Harmony Summary Features List

Summary of Harmony Features

To experience the expansive feature set of HERO Harmony, you need to try it! However, for those who just love to read long lists, we've included a summary overview of significant features below.

You can try everything with the free Launch Edition, or review the packages and pricing.

Places

Enter unit data with over 600 data points (and add custom fields to your database)
Use customizable unit entry forms for simplified and consistent unit entry
Drag and drop to add unlimited photos (with optional watermark and logo stamp) and a listing video
Automatic nudgeable interactive maps with geocoding
Text response for inquiries from sign riders and printed materials
Static or recyclable listing codes for publishing direct links to listing
Optionally organize units into properties and floorplans
Clone units and media from templates for similar units in apartment, condo, and townhome communities, as well as storage facilites and strip malls
Marketing effectiveness algorithm to increase tenant/guest views and attraction
Automated distribution to all major rental websites, your own website, and the HERO ILS
Customize the layout, style, and view of listings embedded in your website
Optional manual export to blogs, Facebook, Twitter (X), Craigslist, and more
Enhanced statistics on listing performance, views, contacts, and inquiries
Tracking of places where your listing has been distributed
Unified tracking and responses for listing inquiries including check phrase matching
Convert interested prospects to prospective tenants/guests to track all communications
Showing scheduling and tracking with appointment confirmation by text/email (see more under Activities)
Match new and changed listings to parameters desired by prospects and send updates by text or email
Record maintenance instructions, service providers, preferred vendors, appliance and equipment warranties, and routine maintenance items for each unit (see more under Maintenance)
View all work requests, work orders, and work permits on a unit (see more under Maintenance)
Track keys issued to occupants and vendors with key check out, check in, and missing key procedures (see more under Maintenance)
View all applications on a unit in the order they were submitted (see more under Applications)
Set custom application criteria for each unit (see more under Applications)
Set and configure advanced schedule and rate tables for short-term units with static, dynamic, or optimized rates
Receive bookings on short-term units and create reservations (see more under Agreements)
View all inspections performed on a units (see more under Inspections)
Experience scores to track the experience score of prospects and occupants on their unit
Batch update fields like fees
View graphical reports on place inventory, activity, locations, and media, and unit composition within properties
View marketing effectiveness statistics to optimize marketing success
Record unit and property registrations, compliance documents, and required disclosure references, with expiration/renewal alerts
Associate mandatory disclosures for each unit to merge into occupant agreements, including Tenant's Bill of Rights and other disclosures
Track unit insurance, contacts, and expiration/renewal dates
Compare unit market conditions and rents including HUD standards
Export customizable inventory lists
Generate customizable, printable vacancy lists
Track notes and attach files on each place, tracked by user and time
Set standard policies, programs, and disclosures that display for all places
History tracking for every piece of information changed on a place

Rental Applications

Each unit has a secure, customizable application form that can be completed on any device (computer, phone, tablet)
Send or publish a direct link to any unit’s application
Default application is pre-installed with the most common rental application fields pre-set
Your application can be completely customized, including questions, allowed answers, required items, conditional items, and more
Set any question to require an answer to prevent submission of incomplete applications
Set question rules to display more or fewer questions based on a specific answer (e.g. show specific pet information only when applicant indicates they have pets)
Permit uploaded photos and documents with an application, and optionally destroy files from your records as required for security and compliance
Add new application pages and organize application questions into relevant pages as desired
Add your own application instructions, requirements, expectations, and automatically merge the unique application requirements per-unit
Add your own post-application instructions to inform or instruct applicants after application is complete
Provide specific help on each application question to eliminate applicants getting stuck or calling for clarification
Style application questions as desired to match your website or company theme
Application is auto-saved after each answer, and applicant can return to complete the application at any time
Applicant email includes co-applicant link to forward blank co-application to spouse, partner, roommates, etc.
Embedded digital signature capture on each application
Collect application fees simply and directly online with no complex setup
Completed application is automatically converted into a PDF that the applicant can download/print at any time
Customize application components that automatically score the application before screening
Each submitted application is sent to you for screening with an immutable timestamp and payment status
Screen each application through integrated screening partners, or self-screening with tracking and scoring
View a summary screening scorecard with supported consumer reporting partners
Set default screening rules by application type or unit
Customize the elements you screen on, for both automated and manual screening components
Easily send applicant their customized acceptance, conditional acceptance, or rejection letters
Each owner can see applications on their units in their portal, if enabled
Convert accepted applicants to tenants with all their applicant information, plus their animals, included
Create a custom privacy policy for your handling of applicant data
Allow applicants to purge their online data for simple compliance with "right to erasure" laws

Candidate Applications

Create custom applications for prospective vendors, sources, employees, and independent contractors
For vendors and sources, allows conversion of accepted candidates into profiles
Receive supporting documents like licenses, certifications, proof of insurance, proof of workers comp, and more
Perform evaluations against pre-defined evaluation criteria based on candidate type
Generate employee screening reports from integrated providers
Includes other relevant features of rental application system

Inspections

Any user or inspector can easily perform an inspection on any managed unit with the integrated inspection app
Inspections can be done on a tablet or computer, and inspections done in the field can be immediately viewed in your office
Perform any of seven inspection types based on the inspection’s purpose (move-in, move-out, periodic, drive-by, pre-management, start of management, end of management)
Compare and report on inspection results by related types (e.g. move-in compared to move-out)
Define unlimited custom inspection templates, or allow the AI to create the inspection template from the unit information and inspection type
Templates created from the unit include all of the items defined in the unit (e.g. number of bedrooms and bathrooms, other rooms, unit features, pool, etc.)
Add other rooms and items encountered as the inspection is performed, and the self-learning AI will add these for the next inspection
Allow an inspector to remove items from the inspection, or lock them in so an inspection grade must be indicated
Record the state of each room/area and item inspected with simple inspection grades
Set optional rules and guides for the inspector on each item
Add unlimited notes, photos, and videos for each item (dictate notes on supporting devices)
Add pre-defined notes for one-click add to any item
Optionally require the inspector to include a photo for any problem item
Add work orders and estimates for items requiring repair or replacement, and indicate if occupant or account is responsible for estimated cost
Set custom prices and payment responsibility for cleaning, repair, or replacement of any item
Include total cost of estimates for tenant on inspection report
Embedded digital signature capture requires inspector signature, and optionally tenant, guest, member, witness, owner, or association signatures
Create inspection reports in various formats and email to tenant, guest. member, owner, association, or maintenance coordinator
Configure custom report cover pages and photo
View all completed inspections by unit, tenant, guest, member, owner, or association
Each tenant, guest, member, owner, and association can view their inspections in their portal, if enabled

Websites

HERO is the most experienced website developer for property management in the United States
Start with a no-cost Rapid Start design, choose a custom design from our library, or work with our design team for a unique, beautiful design built just for you
Sites are always SEO-Amazing, fully responsive, mobile optimized, and ADA friendly
Fully customize and edit your site with a powerful, easy-to-use content management system, or use our personal webmaster service to make changes for you
Edit each page as easily as you’d edit a Word document
Built-in SEO tools allow you to further analyze and optimize your site features and content
Complete control over site and page meta tags and titles
Email at your domain is built-in, included, and easy to manage
Manage site images, videos, and files through site libraries
Easily update site, theme, page, and inline CSS styles
Add scripts and create your own powerful WebGadgets, or insert pre-defined gadgets like image sliders, listing slideshows, and dozens more
Add pre-structured, themed blog pages with specializing blogging features
Easily build your own forms with control over the theme, structure, and content, with downloadable/database storage of form input results
Add pre-formatted grid pages for lists like staff directories and sales listings
Advanced users have full control over technical components like robots.txt and .htaccess

Trust Accounting

View all financial options and bank balances in one simple view
Integrated low-cost credit card, eCheck, and ACH payments
One-click processing of pay ins, from credit cards, eChecks, lockboxes, and any third-party payment system that provides an API
Draft payments from occupant bank accounts on preapproved payment plans
Collect payments by preauthorized payment methods from occupants and accounts
Easily generate pay outs by printed check, ACH, or any one of more than a dozen payment solutions, including third-party solutions with an API
Quickly pay all outstanding invoices from a single view
Track and remit taxes received with advanced taxing jurisdiction configuration
Process owner/association distributions in a single click using each owner/associations’s pre-defined pay out method and distribution statement with automatic distribution statement email
Owner/association distributions view shows all outstanding bills, uninvoiced work orders, outstanding receivables, individual allocations, preferred pay out method, and more in a simple, easy-to-understand, hard-to-screw-up format
View any owner/association’s entire distribution history and all past statements
Quickly send any owner/association a draw outside of scheduled distributions
Allow owners to share money among trusted agreements
View the relationship between associated transactions with "transaction strings"
Generate statement and financial reports at any time and print, download, or save them to your company, owner, association, tenant, guest, or member portal
Easily notify people of charges, bills, invoices, receipts, and disbursements with fully customizable templates
Add an unlimited number of bank accounts and optionally set posting for owners/associations to their bank accounts
Fully customize your chart of accounts, bill and charge codes, and posting rules
Set defaults and preferences to customize functionality to your business
Set a maximum amount of management company funds in a trust account
Easily view undeposited items and generate deposits for any bank account
Review bank accounts by statement view, journal view, or reconciliation view
One-click transaction reconciliation and transaction locking following format specific to your bank
Easily record invoices from vendors, sources (for commissions), or one-time payees
Optionally require invoice approval by responsible party or administrator
Easily process refunds from vendors and sources for overpayments, mistaken payments, and inventory returns
Attach original vendor invoices to owner/association invoice, including those emailed as an attachment
Record invoices from work orders with pre-filled values with automatic correlation of invoices to completed work orders
Charge occupant co-pay directly on invoices from a work order
Split invoices into multiple bill codes/accounts from your chart of accounts
Consolidate payments to vendors or sources from multiple invoices or payments
Set invoices to automatically recur with flexible recur scheduling
Generate and eFile owner, association, vendor, and source 1099s (MISC and NEC) and 1042s
Quickly see up-to-date balances, reserves, and withholds for any owner or association
Dynamically adjust temporary holdbacks, with optional auto-expire, for anticipated expenses
Optionally hold back estimates on future work orders
Generate commission reports for commissionable fees paid to sources, with flexible commission rates based on unit settings, agreement settings, and/or source settings
Powerful management fee options include percentage of rent or fees collected, base fee, maximum fee, and more
Split any fee collected between owner/association and management company, like late fees
View all management bills and collect from owner/association accounts on your schedule
Set any owner/association bill as recurring with flexible recur scheduling
Automated late fees with powerful configuration including initial and daily fixed fees or percentages and period caps on late fees
Owners, associations, tenants, guests, and members can view their balances and make payments or setup preapproved payment plans through their portal, if enabled
Tenant, guest, and member payments can be easily blocked, blocked by schedule (e.g. after the 5th of the month), or reviewed and refunded before posting
Add flat or percentage convenience fees for online payments; trust account amounts flow through independent of any additional fees collected or paid

CRM (Customer Relationship Management)/Communication

Add any person as a prospect or active profile to manage all communications with them
Profiles can be added manually, from inquiries, or from any third-party application that will connect to an API
Match/filter inquiries by a designated check phrase
Each profile includes an unlimited number of contacts including phone, text, email, and social media, and contact preferences
Easily view all communications that have occurred between your company and any person
Create unlimited beautiful rich email and letter templates for messaging for any communication you want to send
Build campaigns that consist of a series of emails, texts, phone calls, and tasks with action schedules
Add a campaign to a profile to automatically schedule messages and activities for that person
Individually add specific activities or messages to a person based on their specific needs or interest
View a timeline of all actions related to an active or completed campaign, organized as a project
Customize template messages to send to a person in conjunction with any action you take (e.g. a charge is added, a receipt is posted, or an invoice is recorded, etc.)
Message templates include merge fields to automatically merge any data specific to the individual receiving the message
Special template merge fields include calculations, tables, and loginless actions
Create custom merge rules to augment or modify merged data by conditions
Select whether actions automatically send a message to the person, optionally send a message, or never send a message
When an action is taken, the message is sent immediately by email and/or text according to their preferences
Messages can contain portal links to allow direct access to the item in the recipient’s portal (e.g. when a charge is added, a tenant can immediately log in to the portal to view and and pay it, or pay the charge by loginless link if enabled)
Compose and send individual text or email messages at any time, and schedule for future delivery if desired
Compose and send bulk email or text messages to groups of people based on type, tags, filters, or power search parameters
Receive text replies correlated to the item/issue that originated your text message
Easily add attachments to any message, and they’ll be stored in the recipient's document folder for easy future retrieval, including through their portal if enabled
Organize incoming messages for action (GTD model) and delegate to other users
Sort and organize messages into folders with AI and drag and drop
Each agent has a unique CRM email address, allowing their business email address to have a forward to their CRM address (e.g. an owner can send a message to Jim@JimsManagement.com, and it will go to Jim’s email as well as being logged into the owner’s message log)
When a message is received from an unknown sender, you can associate the sender with one of your profiles so future messages are automatically connected with that person, and you’ll have that contact available in their profile for future contact
When viewing or replying to a message, easily add an activity if the communication requires follow up, tasks, or meetings

Management

Harmony brings together the places you manage, the people you manage for, and the agreements that govern your relationship
Dashboard view shows everything that’s going on, with new items, items requiring action, scheduled items, and items that have occurred while you were away (like a tenant paying rent, or a vendor completing a work order)
Universal search allows you to quickly find anything, anywhere throughout the system
Smart deep search allows you to dig deep into the content of documents and messages
Memorized searches allow you to return to a previous set of search results after viewing or changing elements
Calendar view shows everything that’s scheduled, including maintenance, agreements ending or renewing, tasks, and other activities
The calendar shows a busyness indicator so you can easily see which days have open space and which days are going to require extra coffee
Scheduled items can be color-coded to give you a better at-a-glance view of what’s going on, and have priority and importance levels to help you reschedule when necessary

People

People can be individuals (like a single owner, tenant, guest, association member, source, or vendor), corporations (like an ownership LLC, community association, or a vendor company), or groups (like a family with parents as tenants and children as occupants)
Record and track all information for each person, and add custom fields for information you track that’s not already part of the system
Tag people with custom tags you create, to create logical subsets or identify and filter on specific preferences
Perform all management functions by the “who” (owner, association, tenant, guest, member, vendor, source, etc.) or the “what” (bill, activity, maintenance, etc.) making it simple to perform any function for any person
Elect to automatically send a person a daily summary of all actions you’ve taken on their account
Each person can have their own secure portal account (embedded in your custom website), with the options you choose to enable for them (e.g. 4 roommates on the same lease each have their own portal account, and you can allow any of them to pay rent, or only accept rent from some of them; or 2 owners on the same management agreement each have their own portal account, and you can enable only one of them to see inspections done on their units, etc.)
Easily view and change the status of each person, or allow the status of their agreement to change the status of each person on the agreement (you won’t accidentally send an invitation to the holiday party to an evicted tenant)
View and add free-form notes on any person, which are stamped with the user and time, and view the history of every change that’s been made in their profile
A person can exist as multiple entities, for situations like vacation rental owners eligible to rent as guests from your pool, or co-op association members as tenants in resident owned communities.
Each occupant (tenant, guest, association member) can have animals on their profile, allowing you to easily record and track identities and specifics on each of their pets and animals, including DNA registration, vaccinations, behaviors, complaints, training, and more
Each account (owner, association) records and taxpayer status and information, including expirations for foreign taxpayers
Owners and associations can have assignable resources, tracked in their account and assigned to occupants and vendors
Associations have robust configuration for boards and committees with simple communication and document options
Each person can be set with their own preferences for numerous items, including preferred messaging, portal access and options, distribution statement, disbursement method, and much more
Import people from external databases and files, or through the API

Agreements

Agreements each have their own accounting ledger, and can include multiple places and people (e.g. a management agreement with 3 owners and 8 units, a lease agreement with 4 tenants and 1 unit, or a reservation with 2 units and 5 guests)
Optionally set defaults for each type of agreement, and create a specific agreement with its unique settings for each contract (management agreement, lease agreement, reservation agreement, services agreement, etc.)
Agreement forms, addendums, and notices can be based on your existing (paper) forms, or you can browse the library for available pre-composed templates
Create an unlimited number of agreement form templates and addendums to use a unique form as required by the type/purpose of the agreement and the specifics of the unit, agreement data is automatically merged into the form
Set custom information flags in agreement forms for manual entry of any information that’s not a part of the agreement data, like calculations or special explanations
Agreement forms can be automatically emailed to the person or people on the agreement (tenant, guest, owner, vendor, etc.) and digitally signed, or digitally signed from their portal
Digitally signed agreement forms and notices are converted to a locked PDF and permanently stored with the agreement and all people on the agreement
Create an unlimited number of agreement notices for each type of agreement
Generate and send notices with data automatically merged whenever a notification is necessary (e.g. notice to renew, notice of violation, etc.)
Notices have the same delivery and digital signing options as the agreement form
Track occupant agreement violations with or without official notices and fines or escalation actions, including details for court when legal escalation is necessary
Optionally add extras (add-ons) to occupant agreements, with provisioning reports
Optionally split ownership percentage in each management agreement to automatically allocate distributions to multiple co-owners
Ownership allocation changes that happen in the middle of the year automatically calculate proportional income on 1099s
Include an unlimited number of units on a single management agreement, or an entire property and all its units
Management agreements can have any type of management fees that are automatically calculated and billed/collected (e.g. percent of collected, fixed fee, base plus percent, period cap, etc.)
Set self-management mode to automatically place all properties and units on your own management agreement
Include multiple tenants in a single unit on a lease agreement for traditional rentals, or a single unit on multiple lease agreements for student housing (by-the-bed) arrangements
Include a single tenant in multiple units for renting a group of units to a corporation
Set a lease as month-to-month for specific processing and protocols, with optional automatic switch to month-to-month on expiration
Lease agreements can have any type of late fees that are automatically calculated and charged, and optionally split with management at any ratio (initial, daily, percent, fixed, period cap, etc.)
Reservation agreements have dynamic rates based on your season and rate table, automatically and precisely calculated
Create special reservations for owners, friends of owners, or promotional/negotiated guests with customized values
Create flexible booking deposit payment schedules for advance payments (with splits) of future reservations
Advanced tax functions on reservations allow for all tax scenarios, including unlimited taxing jurisdictions, override by reservation length, partially paid taxes by third-party, etc.
Associate and charge or offer third-party trip/travel insurance and damage waivers on reservations, and renters insurance and damage protection on leases
Flexible configuration to exclude agreement elements that your company does not offer
Track the source of each agreement for business planning and commission payments
Create services agreements where units are serviced/maintained by a default vendor or home warranty
Track all licenses, certifications, insurances, and bonds for a vendor on a services agreement and be notified of any expirations
Generate an agreement dossier with all agreement details, violations, notices, documents, communications, money transactions, and more, suitable for sending to your attorney for notice filing or court action
View all events on an agreement in a timeline format

Activities

Quickly add an activity whenever there’s something to do - from your calendar, from any person, or from any transaction or communication
Activities can be tasks, communications, events, schedules, deliveries, or pickups
Create lists of items required or provided in conjunction with any event, pickup, or delivery
Create projects that contain multiple activities done in a certain order on a specific schedule (e.g. a move-out project may contain various tasks and communications to be verified or done in a specific sequence); the project will guide you through each item and ensure nothing is missed
Track and report on time and billing on any activity
Indicate and track involved and busy people on any activity
Add assignable resources to an activity and an issued resource, rented/reserved resource, or loaned resource, used for everything from clubhouse rentals to equipment lending
Activities are inspired by the GTD model of productivity

Checklists

Create checklist templates to add checklists to actions and tasks throughout the system
Setup simple checklists (checked/unchecked) or alternative checklists (like pass/fail), and mix them in a single checklist
Track incomplete checklists and immutable person/time/location stamps on every checklist item selected

Voting

Set up votes for numerous items thorughout the system for votes and polls of occupants
Assign elegible votes and ineligble voters
Set advanced parameters like vote open/close time, require e-signatures, secret ballot, and more
View voting results in tables and graphs for final decisions on approvals, improvements, boards/committees, and more

Documents

View and save any type of file (document, image, video, etc.) to any agreement or person, and elect to make them available in a person’s portal
Documents can be added by dragging and dropping, by attaching to an item (like an email, transaction, activity, or work order), or by saving a letter, notice, form, or report
Portal users can organize, tag/group, file, or discard the documents as they like, with no effect on your ability to search and view
Documents added to an agreement are viewable by all people on the agreement (e.g. adding a document to a lease, with portal access, will be in each tenant’s portal)
Account documents can be optionally automatically shared with all corresponding occupants, e.g. a document can be posted to an owner that is automatically available to all their tenants
Documents can be designated as official records
Broad-scope documents can be added once for all owners, all associations, all tenants, all guests, all members, or all vendors, or to a selected group of people
Compose letters as documents with unlimited customizable letter templates that automatically merge the specific data from the person you’re writing to
Set multiple custom company headers/cover pages and footers/final pages and add them to each letter
View EXIF data on images uploaded as documents or attached to messages
The document system is based on Dublin Core for enterprise-grade document management power

Maintenance

Add work requests, or allow tenants, guests, members, associations, or owners to add work requests from their portal or through API from any third-party provider
Work requests can include photos, videos, or other supporting attachments
Work requests from portals can automatically add integrated or follow on actions determined by related extras added to their occupant agreement
Set routine maintenance per unit to automatically add a work request for an item on a specific schedule (e.g. flush water heater every six months, check fire extinguisher every year, replace filters every 3 months, etc.)
Generate work orders for vendors from work requests, quote requests, inspections, or as stand-alone (i.e. unrequested work)
Multiple work orders can be created from a single request, in the case of multiple trades or multiple phases of work
Track work assigned from each request to ensure all work is completed with prompts to ensure requester is notified
Mark requests resolved without needing work when no work is required (e.g. tenant reports that toaster is not toasting both sides of bread evenly, you resolve with no vendor dispatch by telling tenant they are responsible for their own toaster)
Record appliances, equipment, and warranties per unit to notify yourself and vendor when work is being performed on item within warranty
Assign home warranty to unit to show information on home warranty when creating work order and defaulting to assignment to services agreement provider
Where work is normally triaged by a handyman or specific vendor, set a services agreement for default work order assignment
Record specific unit maintenance instructions for property manager, tenant, guest, and vendor, which display in any assigned work
Configuration allows automatic creation of reservation arrival and departure cleaning work orders with optional hold back of cleaning fee
Set preferred vendors as defaults or per-unit for each type of maintenance
See vendor suitability to select best vendor assignment based on industry/trade, region served, and automatically tabulated vendor time/budget performance from past work by powerful algorithm
Set work order cost limits and special authorization based on management agreement
Set work notification requirements and contacts per work order (e.g. text tenant to schedule and upon completion, etc.)
Set work status to Hold with a hold expiration to ensure delayed work does not slip through the cracks
Set work as “Do Not Invoice” to ensure vendor is not accidentally invoicing for work that should not be billed
Set work as CAM to track invoicing of CAM charges
Batch print, re-assign, or change stage on multiple work orders with one click
Record invoice from a work order to connect them, mark work order as invoiced, and populate invoice with data from work order
Set work as subject to occupant co-pay as applicable to charge specific maintenance co-pay or default from lease/reservation
Optionally hold back work order estimates or totals from owner/association distribution before receiving invoice
Track each stage of work with notifications and alerts for any overdue work
Notify vendor of work with customizable template email or text message, and enable vendor view in portal if desired
Send vendors a work order acceptance link with the option to accept or decline work, response is digital fingerprint encoded
Send vendors a work order completion link with option to set unit status where applicable, response is digital fingerprint encoded
Send occupants an appointment confirmation link to confim scheduled time or request a change
Vendor can update status, estimates, and totals, and ask you questions, through their portal
Vendor can add photos, videos, or other files related to the work on the work order
Optionally require vendor to track on-site time with GPS-based job log in their portal
Require client approval for work when needed (either because of scope or cost/authorization limits of management agreement) for owner/association board to review and electronically sign approval in their portal or through a link where response is digital fingerprint encoded
View job log (vendor on-site for work) for an individual work order or all work by a vendor
Check out physical keys to a vendor for work from a specified cabinet location, and see which keys are out on a vendor or work order
View open maintenance report to see all maintenance that is not yet complete, with stage progress, time progress, and analysis
View completed maintenance report to see all maintenance that is complete, with time and cost analysis, performance ratings, and unit analysis
View maintenance reports in aggregate (entire company) or per-vendor
Create RFQs (quote requests) with project details and invite vendors into a structured quoting process
Easily view RFQ response data to make informed decisions when awarding projects
Create an unlimited number of work orders on any awarded project
Track permitting process on any work requiring permits
Track all documentation and communication through the permitting process, which is locked in to the permit and associated work orders
Receive and record architectural requests from association members, with detailed information and status tracking
Allow votes on architectural requests by review committee, board, and neighbors

System

Cloud-based and accessible from any Windows, Mac, Linux, or tablet device
Top-grade security and access controls with double-encryption on sensitive data
Expansive, advanced Open API with customizable security controls
Inline, on-screen help and instruction guides
Customizable page and procedure guides so your users follow your company’s specific protocol
Customizable system menu for quick and easy access to the functions you use most
Unlimited people (owners, associations, tenants, guests, members, sources, vendors, etc.), places (properties, units), and transactions per account []
Flat subscription pricing with no limits and no hidden fees - No per unit fees; no extra fees for APIs, email, eSignatures, electronic agreements, data export, portals, inspections, etc. []
Add Agent accounts for each manager, when they have separate portfolios/contacts []
Add Office accounts for companies with multiple locations []
Unlimited users per account
Powerful and flexible user authorization configuration
Optional multi-factor authentication and password expiration policies
User login tracking and session activity logging
Full history of every change on every item with user and timestamp
Hundreds of customization and configuration options to make the system work exactly the way you do

You can see changes in each version in the release notes.

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