Settings
Configure portfolio monitoring and integration preferences
Edits are sample-only in this preview and do not persist to a production database.
Include all active asset locations in portfolio totals
Timezone used for daily and monthly activity rollups
Minimum 30-day change to flag an asset as growing or declining. Takes effect once live activity data is connected.
Minimum inquiries per 30 days for an asset to be considered actively producing. Takes effect once live activity data is connected.
Newly created subaccounts load automatically when you open the dashboard.
GHL Automatic Future Installation
External CRM setting. This dashboard cannot verify whether it is enabled — status shown as Not verified. Configure it in your CRM marketplace, not here.
Data Central automatic import on dashboard open
When enabled, opening the dashboard re-fetches installed locations and imports new ones automatically. This is a persisted setting — not a background scheduler. Save changes below to apply.
Checking your session…
Verifying owner access…
Checking your session…
Verifying owner access…
Sending notifications is disabled in this stage.
Payment problems
Failed or overdue rent
Low activity
Assets with no recent inquiries
New rentals
Asset rented or renter changes
Weekly report
Portfolio summary email