For property managers
See proactive insights on your dashboard
The Insights panel on your dashboard tells you what to look at, before you go hunting for it.
What it is
Wealtharu watches your portfolio and surfaces a short, ranked list of things that may need you. Each insight is built from your real numbers, never guessed, and comes with a one-tap link to act on it.
The insights you may see include:
- Rent overdue. How much rent is past due and how many tenancies are behind, with a link to the arrears report.
- A lease ending soon. The soonest lease that ends in the next 60 days, so you can start the renewal or plan the turnover.
- A renewal approaching. An insurance policy expiring or a mortgage coming up for renewal in the next 45 days, so coverage never lapses.
- A cash-flow signal. When your portfolio is running short each month, so you can review rents and costs.
The list is short on purpose. The most urgent items come first.
How to use it
- Open your Dashboard.
- Read the Insights panel near the top.
- Tap the action link on any insight to go straight to the page where you can deal with it.
When there is nothing worth flagging, the panel stays hidden. That is normal and means you are caught up.
Good to know
- Every figure comes from your own data. Wealtharu does not invent numbers.
- You only see insights for properties you can access. Managers see their assigned properties.
- Insights are tooling to help you spot things, not legal or tax advice.
Turning it on
Proactive insights is a newer feature that a Wealtharu admin enables for your account. If you do not see the Insights panel yet, it has not been turned on for you.
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