Now with AI-powered portfolio intelligence

Property management,
engineered for scale.

The complete asset lifecycle platform for professional property managers. Trust accounting, multi-tenant compliance, AI analytics, and chain-of-custody receipts — unified in one enterprise-grade system.

$2.4B+
Assets under management
16
Integrated modules
99.97%
Platform uptime
7yr
Performance history
app.HavilonAV.com/dashboard
Overview
Dashboard
Performance
Portfolio
CRM
Asset Lifecycle
Properties & Units
Operations
Maintenance
Insurance
Compliance
Finance
Trust Accounting
Revenue Ops
Portfolio Dashboard
Havilon Realty · May 2026
✓ All Systems Operational
Total Units
142
↑ 3 this month
Occupancy
83%
↑ 2.1%
MRR
$284K
↑ 6.2% MoM
Open WOs
27
5 overdue
Trust Balance
$1.2M
48 owners
NOI Margin
38%
↑ 1.4%
Revenue vs NOI — 12 months
Occupancy Rate — 12 months
Trusted by property management companies across the US
Thornton Holdings
Kim Properties LLC
Prestige PM
Walsh Investments
Apex Real Estate
Key West Mgmt

Every module your operation needs

Sixteen fully integrated modules — from CRM through closeout. No patchwork of third-party tools. No double-entry. One platform, one record of truth.

📊

Asset Lifecycle Records

Complete immutable history for every asset — acquisitions, improvements, inspections, liens, and dispositions — from day one through closeout.

Full audit trail
🏠

Properties & Lease Management

Buildings, units, tenants, leases, rent rolls, and vacancy tracking. Automated renewal workflows with built-in receipt generation on every signing.

Auto-receipts
🔧

Maintenance & Work Orders

Create, assign, and track work orders from emergency to scheduled. Vendor management, bid comparison, and capital project tracking with budget vs. actual.

Vendor portal
🛡️

Insurance Coordination

Policy registry, claim lifecycle management, and renewal tracking. Auto-generate submission receipts and maintain full documentation chains for every claim.

Claims management
⚖️

Compliance & Legal

Compliance calendar, certificate tracking, eviction workflows, and legal matter management. Auto-flags overdue items and sends compliance alerts before penalties accrue.

Regulatory ready
💰

Trust Accounting

Segregated owner trust accounts with atomic disbursements, reserve management, and monthly statement generation — every transaction creates an immutable receipt.

SOC-ready
🧾

Revenue Operations

Contract-driven pricing engine, invoice generation, collection tracking, and profitability analysis broken down by property, owner, and revenue category.

P&L by property
📈

Performance Overview

Interactive analytics from 7 days to 7 years. NOI trends, occupancy rate, expense breakdown, vacancy loss, and AI-generated narrative summaries with cost impact events.

AI-powered
🔗

Workflow Engine

Configurable automation for onboarding, lease renewals, insurance claims, evictions, and move-in/out. 74% automation rate out of the box.

No-code config
7D
30D
90D
1Y
2Y
5Y
7Y
$3.41M
Total Revenue
↑ 8.4% vs prior year
$1.27M
Net Operating Income
37.2% NOI margin
83.4%
Avg Occupancy
↓ 1.2% vs prior
Net Operating Income — Monthly

Seven years of portfolio intelligence

Track every metric that matters — from daily cash flow to decade-long asset appreciation. Switch between time ranges instantly and let AI explain what changed and why.

Time ranges from 7 days to 7 years

Daily, weekly, monthly, quarterly, and annual granularity — automatically selected based on range.

AI-generated performance narratives

Every view generates a plain-English summary of financial health, cost drivers, and specific recommendations.

Cost impact event timeline

Every maintenance event, vacancy period, insurance claim, and capital expenditure is tagged and explained in context.

Per-property and portfolio-wide views

Drill from portfolio aggregate down to individual asset performance with a single filter.

Your portfolio, explained in plain English

The AI layer continuously analyzes your data — flagging anomalies, identifying cost patterns, and generating narratives that help owners and managers make faster, better decisions.

Anomaly detection

Flags unusual vacancy duration, overdue invoices, compliance gaps, and reserve shortfalls before they become problems.

Cross-record search

"Show me all leases expiring in 60 days" — natural language search across every module.

Automated report generation

Monthly owner summaries, compliance calendars, and performance reports — written and sent automatically.

🧠
AI Portfolio Summary
Generated May 30, 2026
Portfolio revenue is up 8.4% versus the prior year, with total collections of $3.41M and NOI of $1.27M (37.2% margin). Occupancy averaged 83.4% — moderate — with a −1.2% shift driven primarily by a 47-day vacancy in Unit 14.

The top cost driver this period was maintenance at $412K, above the 15% threshold. The HVAC emergency at 5501 Maple ($3,200) and deferred plumbing work at 220 Oak ($6,400) account for 23% of maintenance spend.

Recommended: List Unit 14 immediately — each additional week represents $775 in lost revenue. Schedule preventive HVAC inspection across remaining units to avoid repeat emergency callouts.
Unit 14 vacant 47 days — no listing activity
–$3,100
P. Walsh invoice overdue 15 days
$840
900 Commerce reserve below threshold
–$4,700
2 compliance items overdue
Risk

Built for accountability

Every transaction, document, and action creates an immutable, SHA-256 hashed receipt — issued automatically, archived permanently, and available to auditors with one click.

01 / Trust Accounting

Atomic disbursements

Owner disbursements execute as database transactions — balance deduction and receipt generation happen together or not at all. No partial states, no reconciliation gaps.

Receipt#R-2830
TypeDisbursement
OwnerL. Kim
Amount$14,510.00
PeriodMay 2026
SHA-256: a3f9b2c1...d8e4c12b · Immutable · Timestamped
02 / Audit Portal

Auditor access without risk

Invite external auditors with scoped read-only access, session logging, IP allowlisting, and auto-redacted tenant PII. Every action they take is timestamped in your audit log.

AuditorT. Franklin
FirmGrant & Wise CPAs
AccessRead-only
PIIRedacted
Session logEnabled
IP allowlistEnforced
03 / Chain of Custody

Every event has a receipt

Lease signings, document uploads, rent payments, insurance claims, trust disbursements — every event auto-generates an immutable receipt delivered to all parties.

Lease renewalR-2847
Document uploadR-2841
Claim filedR-2838
DisbursementR-2830
Delivered viaEmail + portal
All receipts: SHA-256 hashed · Permanent · Non-modifiable

Straightforward. Milestone-based. No surprises.

Platform subscription priced per property under management. All plans include full access to every module.

Starter
$299
per month · up to 25 units
All 16 platform modules
Trust accounting + receipts
AI portfolio summaries
1 year performance history
Email support
Custom workflows
API access
Get started
Enterprise
Custom
Unlimited units · White-label available
Everything in Professional
Multi-company tenancy
White-label branding
SOC 2 compliance package
Full API access
Dedicated success manager
SLA with 99.9% uptime guarantee
Contact sales

Built with operators, for operators

★★★★★
"The trust accounting module alone replaced three spreadsheets and an accountant's monthly reconciliation. The atomic disbursements and auto-receipts mean our CPA can run the audit without us preparing anything."
LK
L. Kim
Principal, Kim Properties LLC · 7 properties
★★★★★
"The performance dashboard changed how we present to investors. We pull up the 5-year NOI chart in the meeting — the AI narrative writes the commentary for us. It's the most credible thing we've ever shown."
RT
R. Thornton
Managing Partner, Thornton Holdings · 12 properties
★★★★★
"We had a state audit of our trust accounts. I invited the regulator as an auditor in the portal, gave them read-only access, and they completed the review in two days. No PDF exports, no email chains. Completely frictionless."
SP
S. Patel
Owner, Patel Property Group · 4 properties

Your entire portfolio.
One platform. Full accountability.

Request a demo and we'll walk you through the full platform — trust accounting to AI insights — in 30 minutes.

No credit card required · 14-day free trial · Setup in under 30 minutes