> ## Documentation Index
> Fetch the complete documentation index at: https://docs.briksync.com/llms.txt
> Use this file to discover all available pages before exploring further.

# March 28, 2026

> Tenant lifecycle, broker CRM, AI assistant suite (private beta), automated reminders, and financial reporting.

<Update label="2026-03-28" description="v1.0.2" tags={["Feature", "Update"]}>
  ## Week in review

  This week BrikSync PropOS shipped the complete tenant lifecycle, a full broker and CRM module, AI-powered tools (private beta), automated reminders, financial reporting, and GDPR compliance tools.

  ### New features

  * **Tenant onboarding** — Add tenants with personal details, emergency contacts, references, and ID documents. IDs are flagged for review and images are stripped of location data automatically. [Learn more](/features/tenants)

  * **Lease creation with AI extraction** — Create leases with full terms including rent, deposit, late fee rules, and special clauses. AI-assisted clause extraction is available as a private beta feature on PRO and BUSINESS plans. [Learn more](/features/leases)

  * **Rent payments and tenant portal** — Record manual payments (bank transfer, cash, cheque) and track payment status. Late fees are calculated automatically based on lease terms, and tenants can download PDF receipts from their portal. Online card payments are coming soon. [Learn more](/features/payments)

  * **Maintenance requests** — Tenants submit requests with a description, priority, category, and photos. Property managers and landlords are notified automatically. Requests follow a structured status workflow. [Learn more](/features/maintenance)

  * **Vendor management** — Maintain a directory of contractors and service providers. Assign vendors to maintenance requests, track costs, and rate completed work. [Learn more](/features/vendors)

  * **Communication hub** — Send and receive threaded messages between property managers, landlords, and tenants. Conversations are searchable, exportable, and generate email notifications automatically. [Learn more](/features/notifications)

  * **Lease renewal workflow** — Create renewal offers for expiring leases. Tenants review and accept or decline in their portal. Automated reminders go out at 90, 60, and 30 days before expiry. Accepted renewals generate a new lease automatically. [Learn more](/features/leases)

  * **Tenant screening** — Run background checks with reference checks, employment verification, and credit check summaries. Results are consolidated into a risk score so you can make informed decisions quickly. [Learn more](/features/leases)

  * **Move-out workflow** — Handle notice to vacate, final inspection, and deposit reconciliation in one flow. Record the refund outcome and generate a PDF summary of the entire case. [Learn more](/features/leases)

  * **Lead management** — Capture leads from any source, track where they came from, and assign them to a broker. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Lead pipeline Kanban** — Drag and drop leads across six stages: New, Contacted, Viewing, Offer, Won, and Lost. Filter by broker, type, or budget and view a full activity log for each lead. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Property-client matching** — Enter a client's requirements and get a ranked list of matching properties from your portfolio. Send matches with one click. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Deal pipeline** — Track deals through six stages from enquiry to completion. Commissions are calculated automatically. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Commission management** — Define commission structures (fixed percentage or tiered), auto-calculate on deal close, and generate invoices. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Marketing brochure generator** — Generate branded PDF brochures for any property with photos, details, and a map. Share links expire after seven days. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Broker performance dashboard** — See deals closed, pipeline value, commission earned, and conversion rates at a glance. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Open house scheduler** — Create time slots, share a booking link (no login required for visitors), and send confirmation emails with calendar invites. Reminders go out 24 hours before. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/brokers)

  * **Portal listing syndication** — Publish vacant unit listings to external property portals. Listings are withdrawn automatically when a unit is filled. Available on [BUSINESS plans](/plans-and-pricing) only. [Learn more](/features/portal-syndication)

  * **AI lease analyser** *(private beta)* — Upload a lease PDF and extract key dates, rent, deposit, and clauses automatically. Low-confidence results are flagged for human review. Planned for [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/ai-assistant)

  * **AI maintenance classifier** *(private beta)* — Describe a maintenance issue and get a suggested category, urgency level, vendor type, and estimated resolution time. Planned for [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/ai-assistant)

  * **AI rent price recommender** *(private beta)* — Get an optimal rent range with supporting reasoning based on your property details. Planned for [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/ai-assistant)

  * **AI communication drafter** *(private beta)* — Select a message type and let AI draft it for you. Drafts always go through a review step before sending. Planned for [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/ai-assistant)

  * **AI property description generator** *(private beta)* — Generate professional listing descriptions with a tone selector. Planned for [BUSINESS plans](/plans-and-pricing) only. [Learn more](/features/ai-assistant)

  * **AI market insights** *(private beta)* — Get a weekly portfolio summary with vacancy trends, payment patterns, and confidence indicators. Planned for [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/ai-assistant)

  * **AI document Q\&A** *(private beta)* — Upload a document, ask questions, and get answers with references. Planned for [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/ai-assistant)

  * **Notification centre** — In-app notifications for all key events across your organisation. Set your notification preferences and manage read/unread status. [Learn more](/features/notifications)

  * **Email templates** — System emails now use branded HTML templates. PRO and BUSINESS plans get rich templates; FREE plans get clean plain-text emails. Every email includes an unsubscribe link. [Learn more](/features/notifications)

  * **Automated reminders** — Rent due, rent overdue, lease expiry, inspection due, and maintenance overdue reminders fire automatically on schedule. No manual setup required. [Learn more](/features/notifications)

  * **Reporting dashboard** — Platform-wide metrics for occupancy, revenue, maintenance, and payments with date range filtering. FREE sees basic metrics, PRO gets advanced views, and BUSINESS gets the full dashboard. [Learn more](/features/analytics)

  * **Financial reporting** — Income vs. expense summaries, net operating income, and cash flow statements. Export to PDF or CSV. Available on [PRO and BUSINESS plans](/plans-and-pricing). [Learn more](/features/analytics)

  * **GDPR data tools** — Export your full data profile or request account deletion. Data retention policies and an unsubscribe flow are now in place across the platform.

  * **Usage dashboard** — Admins can see real-time usage against plan limits (properties, tenants, brokers, AI calls) with progress bars. An upgrade prompt appears when you reach 80% of any limit. [Learn more](/account/billing)

  ### Updates

  * **Redesigned landing page** — The marketing site now accurately reflects current capabilities with a product roadmap section and beta status banner so you know exactly what is live and what is coming next.

  * **Rate limiting on all routes** — Every API route now enforces rate limits. Exceeding the limit returns a structured 429 response with a Retry-After header. [Learn more](/api/overview)

  * **Subscription self-service** — Upgrade or downgrade your plan directly from the billing page. Plan changes take effect immediately. [Learn more](/account/billing)

  * **Stricter maintenance status transitions** — Maintenance requests now follow server-enforced status rules. Invalid workflow jumps are rejected with a clear error message. [Learn more](/features/maintenance)

  * **Vendor assignment notifications** — When a vendor is assigned to a maintenance request, the relevant property manager is now notified automatically. [Learn more](/features/vendors)
</Update>
