ASSET PORTAL

One portfolio view for owners with assets across cities.

給跨城市資產房東的一個總覽畫面。

Gather income, occupancy, repairs, and open issues into a client-ready portal.

把收益、出租率、維修、待處理事項整理成客戶看得懂的入口。

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
NEXT STEP

Define the monthly summary an owner would actually read.

定義一份房東真的會看的月度摘要。