Move-In Flow

Est. 45 min
Step 1

Application Review

Process a new tenant application with credit check, background screening, and income verification. Flag any missing documents or red flags.

What to validate:
  • Do all required fields appear in the application form?
  • Can you easily upload and view supporting documents?
  • Are credit score thresholds configurable?
  • Does the approval/denial workflow make sense?
Step 2

Lease Generation

Create a 12-month lease with custom clauses, pet addendums, and parking agreements. Send for e-signature and track completion.

What to validate:
  • Are standard lease templates pre-loaded?
  • Can you add state-specific clauses easily?
  • Does the e-signature flow work on mobile?
  • Are executed leases stored in the right folder?
Step 3

Move-In Checklist

Complete a digital walk-through with photo uploads for each room. Document pre-existing damage and appliance conditions.

What to validate:
  • Is the checklist customizable per property type?
  • Can tenants upload photos from their phone?
  • Are timestamps and GPS coordinates captured?
  • Does the report auto-generate for records?

Rent Posting & Collections

Est. 30 min
Step 1

Monthly Rent Posting

Post rent charges for all units on the 1st of the month. Apply late fees on the 6th. Track partial payments and apply to oldest balance first.

What to validate:
  • Can you bulk-post rent for multiple properties?
  • Are late fee rules configurable by lease?
  • Does the system handle prorated rent correctly?
  • Are payment reminders sent automatically?
Step 2

Payment Processing

Accept ACH, credit card, and check payments. Reconcile against bank deposits. Handle NSF fees and payment reversals.

What to validate:
  • Do payment methods integrate with your bank?
  • Can tenants set up auto-pay?
  • Are transaction fees calculated correctly?
  • Does the ledger update in real-time?

Maintenance Workflow

Est. 40 min
Step 1

Work Order Creation

Tenant submits a maintenance request via portal. System routes to appropriate vendor based on category and location.

What to validate:
  • Can tenants attach photos and videos?
  • Does AI categorize requests accurately?
  • Are emergency requests flagged properly?
  • Can you override auto-routing decisions?
Step 2

Vendor Assignment & Tracking

Assign to preferred vendor, track arrival time, approve invoices, and close out work order with tenant confirmation.

What to validate:
  • Can vendors update status from mobile app?
  • Are cost estimates required before work starts?
  • Does the approval workflow respect spend limits?
  • Are completion photos required?

Owner Statements

Est. 25 min
Step 1

Monthly Statement Generation

Generate detailed owner statements showing rent collected, expenses paid, management fees, and net distribution.

What to validate:
  • Are all income and expense categories accurate?
  • Can you customize statement templates?
  • Do reserve balances carry forward correctly?
  • Are PDF exports formatted professionally?

Ready to Test These Workflows?

Apply to join our QA program and help us build software that actually works for property managers.

Join the Program