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Properties along a coastal neighborhood boardwalk

For owners, asset managers & portfolio teams

Every property. One clear place to start.

Bring your property list and supporting records together. Our team helps you turn a portfolio of assessments into a clear review and next steps.

Start my portfolio review How it works

Create your account, enter your properties or upload Exhibit A, then review and sign your agreement.

Your files, togetherProperty records and supporting documents in one workspace.
A team behind your reviewAnalysts review the information you provide.
Private by defaultAccount access for your property documents.

Start with what you have

A property list is a good beginning.

One asset or many, your records do not need to arrive in the same format. Share the files your team already uses.

Our team reviews the records, connects documents to the right properties, and identifies what is still needed. You can return to the same workspace for additional uploads.

Talk with our team
Bring the whole pictureExamples of useful property records

Properties & ownership

Asset lists, parcel numbers, addresses, and ownership details.

Assessments & financials

Tax notices, rent rolls, leases, operating statements, and budgets.

Condition & context

Photos, repair estimates, appraisals, and supporting correspondence.

Unsure where a document belongs? Upload it with the rest. You do not need to classify every file.

Three simple steps

From records to a review.

  1. Create your account

    Sign in and identify the owner. Enter property details or upload an Exhibit A for residential, commercial, or mixed properties.

  2. Sign & share your files

    Review the agreement and included Exhibit A, then sign and upload your supporting documents. Add more in the same workspace later.

  3. Let our team take a look

    We organize the information for analyst review and identify missing records and next steps.

Before you begin

A simpler first step.

Your review starts with the records you can share today.

Do I need every document before starting?

No. Start with what you have and return to add more. Our team will identify gaps during review.

Can I include multiple properties?

Yes. Include your property list and the records for each asset. Keep helpful property names in filenames when you can.

Does uploading start an appeal?

Uploading begins document review. Required authorizations, property coverage, and filing steps are confirmed before appeal work proceeds.

Your next step

Bring your portfolio into focus.

One account. One place for your records. A team to help with the next step.

Start my portfolio review