Portfolio operations

One dashboard. 63 jurisdictions. Zero duplicate workflows.

Huddle gives professional property managers a portfolio-level operating layer for deposit assignments, tenant reputation, payment evidence, collateral health, commercial bond workspaces, optional settlement, and compliance exceptions.

Pro portfolio view

Multi-unit operating table

UnitTenantBondNext action
R-1408Sarah Chen116%Gold evidence badgeBC disclosure review
O-220Northline Dental Ltd.108%Entity verifiedCommercial assent
T-031Marco Alvarez121%Silver badgeNo action
W-18Maple Works Inc.103%Manual reviewDeposit cap check

Dense portfolio overview

See unit, tenant, evidence badge tier, bond status, collateral percentage, and the next compliance action without opening every lease.

Exception-first compliance

The mesh handles standard flows and routes deposit caps, return windows, disclosure gaps, and Canadian RTB cases for review.

Tenant reference checks

Badge share links become acquisition moments: landlords see verified payment evidence, streak, tier, and a clear Huddle invitation path.

Shadow to active onboarding

Start with zero workflow change, then unlock the full product.

01 / Shadow

Observe and import

Upload rent rolls, import payment evidence, map jurisdictions, and see deposit exposure before changing tenant workflows.

02 / Retrofit

Invite selected tenants

Convert trusted existing relationships into deposit assignments with clear mutual assent.

03 / Active

Run Huddle-native

Operate assignments, badges, collateral health, evidence records, optional settlement logs, and compliance reviews in one daily workflow.

Portfolio fee estimate

Model annual platform fees before a sales call.

Huddle uses a transparent AUM model. The estimate below applies the documented 3.69% annual platform fee to deposits under management. Carry only applies to realized appreciation, so it is not projected here.

Deposit base

$560,000

Annual fee

$20,664

Monthly equivalent

$1,722

Payment options can be configured as owner-paid, tenant-paid, or split. The operating record keeps the election visible to both sides.