivables, the commentary and the actions all land in the same place — the place your asset manager approves from and your investors read.
Walk the property
Your firm’s checklist on iPhone, signal or not. A finding raises an action in a tap.
Follow up arrears
Flagged tenants against your thresholds, notices served, a note on every account.
Write on the line
Section by section, beside the figures. Insights AI drafts; you correct and accept.
Submit for review
Your sections go to the asset manager. If one comes back, it comes back to you.
Carry it forward
Open actions roll over with a fresh note — onto the report and the next review.
Write it once, beside the number it explains.
Each period Insights opens a report for every asset that owes one. You write section by section — Property, Financial, Operational, Capital Projects, Accounts Receivable, Leasing, Sustainability — with the locked figures right there, then Submit for review. No Word file, no paste into someone else’s template.
- Deadlines per section, so you know what’s due before close — not from a reminder email.
- Numbers changed — review appears when refreshed figures move under your words, so nothing goes out stale.
- If your asset manager uses Send back, the section returns to you to rework — nothing starts over.
Every account in arrears, with its story beside it.
Arrears Management flags tenants against your materiality thresholds, in a Summary view or Detailed Aging. Each account has a card with the notices served, next to the commentary box where you explain it. If it needs more than a note, raise an action from the tenant row.
- Total Due split into Rent Due and Ancillary Due, beside the Total Arrears Rate and Recovery Rate.
- Arrears escalating and Repeat delinquents reach your asset manager’s Scorecard as red flags — and your note is already on the account.
- Condominiums get lien-deadline bands for Canadian provinces.
| Tenant | Aging | Total |
|---|---|---|
| Northwind Labs · 0301 | 61+ days | $24.6K |
| Bluebird Dental | 31–60 days | $11.2K |
| Cedar & Pine Architects | 0–30 days | $6.3K |
The six you’ll open most.
Every module reads and writes the same record. Your administrator switches them on for the environment, a portfolio or a single asset — so you see what your buildings use.
Property Inspections
Your checklists, Good / Fair / Poor in the wording of ASTM E2018 (the industry standard for property condition assessments), priority and photos on every finding — on the web or on iPhone with no signal.
Explore → Asset performanceArrears Management
Flagged tenants, Summary and Detailed Aging, notices served and a note on every account. Raise an action from any tenant row.
Explore → Asset watch & reviewReview Meetings
Put an action on the next review and it’s on the agenda — decided in the meeting, followed up in your My Work.
Explore → Period reportingPeriod Reporting
Section-by-section commentary, deadlines and Submit for review — ending in the period’s locked record.
Explore → Property operationsInsights Mobile
My Actions, property walks and Insights AI’s suggestions on iPhone and iPhone Duo. iPad in the next release.
Explore → Asset performanceOccupancy Planning
The live Stacking Plan, Unit Listing and Lease Listing — the rent roll as of any date you pick, ready to export.
Explore →The first draft is done. Every figure is cited.
Insights AI drafts commentary during the close, or one section at a time with Insights AI Assist. Every figure it quotes is cited and checked before you accept. Ask what needs attention and it reads the period — vacant units, expiring leases, capital projects, arrears, flagged conditions — and suggests actions, skipping the ones already open.
- Drafts you can trace — “Show where these figures came from” on every one.
- Redraft commentary… in Standard, Deep or Hybrid mode when the first pass misses the point.
- Suggested actions with the reason attached — accept, edit or dismiss.
- Your AI, too — where an admin allows it, an agent can file per-tenant notes straight from your AR aging report.
get_my_actionsget_commentary_fieldsget_arrears_flaggedget_inspectionscreate_actionwrite_commentarywrite_commentary_batchThe lobby, the roof, the parkade. Still on the record.
Concatenate Insights for iPhone puts My Actions, property walks and Insights AI’s suggestions in your pocket. Walk an inspection three levels down with no signal — answers, photos and actions wait on the phone and send in order when you’re back.
- My Actions, past due first — change status, due date or owner in a tap, and write this period’s note.
- Works offline — walks keep going, and reports you’ve opened stay readable.
- App Lock with Face ID, and nothing sensitive on the lock screen.
- iPhone and iPhone Duo at launch; iPad in the next release.
Who reads what you write.
See your next close before you run it.
A 30-minute walkthrough on a sample property: My Work, a section drafted by Insights AI with its citations, an arrears account with its notices, and a walk on iPhone.