Property Management Platform · 16 Modules
16 Modules·Clerxi for Real Estate

Property Compliance and Insurance Made Simple.

Real Estate
Fig. 01Real Estate operations — captured, organized, audit-ready.
Lead

Track leases, permits, vendor insurance, maintenance compliance, and property inspections across your entire portfolio.

Building PermitsZoningCOVendor COI

How much are gaps costing you?

Two minutes. No signup. The full operational footprint Clerxi covers — direct compliance plus indirect savings — modeled against your operation.

Estimated annual recovery potential
  • Lost to missed deadlinesi1.8% of contract volume — public-works industry benchmark from claims preserved across pilot customers. ClaimNavigator™ catches the 5-day notice, the CO window, the DRB filing.
    ClaimNavigator™ · Public works benchmark
    $432,000
  • Penalty exposure pre-emptediDAS / OSHA / DBA penalty exposure averaged across pilot customers; saturates with portfolio size (sqrt scaling on project count).
    DAS · OSHA · DBA
    $50,849
  • Insurance renewal savingsiBroker's market activity is visible in real time — no last-minute renewal surprises. ~5% of premium saved through transparent shopping. Modeled at 0.06% of revenue.
    Transparent broker shopping
    $14,400
  • Wage-claim defense avoidediGPS-stamped, geo-fenced timesheets defeat false / exaggerated wage claims at the door. Defense alone runs $20–50k per claim. Modeled at $8k per project, capped at $200k.
    GPS geo-fenced timesheets
    $48,000
  • OSHA inspection readinessiOSHA 300 / 300A / 301 logs always current. RiskScore™ data ready. Penalties for incomplete logs disappear; inspection cycles shorten. ~$5k per project, capped at $125k.
    300 log always current
    $30,000
  • Crew + fleet dispatch efficiencyiTelematics + crew dispatch eliminate idle time, mis-dispatch, dead-haul. ~0.2% of revenue across crewed work.
    Telematics + dispatch
    $48,000
  • Compliance ops automatediTiered savings: 60% (1–2 FTE) / 75% (3–5 FTE) / 85% (6+ FTE), applied to fully-loaded $85k FTE.
    Tiered by team size
    $102,000
Total recovery potential$725,249
See this against your real data

Estimates from public-works benchmarks. Direct compliance + indirect operational. Bring your last project on the demo and we'll model it against your real loss runs.

— Why this matters

Managing a real estate portfolio means tracking dozens of leases with different terms, monitoring building permits and zoning compliance, verifying vendor insurance certificates, scheduling maintenance inspections, and keeping every property audit-ready.

Clerxi gives you portfolio-wide visibility: every lease, every permit, every vendor COI, every inspection — tracked and organized in one system. When a lease is up for renewal, you know. When a vendor's insurance lapses, you're alerted. When an inspection is due, it's scheduled.

100% lease visibility. Zero missed permits. 50% less admin time. Stop managing properties on spreadsheets and start running them on a system built for portfolio-scale operations.

16
Integrated Modules
100%
Lease Visibility
0
Missed Permits
50%
Less Admin Time
— Capabilities

Everything you need.
Nothing you don't.

Purpose-built modules designed for real estate operations. No bolt-ons, no workarounds.

01

Lease Management

Track lease terms, renewals, rent escalations, CAM charges, and tenant compliance documents per unit.

02

Permit Tracking

Monitor building permits, zoning compliance, certificate of occupancy status, and regulatory deadlines.

03

Vendor Insurance

Track vendor COIs, policy expirations, coverage limits, and additional insured requirements automatically.

04

Maintenance Compliance

Schedule inspections, track work orders, maintain equipment service records, and enforce preventive maintenance.

05

Property Inspections

Digital inspection checklists with photo documentation, corrective actions, and follow-up tracking.

06

Portfolio Dashboard

Centralized view of all properties with compliance status, occupancy rates, and financial overview.

Why Real Estate Professionals Choose Clerxi

Built for real estate.
On purpose.

6 specific reasons teams in real estate operations switch to Clerxi — and stay.

  • 01Portfolio-wide compliance visibility in a single dashboard
  • 02Automated lease renewal and rent escalation tracking per unit
  • 03Vendor insurance COI tracking with expiration alerts and gap detection
  • 04Digital property inspections with photo documentation and corrective actions
  • 05Maintenance scheduling tied to compliance requirements and warranties
  • 06Permit and zoning compliance monitoring per property and jurisdiction
— Real Estate

See it in action
for real estate.

Book a 15-minute demo and we'll show you exactly how Clerxi works for your real estate operation.

— Portfolio scale

Every property.
One system.

From development sites to stabilized assets — every lease, permit, and vendor COI tracked in one platform.

Development site
Development site
New builds tracked from permit to punchlist.
01
Mixed-use portfolio
Mixed-use portfolio
Multi-property oversight in a single dashboard.
02
Residential operations
Residential operations
Lease renewals, COIs, and inspections — automated.
03