Intent REI LLC

Portfolio Financials

Search projects, permits, invoices...K

Portfolio financials

Budget, actual cost, loan exposure, AP, invoices, and debt service by project.

Asset ManagementLive1 projects
Loading workspace
Budget basis$286K$286K remaining
Actual cost$0$0 invoices
Debt$0$0 monthly service
Budget$286KApproved project budgets
Actual Cost$0Actual or posted costs
Debt$0Loan exposure
Open AP$0Open payables

Interactive portfolio lens

Budget exposure by project

Lens total$286KWorkspace portfolio
Sample Portfolio Project$286K$286K

Portfolio register

Financial exposure by project

Projects
1shown / 1
Projects11 active
Budget$286Kportfolio budget
Actual$0posted costs
Debt$0loan exposure
Permitting1top phase
Active1top status
Current financial focusSample Portfolio Project financial exposureSnohomish County / PREVIEW
$286K budget$0 actualOn Track$0 debtTenant pendingAwaiting refresh
Open project workspace
ProjectBudgetActualOpen APDebt
Sample Portfolio ProjectSnohomish CountyPREVIEW$286K0% used$0$286K remaining$0$0 invoices$0$0 monthly

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