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You are looking at a sample company. Every figure here is seeded demo data, not a customer result.
Set this up for my firmEvery owner relationship: billed, collected, open, and the funds held on their behalf. Slow-paying owners show up here before they become a cash problem.
Active owners
8
Billed (all synced)
$392.5k
Top-client concentration
27%
Trust (owner & deposit funds)
$241,200
Sorted by billing, largest first
| Owner | Portfolio | Billed | Collected | Open | Collection | In trust |
|---|---|---|---|---|---|---|
| Harborview Residential Trust | General | $106,816 | $90,423 | $16,393 | 85% | $57,500 |
| Maple & Vine Partners | General | $70,205 | $58,885 | $11,320 | 84% | $38,750 |
| Pier 41 Commercial LP | General | $60,385 | $60,385 | — | 100% | $36,500 |
| Summit Crossing Owners LLC | General | $55,341 | $26,913 | $28,428 |
Billing by portfolio
| $52,400 |
| Cedar Row Holdings LLC | General | $38,705 | $38,705 | — | 100% | $24,550 |
| Brightline Retail Group | General | $29,140 | $9,155 | $19,985 | 31% | $18,900 |
| Delacroix Estate Sales | General | $20,400 | $13,600 | $6,800 | 67% | — |
| Kestrel Family Trust | General | $11,490 | $11,490 | — | 100% | $12,600 |