01 / HOW IT FLOWS
Simple operating flow
Portfolio資產組合
Cities城市篩選
Properties房產卡
Summary月度摘要
02 / KEY POINTS
What the client needs to understand
- Owners compare status across cities without asking the team to explain.房東不用請團隊解釋,也能比較不同城市狀態。
- Monthly summaries show income, occupancy, and open issues clearly.月度摘要清楚呈現收益、出租率與待處理事項。
- Each asset card shows only the numbers that affect owner confidence.每張資產卡只呈現會影響房東信心的關鍵數字。
- Open issues are grouped by urgency, so the owner knows what matters first.待處理事項依急迫程度分類,房東知道先看什麼。
- The interface should feel premium and calm, not like a spreadsheet.介面要有高級感、清楚安定,不像表格。
- Phase 1 avoids forecasting, tax reports, and complex ROI engines.第一階段不做預測、稅務報表、複雜 ROI 引擎。
03 / VALUE
What improves first
Client control客戶掌控感
Cleaner reporting報告更清楚
Premium service feel服務更高級
Define the monthly summary an owner would actually read.
定義一份房東真的會看的月度摘要。