Portfolio-fit signal
Match the depth of the evaluation to the size, operating model, team, data, and workflow complexity of the portfolio.
Free property management software planning tool
Build a property management software evaluation plan for your portfolio
Assess portfolio size, rental model, team, current systems, and required workflows to create a vendor-neutral test plan and download a 40-question requirements scorecard.
Clear tools for real property-management work
Workflow test plan
Require every vendor to demonstrate the same normal task, exception, permission test, management review, and export.
Rollout sequence
Receive a practical setup, pilot, validation, cutover, and adoption sequence appropriate to the operating model.
40-question scorecard
Download an editable worksheet covering records, leasing, accounting, maintenance, security, integrations, migration, support, cost, and exit.
Vendor-neutral method
Apply the same evidence rules to JHA Solutions, AppFolio, Buildium, and every other shortlisted system.
Private browser session
Use the assessment without registration; the selected answers remain in the current browser session.