Beta Guide

How OwnerLens Works

From Property Setup to Intelligence in Minutes

OwnerLens transforms your property documents into actionable intelligence through a simple process designed for the beta experience:

1

Create Your Properties

Start in Your Workspace

  • Click Create Property in your workspace
  • Add basic details: address, property type, number of units
  • Your property appears in the left-hand column under Properties
  • Click any property to view its dashboard and documents

Organize Your Portfolio

  • Create multiple properties in your account
  • Switch between properties using the left sidebar
  • Each property maintains its own document vault and intelligence
2

Upload Your Documents

Drag & Drop or Browse

  • Drag and drop documents directly into the workspace
  • Or click Upload Documents to browse your files
  • Supported during beta: Leases and owner statements (property management reports)

Beta Upload Limits

  • Parse up to 10 documents total across your properties
  • Focus on your most critical leases and recent statements
  • Additional capacity coming with public launch

What We Parse

Currently supported document types:

  • Residential leases and rental agreements
  • Owner statements (monthly property management reports from AppFolio, Buildium, etc. - includes financial summaries, rent rolls, expense reports)
3

AI Extracts Key Information

Automatic Document Analysis

Once uploaded, our AI:

  • Identifies document type and key sections
  • Extracts lease terms: dates, rent amounts, tenant names, security deposits
  • Parses financial data from management statements
  • Links information to the correct property in your workspace

Review & Verify

  • Extracted data appears in your property dashboard
  • Review AI-parsed information for accuracy
  • Edit any fields that need correction (helps train our system)
4

View Your Intelligence Dashboard

Property-Level Insights

For each property, see:

  • Lease overview: Current tenants, lease end dates, rent amounts
  • Document vault: All uploaded files organized by type
  • Key dates: Upcoming expirations and important deadlines
  • Financial snapshot: Income and expense data from management statements

Coming Soon: Full Intelligence Metrics

The beta provides foundational document parsing and organization. 109 comprehensive intelligence metrics launching with full release in 2026:

  • Lease expiration alerts (30/60/90 day notices)
  • Maintenance cost benchmarking
  • Manager performance scorecards
  • Financial health monitoring (NOI, DSCR, expense ratios)
  • Risk indicators across 9 domains
  • Predictive analytics and recommendations

What's Not Yet Available (Coming Soon)

Account Linking

  • Bank connections via Plaid: Planned for public launch
  • Direct PMS integrations: API connections to AppFolio, Buildium, Yardi
  • Accounting software sync: QuickBooks integration in development

Manual Data Entry

  • Work order tracking: Coming in expanded beta
  • Vendor management: Full feature set post-launch
  • Expense categorization: Manual entry tools in development

Advanced Features

  • AI Copilot chat: Natural language queries and actions
  • Automated alerts: Critical deadline and anomaly notifications
  • Benchmarking: Cost comparisons against market data
  • Manager scorecards: Performance analytics and SLA tracking
  • Export tools: CSV and PDF report generation

Security & Privacy

Even in beta, your data is protected:

  • Encryption: All data encrypted at rest and in transit (TLS 1.2+ / AES-256)
  • Access control: Only you see your properties and documents
  • No data sharing: We never sell or share your property information
  • Enterprise infrastructure: Built on Supabase (SOC2 Type II certified)
  • Export anytime: Full data portability (feature coming Feb 2026)

Beta Limitations:

  • Not HIPAA compliant - Do not upload tenant medical information
  • Not PCI-DSS compliant - Do not upload credit card details or bank account numbers
  • Formal compliance certifications (SOC2, ISO 27001) planned for 2026-2027
  • Safe to upload: Leases, owner statements, property documents only

Questions?

Contact us at support@ownerlens.com or schedule a walkthrough with the founder.