All integrations
LT
AvailableInvestor Management

Connect Cash Flow Portal to Lease Tab

Capital raising and investor portal connected to portfolio leasing performance.

Data

What syncs

The data Lease Tab keeps in step with Cash Flow Portal, automatically.

Properties

Asset list across your portfolio

Occupancy

Physical and economic occupancy per asset

Leasing KPIs

Tours booked, conversion, and velocity

Reports

Automated leasing summaries for investors

Workflows

Popular workflows with Cash Flow Portal

Tabs that put AI to work on your connected data.

When A lease is signed → update occupancy on the investor dashboard in Cash Flow Portal

Use this Tab

When Every Monday → email investors a leasing summary via Cash Flow Portal

Use this Tab

When Occupancy drops below target → send an alert to asset managers in Cash Flow Portal

Use this Tab

When A monthly report is ready → publish the leasing performance report to Cash Flow Portal

Use this Tab

Setup

How to connect

Most teams connect Cash Flow Portal in under an hour.

  1. 1

    Request API access for Lease Tab from your account manager at the platform.

  2. 2

    Share the API credentials securely — Lease Tab encrypts them at rest.

  3. 3

    Choose the assets and leasing KPIs to pull into your dashboards.

  4. 4

    Schedule automated investor updates from the synced data.

FAQ

Cash Flow Portal integration questions

How does Lease Tab connect to Cash Flow Portal?+

Lease Tab connects to Cash Flow Portal through its investor-management API. Once authorized, leasing performance from your operators' systems flows into Cash Flow Portal-connected dashboards.

What data syncs between Cash Flow Portal and Lease Tab?+

Asset lists, occupancy, leasing KPIs like tours and conversion, and automated leasing reports for your investors.

Can I benchmark each asset against its market?+

Yes. Lease Tab combines operator leasing data with market data from Lisa, our AI industry analyst, so you can see how each asset performs against its submarket.

How often is the data refreshed?+

Leasing data syncs automatically on a schedule you control, and investor updates can go out on any cadence you choose.

Integration request

Want a deeper connection to Cash Flow Portal?

Tell us what you need and our integrations team will follow up.

See Cash Flow Portal and Lease Tab working together

Book a demo and we'll show the sync live on a portfolio like yours.

We value your privacy

We use cookies to improve your experience and analyze site traffic. Please provide your email and let us know your preference.