Run every owner relationship from one premium workspace.
Proxy helps operators manage 1 to 50 properties per owner relationship with documents, financials, messages, requests, and property readiness in one calm operating surface.
- Property capacity
- 1 to 50
- Owner relationships
- Centralized
- Core workflows
- 6

Proxy workspace
Owner relationship view
Properties
27
Documents
94%
Owners
6
Relationship pipeline
Kensington Family Trust
8 homesRidgeview Holdings
14 homesAlder Stay Group
5 homesToday in Proxy
Insurance certificate approved
Alder Stay Group
Reimbursement request queued
Ridgeview Holdings
Owner update sent
Kensington Family Trust
Operating rhythm
Built for the relationship layer operators actually manage.
Proxy is not a generic dashboard. It is a workspace for the repeatable work between operators, owners, properties, guests, documents, and money movement.
Onboard
Collect property facts, agreements, tax forms, access details, and readiness tasks in one guided workspace.
Coordinate
Keep documents, owner requests, guest updates, and team handoffs connected to the right property.
Report
Give each owner a clear view of financials, bookings, documents, timelines, and next actions.
Workspace modules
The work is connected, so the software should be too.
Properties
Portfolio context, setup progress, and operating details stay attached to each managed home.
Documents
Signed agreements, W9s, insurance files, receipts, and requested uploads move through one spine.
Financials
Revenue summaries, reimbursements, payouts, and finance requests stay visible without email archaeology.
Messages
Operators and owners keep conversations tied to work, not scattered across inboxes and texts.
Tasks
Action items, due dates, and readiness checks give each relationship a reliable operating cadence.
Timeline
A complete activity history helps teams answer what changed, who touched it, and what happens next.
Premium, not cold
Give owners confidence without making your team live in status meetings.
The workspace is quiet on purpose. It makes critical work visible without turning every relationship into another spreadsheet, thread, or one off update.
Built around owner relationship management
Designed for operators with 1 to 50 properties per owner relationship
Workspace language, roles, and workflows throughout
Documents, financials, messages, and requests in one operating surface