Now in Early Access

The private record system for rental ownership.

Every lease, HOA obligation, and insurance renewal — reviewed, confirmed, and maintained as a private ownership record.

Early access is founder-guided. Please do not upload sensitive documents until invited into private beta.

Holdbase
Owner Brief
Review this week
Critical

Lease renewal — 123 Test Ave

Notice window closes Jun 1, 2025

High

Insurance renewal — Brickell Condo

Policy expires Jun 15, 2025 · Action needed

Flagged

Missing document — property tax bill

Edgewater Unit · Last period unconfirmed

Ready

Repair invoice — ready for CPA export

Coral Gables · $2,400 confirmed

2 properties·9 docs reviewed·5 open items·Biweekly briefing ready

Property ownership creates paperwork long before it creates clarity.

Most rental owners track obligations across five different places — and find out something lapsed only after it costs them.

Leases

Signed once, filed somewhere, and rarely revisited — until a renewal window quietly closes.

HOA documents

Master declarations and amendments from closing, usually in a PDF no one can quickly find.

Insurance policies

Renewal notices arrive by mail or auto-renew silently. Coverage gaps show up when you need them most.

Tax bills

Easy to miss across multiple properties, especially when they arrive at different times of year.

Repair invoices

Scattered across contractor emails, text threads, and apps that never talk to each other.

Renewal deadlines

The notice window is on page 12 of the lease. Most owners are guessing at the actual dates.

Drop in a lease. Holdbase reads it for you.

Upload any property document and Holdbase surfaces the terms that matter — dates, amounts, obligations, and missing fields. You review and confirm before anything saves as a record.

Lease_Brickell_Unit4B.pdf8 pages

Document excerpt

RESIDENTIAL LEASE AGREEMENT

Property: 2401 Brickell Ave, Unit 4B, Miami FL 33129

Lease term: Aug 1, 2024 – Jul 31, 2025

Monthly rent: $3,250 due on the 1st

Late fee: $150 after 5-day grace period

Renewal notice: 60 days prior written notice

Security deposit: [... see section 4 ...]

What Holdbase extracted

Monthly rent

$3,250

Confirmed

Lease end date

Jul 31, 2025

Confirmed

Renewal notice window

60 days prior — alert set for Jun 1, 2025

Alert set

Late fee

$150 after 5-day grace period

Confirmed

Security deposit

Not found in excerpt — review page 4

Missing

Insurance requirement

Not confirmed in document

Missing

All extracted information is reviewed before saving. Holdbase flags missing or unconfirmed fields so nothing saves as a confirmed record until you approve it.

From document to confirmed record.

Every record in Holdbase starts with a document you upload. Nothing is saved as confirmed until you've reviewed what the AI extracted.

1.

Upload your documents

Upload leases, HOA documents, insurance policies, tax bills, utility bills, and repair invoices. Any owner record that matters goes in.

2.

Key terms are extracted for your review

Holdbase surfaces the dates, amounts, obligations, and renewal windows from each document. You review and confirm what is accurate before anything saves as a record.

3.

Alerts and briefings from records you trust

Deadline alerts, risk flags, missing-document notices, and a biweekly owner briefing — each one built from records you have reviewed and confirmed.

AI extraction can make mistakes. All extracted information is presented for your review before saving. Holdbase is not a licensed property manager, attorney, CPA, or financial advisor.

What Holdbase tracks for you.

Organized around the documents every rental owner already has.

Document Intelligence

Upload any property document and Holdbase extracts the key terms, deadlines, amounts, and obligations — so important details stop living buried in PDFs.

Deadline Tracking

Never miss a lease renewal, HOA meeting, insurance renewal, or property tax deadline. Alerts are built from your confirmed records, not guesswork.

Risk Flagging

Get flagged when something needs your attention — a missing document, a lapsed policy, an unusual clause, or a deadline you haven't confirmed.

Biweekly Owner Digest

Every two weeks, Holdbase sends an owner briefing: what changed, what's due, what's missing, and what the AI noticed across your properties.

AI Assistant

Ask questions about your confirmed records in plain English. If the data is missing or unconfirmed, Holdbase says so — no invented answers.

Built Around Real Ownership Complexity

HOA rules, insurance renewals, homestead exemptions, and hurricane season timelines. Built with Florida ownership in mind. Designed for rental owners anywhere.

Simple pricing for serious owners.

Two plans designed for the complexity of real rental ownership. See full plan details →

Founding offer: 50% off your first 3 months — locked in when billing launches.

Owner
$59/mo
1–3 rental properties
Founding offer: 50% off first 3 months

For owners who want one place to organize documents, deadlines, risks, and property records.

  • Document vault & deadline alerts
  • Lease, HOA, insurance, tax, invoice tracking
  • AI Assistant from your confirmed records
  • Biweekly Owner Digest
  • CPA-ready export
Request access
MOST POPULAR
Portfolio
$179/mo
4–25 rental properties
Founding offer: 50% off first 3 months

For owners who need portfolio-level visibility across properties, entities, leases, bills, and risks.

  • Everything in Owner
  • Portfolio-wide dashboard and risk view
  • Cross-property digest and CPA export
  • Handles multiple LLCs, HOAs, and policies
  • Priority support
Request access

Access is invite-only during early access. Request access and we'll reach out when your account is ready.

Your properties deserve a clearer system.

Preview the sample dashboard to see how Holdbase works. If it fits your needs, request early access — we're onboarding a small group of rental owners before opening broader access.