Tour-to-lease workflows, e-sign, and unified comms across listings, CRM, and PMS—so property teams convert faster without tab overload.
One thread from first tour to move-in—with compliance baked into every handoff
We connect listing syndication, showing calendars, applications, screening, and lease execution into a coherent pipeline. Prospects get SMS/email with clear next steps; onsite teams see one timeline per unit—not three systems disagreeing on availability. Fair housing and local disclosure requirements surface at the right workflow step; audit logs prove who saw what and when if questions arise later.
01 // THE MANDATE
Tour-to-lease workflows, e-sign, and unified comms across listings, CRM, and PMS—so property teams convert faster without tab overload.
We connect listing syndication, showing calendars, applications, screening, and lease execution into a coherent pipeline. Prospects get SMS/email with clear next steps; onsite teams see one timeline per unit—not three systems disagreeing on availability.
Fair housing and local disclosure requirements surface at the right workflow step; audit logs prove who saw what and when if questions arise later.
02 // ENGINEERING
Development process
Structured phases—from discovery to launch—with clear ownership and handoff points.
Journey mapping (weeks 1–3)
MVP pipeline (weeks 3–10)
Screening & leases (weeks 8–14)
Scale-out (weeks 12–18)
Operate
03 // CAPABILITIES
Core Capability Matrix
The building blocks of your solution
Listings
sync to ILS with photo/version governance and pricing rules.
Scheduling
tour slots, agent assignment, and no-show follow-up automation.
Applications
configurable forms, document upload, and consent capture.
Screening
integration with approved consumer-report vendors; adverse action workflows.
Leases
template clauses by jurisdiction, e-sign, and countersignature routing.
Payments
holding deposits and move-in charges with gateway reconciliation.
Resident handoff
work orders and welcome packs triggered on lease execution.
Analytics
funnel conversion, time-to-lease, and source attribution by channel.
04 // DELIVERY LIFECYCLE
The strategic roadmap
Milestones and checkpoints—each phase has a clear outcome before the next begins.
Weeks 1–3: Portfolio scoping, compliance checklist, pilot properties selected.
Weeks 4–9: Tour + application live; CRM/PMS connectors stable.
Weeks 8–14: Screening + e-sign; deposit flows; resident handoff beta.
Weeks 13–18: Multi-market rollout; analytics v1; training complete.
Ongoing: Channel mix experiments; integration health reviews; peak season readiness.
05 // PRODUCT SCOPING
Choosing your path
Two engagement models—start lean and iterate, or commit to a full platform build from day one.
MVP
Speed & essentialism
Full product
Enterprise maturity
06 // PARTNERSHIP
Why work together
A single accountable partner across strategy, build, and go-live—not a revolving door of vendors.
End-to-end ownership: discovery, architecture, implementation, and launch—with clear communication and production-grade engineering.
- Discovery & alignment
- Systems that scale
- Implementation depth
- Clear comms
07 // CLARITY
Frequently asked
Consistent screening criteria documented in workflow; optional blind review steps; full audit trail on communications and decisions—aligned with counsel’s playbook, not generic SaaS defaults.
08 // MORE SOLUTIONS
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