Intent REI LLC

Portfolio Dashboard

Search projects, permits, invoices...K

Portfolio command

Project status, asset exposure, budget posture, and next actions across the portfolio.

Asset ManagementLive1 projects
Loading workspace
Active11 total records
Budget basis$286K$0 actual
Top phase1Permitting leads the mix
Projects1Project records
Active1Currently active
Budget$286KPortfolio budget
Net Profit$0Modeled net profit

Interactive portfolio lens

Phase mix

Lens total1Workspace portfolio
Permitting11 project

Portfolio register

Project status and exposure

Projects
1shown / 1
Projects11 active
Budget$286Kportfolio budget
Remaining$286Kbudget left
Debt$0loan exposure
Permitting1top phase
Active1top status
Current portfolio focusSample Portfolio Project portfolio statusSnohomish County / PREVIEW
PermittingActive$286K budgetLoad portfolio dataTenant pendingAwaiting refresh
Open project workspace
ProjectPhaseBudgetStatusNext
Sample Portfolio ProjectSnohomish CountyPREVIEWPermittingOn Track$286K$286K remainingActiveOn TrackLoad portfolio dataResidential

Coverage mix

Workspace coverage

Projects1
Financial rows0
Properties0
Invoices0
Loans0
Budgets0

Portfolio workflow

Connected modules

Company Control CenterExecutive command dashboard and owner operating lens
ReportsOwner snapshot, project package, and custom report exports
Owner ReportsOwner weekly snapshot and priority brief
ProjectsProject register and command workspace
Project WorkspaceSelected project packet, files, and closeout readiness
FinanceFinancial dashboard and job costing
Portfolio FinancialsPortfolio budget, AP, debt, and source coverage
ProfitabilityProfit, ROI, margin, and exit performance
PropertiesProperty records and asset context
LoansLoans, draws, and payoff tracking
Track RecordClosed outcomes and lender-ready proof
Backup / ExportExport evidence, backup packages, and migration prep
Data QualityPortfolio source cleanup and audit checks
System HealthRoute, API, RLS, storage, and finance checks