Case study
Portfolio operations for property managers
Your agents lived in email for work orders while owners asked for rent rolls in three different formats. We connected listing updates, tenant messaging, and monthly owner packets so the same data feeds the field team and the investor report.
The problem
Vacancy photos sat in a shared drive while the website still showed last season’s unit. Tenants texted the super after hours with no ticket number. Vendors emailed proof of insurance that never reached the file for the lender covenant check.
What we built
A single operations hub with mobile friendly views for staff in the field and a desktop console for portfolio accountants. Each property record holds units, active leases, and linked vendors.
- Listing workflow pulls status from your feed or manual entry, stages photo sets, and pushes public copy to your consumer site with review before publish.
- Tenant requests become numbered work orders with SLA timers, photo attachments, and vendor assignment when the job needs a license you track.
- Lease renewal tracker watches notice windows, sends draft offers for internal approval, then emails tenants with e sign links you already pay for.
- Owner statements roll up cash and accrual views, PDF export, and a CSV for the partner who still wants Excel.
- Vendor compliance stores COI expiration, auto emails renewal requests, and flags buildings where work must pause until paperwork is current.
What you gain
Less double entry between leasing and accounting, faster answers to owners, and a clear paper trail when an insurer asks who approved a repair over ten thousand dollars.
What you should do next
Share your unit count, current accounting export, and how you handle maintenance after hours. We map your MLS or manual listing source, load one pilot building, and expand once staff sign off on the mobile flows.