Your Portfolio Wizard

Remote back office for real estate owners.

We operate as your in-house office — handling the backend, running your systems, and supporting your field team. You stay in control. We run the operation behind it.

What we handle
Daily operations
  • Rent Manager setup, automation & ongoing support
  • Bookkeeping, bank & CAM reconciliation, bill pay
  • Insurance tracking & renewals
  • Lease renewals
  • Rent collection & eviction filing
  • Annual filings & compliance
  • Monthly reporting & budgeting
  • Technology & system integration
New
Vertex Connect— the back-office hub for property operators: bank & card reconciliation, client intake, and more.
Who we work with

Built for owners, syndicators, and operators.

Owners

Self-managed owners who want a professional back office without giving up control.

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Syndicators

Operators who want a full back office sitting behind every deal in their portfolio.

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Investors

Independent back-office visibility and stronger accountability from your operators.

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Established Operators

Upgrading their stack or selectively outsourcing parts of an existing in-house team.

Learn more
Services

Everything your portfolio needs, in plain English.

A friendly look at the services Vertex provides. Most are included with your monthly support. A few unlock after we've worked together for a while, and some specialty items may carry an additional fee.

Included

Day-to-day services included in your monthly support.

Pro Services

Available after 6 months working together.

Specialty Services

Priced to fit your portfolio — we quote everything upfront.

Operating models

Supports any operating structure.

Whether your on-site manager runs the office, your team shares it with ours, or your superintendent relies on us as the back office — we adapt.

Owner syndicators · Self-managed

You self-manage your portfolio — we run the back office behind you.

Built for owner-syndicators who want to stay in control of their properties without giving up the deal to a third-party manager. You select and employ your on-site staff and vendors. We onboard them into our systems and provide the structure, tracking, and oversight that keeps the operation running like an institutional shop.

  • Full back-office build-out
  • On-site staff onboarding
  • Per-door pricing
  • Backend oversight & reporting
Partnering with your on-site team

Your people on the ground. Our team behind the scenes.

Your on-site staff stays your on-site staff. We come in behind them as the back office — bringing your people into our systems, taking over the administrative load, and giving every role a clear workflow to follow.

  • Onboarded into our systems
  • Your team owns the field
  • We run the backend

Additional service type we offer

Established operators

You already have an in-house office.

We help improve your systems and technology, consult on workflows, train your team, and take over the specific back-office tasks you choose to outsource. You keep what works. We replace what doesn't.

  • Workflow & systems consulting
  • Targeted task outsourcing
  • Tech stack upgrades
  • Team training & enablement
Why owners work with us

Cost efficiency by design.

Built to cost less than traditional property management by focusing only on the back office. No payroll, no added overhead. You only pay for the support you actually use.

Structure & accountability

Defined workflows, clear ownership, and reporting you can audit any time.

Dedicated support

A real team behind your operation — not a ticket queue and a chatbot.

Clear processes

Every part of your back office runs on documented, repeatable SOPs.

Owner retains control

We operate under your name, email, and phone. You own the operation.

Rent Manager
iLove Leasing
AppWork
SNAPPT
The Rent Tracker
What makes us different

Our 9-point system.

01

Ideal clients

We work best with active owners, syndicators, and investors who need backend clarity.

02

Flexible service tiers

Additional services can be added as your operation grows.

03

You stay in control

We operate under your name, email, and phone. You own the operation.

04

Fits any field model

Fully on-site teams, remote operations, or a shared office and field setup.

05

Staff training

We train your team to use the systems and stay accountable.

06

Lease renewals & system support

We manage renewals and the systems that support leasing. Active leasing stays with your team.

07

Pricing structure

Clean, per-door pricing based on your operating model. Separate commercial pricing by sq. ft.

08

Owner's role defined

You stay involved at the right level — no more, no less.

09

System-driven operations

Your entire back office runs on Rent Manager and best-in-class integrated technology.

Implementation

How clients are onboarded.

A structured rollout that gets your back office stood up without disrupting field operations.

Step 1

Onboarding & intake

Secure intake of properties, units, tenants, staff, insurance, and registrations through your client portal.

Step 2

System setup

We configure Rent Manager and the supporting tech stack to match your portfolio and reporting needs.

Step 3

Training & rollout

We onboard your on-site team into the systems, SOPs, and tracking tools we'll be using together.

Step 4

Ongoing operations

Day-to-day back office, monthly reporting, renewals, compliance — visible to you in real time.

Client portal

Your portfolio's operating system.

Every Vertex client gets a dedicated portal — built for secure intake, document collection, support tickets, and live visibility into the work we're doing on your behalf.

  • Seamless onboarding & intake
  • Secure document collection
  • Support ticket system
  • Real-time progress tracking
  • Centralized operational workspace

For established operators

The portal is also designed to plan implementations, build and manage SOPs, and co-work seamlessly between our team and your in-house office — with a built-in support ticket system, live task management, and implementation tracking.

Vertex client portal preview
Yardi

Yardi support

A dedicated Yardi back-office offering is in development.

Coming soon

Let's connect.

Tell us about your portfolio and operation. We'll walk you through how a Vertex back office would look behind it.