Auto-emailed monthly owner statements (white-labeled)

Set landlord_email on a property + turn on auto_owner_reports. On the 1st of each month, every owner gets a P&L PDF with your logo.

If you manage properties for outside investors, the monthly P&L email is one of the highest-stakes operator touchpoints. Summit auto-generates and auto-emails it.

Setup (one-time per property)

Properties view → edit a property → set Landlord name and Landlord email.
Settings → Compliance & ops → toggle Auto-email monthly owner statements on.
Settings → AI agent → set Email logo URL (your company's logo) for white-labeling.

On the 1st of every month at 7 AM Mountain Time, every property with a landlord_email gets emailed a statement covering the prior calendar month. Manual trigger available on each property at any time via the ↓ Statement PDF button.

What's in the statement

Total billed, total collected, outstanding, overdue count
Per-tenant rent line items (collected + outstanding by tenant)
Per-vendor maintenance line items (work order + actual cost)
YTD compare column for the same period last year
Occupancy snapshot (units occupied / total)
Net to owner
Your company's logo at the top (when email_logo_url is set)

PDF download

Each statement is also available as a PDF for download from /properties/{id}/owner-statement.pdf?period=month|quarter|ytd. Use ?period=quarter for quarterly board reports.