Doppelhaus Powell, LLC
All systems operational
Admin
Portfolio Overview
Gresham, Oregon · March 23, 2026
Gross Rent/mo
$4,200
2 of 2 occupied
NOI YTD
$8,520
Q1 2026
Open Work Orders
3
1 habitability-tagged
CapEx Funded
38%
$7,600 of $20,000
Unit status
Unit A — Rosa Martinez
Lease ends Jul 31 2026 · Last access: Mar 23 7:42 AM
Paid Mar 1$2,100
Unit B — Emeka Okafor
Lease ends Jan 31 2027 · Last access: Mar 21 11:03 PM
5 days late$2,100
Check-in summary
Unit A😊Good — faucet dripping slightlyMar 2026
Unit B😐Concerned about late paymentMar 2026
Priority action items
Unit B — Rent 5 days past due
$105 late fee auto-posted ORS 90.260. Send 144-hr cure notice immediately.
HVAC Unit B — habitability clock
ORS 90.320 — 18 days remaining. Resolve immediately.
Deed transfer to LLC — in progress
Priority 3 · ORS 93.030 checklist open.
Business credit — tradeline Apr 15
D&B Paydex: 72 · Experian: 68 · Target: 80+
Properties
Portfolio registry · ownership · mortgage · valuation
Properties
1
Active
Total Units
2
Both occupied
Portfolio Value
$520,000
Current estimate
Total Equity
$187,400
All mortgages
Click to add photos
0 photos
Doppelhaus Powell Duplex
Powell District · Gresham, OR 97030
100% occupied
Ownership
Doppelhaus Powell LLC
Daniel D. Craig · Single member
Purchase Price
$332,500
Mar 2021
Current Market Value
$520,000
+56.4% appreciation
Insurance Carrier
State Farm
Policy #SFP-4429011 · Renews Jan 2027
Annual Premium
$2,232
$186/mo · Landlord policy
Occupancy
100%
Mortgage register
LenderTypeOriginalCurrentRatePayment/moPayoffSch E
US Bank30yr Fixed$266,000$240,4404.25%$1,180.00Mar 2051Line 12
+ Add Another Property
Purchase price · mortgage · insurance · units
Tenant Management
Full profiles · contact · pets · portal access · editable · document dropdown · TurboTenant import
RM
Rosa Martinez
Unit A · Since Aug 2023
Last portal access: Mar 23, 2026 · 7:42 AM
Contact info
Lease & financials
Status
Good standing
Lease
Aug 2023 – Jul 2026
Monthly rent
$2,100.00
Deposit held
$2,100.00
Boom credit
Opted in
Insurance
Not on file
Pet status
Pets on file
1 — domestic cat
Pet name
Luna
Pet deposit
$200.00
Vaccines current
On file
Mood trend
😊😊😄😊😐Latest: Faucet dripping
EO
Emeka Okafor
Unit B · Since Feb 2025
Last portal access: Mar 21, 2026 · 11:03 PM
Contact info
Lease & financials
Status
Late — day 5
Lease
Feb 2025 – Jan 2027
Monthly rent
$2,100.00
Deposit held
$2,100.00
Boom credit
Not opted in
Insurance
On file · Dec 2026
Pet status
Pets on file
None declared
Pet policy
Case-by-case per lease
Mood trend
😐😄😊😊😊Latest: Concerned about late payment
Transactions
All activity · Q1 2026 · search and filter
Income YTD
$12,600
Rent + utilities
Expenses YTD
$4,080
All categories
NOI YTD
$8,520
Net operating
AR Aging 30d+
$2,205
Unit B overdue
Transactions — Q1 2026
Unit A — Rent + utilities · March 2026
Mar 1 · ACH · STR-2026-03A
Paid+$2,180.50
Unit B — Late fee · March 2026
Mar 6 · Auto-posted · ORS 90.260
Pending$105.00
Unit B — Rent · March 2026
Mar 1 · OVERDUE day 5
Overdue$2,100.00
Portland G&E — duplex utilities
Mar 10 · Schedule E Line 17
Paid-$214.00
US Bank — Mortgage P+I
Mar 1 · Schedule E Line 12
Paid-$1,180.00
Portland Plumbing — faucet cartridge
Mar 5 · Receipt on file
Paid-$67.43
DigitalOcean + Supabase — stack
Mar 1 · Auto-pay · Schedule E Line 14
Paid-$39.40
Export:
Maintenance
Active work orders · preventive schedule · vendors
Active work orders
MR-002 — Unit B HVAC
Urgent · Hab.
ORS 90.320 — 18 days remaining
Feb 12 · Habitability clock running
MR-001 — Unit A faucet
In progress
Mar 4 · Receipt $67.43 · Install pending
Preventive schedule
Overdue
HVAC filter — both units
Every 90 days
Jun 2026
Smoke/CO test
Every 6 months
Oct 2026
Gutter cleaning
Annual
Nov 2026
Water heater flush
Annual
Vendor ratings
Pacific Air Services
HVAC · 3 jobs · $485
★★★★★
Portland Plumbing Co.
2 jobs · $312
★★★★
Cascade Electric
1 job · $220
★★★
Add work order
Document Hub
DocuSeal e-sign · upload · download · ORS 84.001 + E-SIGN Act compliant
Active Docs
8
In system
Awaiting E-sign
2
Pending signatures
E-sign Provider
DocuSeal
Self-hosted · $0/mo
Storage
0.8GB
Supabase · encrypted
Unit A — Rosa Martinez
Residential Lease — Unit A
Aug 1, 2023 · Expires Jul 31, 2026
Signed
E-signed · Daniel Craig + Rosa Martinez · Aug 1, 2023
Entry Notice — HVAC Apr 10
Mar 18, 2026 · ORS 90.322
Acknowledged
Renter's Insurance Certificate
Required per lease · Not yet uploaded
Missing
Move-in Condition Report — Unit A
Aug 1, 2023 · Both parties signed
Signed
Unit B — Emeka Okafor
Residential Lease — Unit B
Feb 1, 2025 · Expires Jan 31, 2027
Signed
Late Rent Notice — Unit B (Mar 2026)
ORS 90.394 · 144-hour cure · NOT YET SENT
Pending
Upload a document
Click or drag to upload
PDF, DOCX, JPG, PNG · Max 25 MB
DocuSeal e-sign info
DocuSeal — self-hosted e-signature
Runs on your DigitalOcean VPS at $0/mo. Both parties sign via email link — no account required. Full audit trail (IP, timestamp, device) stored in Supabase. Legally binding under ORS 84.001 (Oregon UETA) and federal E-SIGN Act.
Cost
$0.00/mo
Legally binding
ORS 84.001 + E-SIGN Act
Audit trail
IP · timestamp · device
Tenant account required
No — email link only
Bulk:
Messages
All tenant conversations
Unit A — Rosa Martinez
DC
You Mar 18
HVAC inspection confirmed April 10th. No need to be home.
RM
Rosa Martinez Mar 18
Works! Any update on the faucet?
DC
You Mar 19
Cartridge arrived. Posting 24-hr notice and stopping by end of week.
Reply to Rosa…
Unit B — Emeka Okafor 2 unread
EO
Emeka Okafor Mar 20
Hi Daniel, rent is late. Had an unexpected expense. Can I pay Friday?
EO
Emeka Okafor Mar 21
Also the HVAC is blowing warm air since Feb 12.
ORS 90.320 — habitability clock running. Respond and schedule repair now.
Reply to Emeka…
Listings & Marketing
Multi-platform syndication · editable templates · photo management
Add cover photo
Photo 2
Add
Unit A — 1BD/1BA Duplex · Powell District
Gresham, OR 97030 · Available August 1, 2026
$2,100/moDraft
1 Bed1 Bath~720 sqftOff-street parkingW/D hookupsNo smoking
Bright, well-maintained 1-bedroom in a quiet Gresham duplex. Updated kitchen fixtures, central heating, in-unit W/D hookups, off-street parking. Available August 1, 2026 pending renewal decision.
Platform syndication
Zillow Rental Manager
Free · 220M+ monthly visitors
Not published
Apartments.com
Free basic · 30M+ monthly
Not published
Facebook Marketplace
Free · high local reach
Not published
Craigslist / HotPads / Padmapper
Low cost · Portland metro
Not published
portal.doppelhauspowell.com
Branded direct link · always active
Active
Tenant Screening
SmartMove by TransUnion · applicant-paid · ORS 90.295 compliant
Active Applications
2
In progress
Completed MTD
3
Mar 2026
Avg Credit Score
674
Screened
Screening Fee
$0
Applicant-paid $40
James Trevino — Unit A · Recommended
Credit
718
Income
3.4x
Eviction
None
Background
Clear
Monica Leroux — Unit A · Under review
Credit
611
Income
2.6x
Eviction
None
Income
1099s pending
Credit below 640 threshold. Self-employment requires 6-month bank statements.
SmartMove integration
Provider
SmartMove by TransUnion
Report includes
Credit · Background · Eviction
Fee to landlord
$0.00
Fee to applicant
$40.00
Turnaround
~2 min after payment
ORS 90.295
Compliant
Qualification criteria
Min credit score
620
Income requirement
2.5x rent
Eviction history
None in 5 years
Background
Individualized · HB 2001
Auto-populate on approval
Screening → tenant profile auto-fill
On "Approve": name, email, phone, address, credit score, income, employer, ID type, and eviction/background results auto-populate into a new tenant profile. Admin sets: unit, rent, move-in date, lease term. Tenant fills: emergency contact, pets, insurance, payment method.
Move-in Workflow
From lease signing through first day · auto-populate · portal activation
Pending Move-ins
1
James Trevino · Aug 1
Days Until Move-in
131
Unit A
Deposit Received
No
Required before keys
Portal Status
Draft
Not yet activated
James Trevino — Unit A · Aug 1, 2026
Progress
2/10
Steps complete
Tenant approved + profile auto-populated
SmartMove cleared · profile auto-filled from screening · unit and rent confirmed
Done
Lease generated and e-signed (DocuSeal)
Both parties signed · stored in Document Hub
Done
3
Security deposit collected
$2,100 via Stripe ACH before key handover. Receipt auto-generated and stored.
4
First month's rent collected
Pro-rated if mid-month. Posted to transaction ledger.
5
Move-in condition report completed + e-signed
Walk-through with tenant. Photo documentation. Both parties e-sign via DocuSeal before/on move-in day.
6
Keys / access issued
Log key quantity, fob numbers, mailbox key, garage code in Key Inventory.
7
Tenant portal account activated
Supabase creates active tenant record. Login credentials emailed. Auto-triggered on lease e-sign completion.
Auto on e-sign
8
Utility accounts / city notified
Gresham Utilities + Gresham Sanitary notified of new tenant.
9
Boom credit enrollment sent
Invitation emailed to tenant. Auto-triggered on portal activation.
Auto
10
Renter's insurance reminder sent
Day 1 + again at 14 days if not uploaded. Required per lease.
Auto
Profile snapshot — James Trevino
Full name
James Trevino
Email
j.trevino@demo.com
Phone
(503) 555-0388
Unit
Unit A
Monthly rent
$2,100.00
Move-in date
August 1, 2026
Security deposit
$2,100.00
Credit score
718 · TransUnion
Income verified
$7,140/mo · W-2
Employer
Portland Engineering LLC
Renter's insurance
Required · Not yet
Pre-move-in tasks
Before
Deep clean unit
Document with photos before tenant arrives
Before
All appliances tested
HVAC, stove, dishwasher, disposal
Before
Smoke/CO detectors tested
Replace batteries · log date
Day of
Walk-through with tenant
Condition report e-signed before keys handed over
Move-out Workflow & Archive
12-step checklist · deposit return · ORS 90.300 · auto-archive on completion
Active Workflows
0
No tenants vacating
Archived Leases
2
Completed
Deposit Deadline
31 days
ORS 90.300 max
Avg Turnaround
14d
Historical
Unit A (Rosa Martinez · Aug 2026) — checklist
Progress
0/12
Steps complete
Locked
1
Notice to vacate received
Written notice ≥ 30 days. ORS 90.427.
Pending
2
Move-out date confirmed in writing
Generate written acknowledgment via DocuSeal. Both parties sign.
3
Pre-move-out inspection scheduled
Optional within 2 weeks of vacate. Tenant has right to participate. ORS 90.302.
4
Keys / access returned
All keys, fobs, garage openers, mailbox keys returned and logged in Key Inventory.
5
Final move-out inspection completed
Walk-through with photo documentation. Compare against move-in report. ORS 90.300.
6
Move-out inspection report e-signed
Both parties e-sign final condition report via DocuSeal. Required before deposit deductions.
7
Damage charges itemized
Deductions from deposit itemized in writing. Normal wear and tear not chargeable. ORS 90.300.
8
Deposit accounting statement generated
Itemized via DocuSeal: deposit held, deductions with receipts, net refund owed.
9
Deposit returned (within 31 days)
Refund via Stripe ACH. Failure penalty = 2x deposit. ORS 90.300.
31d max
10
Final account statement sent to tenant
All charges, payments, and deposit disposition summarized and e-signed.
11
Unit listed for re-rent (if applicable)
Listing page auto-populated with unit info.
12
Lease and tenant profile auto-archived
All prior steps complete → system archives everything: lease, payments, maintenance, inspection reports, all e-signed docs. Profile becomes read-only + searchable.
Locked
ORS 90.300 — deposit return rules
Max return deadline
31 days · ORS 90.300
Itemization required
Yes — in writing
Normal wear and tear
Not deductible
Failure penalty
2x deposit · ORS 90.300
Pre-inspection right
Yes · ORS 90.302
Auto-archive rules
Auto
All 12 steps complete
System detects completion → triggers archive
Auto
DocuSeal e-sign received
Webhook → steps 2, 6, 8, 10 auto-check
Manual
Any step manually toggleable
Admin override on each step independently
Block
Archive locked until all steps done
Force archive available with audit log entry
Archived leases
TM
Tom Mitchell — Unit A
Aug 2019 – Aug 2021 · Archived Mar 1, 2022
Archived
KL
Karen Lee — Unit B
Jan 2020 – Feb 2025 · Archived Mar 15, 2025
Archived
Lease Renewal Workflow
90-day window · offer letter generator (toggleable) · ORS 90.427 · e-sign via DocuSeal
Renewal Due
1
Unit A · Jul 31 2026
Days to Window
39
Window opens May 1
Unit B Expiry
Jan 2027
9 months out
Offer Letter Generator
ON
Unit A — Rosa Martinez · checklist
Progress
0/8
Steps complete
1
90-day notice window opens
May 1, 2026 — 39 days away. System alert fires automatically on this date.
May 1
2
Renewal decision made
Decide: offer renewal, non-renewal, or month-to-month conversion. Document decision.
3
Offer letter generated
Auto-populates from tenant profile. Toggle generator on/off in metrics header. Shows new rent amount, term, any changes. Admin reviews before sending.
Generator ON
4
Rent increase calculated (if applicable)
2026 cap: 9.5%. Current $2,100 → max $2,299.50. Verified against ORS 90.323.
5
Offer letter / notice sent via first class mail
Must be mailed — email/text are NOT legally valid for this notice type. At least 90 days before lease end per ORS 90.427.
6
Tenant response received
Accepts, declines, or negotiates. No response by deadline → defaults to non-renewal per lease terms.
7
New lease generated + e-signed (DocuSeal)
Auto-fills from updated profile. Both parties e-sign. Active on renewal date.
8
Profile and rent auto-updated
On e-sign confirmation: new rent, lease term, and expiry auto-update in tenant profile and transaction system.
Auto
Offer letter generator — settings
Auto-generate on window open
Include rent increase
Admin review before sending
Send copy to tenant portal
ORS 90.427 — non-renewal rules
Non-renewal after year 1
Requires qualifying reason
Owner move-in / demo
Relocation assistance required
Violation penalty
3x rent + actual damages
Renewal history
Aug 2024
Unit A — Rosa Martinez
Renewed 12 months · Same rent $2,100 · E-signed
Feb 2025
Unit B — Emeka Okafor
Initial 12-month term · E-signed Feb 1, 2025
Rent Increase Workflow
ORS 90.323 · 90-day minimum · 9.5% cap 2026 · email/text BLOCKED — first class mail or personal delivery required
Initiate a rent increase
Calculate new rent
2026 cap (ORS 90.324)
9.5%
Maximum allowed increase
+ $199.50
Maximum new rent
$2,299.50
Only one increase per
12-month period
✓ $2,184.00 is within the legal cap · Increase: $84 / 4.0%
Effective date
✓ Aug 1, 2026 is 131 days away — compliant with 90-day minimum
⚖ Oregon law — delivery method is critical
ORS 90.155 strictly limits how written notices may be delivered. Email and text message are NOT legally valid for rent increase notices in Oregon. A notice sent only by email or text has no legal effect and the increase cannot be enforced.

Valid delivery methods under ORS 90.155:
• Personal delivery to the tenant directly
• First class mail to the tenant's address
• First class mail + attachment to a designated location (only if your rental agreement explicitly allows this method)

Certified mail is not required by statute but is strongly recommended because it creates timestamped proof of delivery.
Delivery method
Certified mail (USPS)
Creates paper trail · Tracking number logged here
Recommended
First class mail
Legally valid · Add 3 days to calculation per ORS 90.160
Valid
Personal delivery
Legally valid · Log date, time, and who received it
Valid
Email or text message
NOT legally valid under ORS 90.155
Blocked
Delivery tracking
Notice auto-archived in Document Hub
On send
Tenant profile rent updated on
Aug 1, 2026 (effective date)
Eviction Pipeline + Late Payment Tracker
ORS 90.394 / 90.400 / FED · habitually late tracker · 5-stage escalation
Unit B — Emeka Okafor · Current escalation
1
Stage 1 — 144-hour cure notice
ORS 90.394 · Not yet sent — SEND NOW
2
Stage 2 — FED filing prep (if cure fails)
Forcible Entry and Detainer · Multnomah County Circuit Court
3
Stage 3 — FED hearing / judgment
Court date tracking · Attorney coordination
4
Stage 4 — Writ of execution
Sheriff's hold · Physical lockout coordination
5
Stage 5 — Unit reclaimed + secured
Abandoned property · Re-key · Condition assessment · Re-list
ORS timeline reference
144-hr cure notice
ORS 90.394
FED filing after cure expires
ORS 105.110
Court hearing (typically)
7–14 days after filing
Appeal window (tenant)
10 days after judgment
Abandoned property hold
ORS 90.425
Habitual late payment tracker
Unit A — Rosa Martinez
Late instances — rolling 12 months
0 late
Apr 25Mar 26
Alert threshold0 of 3 — Good standing
Unit B — Emeka Okafor
Late instances — rolling 12 months
1 late
Apr 25Mar 26
Alert threshold1 of 3 — Watch
At 3+ late payments
System adds "Habitually Late" flag to tenant profile, surfaces non-renewal recommendation in Lease Renewal module, and logs a dated note for legal documentation.
Financials & Tax
Schedule E · projections · mileage · CapEx · Net Cash Flow chart
Schedule E — Q1 2026 YTD
Line 3 · Rents received
$12,600
Line 9 · Insurance
$558
Line 12 · Mortgage interest
$1,980
Line 14 · Repairs
$379
Line 16 · Taxes
$420
Line 17 · Utilities
$642
Line 18 · Depreciation
$1,636
Net income YTD
$6,961
Projections
Annual NOI
$34,080
Cap rate (est. $520k)
6.55%
Cash-on-cash return
8.2%
Est. property value
$520,000
Equity
$187,400
Mileage log
Miles logged
142 mi
IRS rate 2026
$0.67/mi
Deductible total
$95.14
CapEx funding
Funded
$7,600
Target (doors/windows)
$20,000
Progress38%
Gap remaining
$12,400
SBA pre-app
Pending
OR Energy Trust rebate
Not applied
Net Cash Flow — 12 Month Trailing · Apr 2025 – Mar 2026
Gross Income
Expenses
NCF (pos)
NCF (neg)
$5k$3k$1k Apr 25 May 25 Jun 25 Jul 25 Aug 25 Sep 25 Oct 25 Nov 25 Dec 25 Jan 26 Feb 26 Mar 26
Expense category key
Mortgage P+I
$14,160
Insurance
$2,232
Property Tax
$1,680
Utilities
$2,568
Repairs
$1,516
Software / Stack
$465
12-month summary
Gross income
$49,780
Total expenses
$23,041
Net cash flow
$26,739
Avg monthly NCF
$2,228
Best month
May 2025 · $2,250
Worst month
Mar 2026 · $(20)
Expense ratio
46.3%
Reports — Property & Income
Schedule E · P&L · Cash Flow · Rent Roll · Depreciation · NCF Visual
Income & Tax
Schedule E — Federal Tax Report
Ready
IRS line-mapped income and expense. Q1 YTD + full-year projection. Depreciation auto-calculated.
Income Statement (P&L)
Ready
Gross income, expenses by category, NOI, debt service, net cash flow. Prior quarter comparison.
Cash Flow Report
Ready
12-month rolling. CapEx reserve, mortgage P&I split, net cash-on-cash return by month.
Property & Valuation
Rent Roll Report
Ready
Occupancy, lease terms, monthly rates, deposits, expiry dates. Market rent comparison per unit.
Depreciation Schedule
Ready
27.5-year straight-line mapped to IRS Schedule E Line 18. Annual and YTD amounts.
Net Cash Flow — 12 Month Visual
Ready
Full chart with category key, trailing 12-month data. Exportable as PDF with raw data table.
Quick:
Reports — Operations & Summary
Expenses · AR aging · mileage · verification · accountant bundle
Operational reports
Expense Detail Report
Ready
Itemized with receipts, category codes, Schedule E line refs, vendor names. Missing receipt flags.
AR Aging Report
1 flagged
Open balances by tenant. 30/60/90-day buckets. Unit B $2,100 at day 5, $105 late fee pending.
Mileage & Vehicle Log
Ready
142 miles YTD · $0.67/mi · $95.14 deductible. IRS-compliant log.
Summary & delivery
YTD Summary Report
Ready
One-page executive summary. Gross income, NOI, expense ratio, occupancy, equity, cap rate. Lender-ready.
Accountant Package — Full Bundle
ZIP
All reports + receipts + cover sheet. Ready to send to your CPA.
Rental Verification Letter
On demand
Official tenancy confirmation per unit. For tenant credit applications.
Quick:Data current: March 23, 2026
Bank Accounts & Cash Management
Capital One · live connection · Checking & Credit Card
Business Checking — Doppelhaus Powell LLC
Capital One Spark · ····4821
Available Balance
$6,214.88
Deposits MTD
+$4,200.00
Withdrawals MTD
-$2,189.43
Interest MTD
+$4.12
APY
0.80%
DateDescriptionCategoryAmountBalance
Mar 23Interest creditInterest+$4.12$6,214.88
Mar 18Portland G&E — utilitiesUtilities-$214.00$6,210.76
Mar 5Stripe payout — Unit A rentRent income+$2,180.50$6,674.76
Mar 1US Bank — Mortgage paymentMortgage-$1,180.00$4,494.26
Mar 1DigitalOcean + SupabaseSoftware-$39.40$5,674.26
Capital One API · Live connection active
Last synced: Mar 23, 2026 · 6:14 AM · Auto-sync daily
Business Credit Card — Doppelhaus Powell LLC
Capital One Spark Cash · ····7742
Current Balance
$842.17
Credit Limit
$12,000
Available
$11,157.83
Utilization
7.0%
Cash Back
$38.14
Due
Apr 10
DateDescriptionCategoryAmountRunning Balance
Mar 20Home Depot — HVAC suppliesMaintenance-$87.43$842.17
Mar 14Google WorkspaceSoftware-$6.00$754.74
Mar 10Plumbing supply — faucetMaintenance-$67.43$748.74
Mar 2Boom Credit — 2 tenantsServices-$16.00$641.31
Mar 1NW Registered Agent — annualLegal-$99.00$625.31
Capital One API · Live connection active
Last synced: Mar 23, 2026 · 6:14 AM
Business Credit Tracker
All major bureaus · auto-updates 1st & 15th monthly · credit card rewards
D&B Paydex
72
Target: 80+
Experian Business
68
Target: 75+
Equifax Business
71
Target: 75+
SBA Readiness
72%
LOC eligible Jul 2026
Bureau score details
Dun & Bradstreet — Paydex Score
72
▲ +4 since Jan 2026
Score range
1–100 · 80+ = excellent payer
Payment history
All on time · 14 months
Next auto-pull
Apr 1 & Apr 15, 2026
DUNS number
04-832-1190
Experian Business — Intelliscore Plus
68
▲ +5 since Jan 2026
Score range
1–100 · 76+ = low risk
Utilization
7.0% — ideal below 30%
Next auto-pull
Apr 1 & Apr 15, 2026
Equifax Business — Payment Index
71
▲ +3 since Jan 2026
Score range
1–100 · 90+ = excellent
Trade references
3 active tradelines
Next auto-pull
Apr 1 & Apr 15, 2026
Growth actions
Apr 15
New tradeline — Capitol One
+3–6 pts projected
May 2026
Apply for NET-30 vendor account
Grainger or Uline · adds supplier tradeline
Jun 2026
Request CLI on Capitol One
Low utilization qualifies
Jul 2026
LOC application eligibility
14-month profile + projected score 78+ = ready
Profile age
14 months
Active tradelines
3
Utilization
7.0%
Derogatory marks
None
Credit card rewards tracker
Capital One Spark Cash — ····7742
2% cash back · unlimited · Statement due Apr 10
$38.14
Earned this month
$16.84
Redemption status
Ready to redeem
Chase Ink Business — ····3301
3x on office / software
$112.40
Points balance
11,240 pts
Best redemption
Travel via Chase portal
Subscriptions & Payments
Tech stack billing · auto-pay management · saved payment methods
Monthly Stack Cost
$63.77
vs $96 industry avg
Annual Billing
$198.00
Pre-paid services
Auto-pay Active
8
of 10 services
Next Bill
Apr 1
$63.77 total
Saved payment method
Capital One Spark Cash
•••• •••• •••• 7742
Daniel D. CraigExp 09/28CVV •••
Monthly subscriptions
DigitalOcean VPS + Backups
$14.40/mo
Monthly · auto-charges Apr 1 · Ubuntu 24 · 2GB RAM
Auto-pay ✓
Supabase Pro
$25.00/mo
Monthly · auto-charges Apr 1 · PostgreSQL + Auth + Storage
Auto-pay ✓
Twilio SMS
~$1.31/mo
Usage-based · auto-charges monthly · Review Q2 2026
Auto-pay ✓Review Q2
Boom Credit
$8.00/mo
Monthly · 2 tenants · Equifax, Experian, TransUnion reporting
Auto-pay ✓
Google Workspace
$6.00/mo
Monthly · Evaluate Zoho Mail free tier Q2 2026 · save $72/yr
Auto-pay ✓Evaluate
Annual subscriptions
NW Registered Agent
$49.00/yr
Annual · Renews Oct 2026 · Oregon registered agent · ORS 63.111
Auto-pay ✓
DocuSeal — self-hosted
$0.00/mo
Self-hosted v1.7 on DigitalOcean · DocuSign equivalent at $0
Self-hosted · no billing
SmartMove by TransUnion
$0.00/mo
Applicant-paid model · $40 charged to applicant · zero cost to you
Applicant-paid
Stripe — payment processing
Per transaction
2.9% + $0.30 card · 0.8% ACH capped at $5 · no monthly fee
Usage-based
Potential savings identified
Zoho Mail vs Google Workspace
$72/yr saved
Resend SMS vs Twilio (Q2)
~$16/yr saved
Total potential savings$138/yr
Legal Compliance
Oregon ORS real-time engine · rent cap monitor · compliance calendar
Active compliance checks
Rent increase 12% — blockedORS 90.323
2026 cap is 9.5%. Earliest qualifying notice Oct 3, 2026.
HVAC habitability — Unit BORS 90.320
30-day clock running. 18 days remaining. Resolve or document.
Late fee — Unit B compliantORS 90.260
$105 = 5% of $2,100. Auto-posted day 5. Compliant.
Rent cap monitor
2026 cap
9.5%
Formula
7% + 2.5% CPI-W
Next auto-check
Oct 1, 2026
Monthly statute watch
Active
Compliance calendar
18d
HVAC habitability — Unit B
ORS 90.320
72d
Portland rental registration renewal
RSO renewal · Jun 1
May 1
Unit A renewal window opens
90 days before Jul 31
Asset Protection
LLC health · deed transfer · business credit summary
Deed transfer tracker — Priority 3
Current title
Daniel D. Craig (personal)
Target entity
Doppelhaus Powell, LLC
Statute
ORS 93.030
Quit claim deed
Draft generated
Attorney review
Pending
County recording
Not yet filed
Due-on-sale clause
Verify with lender
Business credit summary
D&B Paydex
72
Experian Business
68
Equifax Business
71
SBA readiness72%
Next tradeline
Apr 15 · Capitol One
Utilization
7% — ideal
LOC eligibility
Jul 2026
Vendor W-9 / 1099 Management
Threshold tracking · W-9 and COI status · IRS 1099-NEC filing
Total Vendors
4
Active
Near $600 Threshold
2
Monitor closely
W-9s on file
3
1 missing
1099-NEC Deadline
Jan 31
Annual · IRS + copy to vendor
Vendor register
VendorCategoryPaid YTDThresholdW-9COI1099-NECAction
Pacific Air ServicesHVAC$485.00
81% of $600
On fileOn fileWatch
Portland Plumbing Co.Plumbing$312.00
52% of $600
On fileRequestedNot yet
Cascade ElectricElectrical$220.00
37% of $600
On fileOn fileNot yet
Gresham CleaningCleaning$85.00
14% of $600
MissingN/ANot yet
Pacific Air Services approaching $600 threshold
IRS requires 1099-NEC for any non-employee paid $600 or more during the tax year. If total paid to Pacific Air Services reaches $600 in 2026, you must file 1099-NEC by January 31, 2027 and provide a copy to the vendor. W-9 is on file — you are ready. Monitor remaining HVAC work orders.
CapEx Projects
Doors & windows · bid comparison · draw schedule · SBA · OR Energy Trust
Project Target
$20,000
Doors + windows
Funded
$7,600
38% of target
Funding Gap
$12,400
SBA + rebate + savings
OR Energy Trust Rebate
$2,500
Est. · Not yet applied
Funding status
Total funded
$7,600
$038%$20,000
Cash on hand (allocated)
$7,600
SBA pre-application
Submitted · pending
SBA loan target
$10,000
OR Energy Trust rebate
Not yet applied
Estimated rebate
~$2,500
Remaining gap after rebate
$9,900
Bid comparison
Cascade Windows & Doors
Lowest
All 6 windows + 2 exterior doors
$18,400
NW Renovation Co.
Mid-range
Same scope
$21,750
Premier Windows LLC
High
Same scope · premium install
$26,200
Draw schedule (SBA)
Apr 2026
SBA decision expected
Pre-app submitted · 30-45 day window
May 2026
Contractor deposit — Draw 1
30% of contract ($5,520) on signing
Jun 2026
Rough-in complete — Draw 2
40% on rough-in inspection pass
Jul 2026
Final completion — Draw 3
30% on CO + final walkthrough
OR Energy Trust rebate
OR Energy Trust — window / door rebates
Oregon residential rebates apply to energy-efficient windows and exterior doors. Apply BEFORE purchase. Must use qualified contractor. Rebates typically $150–$500 per window and up to $400 per door depending on U-factor. Apply at: energytrust.org. Schedule E Line 14 deductible regardless of rebate.
Keys + Insurance
Key inventory · access control · insurance policy management · claims workflow
Key inventory
Unit A — Rosa Martinez
Door keys issued
2
Mailbox key
1
Parking fob
None
Key return required
Jul 31, 2026
Signed key receipt
On file
Unit B — Emeka Okafor
Door keys issued
2
Mailbox key
1
Parking fob
None
Key return required
Jan 31, 2027
Signed key receipt
On file
Insurance policies
Landlord / Dwelling Policy
Doppelhaus Powell LLC
Carrier
State Farm
Policy #
SFP-4429011
Annual premium
$2,232
Renews
January 2027
Coverage
Dwelling + liability + loss of rent
Schedule E
Line 9 — Insurance
Tenant insurance status
Unit A — Rosa Martinez
Not on file
Unit B — Emeka Okafor
On file · Dec 2026
Rosa Martinez renter's insurance is missing. Required per lease. System has auto-reminded twice. Third reminder scheduled Apr 1.
Admin Calendar
Property events · deadlines · lease dates · maintenance schedule
March 2026
Rent due
Maintenance
Legal deadline
Inspection
Lease/deadline
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Stack Diagnostic
Real-time health · services · audit · last scan: March 23, 2026 · 6:14 AM
CPU
12%
DigitalOcean VPS
Memory
38%
768MB / 2GB used
DB
22ms
Supabase · avg latency
SSL
86d
Let's Encrypt · days left
Service health
Portal frontend
Operational
Supabase DB
Operational
Stripe payments
Operational
DocuSeal e-sign
Operational
Resend email
Operational
Twilio SMS
Operational
Capital One API
Connected · 6:14 AM
SSL certificate
86 days remaining
Last backup
Mar 23 · 2:00 AM
Uptime (30d)
99.97%
Diagnostic findings
SSL Auto-renewalActive
Let's Encrypt auto-renew is active. Cert expires Jun 17, 2026 but will auto-renew at 30 days.
DB storageHealthy
0.8GB of 8GB used (10%). Projected full: 4+ years at current growth rate.
DocuSeal webhookWarning
Webhook endpoint returned 504 timeout on Mar 21 at 3:44 AM. One retry succeeded. Monitor for recurrence.
Stripe payout delayResolved
Unit A March rent payout completed Mar 5. 2-day bank processing normal.
87
Overall Health Score
1 warning · all critical services operational
Settings
System config · branding · admin account · notification preferences
Admin account
Branding
Notification preferences
Rent overdue alerts
Maintenance requests
Lease expiry warnings
Legal compliance alerts
Bank sync failures
Diagnostic health drops below 80
System info
Node.js
v20 LTS
Supabase
Pro
DocuSeal
v1.7
Host
DigitalOcean
SSL
Let's Encrypt
Danger zone