Portfolio Management Dashboard Demo

A property-management operations site, running entirely on fictional data. It shows what the product does once it is connected to a Rent Manager account: portfolio grades, variance flagging, delinquency and collections, budgeting, renovations, service requests, deal underwriting, a contract scanner and an "Ask" assistant. Nothing here is real: the company ("Demo Portfolio"), the five Columbus, OH buildings, the tenants, the staff and every figure are generated.

A small Demo - all data is fictional badge sits in the header and corner of every page.

Run it

npm install
npm start            # http://localhost:3001   (PORT=5604 npm start to change the port)

That is all. npm start runs scripts/demoServer.js, which sets DEMO_MODE=1, blanks any Rent Manager credentials in the environment or a .env file, and starts server.js. There is no sign-in: the visitor is the single built-in demo user with every tool. npm run dev does the same with file watching.

Deploying (Render, free plan)

render.yaml is a blueprint: in Render choose New > Blueprint, pick this repo, and set the DEMO_ACCESS_PIN environment variable in the dashboard. Visitors then see a PIN page first (a cookie remembers them for 30 days). Leave DEMO_ACCESS_PIN empty for a public demo. The free plan sleeps when idle, so the first visit after a pause takes up to a minute.

Optional: set ANTHROPIC_API_KEY to let the Ask assistant and the contract scanner answer free-form (see "Ask without a key" below). The Underwriting tab's PDF/Excel parsers use Python (python3 -m pip install openpyxl pymupdf formulas pandas xlrd); without them that tab degrades but the rest works.

What is faked

Piece	How
Rent Manager	services/demo/ is a fake Rent Manager. services/rentManagerClient.js hands every call to it when DEMO_MODE=1, and it answers with the exact response shapes the real API returns (properties, units, tenants, leases, charges, GL reports, work orders...). The real pipelines (P&L snapshots, variance engine, delinquency, budget model) run unmodified on that data.
The world	services/demo/world.js: one entity, Demo Portfolio, five properties in Columbus, OH (The Alder, Maple Court, Willow Creek, Birchwood Commons, Summit Lofts), 56 units, about 50 current tenants, a handful delinquent. Generated from a fixed seed and anchored to today's date, so it always looks current. Four staff: Jordan Reyes (regional manager), Priya Natarajan (property manager), Sam Whitfield (maintenance supervisor), Dana Okoye (accounting).
Accounts	None. The demo has one built-in visitor with every tool, so there is no sign-in and no Admin tab.
Email	services/mailer.js is a no-op in demo mode: invite and reset buttons succeed without sending anything.
Market news	Tries the real public feeds (Treasury, NY Fed, Freddie Mac, RSS); if offline, shows a built-in sample set of rates and headlines (clearly labelled "Sample").
Underwriting	Runs on a fictional sample deal (Riverbend Apartments) when no API key is set.
Ask assistant, contract scanner	See below.

Ask without a key

With no ANTHROPIC_API_KEY, the Ask panel answers a handful of questions from the live fake data using the same lookup tools Claude would use (services/assistantTools.js): What is our occupancy? Who is delinquent? Which property has the weakest DSCR? How is NOI doing? What are the open work orders? How much have we collected? Each answer ends with a note that a key enables free-form questions. The suggestion chips are exactly those questions. The Scanner offers a Try a sample contract button that returns a sample analysis of a fictional laundry lease. With a key, both call Claude for real.

Plugging it into a real Rent Manager (the sellable version)

The demo and the real product are the same code. The only swap is the data source:

1. Run node server.js instead of npm start (so DEMO_MODE is not set).
2. Set RENTMANAGER_COMPANY, RENTMANAGER_USERNAME and RENTMANAGER_PASSWORD (see .env.example and SETUP.md).
3. services/rentManagerClient.js now authenticates against https://{company}.api.rentmanager.com and every route serves live data, cached in data/ snapshots that the refresh buttons (and a weekly schedule) rebuild.
4. Turn on real accounts: set DASHBOARD_ACCESS_PIN once to create the first admin, then people sign in with their own email and password; the Admin tab chooses each person's tools. Configure MAIL_FROM and an SMTP or Microsoft 365 sender for invites and password resets.
5. Adjust services/entityMap.js (how properties group into entities), config/ (merged buildings, property supers, deal scoring) and the budget assumptions to the customer.

Tour of the tabs

• Home: market news and rates, the portfolio scorecard and health (four things going well, four going badly), the latest underwriting deal, the most urgent variances, and the Ask box.
• Portfolio: every entity graded 0-100 on occupancy, delinquency, NOI margin, expense ratio, DSCR and cash flow per unit; needs-attention and growth items with a next step; drill to properties and units.
• Variances: month-over-month and year-over-year flagging across every P&L line, ranked by an importance score, with the GL postings behind each flag, one-page PDF reports and a rules screen.
• Underwriting: drop an OM, T12 and rent roll; review what was read; build the Excel model and a PDF report; past deals with a 0-100 score.
• Budgeting: a 12-month budget built from trailing actuals with benchmark checks, overrides and budget-vs-actual.
• Delinquency: who owes what, collections by billing month, and a collections brief with a PDF.
• Renovations: non-operating spend by property, unit and vendor, with invoice backup.
• Scanner: a contract analyzer that pulls out terms, renewal deadlines and risks.
• Service Requests: open work orders, where they pile up and how long they have waited.

The refresh buttons re-run the pulls against the fake Rent Manager, so they are harmless.

Checks

npm run check:frontend   # every inline script parses; every API path the page calls exists
npm run check:demo       # demo mode end to end: one built-in visitor, Ask, scanner

The full list is in .github/workflows/checks.yml (each is also an npm run check:* script).

Layout

server.js                 Express app: auth gate, every /api route
public/index.html         The whole front end (one page)
scripts/demoServer.js     Official demo boot (npm start)
services/demo/            The fake Rent Manager and the Demo Portfolio world
services/rentManagerClient.js   Swap point: fake in demo mode, real Rent Manager otherwise
services/assistant*.js    Ask assistant (Claude) and its keyless demo answers
underwriting/             Python parsers and the Excel model generator
budget/, config/, data/   Budget workbook tools, hand-kept config, runtime snapshots