Property management and associationsSoftware and automation for property managers and community associations.
Managers and associations keep owners, residents, boards and vendors in sync across many properties and units. Most of that runs through email, spreadsheets and an accounting system that sees only part of the picture. A connected system gives each group a portal, automates routine requests and keeps records findable for years.
Where the work gets stuck
The usual friction.
Requests in every channel
Maintenance requests and architectural review forms arrive by phone, email and text at once.
Board approvals stall
Votes, approvals and signatures wait on long email threads between meetings.
Vendor bills by property
Each vendor invoice has to be coded to the right property, unit or reserve account by hand.
Every function
Six functions, in your terms.
Finance, people, sales, operations, documents and IT run every business. Here is what each one looks like in property management and associations, and where AI fits in it.
Finance and accounting
- Vendor invoices coded to properties, units and reserves
- Owner statements built from reconciled property ledgers
- Assessment and rent payments matched to accounts
Where AI fits: AI suggests the property and GL account from each invoice; a manager approves payment.
Finance in every industryHR and onboarding
- Site staff and maintenance techs onboarded by property
- Property access updated when assignments change
- Onsite staff hours allocated to the right property
Where AI fits: Little AI here. Access follows property assignments, and hours follow approved timesheets.
HR and onboarding in every industrySales and client intake
- Rental applications collected with required documents
- New owner and association onboarding to the portal
- Management proposal requests routed to the right manager
Where AI fits: AI summarizes inquiries for leasing staff; applicant decisions stay with people and written criteria.
Sales and intake in every industryOperations and scheduling
- Maintenance requests turned into vendor work orders
- Unit turns scheduled across cleaning, paint and repairs
- Residents updated as their request moves along
Where AI fits: AI sorts resident requests by trade and urgency; a manager confirms emergencies.
Operations in every industryDocuments and compliance
- Board approvals and votes recorded with timestamps
- Vendor insurance certificates tracked to renewal
- Governing documents and minutes searchable by topic
Where AI fits: AI answers owner questions from governing documents and cites the source section.
Documents in every industryIT, identity and integration
- Owner, resident and board portals on a single sign-in
- Property accounting synced with the work order tool
- Access scoped by property, association and role
Where AI fits: Rules only. Who sees which property is never a judgment call.
IT and identity in every industryWhat you likely run
We start with the tools you have.
We connect what is already there into one source of truth before we build anything new, so nothing has to be thrown out on day one.
- property accounting software
- a resident or owner portal
- a maintenance work order tool
- a shared folder of board documents
- a vendor insurance certificate tracker
- a shared inbox
Proof, plainly
What we can show you.
Our client system in production today is a construction and trades platform, and we run our own company on the same kind of system. On a call we show you both, live, and tell you honestly what carries over to property management and associations.
Always-on agents
Hand the queue to something that keeps working after you log off.
An agent with its own login and a defined role works the property management and associations back office around the clock, writes down everything it does, and comes back to a person when something needs a decision.
Bring us the busiest queue.
In 45 to 60 minutes we map the systems you run and the handoffs that hurt, and tell you candidly whether we are the right fit.