Data & existing systems
Start with the data you can actually review.
During rollout planning, map which system holds the lease, ledger, owner details, and resident identifiers. Agree on the source for each field and how changes should return to the case record.
CSV formats, named PMS integrations, APIs, webhooks, and SSO are not confirmed launch capabilities. Tell us your systems and required data flows so the proposed import approach can be evaluated.
Evaluate before rollout
The questions your team should ask.
Confirm supported counties, access boundaries, approval responsibilities, resident-data handling, retention, support, and pricing before onboarding. Request written details for controls your organization requires.
Security certifications, service-level commitments, owner portals, exports, and onboarding timelines are not advertised as available. Open-case migration and training needs belong in the rollout discussion.