The biggest source of friction when adding a property to Portfoliq was retyping numbers that already live in a document you already have. We're starting to close that gap.

What works in v1

Drop a Purchase & Sale Agreement for a single-family rental and Portfoliq pulls out the basics — address, purchase price, seller, expected close, key terms — and creates a deal-ready property entry without you typing any of it. We're calling this the happy path: a known document type, a known asset class, the fields a real operator needs first.

What it doesn't do yet

This is version one of a multi-quarter capability. Multifamily and commercial offers, rent rolls, inspection reports, and T-12 financials are all on the roadmap. When the parser isn't sure about a field, it asks you instead of guessing. We'd rather you fill in three blanks than chase a hallucinated number through a model.

A more polished first impression

We also did the unglamorous work that makes the demo feel like the real product:

A richer sample portfolio so first-time users land in something that looks like a real account, not an empty shell.
A simulated import inside the try-before-you-sign-up sandbox so you can walk through the upload flow end-to-end.
A round of fixes catching the inputs that previously slipped through onboarding.

Bugs squashed

The Debt page was empty for new users — a wiring oversight from the March data-model update. Fixed.
Numbers that didn't match between dashboard cards and property detail pages — reconciled.
A dashboard redirect that occasionally sent freshly-onboarded users somewhere they shouldn't be — fixed.

Up next

A new home for our public updates and a blog — so we can share what's shipping without a developer pushing a commit every time.