Owners
Tooling for owners who manage property like a business asset.
EstateIQ is for owners who need a clear operating system for property assets, from one home to a small rental portfolio.
Different owners. Same operating system.
The common thread
EstateIQ gives every owner the same asset-management foundation.
A home, rental unit, duplex, or small portfolio is an asset with costs, obligations, documents, risks, performance signals, and decisions attached to it.
One product foundation. Different ownership lives.
Individual homeowners, independent landlords, and small portfolio owners all need the same core tools: organized financial records, connected documents, clear asset visibility, issue tracking, reports, tax-readiness preparation, and AI help that explains what the system can verify.
Owner types
Different owners. Same core tools.
The workflows change by owner type, but the product is not split into lighter and heavier versions. Every owner benefits from the same financial operating system.
Individual homeowners
A home is more than a place to live. For many owners, it is their largest asset, part of their retirement plan, and something they hope to pass on to their family. EstateIQ helps manage it with a cohesive toolkit for costs, documents, obligations, repairs, and AI-supported insight.
- Mortgage, insurance, and property tax visibility
- Repairs, improvements, receipts, and warranties
- Documents for refinancing, review, or future sale
- Clear answers from the information you maintain
Independent landlords
Independent landlords wear every hat: owner, operator, bookkeeper, document manager, and asset manager. EstateIQ brings those workflows into one toolkit so the business is easier to understand and run.
- Buildings, units, tenants, and leases
- Rent charges, payments, and allocations
- Unpaid balances, missing charges, and collection context
- Documents, reports, and Schedule E preparation
Small portfolio owners
A growing portfolio needs more than scattered updates and end-of-month guesswork. EstateIQ gives small portfolio owners an asset-management toolkit for performance, cash flow, occupancy, documents, issues, and AI-supported owner briefings.
- Portfolio, building, and asset health
- Expense trends and NOI
- Occupancy, lease, and risk signals
- AI owner briefings from connected data
Start free
Homeowners can start free with one property.
The free tier gives individual homeowners a low-friction way to bring one property, documents, expenses, repairs, property finance details, and AI-supported insight into EstateIQ.
A practical starting point for individual owners.
If you are managing one home, EstateIQ can start as the place where your property costs, documents, repairs, obligations, and AI-supported explanations come together. As ownership gets more complex, the same toolkit can grow with the work.
Same toolkit
The product does not shrink for different owner types.
Everyone gets the same EstateIQ foundation: financial records, document organization, reports, tax-readiness preparation, issue visibility, and Dana. The difference is the ownership context EstateIQ helps you manage.
Financial records
Homeowners
Landlords
Portfolio owners
Document organization
Homeowners
Landlords
Portfolio owners
Property finance profiles
Homeowners
Landlords
Portfolio owners
Repairs and expenses
Homeowners
Landlords
Portfolio owners
Reports and summaries
Homeowners
Landlords
Portfolio owners
Tax-readiness preparation
Homeowners
Landlords
Portfolio owners
Dana AI explanations
Homeowners
Landlords
Portfolio owners
Issue visibility
Homeowners
Landlords
Portfolio owners
Lease and tenant workflows
Homeowners
Landlords
Portfolio owners
Asset health
Homeowners
Landlords
Portfolio owners
AI for owners
Dana helps explain what is happening across the asset.
Dana helps users understand their assets from information already organized inside EstateIQ. She stays read-only, does not change records, and does not invent missing financial facts.
Whether you own one home or manage rentals, Dana is useful because she starts from the same asset-first foundation: property context, financial records, connected documents, reports, and tax-readiness summaries. Better data gives Dana better evidence to explain from.
EstateIQ
Own property? See the asset more clearly.
Start with the property assets you already manage, then build a clearer system for money, documents, reports, issue tracking, and AI explanations.