Amendment lineage
Show which original term or later amendment governs a date, option, amount, or notice requirement.
How it works
Connect every critical date to the lease language that controls it.
ObligationFolio is designed to organize supported lease and amendment records into a portfolio view of dates, notice mechanics, source clauses, owners, and review states.
Authorize the portfolio
Confirm lease count, locations, amendments, supported formats, and authority to process the documents—without uploading them to the marketing site.
Resolve and extract
Order the governing documents, identify supported obligations, and anchor each critical field to its clause or amendment.
Verify and monitor
Confirm dates, assign ownership, schedule reminders, and preserve corrections with the source evidence still attached.
What stays visible
A lease-control folio for dates that cannot live in memory.
Critical-date register
Organize expirations, option windows, notice dates, escalations, and supported obligations by location.
Clause evidence
Keep page, section, quoted span, document version, and customer confirmation behind each field.
Notice mechanics
Capture supported lead time, delivery method, address, recipient, and related conditions without sending notice.
Owner verification
Require confirmation of critical fields before a reminder is treated as reliable for the portfolio.
Portfolio history
Preserve changes, corrections, source versions, and review notes across the lease record.
Illustrative output
A portfolio timeline with the clause attached.
The example view shows how a date, governing source, amendment question, and review state stay connected.
Item
Finding
Evidence
Status
ItemRenewal option
FindingNotice window opens 12 months before expiration
EvidenceLease §18.2 + Amendment 1 §3
StatusReview
ItemBase-rent escalation
FindingAnnual 2.5% formula supported
EvidenceLease Schedule C
StatusMatched
ItemNotice address
FindingAmendment may supersede original recipient
EvidenceLease §27 + Amendment 2 §7
StatusReview