What you get
Every client gets a live portfolio dashboard built from their own leases. You choose how much of the work we carry.
Monitor
Lease terms and key dates, Needs action, tasks, notices and letters, lease summary reports, and Rent Pulse positions against market. Member prices on every request.
Manage
Everything in Monitor, plus team seats and filing in your own SharePoint. For portfolios with several people touching leases.
Audit
The annual lease audit: billing, operating costs and the critical dates calendar. For a few large leases, or a first-year lookback.
On request, on top of any plan: market surveys, letter of intent packs, test fits, requests for proposal, renewal decision packs, operating cost checks and recovery, market recommendations, lease options against market, and strategy reports. You request them in the app; we confirm scope and price before any work starts.
How it works
Most portfolios go from first call to a live dashboard in about four weeks after signing. Every step happens in the truelot app.
- Discovery call, 30 minutesYour portfolio, who manages it today, and what keeps you up at night.
- Portfolio profile, onlineA two-minute form below. No spreadsheets to send.
- Free health check, optionalUpload one lease and one operating cost statement; a one-page report comes back in about a week.
- Proposal, in your space in the appPlan, fees and a start date.
- Sign onlineAgreement, order form and data terms, signed in one sitting.
- Onboarding, weeks 1 to 4Kickoff, documents in, every lease read, and your dashboard opened to your team.
Try it first: the free health check
Upload one lease and its latest operating cost statement, and get a one-page health check back within about a week, at no cost.
Next five critical dates
Renewal and termination notices, rent reviews, expiry, and your deadline to audit operating costs.
Billing issues found
Charges the lease does not allow, caps exceeded, and arithmetic errors.
A market check
Where your rent sits against market rent for that city and property type.
Offered to occupiers with 10 or more leases. You keep the report whether or not you sign.
Your portfolio profile
Tell us the shape of your portfolio. Your proposal is posted to your space in the app within five business days.
Your data
Your leases stay yours: you choose where documents live, who sees what, and you can take everything with you.
Your storage or ours
Keep documents in your own SharePoint or OneDrive and connect with your own sign-in, or upload them to the app.
Your own sign-in
Every person signs in with their own Microsoft or Google account. No shared passwords.
You set access
Per account and per person: features, reports, financials, downloads, countries and property types. Logged.
Confidential by default
Never shown to another client, and never used in published market figures without your written consent.
Fees
Fees are per lease, in US dollars. Requests are priced up front, and Monitor and Manage clients pay the member price.
| Plan | Fee (USD) |
|---|---|
| Monitor | $125 per lease per month |
| Manage | $275 per lease per month |
| Audit | $1,200 per lease per year |
| Lookback recovery and operating cost disputes | 20% of amounts recovered for members, 25% otherwise |
| Common requests | Member | Standard |
|---|---|---|
| Market survey, standard | $2,500 | $3,250 |
| Renewal decision pack, per lease | $1,250 | $1,750 |
| Letter of intent pack, per site | $750 | $1,000 |
| Operating cost check and recovery, per statement | $450 | $600 |
| Lease abstraction, per lease | $350 | $450 |
| Amendment update | $150 | $200 |
Requests are confirmed in the app before work starts and invoiced on delivery. Invoices are issued and paid through the app.