Lotfolio is the operating system for real estate: portfolio tracking with attributable ownership across holdcos and partnerships, property management for landlords and PMs, CRM and pipeline for agents, and a wealth-tracking layer that turns tenants into future buyers.
Welcome back. Use the email your agent sent your invitation to.
Track every property you own — directly or through holdcos, partnerships, or fund LP interests. Attributable equity, cash flow, and cap rate per property, then rolled up to the portfolio.
Rent roll, work orders, vendor management, lease lifecycle. Tenants pay rent + submit issues from a phone-first portal. Landlords see real-time cash flow + owner statements.
Buffini-style daily prompts, FUB-style auto-lead capture, kanban pipeline, commission tracking, click-to-call (Twilio). AI insights grounded in your actual client data.
Model the future. Sliders for appreciation, rent growth, paydown, renewal rates. Add a hypothetical property. Compare scenarios side by side. Real amortization math.
Tenants report issues → auto-route to PM → notify landlord. SLA tracking with auto-escalation for critical issues (no heat, leak, lockout). Full conversation thread.
PIPEDA-compliant: download your data, request deletion, view consent history. Every change auto-logged for breach forensics. Login rate-limited. SSL everywhere.