Admin · Leadership Dashboard

Leadership Dashboard

Portfolio-wide health check across all 18 associations. Refreshes every 15 minutes from AppFolio + Drive + manager checklists.

18Associations managed

14Healthy this week

3Needs attention

1Critical · escalated

$842kReserve balance · all

2.1%Avg delinquency rate

Property health · 18 communities

Color-coded by aggregate health: green = compliance current, yellow = 1+ task due in 7d, red = overdue or escalated.

Manager	Properties	Q2 Ack	On-time mtg packets	NOLAs sent	Avg response
Melissa Lopez	4 (incl. Plaza Tower)	88%	4/4	3	2.4 hr
Tizi Goncalves	5	100%	5/5	1	1.8 hr
Patty Swain	4	95%	4/4	2	3.1 hr
Manager 4	3	71%	2/3	4	5.6 hr
Manager 5	2	100%	2/2	0	2.0 hr

14:42:18 ✓ Centerville — Q2 Vendor Contract Review acknowledged by Patty

14:38:02 → Plaza Tower welcome packet sent to Tomás Rivera (Unit 702)

14:31:55 ⚠ Tallahassee Center — file naming violation: April Financials.pdf in Financials/

14:22:14 ✓ Camellia Oaks BOD meeting packet uploaded — checklist auto-created

14:18:33 → NOLA fired automatically — Unit 512 Plaza Tower (61 days delinquent)

14:08:09 ⚡ ESCALATION: Plaza Tower SIRS check overdue — emailed Tizi

14:01:47 ✓ Marcus Lopez completed BOD certification (Plaza Tower Treasurer)

13:55:12 → Drive sync — Plaza Tower Main · 12 new files indexed

13:42:11 → Page-per-Page · 183 pieces of 2026 Budget Approval queued for Plaza Tower

13:30:09 ✓ Linda Adekoya (Plaza Tower 418) completed welcome packet

13:14:55 ⚠ Emerald Woods · master insurance quote not yet received from broker

12:58:01 → Estoppel ordered — Plaza Tower Unit 304 · Coastal Title

12:42:18 ✓ Q1 Tax filings uploaded to all 5 LLC associations

12:08:19 → Vendor onboarding — Smackdown Lawncare COI renewed

Operating

30-day operating cash trend: +2.1%. Plaza Tower is +$18k month over month; Centerville is +$4k.

Reserves

3 properties have under-funded reserves vs reserve study target. Plaza Tower 92%, Centerville 88%, Camellia Oaks 79%.

Delinquency

4 NOLAs sent this month · 1 file forwarded to Anderson, Givens & Fredericks · $4,217 collected from legal counsel YTD.

When	Property	Issue	Days overdue	Escalation level
Yesterday 09:00	Plaza Tower	SIRS / milestone inspection check	3	T+7 supervisor	Open task →
Apr 25	Tallahassee Center	File-naming violations · 3 files in Financials/	—	flagged	Open property →
Apr 23	Manager 4 portfolio	Q2 acknowledgment rate 71% (target 90%)	—	coaching needed	Open ↗