Features
A next-generation toolkit for rental operations.
EstateIQ connects your portfolio, financial records, supporting documents, reports, and AI into one operating system. Upload supported documents like mortgage statements, invoices, insurance policies, receipts, and leases. Organize them alongside buildings, units, leases, expenses, and reports, then ask questions in plain English with answers grounded in the information you manage inside EstateIQ.
Built for owners who want their time back
Connected portfolio
Your rental business, connected from building to balance.
Create buildings and units, manage tenants and leases, and record every charge and payment in the ledger. EstateIQ keeps each record tied to the right property, person, agreement, and history.
Portfolio
Ocean View Rental
2 buildings · 5 units
Building
Liberty Avenue
4 units · Brooklyn, NY
Unit
Unit 2A
Occupied
Tenant
Jordan Lee
Contact and occupancy history
Active lease
Residential lease
Jun 2026–May 2027 · $3,200/mo
Lease ledger
$1,800 open balance
3 entries · Charges and payments
Unit
Unit 2B · Vacant
Ready for a new tenant and lease
No active lease
The unit remains organized and ready for its next tenancy.
Financial truth
Every balance explains itself.
Record what was due and what was paid. EstateIQ applies payments to the right amounts owed and calculates what remains—without manually editing a balance.
Rent due
$3,200
June rent
Payment recorded
$3,200
June rent paid in full
Lease ledger
Liberty Avenue · Unit 2A
June rent
Amount owed
Payment received
Applied to open rent
Remaining balance
$0
Paid in full
Document intelligence
Upload it once. Understand it anytime.
EstateIQ prepares key details from supported financial documents for your review, keeps the original attached to the confirmed record, and lets you ask questions grounded in the document itself. Store it. Find it. Ask it.
1 · Document intake engine
AI prepares the work. You approve the record.
Upload
Acme Plumbing Invoice.pdf
A supported document enters EstateIQ.
AI process
Read and extract
Vendor · amount · date · property
Human review
Draft ready
Check, correct, and approve the details.
Confirm and store
Expense + source file
The record and original stay connected.
2 · Smart documents
Stored files remain useful after intake.
Open a document · Ask a question
Document library
Insurance policy
24 pages
Mortgage statement
June 2026
Residential lease
Unit 2A
Acme invoice
$428.16
Liberty Avenue Insurance.pdf
Ask about this document
When does this policy renew?
EstateIQ AI
The policy renews on June 1, 2027.
Answer grounded in this document
Reports and EstateIQ AI
See the numbers. Ask what they mean.
EstateIQ turns connected records into portfolio reports, then helps you understand what changed, what needs attention, and which records support the answer.
Portfolio report
June portfolio snapshot
Rent collected
$28,400
Operating expenses
$8,750
Net operating income
$19,650
Occupancy
92%
Open balances
$1,800
Built from buildings, leases, ledger activity, and expenses.
EstateIQ AI
Ask what the report means
Which property needs my attention?
Liberty Avenue has the portfolio's only open balance: $1,800 on Unit 3B. Occupancy remains stable at 92%.
Records behind this answer
The Gap Tool
When EstateIQ doesn’t know, it doesn’t pretend.
Unsupported questions are handled honestly and become product feedback—not made-up financial answers.
EstateIQ AI
Can you forecast my mortgage payoff over the next 10 years?
Not supported yet
I can't support that calculation yet, so I won't guess.
The question remains unanswered until reliable coverage exists.
Product learning loop
The gap becomes useful—without becoming an answer.
Gap captured
The missing capability becomes safe product feedback.
Team review
Repeated needs help the team decide what belongs in EstateIQ.
Tested capability
New coverage is available only after it is built and verified.
EstateIQ expands through reviewed product work—not improvised AI answers.
Use cases
Different owners. Same need for clearer asset visibility.
EstateIQ is built for small rental portfolios, but the same asset-first foundation can also help individual homeowners and small portfolio owners understand what is happening across the property they own.
See who EstateIQ is built for
Explore how the same system supports individual homeowners, independent landlords, and small portfolio owners without changing the core promise: financial records, document organization, reports, issue visibility, and AI help in one place.
Bring it all together
Your rental business is connected. Your software should be too.
Manage buildings, units, tenants, leases, money, documents, reports, and answers in one system designed to keep the full picture clear.