Management Platform

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Dashboard

Account Overview

Trust account Area Period

Accounting

Overview

Create Receipt

Sample data Receipts update the sample figures on this page and the Dashboard only.

Create Journal

Sample data Journals stay on this page only.

Create Bank Deposit

Sample data Deposits stay on this page and the Dashboard only. Nothing is sent to a bank.

Find Bank Deposits

Sample data Fictional deposits.

Close Period

Sample data Closing a period here only changes this page.

Find Transactions

Sample data Fictional transactions.

Charge Fee

Sample data Fees charged here stay on this page only.

Charge Tenancy Fee

Sample data Fees charged here stay on this page only.

Contacts Summary

Sample data The sample profiles, with made-up statuses.

Call Desk

Sample data Fictional people. Nothing goes to HubSpot or is emailed.

Sales Pipeline

Sample data Fictional deals. Moving them changes nothing in HubSpot.

Maintenance Job Search

Sample data The sample requests’ jobs.

Key Register

Sample data The sample properties’ keys.

Find Fee

Sample data Fictional fees.

Unknown Funds

Sample data Fictional funds. Identifying them changes this page only.

Create Tenancy Credit

Sample data Credits change the sample figures on this page only.

Create Tenancy Refund

Sample data Refunds change the sample figures on this page only. Nothing is paid.

Allocate Tenancy Funds

Sample data Allocations change the sample figures on this page only.

Create Creditor Invoice

Sample data Invoices you create here stay on this page and nothing is saved.

Create Tenancy Invoice

Sample data Invoices you raise here stay on this page and nothing is saved.

Create Recurring Tenancy Invoice

Sample data Recurring invoices you set up here stay on this page; nothing is saved or emailed.

Find Tenancy Invoice

Sample data Searching the sample invoices on this page.

Find Creditor Invoice

Sample data Searching the sample invoices on this page.

Create Recurring Creditor Invoice

Sample data Recurring invoices you set up here stay on this page and nothing is saved.

Pay Creditor

Sample data Payments you make here stay on this page and nothing is sent to a bank.

Pay Ownership

Sample data Payments and statements you make here stay on this page; nothing is sent to a bank or emailed.

Pay Agency

Sample data Agreements, fees and payments here stay on this page; nothing is saved or sent to a bank.

Pending Bank File

Sample data Bank files and payments here stay on this page; nothing is sent to a bank.

Bank Reconciliation

Sample data Reconciliations you do here stay on this page; nothing is saved.

Accounting

Filter By

Select a property to load the financial report

Select a Property

Choose a property or portfolio view from the picker above to generate the financial report.

Property Financial Report

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Strategy

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Portfolio Value

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Total Equity

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RAG Health

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Reporting Period

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REF: IGV-FIN-001

Return Metrics

Net Cashflow — Period

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After all expenses & debt service · CAD

NOI — Net Operating Income

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Gross income minus op. expenses excl. debt service

EBITDA

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Earnings before interest, tax & depreciation

Gross Yield

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Annualised gross income ÷ current value

DSCR

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NOI ÷ annual debt service · lender threshold

Cash-on-Cash Return

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Net cashflow ÷ total equity invested

Period Summary

Gross Income

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STR Revenue

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Airbnb short-term rental

LTR Revenue

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Direct rental income

Total Expenses

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Net Cashflow

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Tax Deductible

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Income Analysis

Monthly Income — STR vs LTR

STR LTR

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Month	STR Airbnb	LTR Rent	Total	% of Period

Income Mix

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Expense Analysis

Expenses by Category

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Category	Amount	% of Exp.	vs. Income

Expense Composition

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Debt & Mortgage

Mortgage Facility

Debt Service — Period

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Monthly Profit & Loss Statement

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Month	STR Income	LTR Income	Gross Income	Op. Expenses	Debt Service	Total Exp.	Net Cashflow	Margin %

Expense Transaction Ledger

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Date	Category	Description	Tax Year	Flags	Amount (CAD)	% of Exp.

IGVhope · Management Platform · Confidential & Proprietary · Generated —

Authorized Participants Only · Confidential

Compliance Register

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Communication

Sample mode Messages are recorded here but not delivered. Live, email goes out from support@igvhope.com (Settings → Email & SMS); SMS is coming soon.

Task Management

Sample data Tasks and workflows are examples until Supabase is connected. Tasks you add from Communication appear here.

Property Management

Overview

Maintenance Request Summary

Sample data Fictional requests. Sign in to see IGVhope's own.

Inspections Summary

Sample data Fictional inspections and notices. Sign in to see IGVhope's own.

Portal Invitations

Sample data Invitations stay on this page and no email is sent. Sign in to invite people for real.

Portal Messages

Sample data Messages stay on this page and nobody is emailed. Sign in to message tenancies and owners for real.

Properties

Sample data Changes stay on this page and nothing is saved. Sign in to manage IGVhope's own properties.

Ownerships

Sample data Changes stay on this page and nothing is saved. Sign in to manage IGVhope's own ownerships.

Tenancies

Sample data Changes stay on this page and nothing is saved. Sign in to manage IGVhope's own tenancies.

Trust & Reports

Overview

Find Vendor

Sample data Fictional vendors.

Add Vendor

Sample data Vendors added here stay on this page.

Yearly Check-ins

Sample data Fictional households. Check-ins saved here stay on this page.

Quarterly Catch-ups

Sample data Fictional households. Catch-ups saved here stay on this page.

Program Pipeline

Sample data Fictional households.

IGVhope Navigators

Overview

Planned for Sales

In development

From listing to signed agreement: the homes on offer and every applicant's progress, with HubSpot as the pipeline.

Listings

Every home on igvhope.com: price, monthly contribution, availability, move-in date.

Data: public_listings

Applicant pipeline

HubSpot deal stages: Post G3 Community Entry → Geobased Property Release → Verifast Screening → Additional Info Needed → Declined → Legal Offer → Onboarded.

Data: HubSpot deals

Reservations

Homes held for approved applicants, and when each hold expires.

Data: units

Interest by development

Expressions of interest per development and home type.

Data: HubSpot

Conversion

How many applicants move through each stage, and how long each stage takes.

Data: HubSpot

Maintenance

More for Maintenance

In development

Every repair request from report to resolution, including new-home warranty claims and planned upkeep.

Warranty claims

Claims under the BC 2-5-10 new home warranty, with deadlines.

Data: maintenance_requests

Planned maintenance

Scheduled work: gutters, heat-pump servicing, exterior upkeep.

Data: action_items

Contractors

Trades directory with ratings, response times and blacklist flags.

Data: contractors

Automated Communications

Sample data Changes stay on this page. Sign in as an administrator to change IGVhope's own.

User Types & Permissions

Sample data Changes stay on this page. Sign in as an administrator to set IGVhope's own.

Settings

Configuration

Appearance

Dark mode

Switches the platform to a dark background. Saved on this device.

In development

Who can use the platform, how IGVhope is set up, and the services it connects to.

Organization

Company details, currency, date format, map regions.

Data: SITE_CONFIG

Developments & homes

Add developments, building types and floorplans.

Data: developments · units

Notifications

Which alerts each person receives and how.

Data: notifications

Audit log

Every change to agreements, payments, prices and roles (admins only).

Data: audit_log

Business Insights

Overview

Geographical Analysis

Acquisition Target

Portfolio Stock

60°N 96°W

igvhope.com

Coming Soon

AI-powered insights for your portfolio

The Intelligence module will surface market forecasting, rental yield benchmarking, acquisition scoring, and portfolio risk analysis.