Real Estate Compliance Tracking

Sat, 10 Oct 2026 20:33:27 -0700

Key takeaways

One source of truth

Keep leases, financing, insurance, taxes, permits, and inspections alongside each property’s details, with views across the entire portfolio.

Show every property and owner connection

Track the compliance obligations of the entities that hold your properties and the equity relationships behind each investment.

Automatic ownership charts

Generate charts from your ownership data, then adjust their scope, displayed information, and layout for financing, due diligence, or other reporting needs.

Lextree Entity Management Software Demo

Sat, 10 Oct 2026 00:00:00 +0000

What you’ll see

The dashboard, where search covers both your data and the documents attached to records, and a Needs Attention list shows what is coming due.
Entity Ownership records, and how Lextree builds an ownership chart from them automatically, including indirect and direct holdings of the same entity.
Chart design: dragging boxes, flipping the direction, and showing extra fields from linked records on each entity.
Governance records for boards, members, committees, meetings, and officers, including a view of who held office before a given date.
The Legal Entities registry, with registrations, governance documents, calendar dates, attachments, and a workflow that tracks a new foreign qualification.
Settings, where you activate more of the 21 modules and add a typed custom field that then appears on the entity and on the ownership chart.

Before you watch

This video is a product overview of the three core entity management modules. It shows how they fit together. The slide presentation covers the same material in reading form, and the transcript below follows the recording line by line.

Tutorials on Lextree AI