Accounts in platform
2
Trust, holding, and operating entities
Ownership Dashboard
This dashboard is shaped for owner oversight: occupancy, collections, reserve posture, leasing conversion, and items awaiting trust-informed approval.
Payments rail
Stripe test mode configured
Accounts in platform
2
Trust, holding, and operating entities
Users provisioned
3
Active and invited internal users
Tracked properties
3
Assets with occupancy and leasing records
Applications in pipeline
2
Leads and leasing reviews in workflow
Accounts
The admin surface is backed by live account rows instead of static placeholders.
TRUST
HOLDING COMPANY
Users
These users are seeded into the platform and tied back to the right account records.
admin@elderhearthholdings.com
trustee@elderhearthholdings.com
leasing@elderhearthholdings.com
Action Queue
Priority work is organized around leasing, approvals, and property execution rather than generic admin tasks.
Task 01
Approve two unit-turn budgets for Bluewater Residences.
Task 02
Finalize tenant improvement allowance on Harbor Square LOI.
Task 03
Review reserve transfer memo before trust sign-off.
Task 04
Close document collection for three pending lease files.
Leasing Pipeline
Active inventory, touring status, and conversion readiness remain visible to ownership without switching systems.
Bluewater Residences
$1,680 / month
Two-bedroom corner unit with renovated kitchen and parking.
Summit Exchange
$2,140 / month
Top-floor live-work loft with exposed brick and street access.
Harbor Square Shops
$3,900 / month
1,850 square feet with storefront visibility and shared parking.