Verify User Hub

Command Center

Your portfolio-level AI assistant — what it does and how to use it

The Command Center gives you one consolidated view of your entire portfolio for a selected month — every property, all at once. Instead of reviewing each property individually, you see occupancy, leasing, expirations, P&L drivers, and outliers in a single screen with plain-English context attached to every number.

What happens when you open it

The agent has already run a full analysis across every property in your portfolio — occupancy, rent capture, leasing, expirations, collections, P&L drivers, outliers, and more.

Every number on screen comes directly from your reports. The agent didn't calculate them — it explains them.

You can ask follow-up questions in plain English. The agent answers from what it already analyzed, and queries your live data when it needs something fresh.

How it works, step by step

You pick a portfolio and a month.

The agent reviews every relevant report across all properties behind the scenes.

The Command Center page renders the result: overview, occupancy, leasing, expirations, drivers, patterns, outliers, and budget caveats.

You ask follow-up questions. The agent has the full analysis in memory and can pull fresh data when needed.

How is this different from the per-property Variance Agent?

Command Center

Portfolio-wide view

All properties, one month, patterns & outliers across the whole portfolio

Variance Agent

Property-level detail

Single property, line-item variance explanations written back to the report

Every section on the Command Center page is pre-built from your data. Here's what each one means and what to look for.

Overview

Income, Operating Expenses, and NOI — actual vs. budget vs. variance — for the selected month across the full portfolio.

Occupancy & vacancy

Physical occupancy, economic occupancy, average leased rent, and average market rent. Economic occupancy below physical occupancy signals concessions or non-paying units.

Leasing performance

Move-in and move-out counts, average gross tradeout (rent growth on turned leases), and total concession spend across the portfolio.

Lease expirations

Three forward-looking months — the selected period plus the next two — showing units expiring, their average leased and market rent, and the gap between them. A wide leased-vs-market gap on expiring leases means renewal risk if the market has softened.

Drivers

The top unfavorable and favorable account-level variance drivers across the entire portfolio. These are the accounts moving the needle most this month.

Patterns

Accounts that are unfavorable or favorable at a high share of properties — not just one outlier, but a portfolio-wide direction. If Repairs & Maintenance is over budget at 80% of properties, that's a pattern.

Outliers

Property-and-account combinations that stand out vs. the rest of the portfolio. Grouped by property so you can see if one property is responsible for multiple outliers.

Persistence

Accounts that have been moving in the same direction consistently over trailing months — classified as recurring (long-running) or new (just started). Persistence items are the structural issues vs. one-time spikes.

Budget caveats

Accounts where a notable share of properties have no budget on file. Variances here may look large simply because there's no baseline — not because spending is out of control.

The agent has the full analysis in memory — you can ask in plain English. Here are the most useful types of questions, with examples you can use directly.

Connecting operations to financials

"Which line items is the occupancy drop showing up in?"

"How much of the rent variance is occupancy vs. loss-to-lease?"

"Are the renewal-heavy properties also the ones with growing receivables?"

"Is the unfavorable Vacancy Loss explained by one property or spread across all?"

Drilling into drivers, patterns & outliers

"Show me the next tier of unfavorable drivers below what's on screen"

"Which properties are driving the Repairs & Maintenance overage?"

"What's the monthly trajectory of Vacancy Loss across recent months?"

"Are any of these outliers concentrated in a single property?"

"Which persistence items are new this month vs. long-running?"

"Show me the favorable drivers' monthly shape"

Transaction detail behind expenses

"Who's the vendor behind the Contract Services overage?"

"Are there any duplicate charges across the portfolio this month?"

"Show me the largest transactions for Payroll Overtime Maintenance"

"Are those utility spikes accruals that reversed, or actual invoices?"

"Which properties paid the largest one-time charges this period?"

Drilling into a specific property

"Walk me through what's happening at Riverside Commons"

"Pull up the rent roll for the property with the biggest expense outlier"

"What's the lease-expiration shape at the worst-performing property?"

"Show me the aged-receivables tail for the top three properties by overall variance"

Forward-looking: lease expirations

"How many of those expiring leases are at above-market rent?"

"Which floorplans have the heaviest expiration concentration?"

"If those above-market leases don't renew, what's the implied vacancy exposure?"

"Which properties have the most exposed lease book?"

"Extend the expiration lookahead by another 3 months"

Income statement & variance

"What's the variance on insurance across the portfolio?"

"Show me everything under Operating Expenses with a variance over $10,000"

"Pull up the line items in the Marketing parent group for the last 3 months"

"Which properties are over budget on Payroll by more than $5K?"

"Are there any zero-budget accounts with actual spend that aren't in the budget caveat list?"

"Show me the income statement for Riverside Commons for the last month"

"Which accounts have the largest YTD variance regardless of MTD?"

P&L roll-ups

"Give me the portfolio Operating Income, Operating Expenses, and NOI for the last few months"

"Aggregate variance by Operating vs. Non-Operating"

"Roll up variance by parent account category"

Direction persistence & trajectory

"Which accounts have been unfavorable every month over the trailing window?"

"What's the current streak on Bad Debt?"

"Show me the monthly trajectory for the top three unfavorable drivers"

"Are any accounts flipping direction this month?"

Cross-property comparison

"Which properties stand out the most this month?"

"Are the current outliers recurring or new?"

"Which properties are consistently outliers across multiple accounts?"

Occupancy & rent

"What's the occupancy and economic occupancy by property?"

"Show me the loss-to-lease spread by property"

"Break down occupancy by bed count across the portfolio"

"Which properties have economic occupancy lagging physical occupancy the most?"

"Show me average market and leased rent for each property"

Vacancy

"How many ongoing vacancies are over 90 days across the portfolio?"

"Show me the vacancy duration distribution"

"Which properties have the highest lost revenue from vacancies this month?"

"Pull up the longest-sitting vacant units"

"Break down vacancy lost revenue by bed count"

Leasing & tradeouts

"What's the move-in vs. move-out count by property?"

"Show me the renewal-to-new-lease ratio across the portfolio"

"Which properties have the strongest renewal rent growth?"

"Pull up the individual tradeouts with the biggest rent jumps"

"Are there zero-rent renewals in the mix? Which properties?"

"Break down tradeout metrics by month"

Concessions

"What's the total concession spend by property?"

"Are concessions concentrated at specific properties or spread across the portfolio?"

"Show me units with active concessions and the gap between market and effective rent"

Collections & aged receivables

"What's the over-90 share of the AR balance by property?"

"Is the receivables trajectory improving or deteriorating across the portfolio?"

"Which properties carry the largest individual balances?"

"Are high-balance units also zero-rent or recently-vacated?"

Balance sheet

"Are there any material balance-sheet movements this month?"

"What's the cash position vs. accrued liabilities?"

"Did mortgage paydown line up with interest expense in the P&L?"

Transaction-level drill-down

"Show me the vendor and memo detail behind Repairs and Maintenance at Riverside Commons"

"Pull transactions over $5K across the portfolio"

"Find utility accruals that were reversed — net them out"

"Are there duplicate charges from the same vendor across multiple properties?"

"What's recurring vs. one-time inside Contract Services?"

Report coverage

"Which reports are missing for which properties?"

"How far back does rent roll coverage go?"

"Which properties don't have GL details on file?"

Combining sources

"Show me the vacancy metrics by property and the loss-to-lease at the same grain"

"Pull the Payroll variance and the transaction detail behind it"

"Cross-reference the persistence items with current transactions for those accounts"

"Show me the properties driving the Vacancy Loss variance and their occupancy trajectories"

Data quality & caveats

"Is anything in this summary affected by a data-quality issue?"

"Where in this report do we have partial coverage?"

"Why is the market rent zero for that property?"

The agent has everything in front of it — these habits help you get the most out of the conversation.

1

Anchor to something specific. "Tell me more about the Bad Debt persistence item" gets a faster, more grounded answer than "what should I look at?" Point it at the item you want to dig into.

2

Ask for the connective tissue. The summary shows each section in isolation. The agent's real value is connecting them — "is the vacancy concentrated where the expirations are heaviest?" or "does the receivables tail line up with the zero-rent units?"

3

Use property names. The agent always refers to properties by name and you can do the same. "What's going on at Riverside Commons?" works fine.

4

Push on numbers that look wrong. The agent surfaces data-quality caveats when it has them, but if something looks off, ask. "Why is market rent zero?" or "Is that occupancy figure affected by a property in lease-up?" often exposes a missing-data issue.

5

Use persistence and patterns as starting points. Drivers tell you what's biggest this month. Persistence and patterns tell you what's been consistent. Asking "which of these persistence items are also patterns?" surfaces structural issues vs. one-time spikes.

6

Ask for forward-looking views. The summary shows three months of upcoming expirations by default. You can extend the lookahead, slice by floorplan, or layer expirations onto vacancy data.

7

Follow-up replies are plain prose. The chat surface renders plain text — you'll get clean paragraphs back, not tables or bullet points.

The Command Center is powerful, but there are things it isn't designed to do. Knowing these upfront saves time.

Can't write variance commentary back to reports. That's the per-property Variance Agent's job. The Command Center is read-only and portfolio-scoped.

Can't compare against properties outside the scope. Cross-property comparison only covers the properties you've included in the portfolio.

Can't forecast future performance. The lease-expiration section looks ahead three months, but the agent doesn't predict NOI, occupancy, or vacancy beyond what's already on the books.

Doesn't know market data. No competitor rents, submarket trends, or local-market conditions. You'll need to bring that context yourself.

Can't see work orders, lease documents, or resident profiles. It has financial and operational report data — GL entries, rent roll rows, vacancies, tradeouts, concessions, AR balances. Not source documents or PMS detail.

Doesn't remember past Command Center conversations. Each scope starts fresh. If you ran the same portfolio last month, the agent won't recall that session.

Can't move or fix numbers. If a figure looks wrong, the agent can help you understand where it came from — but the fix happens in the data pipeline, not the conversation.

Variance Agent

Your line-item AI analyst — what it does and how to get the most out of it

When you're reviewing a Budget vs. Actual report, the Variance Agent is the AI assistant that helps you understand why a line item is over or under budget. It already knows the numbers — your job is to provide the operational context. Together you build a documented, data-backed explanation.

Think of it as a prepared analyst

Before the conversation starts, the agent has already reviewed your property's financials, occupancy, recent leasing activity, and every transaction behind the line item. It doesn't need to ask you for any of that — it brings it to the table.

What it needs from you is the story behind the numbers: a pipe burst, a one-time vendor invoice, a staffing change. You fill in what happened on the ground; it ties that back to the data.

How a conversation works

You open a Budget vs. Actual report and click a line item with a variance.

The agent automatically reviews all relevant data and presents an initial insight — a short summary of what it found — plus a follow-up question.

You respond with context only you'd know. ("We had a pipe burst in building C" or "that was a one-time carpet replacement across 12 units.")

The conversation continues — typically 2–5 turns — until the explanation is complete.

The exchange is marked done and becomes your documented variance commentary, attached to the line item and ready for ownership, lenders, or asset managers to review.

New to the workflow? Check out the Variance Agent — Tips & Definitions guide for status definitions, workflow configuration, notification settings, and recommended permissions.

How is this different from the Command Center?

Variance Agent

One property, one line item

Deep-dive explanations written back to the report

Command Center

All properties, one month

Portfolio-wide patterns, outliers & drivers — read-only

The agent loads a full snapshot of your property's data the moment a conversation starts. You don't need to share any of this — it already has it.

Financial data

The variance itself — MTD actual, MTD budget, dollar and percentage variance

Year-to-date — YTD actual, YTD budget, YTD variance

Prior periods — Previous month actual and same month prior year actual

Trends — Month-over-month and year-over-year change percentages

GL transactions — Every individual accounting entry behind the line item: vendor name, memo, amount, date, unit. Sorted by largest first.

Other line items — A summary of all other GL codes for the same period so the agent can spot related patterns

Chart of Accounts tree — Where this GL code sits in your CoA hierarchy, including all parent groupings

Occupancy & property data

Total unit count, vacant units, physical occupancy, economic occupancy

Average days vacant and average turn time

Floorplan breakdown — units, vacancies, and occupancy % per unit type

Leasing performance

Average tradeout value — the average rent change across all recent new leases and renewals

Filtered tradeout value — same metric but adjusted for comparable lease terms (apples-to-apples)

All of this is captured once at the start of the conversation and stays consistent throughout — the agent won't give you different numbers between turns.

Beyond the initial analysis, you can ask the agent to pull additional data in plain English. Here are the most useful question types with examples you can copy directly.

Occupancy questions

Specific unit lookups

"Which units are currently vacant?"

"Show me all the month-to-month leases"

"Show me units in the 2-bedroom floorplan with rent above $2,000"

"What does unit 204 look like?"

"Pull up the rent roll for building C"

"Which units have a lease ending in the next two months?"

"Show me the 1-beds with 1 bath that are vacant and ready to rent"

Occupancy metrics

"What's our physical and economic occupancy this month?"

"Break down occupancy by floorplan"

"Show me occupancy month-by-month for the last 6 months"

"How many vacant units do we have by building?"

"What's our daily vacancy loss this month?"

Rent metrics

"What's the average market rent and average leased rent at this property?"

"Break down average rent by floorplan"

"What's the gap between market rent and leased rent for our 2-bedrooms?"

"Show me how average rent has trended month-over-month"

Vacancy questions

Specific vacancy lookups

"Show me vacancies that have been open more than 60 days"

"Which 2-bedrooms have been vacant the longest?"

"Show me the units with the highest lost revenue"

"Pull up vacancies in building B"

Vacancy metrics

"What's our average days vacant this month?"

"Break down average days vacant by floorplan"

"What's our total lost revenue this month?"

"How does turn time compare across our floorplans?"

"Show me vacancy metrics over the last 3 months"

Leasing & rent growth

Individual tradeouts

"Show me the new leases this month"

"Show me renewals where rent went down"

"Pull up tradeouts with the biggest rent increases"

"Show me tradeouts where the lease term shortened by more than 6 months"

"Look at the tradeouts in unit 305"

Tradeout metrics

"What's our weighted-average tradeout value this month?"

"What's the average rent change on renewals vs. new leases?"

"Break tradeout metrics down by month"

"Show me tradeout metrics filtered to comparable lease terms only"

Income statement & GL

"What's the variance on insurance?"

"Show me everything under Operating Expenses"

"Pull up all the line items in the Marketing parent group"

"Show me line items with an MTD variance over $5,000"

"Show me all Repairs and Maintenance accounts and their variances"

"Are any other line items over budget by more than 10%?"

"Pull up the income statement for the last 3 months"

"Show me all expense line items where YTD variance is over $20,000"

"Show me line items where the month-over-month change is more than 25%"

"Are there any zero-budget accounts that have actual spend?"

Combining data sources

You can ask the agent to pull from multiple sources in one turn:

"Show me the vacant 2-bedrooms and also the recent tradeouts for that floorplan"

"Pull up the GL variance for concessions and also show me the new leases this month"

"Show me vacancy metrics by floorplan along with the rent metrics by floorplan"

What the agent is especially good at — by line item type:

Revenue: Rent & Rental Income

"Is the revenue shortfall driven by occupancy, pricing, or both?"

"Quantify the dollar impact of vacant units on the revenue variance"

"Which floorplans have the most vacancy and how does that map to the revenue gap?"

"What's the gap between leased rent and market rent — the loss-to-lease?"

"Is economic occupancy lagging physical occupancy?"

Revenue: Vacancy Loss

"Correlate vacancy loss to specific unit types and turn times"

"Is the problem too many move-outs, slow lease-ups, or both?"

"How long have the vacant units been sitting empty?"

Revenue: Other Income (pet fees, parking, late fees)

"Do the income shortfalls correlate with occupancy?"

"Are there missing or reduced fee categories in the GL?"

Expenses: Maintenance & Repairs

"Which vendors are responsible for the spending overage?"

"What are the largest individual transactions driving the variance?"

"Group the transactions by category — plumbing, electrical, appliances"

"Is this a one-time spike or part of a recurring trend?"

Expenses: Utilities

"What are the month-over-month and year-over-year trend shifts?"

"Is the variance across the board or driven by a specific utility type?"

Expenses: Payroll & Administrative

"Are there unusual GL entries?"

"How does spending compare to prior periods — any structural changes like added headcount?"

Expenses: CapEx & Contract Services

"Surface the large one-time charges with vendor and memo details"

"Is this budgeted capital or unplanned spending?"

For any line item

"Is this variance material relative to the YTD budget?"

"Is this month an outlier, or has this been trending over/under for several months?"

"If maintenance is over budget, is it offset by lower capital spending?"

"Pull up everything under the same parent category in the CoA tree"

The agent is designed to interview you — these habits help you get to a solid explanation faster.

1

Be specific in your responses. Instead of "yes, that's right," try "yes, unit 204 had a water heater replacement in mid-March — about $3,500." The more detail you give, the more precise the explanation becomes.

2

Correct it when it's wrong. If the agent suggests a hypothesis that doesn't match reality, say so directly. "No, we didn't have any turnover in building A this quarter." It will adjust and ask a better follow-up.

3

Use it for the why, not the what. The agent already knows the numbers are off. What it needs from you is the story — staffing changes, unexpected repairs, a difficult eviction, seasonal patterns it can't see in the data alone.

4

Don't worry about accounting jargon. Plain language works fine. "We gave a bunch of free months to fill units" is just as useful as "we increased concession-based loss-to-lease via move-in specials."

5

Review the GL transactions it surfaces. The agent highlights the largest individual transactions first. Scanning that list will often immediately remind you what happened.

6

Ask for breakdowns. Instead of "is occupancy bad?" ask "break down occupancy by floorplan" — you'll get exact numbers per unit type rather than a general answer.

7

Point it at specific buildings or floorplans. If you know the issue is in building C or a particular unit type, say so. "Look at the 2-bedrooms in building C with rent above $2,000" works well.

8

Let it ask you questions. The agent ends each turn with a targeted question. Following that thread usually gets to a solid explanation faster than trying to steer it yourself.

Good to know before you start — these are the things the Variance Agent isn't designed to do.

Can't compare across properties. Each conversation is about one property and one line item. For portfolio-level peer comparison, use the Command Center.

Can't predict future performance. It analyzes what happened, not what will happen. No forecasting of next month's vacancy or year-end NOI.

Doesn't know market data. No competitor rents, local market trends, or submarket benchmarks. If market conditions are driving a variance, you'll need to bring that context.

Can't see maintenance tickets or work orders. It sees the vendor name and dollar amount from the GL entry, but not what the actual work order said.

Can't access lease documents or resident profiles. It knows lease dates, rents, and tenant IDs — but not the actual lease agreement or resident history.

Doesn't remember past conversations. Each new variance conversation starts fresh. It won't know what you discussed last month for the same line item.

Can't compute portfolio outlier statistics. Z-scores and outlier persistence are portfolio-level analyses that live in the Command Center.

Variance Agent — Tips & Definitions

Statuses, workflow settings, notifications & best practices

Every report and every line item has a status. Here's exactly what each one means so you always know where things stand.

Using the agent in a conversation? See the Variance Agent User Guide for how to talk to the agent, what data it sees, and example questions to ask.

Report status

Not Started

No comments yet

The PM has not begun commenting on the report

Comments In Progress

Work in progress

Still in progress, or completed but PM hasn't clicked Submit

Review Needed

Awaiting RM review

Comments submitted — waiting for Regional Manager approval

Complete

Approved

RM has approved the PM's comments

Line item status — PM view

What PMs see on each line item as they work through a report:

Required

Needs a comment

Variance is above threshold and the PM hasn't commented yet

In Progress

Started

PM has begun the conversation with the agent on this line item

Completed

Done

The agent has no further follow-up questions

Line item status — RM view

What Regional Managers see when reviewing submitted reports:

No Response

Skipped

PM did not comment on this line item at all

Incomplete

Partial

PM left comments but didn't close the conversation loop with the agent

Review

Needs attention

PM completed comments but the agent wasn't fully satisfied with the response

Completed

All clear

PM answered all questions to the agent's satisfaction

A line item is marked Completed when the PM's response meets a reasonable combination of these four criteria. You don't need all four every time — the agent uses judgment based on the type of variance.

Operational Trigger

The event, action, or omission that caused the variance. Example: "We had a pipe burst in building C" or "the vendor billed early."

Quantifiable Impact

The dollar, percentage, or metric effect. Example: "About $3,500 for the water heater replacement" or "2 units vacant for 45 days."

Timeline / Scope

The duration or period affected. Example: "This happened mid-March and should not recur" or "ongoing since Q4."

Corrective Action Status

What's been resolved or what's planned to fix or prevent it. Example: "Repair is complete" or "we're switching vendors next month."

Workflow settings control which variances get flagged, who's involved, and how the review process flows. These tips help you configure it well from the start.

1

Decide on favorable variances upfront. Discuss with your team whether comments are required for favorable variances — set this consistently before the workflow goes live.

2

Combine AND / OR rule logic. Mix rule conditions to build exactly the rule set you need. You're not limited to one condition per rule.

3

Use both $ and % thresholds together. A combination prevents small-dollar / high-percentage variances from flooding PMs with noise — and keeps large-dollar variances visible even when the percentage looks small.

4

Segment into multiple workflows. Split properties by unit count, region, ownership group, or monitoring priority. Each workflow can have its own thresholds and rules. Examples: properties under 100 units, a specific region, or assets that need closer oversight.

5

Mirror your current process first, then refine. Start by mimicking your existing workflow, then use the per-GL-code threshold settings to catch things you've historically missed — like telephone charges that never hit the standard threshold but exceeded their contract amounts.

6

Add tagging users before the workflow goes live. Anyone who needs to be @tagged in comments — centralized marketing, accounting, etc. — must be added to the workflow first, or they won't be selectable.

7

Add users to the account before the workflow. New users must be added through the Admin Center before they can be added to a workflow. See the User Guides for steps.

8

COA settings require a custom COA tree first. The COA feature in workflow settings only activates once you've built a custom Chart of Accounts tree. Set that up first using the COA user guide.

Notifications are automatic — no setup needed. Here's who gets notified at each stage so nothing falls through the cracks.

PM — Property Manager

When the workflow kicks off

Daily reminders until the workflow is complete

When they are @tagged in a comment

RM — Regional Manager

When the PM submits comments

When they are @tagged in a comment

Exec

When the RM approves the report

When they are @tagged in a comment

About tagging

Any user — including people outside the PM/RM chain like accounting or centralized marketing — can be @tagged in a comment thread. They'll receive a notification when tagged. To make someone taggable, they must first be added to the workflow in settings.

These are the minimum permissions recommended for users who participate in the variance workflow. Without them, the agent won't have the data it needs to do its analysis.

Minimum suggested permissions

For both Submitter (PM) and Approver (RM) roles, give View access to:

View live rent roll — needed for occupancy and unit-level analysis

View GL details — needed to surface transactions behind each line item

View resident aged receivables — needed for collections and AR analysis

View live income statement — budget vs. actual — the core report the agent works from

Adding users

Before adding a user to any workflow, they must first exist in the account. Add them through the Admin Center, then add them to the workflow. Users who are only needed for @tagging (but not as submitters or approvers) still need to be added to the workflow — otherwise they won't appear as a tagging option.

Training Materials

Slides, videos & onboarding resources

Training resources for getting your team up and running on Verify. Add slides and Loom links below.

Slides

Slide deck — to be added

Loom videos

Loom video — to be added

Integration Management

Sync settings, sync properties & sync individual reports

You can pause and resume auto-sync on any active integration connection without disconnecting it.

Pause an active connection

Navigate to the Integrations page.

Click on the dropdown trigger next to the active connection.

Click Pause Autosync.

Resume a paused connection

Click on the dropdown trigger next to the paused connection.

Click Resume Autosync.

Modify sync settings for one or more properties at once, or trigger a bulk sync across a set of properties.

Modify sync settings

Click on the integration you want to manage.

Click Modify Sync Settings.

Select the properties whose sync settings you want to modify.

Use the dropdowns to edit the settings.

Click Save Sync Settings.

Sync all reports for a property or set of properties

Use the checkboxes to select the properties you want to sync.

Click Sync.

Manage sync settings and trigger syncs at the individual property level — including syncing a single report.

Sync an individual report

Click on the property name.

Select the report you want to sync.

Click Sync.

Modify a specific property's sync settings

Within the property, use the dropdowns to edit your selections.

Click Save Sync Settings.

Properties & Portfolios

Managing portfolios, property details, data rooms, and report mapping

Portfolios let you group properties together for consolidated reporting and analysis. You can create, edit, sync, and delete portfolios as your organizational needs change.

Create a portfolio

Navigate to the Portfolios page.

Click Create Portfolio.

Name the portfolio and select the properties to include.

Save your new portfolio.

Edit a portfolio

Open the portfolio you want to modify.

Update the name, add or remove properties as needed.

Save your changes.

Sync a portfolio

Open the portfolio.

Click Sync to pull the latest data across all properties in the portfolio.

Delete a portfolio

Open the portfolio.

Click the delete option. This removes the grouping — it does not delete the underlying properties.

View portfolio reports & trends

Once a portfolio is created, you can view consolidated reports and trend data across all included properties. Navigate to the portfolio and select the reporting period to see aggregated performance metrics.

Manage the details, tags, and ownership information for individual properties in your account.

Edit property details

Navigate to the property.

Click into the property details section.

Update the fields you need to change (name, address, unit count, etc.).

Save your changes.

Property tags

Tags let you categorize properties for filtering and organization. You can add, edit, or remove tags from the property details section. Tags are useful for grouping by region, ownership, asset class, or any custom category.

Property ownership

Navigate to the property.

Open the ownership section.

Add or remove ownership details as needed.

Save your changes. These details are used when generating SREOs.

Generate SREO

Once ownership details are on file, you can generate an SREO (Statement of Real Estate Owned) from the property's ownership section. The SREO pulls directly from the ownership and financial data you've set up.

Create or delete manual properties

Manual properties are properties that aren't connected through an integration. You can create them directly in Verify and manage their data through manual uploads. To delete a manual property, navigate to it and use the delete option in property settings.

Data rooms let you organize and share documents associated with a property. Non-loan data rooms are managed at the property level.

Create a non-loan data room

Navigate to the property.

Go to the Data Rooms section.

Click Create Data Room.

Name the data room and configure sharing settings.

Edit or delete a data room

Navigate to the data room.

To edit: update the name, sharing settings, or contents.

To delete: use the delete option. This removes the data room but does not delete the underlying files from the property.

Adding reports to a data room

Guide coming soon

Property-level reporting features — syncing and commenting on reports.

Sync reports

Guide coming soon

Commenting on reports

Guide coming soon

The Chart of Accounts (COA) tree defines how your GL codes are organized and grouped in Verify's reports. Building a custom COA tree is required before using COA-based features like workflow settings and income statement navigation.

Build a COA tree

Navigate to the Report Mapping section.

Click Build COA Tree or open an existing tree to edit.

Organize your GL codes into parent groupings (e.g., Operating Expenses → Repairs & Maintenance → Plumbing).

Save and set the tree as active. Once active, it drives how data appears in reports, the Variance Agent, and the Command Center.

Important: You must build a COA tree before using COA-based features in the Variance Agent workflow settings. Without an active tree, COA settings won't be available.

Loans

Loan management, data rooms, documents, tests & SREO glossary

Create, edit, and manage loans associated with your properties. Loans track lender details, terms, and associated documentation.

Create a loan

Navigate to the Loans section.

Click Create Loan.

Fill in the loan details — lender, amount, terms, associated property.

Save the loan.

Edit / update loan details

Navigate to the loan.

Click into the loan details section.

Update the fields you need to change.

Save your changes.

Delete a loan

Navigate to the loan.

Click the delete option.

Confirm deletion. This removes the loan record and its associated data rooms and documents.

Save views

Coming soon

Loan data rooms let you organize and share documents specific to a loan — separate from property-level data rooms.

Create and share a loan data room

Navigate to the loan.

Go to the Data Rooms section.

Click Create Data Room.

Name the data room, configure sharing, and add documents.

Edit or delete a loan data room

Navigate to the loan data room.

To edit: update the name, sharing settings, or contents.

To delete: use the delete option. This removes the data room but does not delete the underlying loan record.

Upload and manage documents associated with a loan — loan agreements, amendments, payoff letters, and other supporting files.

Upload loan documents

Navigate to the loan.

Go to the Loan Docs section.

Click Upload and select files.

Documents will appear in the loan's document list once uploaded.

View loan documents

Click on any document in the list to open and view it. Documents can be previewed directly within Verify.

Delete loan documents

Navigate to the document within the loan.

Click the delete option next to the document.

Confirm deletion. This is permanent.

Loan tests let you monitor covenant compliance and other loan conditions. You can create tests that run against your property's financial and operational data.

Create a loan test

Navigate to the loan.

Go to the Loan Tests section.

Click Create Test.

Define the test parameters — metric, threshold, and frequency.

Save the test.

Edit a loan test

Open an existing test and update the parameters, threshold, or frequency as needed. Save to apply changes.

Run a loan test

Click Run on any test to execute it against the latest data. Results will show pass/fail status and the relevant metrics.

Delete a loan test

Open the test and click the delete option. This removes the test definition and its historical results.

The SREO (Statement of Real Estate Owned) is a standard lender document. This glossary covers the key terms and fields you'll encounter when generating or reviewing an SREO in Verify.

Key terms

SREO — Statement of Real Estate Owned. A summary of all real estate assets, their values, and associated debt obligations.

NOI — Net Operating Income. Total operating income minus total operating expenses, before debt service.

DSCR — Debt Service Coverage Ratio. NOI divided by total debt service. A DSCR above 1.0 means the property generates enough income to cover its debt payments.

LTV — Loan-to-Value. The loan balance divided by the property's appraised value. Lower LTV means more equity in the property.

Maturity Date — The date the loan is due to be fully repaid or refinanced.

Equity — The difference between the property's value and the outstanding loan balance.

Annual Debt Service — The total principal and interest payments due on the loan per year.

Appraised Value — The property's estimated market value as determined by a formal appraisal.

To generate an SREO, property ownership details must be filled in first. See the Properties & Portfolios guide → Property Details tab.

Underwriting / Proforma to Actuals

Track your underwriting against actual performance in Verify

Verify can load your underwriting or proforma as a comparison baseline alongside your actuals — so you can track how a deal is performing against the assumptions you underwrote to.

How to get started

To add underwriting to your Verify account, reach out to your CSM with the following:

Your underwriting file(s) — the proforma or underwriting model you want to track against. This can be an Excel workbook, PDF, or any format your team uses.

COA mappings per line item — a mapping that shows how each line item in your underwriting corresponds to the accounts in your Chart of Accounts. This ensures the proforma figures line up with the right GL codes in your actuals so the comparison is apples-to-apples.

Tips for a smooth setup

1

Map at the right level of detail. Match your underwriting line items to the same level of your COA tree that you report on. If your proforma has a single "Repairs & Maintenance" line but your COA splits it into Plumbing, Electrical, and Appliances, decide upfront whether to map to the parent or the children.

2

Include every line item you want to track. Any underwriting line item without a COA mapping won't appear in the comparison. If a line item doesn't have a direct match, let your CSM know and they'll help find the right mapping.

3

Send one file per property. If you have multiple properties with separate underwriting models, send each one labeled with the property name to avoid mix-ups.

Ready to set it up?

Email your CSM with your underwriting files and corresponding COA mappings per line item. They'll handle the import and let you know when it's live in your account.

Intake Forms

Onboarding data that needs to be provided to the Verify team

The following information can't be pulled from your PMS and needs to be provided to the Verify team in order to be uploaded to the platform. If you already have documentation with the required fields, you can send what you have. If you prefer to use our templates, create a copy of the sheet and share it with your CSM.

Intake form templates

Loan Bulk Upload

Loan details, terms, and lender information across all properties

SREO Setup

Ownership details needed to generate Statements of Real Estate Owned

COA Setup

Chart of Accounts tree structure and GL code mappings

Data Room Setup

Data room structure, sharing settings, and document organization

Property Details Setup

Property-level details — can also be entered directly on the Property Details page in the platform

Variance Settings Bulk Setup

Threshold rules and workflow settings across all properties

How to use these templates

Click any form above to open the Google Sheet template.

Create a copy of the sheet (File → Make a copy).

Fill in the required fields.

Share the completed sheet with your CSM.

Already have this data documented elsewhere? No need to re-enter it into our templates. Send whatever documentation you already have that contains the required fields — your CSM will handle the rest.

Brand your Verify portal and login experience

Your Verify login page and portal can be customized with your company's branding. To set this up, supply the following assets to the Verify team.

What to send your CSM

High-resolution logo

PNG or SVG format preferred. This will appear on the login page and throughout the portal.

Login page & portal image

A background image or hero graphic you'd like displayed on the login screen and portal. High resolution recommended.

Company colors

Hex codes for your primary, secondary, and accent colors (e.g., #1A3B5C).

Tips

1

Use your brand guidelines. If you have a brand kit or style guide, send that along — it makes color and logo placement faster.

2

Transparent backgrounds work best for logos. A PNG with a transparent background ensures the logo looks clean on any surface.

3

Images should be at least 1920×1080. Lower resolution images may appear blurry on larger screens.

Ready to set it up?

Email your logo, image, and color codes to your CSM. The Verify team will apply the branding and let you know when it's live.

Action Items

AI-suggested follow-ups generated from variance comments

After a PM completes their variance comments on a line item, the AI analyzes the conversation and suggests action items — concrete follow-ups based on what was discussed. These turn variance explanations into tracked tasks so nothing falls through the cracks.

How it works

The PM fills out their variance comments on a flagged line item, going back and forth with the AI until the explanation is complete.

Once the conversation is done, the AI reviews what was discussed — the operational trigger, the resolution, any outstanding items.

The AI suggests action items based on the comments. These might include following up on a vendor quote, scheduling a repair, checking back on a recurring issue next month, or confirming a resolution was completed.

Action items are attached to the line item for tracking and review.

Enabling or disabling action items

AI-suggested action items can be turned on or off at the workflow level. To change this setting:

Navigate to the Variance Workflow Settings page.

Find the Action Items toggle.

Enable or disable AI-suggested action items for that workflow.

This setting applies per workflow. If you have multiple workflows (e.g., segmented by region or property type), you can enable action items for some and disable for others.

What kinds of action items does the AI suggest?

The AI reads the full conversation and suggests follow-ups based on what was discussed. Common examples:

Follow up with a vendor on an outstanding invoice or quote

Confirm a one-time repair was completed and won't recur

Monitor a recurring expense trend next month

Verify that a staffing change is reflected in the next period's budget

Check back on a lease-up timeline or vacancy fill date

Escalate an issue that needs attention from another team

Email & Notifications Setup

Make sure Verify emails reach your team's inbox

Not receiving Verify emails? Your email security gateway is likely quarantining them. Follow the steps below to whitelist Verify's domains, or forward this page to your IT team.

Domains to whitelist

Add the following domains to your allowlist in your email security gateway (Microsoft 365 Defender, Google Workspace, Proofpoint, Mimecast, or similar):

          
          getverify.ai
        

          
          getverify.co
        

          
          app.getverify.co
        

Additional steps

Add all @getverify.co addresses as safe senders in your email security settings.

Add a bypass-quarantine rule for the getverify.co domain so emails aren't held for review.

Can't find Verify emails in your inbox?

Verify notification emails are sent from app.getverify.co. If you're searching your inbox for Verify emails, search for this sender address — they may have been routed to spam, quarantine, or a promotions folder.

Quick checklist for IT

Whitelist getverify.ai, getverify.co, and app.getverify.co in the email security gateway

Add all @getverify.co addresses as safe senders

Create a bypass-quarantine rule for the getverify.co domain

Confirm emails from app.getverify.co are arriving in inboxes (not spam/quarantine)

Invite Team Members

Add users to your account and manage their access

All users must be added to your account through the Admin Center before they can access any part of Verify — including variance workflows, reports, and tagging.

Invite a new user

Navigate to the Admin Center from the left sidebar.

Click Invite User (or Add User).

Enter the user's name and email address.

Assign a role — this controls what they can see and do across the platform.

Assign property access — select which properties this user should have access to.

Click Send Invite. The user will receive an email with a link to set up their account.

Edit an existing user

Go to the Admin Center.

Find the user in the list and click their name.

Update their role, property access, or contact details as needed.

Click Save.

Remove a user

Go to the Admin Center.

Find the user and click their name.

Click Remove User (or Deactivate). This will revoke their access to the platform.

When adding or editing a user, you'll set permissions at three levels. Each one controls a different layer of access.

Level 1 — User Permissions (System)

Controls what the user can do at the account level. Set via the Access Level dropdown.

System Admin

Full control

Can manage users, settings, and all account-level functions

Integrations Admin

Integration access

Can add a new integration or update an existing one

Standard

Day-to-day use

Can sync, view, edit, and share property data

View-Only

Read access

Limited to viewing property data — no edits

Level 2 — Feature Permissions (App)

Controls what the user can access at the property level. For each row, you set three things:

Properties — which properties this permission applies to

Access Level — Full Access or a more limited scope

Features — which features they can use (e.g., Access Data Room, view reports)

Click + Add Additional Permissions to create separate permission rows for different properties or feature combinations.

For variance workflow users, the minimum recommended feature access includes: View live rent roll, View GL details, View resident aged receivables, and View live income statement — budget vs. actual. Without these, the agent won't have the data it needs.

Level 3 — Variance Permissions (Workflow)

Controls the user's role in the variance reporting workflow. For each row, you assign properties and a role:

Submitter

Property Manager

Receives the initial email to begin variance reporting and comments on flagged line items

Approver

Regional Manager

Reviews and approves submitted variance comments from Submitters

Executive

Owner / Asset Manager

Receives the approved report and can send to third parties

Click + Add Additional Variance Permissions to assign different roles for different property sets — e.g., Submitter on some properties and Approver on others.

A few things to keep in mind when managing your team's access.

1

Add users to the account before adding them to a workflow. Users must exist in the Admin Center before they can be assigned to a variance workflow. If you try to add someone who isn't in the system, they won't appear as an option.

2

Add anyone who needs to be @tagged. If someone — like a centralized marketing or accounting contact — needs to be tagged in variance comments, they must be added to both the account and the workflow. Otherwise they won't be selectable when typing @.

3

Match property access to responsibility. Only assign users to the properties they're responsible for. A PM should see their properties, a regional should see their region, and execs can see everything.

4

Check email delivery. If a new user says they didn't receive their invite, check the Email & Notifications Setup guide — your email security gateway may be blocking Verify emails.

5

Review access periodically. When team members change roles, leave the company, or shift property assignments, update their access in the Admin Center so permissions stay current.