Turn a rental property list into a lead-safe action tracker.
Triad LeadClean helps property managers organize rental property lists, compare available county-source data, flag lead-safe documentation follow-up needs, and produce a manager-ready action report.
This is an intake, sorting, and documentation workflow. It is not legal advice, inspection certification, or medical advice.
What the review organizes
- Property list cleanup and missing-field checks
- County year-built and parcel/PIN comparison when source data is available
- Likely pre-1978 and lead-safe documentation follow-up flags
- Repair, renovation, and turnover follow-up notes
- Owner, vendor, and manager action tracking
Lead-safe portfolio review workflow for property managers.
Organize property details into a lead-safe intake summary, identify missing information, and prepare a clear action list.
Portfolio intake
Collect the property list, county, estimated count, known year built, owner/company notes, and documentation status.
Analyzer pass
Use the admin analyzer to flag pre-1978, missing year built, missing owner/county/address, and follow-up needs.
Report draft
Generate a summary with counts, priority buckets, missing information, and recommended next actions.
How the workflow works
The property manager submits a property list. Triad LeadClean organizes it into a prioritized intake and follow-up summary.
- Submit a request and optional property-list file.
- Review property details, county information, owner names, and year-built data.
- Flag likely pre-1978 properties and missing-data items.
- Compare available county export data when provided.
- Prepare a summary of priorities, documentation gaps, and next actions.
What the intake can support
- Property-list intake and review preparation
- CSV-friendly portfolio organization
- County export comparison support
- Priority sorting and missing-information review
- Shareable summary and action-list preparation
What the sample report shows
The sample manager report turns a property list into a readable action list. It shows which records matched county-source data, where information is missing, and what a manager should review next.
Current sample proof - Davidson workflow
The linked Davidson sample proof report uses sample portfolio data to show how Triad LeadClean organizes properties, county-source matches, missing manager data, flags, and follow-up tasks.
Use the Sample Report to see the manager-ready output. Use the Sample User Guide to understand what each report field means and how the action list supports lead-safe intake, documentation review, and follow-up.
Ranks which properties need attention first based on missing data, documentation needs, county-source results, or follow-up notes.
Shows the year supplied by the manager beside the year found from county/public property data when available.
Shows whether the uploaded manager row matched a county-source record, which supports confidence in the year and parcel/PIN values.
Provides a traceable county property identifier for follow-up review and source checking.
Highlights missing owner/LLC, missing manager year, documentation check needed, county year available, and repair/renovation follow-up.
Turns the property review into a manager task list: verify source data, update the manager file, and re-check documentation status.
Request a portfolio intake review
Submit the property manager details. Attach a clean CSV/TXT property list if available, or submit without a file to request an intake summary and next-step checklist.
Helpful property-list columns
Address, city, county, state, ZIP, owner/LLC, year built, occupied/vacant, renovation planned, disclosure status, and notes.
Upload a clean CSV or TXT property-list file only. Supported delimiters are comma (,), tab, or semicolon (;). Convert Excel, PDF, Word, ZIP, image, or other file types to CSV/TXT before uploading.
Recommended file size: up to 10 MB for initial review. Larger property lists may require follow-up or admin-assisted processing.
Report types: full property-list analyzer report, intake summary / no property file attached, or single-property review.
Data use and confidentiality
Confidentiality: Submitted manager/property data is used only to generate the requested Triad LeadClean intake, comparison, or report workflow. It is kept confidential and is not sold, reused, published, or used for unrelated purposes.
Uploaded files should only include information needed for property matching, documentation review, and follow-up planning. Do not upload payment card numbers, Social Security numbers, medical information, or unrelated personal data.
County/public property data may be used to compare year-built, parcel/PIN, owner, and address information. Values should be reviewed before being treated as verified.