For property managers, brokerages and real estate investors
Owner statements, work orders and renewals without the copy and paste
Month-end means exporting from AppFolio, Buildium or Rent Manager, splitting it by owner in Excel, and chasing approvals by email while maintenance requests pile up in three inboxes. We connect your property management software to QuickBooks, your CRM and your reports. A person still approves anything that affects a tenant or owner funds, and trust money never passes through us.
Example workflow · Sheet RE-01
Sound familiar?
Where a property management office runs out of hours.
Most of it is the same data copied between the PM system, email and a spreadsheet.
- Owner and investor reports get split by property in Excel because the standard reports won't do it.
- Work orders, vendor dispatch and owner approvals are scattered across email, texts and the PM system.
- Renewals, late notices and make-readies start only when somebody remembers to start them.
- Rental leads and new-owner inquiries sit in a CRM that never matches the properties in AppFolio or Buildium.
What we build
Before and after, from move-in to month-end.
Leasing, screening and money decisions stay with your staff and your broker. We take the routing, reminders and report building.
| Job | Today | After |
|---|---|---|
| Owner and investor reports | Exported, split and formatted by hand each month | A report per owner or fund, built from your PM system on a schedule |
| Maintenance intake | Calls, texts and portal requests in three places | One work-order queue, with urgent requests paged to the on-call coordinator |
| Renewals and notices | Calendar reminders and a spreadsheet | A renewal list 90 days out, with offers and notices drafted from your attorney's templates for manager review |
| Trust reconciliation prep | Bank, book and ledger compared line by line | An exception list ready for your broker to review, reconcile and sign |
| Brokerage commissions | Closed deals in dotloop or SkySlope retyped into QuickBooks | Commission splits drafted from the closed file for back-office review |
| Owner portal | Owners email asking for statements, invoices and photos | A secure portal where each owner sees only their properties, statements and pending approvals, built in stages |
Typical prices for property managers
Know the number before we start.
These are our published ranges. The audit fee is credited toward the project.
We walk through maintenance, renewals, owner reporting and trust prep, then price the fixes in writing.
One automation, like a renewal list or reminders on unanswered owner approvals.
AppFolio, Buildium or Rent Manager connected to QuickBooks, your CRM or Follow Up Boss.
An owner or vendor portal on your PM data, with its own sign-in for each owner.
Real estate & property management FAQ
What property managers and brokers ask before they call.
Does AppFolio have an API we can integrate with?
Yes, on some plans. AppFolio, Buildium and Rent Manager each offer API access, but whether your account has it, and whether it can write data back or only read it, depends on your plan and the vendor's rules. Buildium, for example, keeps its Open API on the Premium plan. The audit checks what your plan allows before you spend anything, and where there's no API we work from scheduled reports.
We use these product names to describe what we connect to. We aren't a partner of AppFolio, Buildium or Rent Manager.
Will automation make leasing or screening decisions?
No. Screening and leasing decisions stay with your staff, and we don't build AI tenant screening. Automations collect applications, route them and remind people; a person decides.
Late notices and lease notices use wording from your attorney. We automate sending and logging them, never what they say.
Can you work with our trust account?
Only on the reporting side. We never move, hold or disburse trust money. We can build the monthly bank, book and ledger comparison with an exception list, and your broker reviews, reconciles and signs it.
How much does property management automation cost?
$500–$2,500 for an audit, credited toward the project. A single automation like a renewal list is $750–$1,500. Connecting your PM system to QuickBooks or a CRM is $2,500–$7,500, and an owner or investor dashboard is $3,000–$8,000.
We also take on larger builds, like replacing a home-grown portfolio tracker or a licensed system your team has outgrown, at $15,000–$40,000+. Those run in gated stages, and you approve each stage before the next begins.
We run a brokerage, not property management. Does this apply?
Yes. For brokerages the usual jobs are speed to lead in Follow Up Boss, commission splits from dotloop or SkySlope into QuickBooks, and a check for missing signatures before a commission is paid. Agents keep the CRM they already use.
A note from Dean
I've been building production software since 2020, much of it on Microsoft 365, Graph and secure sign-in with OAuth and Auth0. That's the plumbing behind an owner portal that shows each owner only their own doors. When a project ends I turn off our access, and until then you'll deal with me, not a sales team.
Dean Whitten
Start here
Tell us which owner report you rebuild every month.
You'll hear back within two business days with a useful next step, even if that step is a setting you haven't turned on yet. Rather call or text? (478) 954-7760