Interactive Product Manual

Understand the LedgeFlow Loop.

Explore our system documentation, interact with live product simulators, and see how our financial operating system automates your properties.

Autonomous Workflow Map

The Unified Operations Pipeline

LedgeFlow removes operational gaps. See how a tenant action triggers automatic back-office flow cycles across banking, compliance, and accounting.

Active Loop Module

1. Lead CaptureBranded Portal

A prospective tenant visits your white-labeled listing site and submits an online application. LedgeFlow registers the inquiry instantly.

Fully Automated Link
Control Center

Main Dashboard

Your central cockpit for portfolio performance. Displays live occupancy metrics, cash flow trends, priority notifications, and real-time Stripe Connect balances.

Live cash flow trend visualizations & income metrics
Stripe available balance tracking & quick transfers
System notifications, alerts, and priority tasks
Fast access links to properties, tenants, and tickets
Live System Sync

Gross Revenue

$14,250

Occupancy

94.2%

Maintenance

2 Open

Net Revenue Performance Curve+$2,400.00 Last cleared invoice
Asset Management

Properties & Units

Track, organize, and manage your real estate assets. Supports single-family homes, multi-unit complexes, and commercial properties, tracking unit occupancy and target rents.

Calculate property-level Cap Rate & cash flow yield
Unit-by-unit resident mapping and occupancy status
Automatic rental target matching across properties
Turnkey imports from Zillow or MLS targets via AI
Yield & Cap SimulatorAuto-evaluates MLS & Zillow metrics
Target Purchase Price$250,000
Estimated Monthly Rent$1,800
Monthly Expenses (Tax, Ins, Maint)$600

Net Operating Income (Annual NOI)

$14,400

Calculated Cap Rate

5.76%
Moderate Return
Resident Relations

Tenants & Leases

The core lease management pipeline. Create lease agreements, track security deposits, manage tenant profiles, and monitor Section 8 housing voucher qualifications.

Interactive digital lease agreement generation
HUD Section 8 voucher eligibility & voucher calculations
Resident contact details and payment ledger history
Track move-in balances and security deposits
HUD Section 8 Split EstimatorAutomates Voucher calculations
Contract Rent (Unit Price)$1600
HUD Payment Standard (Zip Code)$1700
Tenant Monthly Adjusted Income$1200
Public Housing Subsidy (PHA)Tenant Obligation
78%
23%

PHA Share

$1,240

Tenant Share

$360

Stripe Integration

Banking & Payments

Embedded banking and rent collection clearing. Landlords onboard via Stripe Connect Express to receive payments, review payouts, and transfer funds.

Automated monthly rent invoice generation
Stripe checkout portals for ACH and card payments
Available balance tracking and ledger updates
Initiate instant payouts to external debit cards
Stripe Connect Express
Available Stripe Balance

$4,820.00

Pending Ledger: $0.00

Payout Ledger Log

No payouts triggered in this session.

Facilities Triage

Maintenance Dispatch

Track and triage maintenance issues submitted by tenants. Coordinates emergency events, auto-generates HQS inspection checklists, and compiles dispatches to preferred vendors.

24/7 maintenance ticket severity classification
Automated HQS pre-inspection checklists for safety
Vetted vendor listings & service log integration
Live contractor SMS telemetry and ticket status logs
Maintenance Dispatch Triage24/7 Severity Classification
Kitchen sink is overflowing and leaking through the cabinet. Water is spreading fast.
Step 1 of 4
Lead Pre-Qualification

Leasing CRM & Leads

Automate your lead pipeline. Capture rental inquiries, pre-qualify applicants based on credit/income benchmarks, and send applications automatically.

Applicant credit, background, and income screening
Voucher eligibility scoring and document validation
AI resident response drafting for tenant inquiries
Interactive voice and SMS pre-screening assistants
AI Applicant Pre-Screening ScorerAuto-scores applications
Credit Score (TransUnion FICO)650
Monthly Income to Rent Ratio2.8x Rent

Section 8 Voucher Holder?

Bypasses standard income ratios

Pre-Screening Status

Requires Guarantor / Manual Review

*TransUnion credit reports and background screenings are processed securely and summarized by LedgeFlow AI.

Risk Mitigation

Insurance & Compliance

Ensure your portfolio is protected. Upload and verify landlord policies and monitor tenant renters insurance compliance to prevent liability exposures.

Monitor tenant renters insurance status & expiration
Landlord property policy tracking & reminders
Automated notifications for policy lapses
Insurance compliance audits for mortgage requirements
Compliance Status AuditsAuto-tracks policy expirations
Compliant

Landlord Property Policy

Policy Exp: Nov 2026

Verified Active

Tenant Renters Insurance

Coverage Minimum: $100k

Public Branding

Marketing Website Builder

Deploy search-optimized property listing sites in minutes. White-labeled portals showcase available rentals, allow digital applications, and build your local brand.

Custom marketing subdomain and branding setup
Dynamic SEO meta-tag generation for active zip codes
AI copywriting assistant for listing descriptions
Online application portal directly connected to CRM
Listing Portal SEO PreviewerAuto-generates Google schemas
LF
https://yourportfolio.ledgeflow.site > rentals

Modern 3 Bedroom House with Fenced Yard | Rentals in 60614

Looking for houses or apartments for rent in 60614? View photos, schedule tours, and apply directly. Spacious floor plan, move-in ready.

Tax & Performance

Financial Reports

Automated accounting reports. Instantly export transaction summaries, cash flow statements, and tax-ready Schedule E logs for your accountant.

Schedule E tax category mapping for every transaction
Monthly and annual cash flow statements
Net Operating Income (NOI) calculation charts
Exportable CSV and PDF statements
CPA Prep — Tax Category TrainerTrain LedgeFlow’s AI bookkeeper
Transaction to classify

"Cleared $220.00 to Joe’s Plumbing for fixing a leaking kitchen trap."

Question 1 of 3
Workflow Automation

Settings & Rules

Configure LedgeFlow's automation settings. Set grace periods, late fee amounts, tenant communication channels, and customize notifications.

Customizable grace period and late fee percentage/flat rules
Stripe account connection and business updates
SMS/Email notification triggers and templates
Staff user access control and roles
Automation Rule SandboxAuto-applies fees to Stripe invoices
Flat Fee Amount$100
Invoice Days Past Due8 Days

Automation Invoice Status

Late Fee Applied

Late Fee Charge

$100

Base Rent

$2000

Total Outstanding Balance

$2,100

LedgeFlow Advantage.

WorkflowLegacy ProcessLedgeFlow Operating System
LeadsManual phone tag & paper applications Autonomous Pre-Screening & Digital Tenant Portals
OnboardingPaper leases, scanning, & follow-up emails Automated Lease Generation & Digital Signature Pipeline
PaymentsChecks, cash deposits, or risky non-compliant peer transfers Direct Stripe Connect rent auto-clearing
AccountingShoebox of paper invoices provided to CPA at year-end Automated, settlement-level IRS Schedule E Ledgers
MaintenanceJuggling tenants, contractors, SMS messages, & bills 24/7 Severity Classification & Contractor SMS Dispatch
Savings Estimator

Calculate Your LedgeFlow ROI

Slide the variables below to estimate how much administrative overhead you can automate and how much revenue leak you can prevent.

Portfolio Size (Active Units)25 Units
Average Monthly Rent per Unit$1,500
Value of Your Time (per Hour)$50/hr
Est. Monthly Manual Admin Time per Unit4 Hours
Annual Savings Projections

By moving key banking, rent clearing, maintenance dispatch, and Schedule E accounting to LedgeFlow:

Admin Hours Saved

900 hrs

75% time savings

Revenue Recovered

$6,750

1.5% leakage reduction

Total Estimated Value Generated / Year

$51,750

Calculations assume typical operational leakage metrics.

Need Help?

Frequently Asked Questions

Interactive Roadmap

Your First Loop Setup

Complete these setup steps to activate automated operations across your property portfolio.

Setup Completion0%