Property management automation: work orders to done, rent and renewals on time, owner reports on the first

No to both, by design rather than by setting. Late-rent and lease notices are drafted and queued. A person on your team reads and sends them, because the timing and wording carry legal weight that shifts by state and city. Trust accounting stays in your PMS. We read balances to build reports; payments, owner draws and corrections are posted by your accounting staff.

No, and we'd usually tell you not to. Your PMS stays the ledger and the system of record, and your team keeps working in the screens they know. We build the workflow layer around it: the dispatch rules, the turn sequences, the delinquency and renewal logic, the reports it won't assemble. Replacing a platform moves the seams rather than closing them.

By whatever your coordinator does today, written down. Trade and zone are the usual first cut, then your preference order, then availability, then the owner's approval threshold for the estimated cost. You can pin a vendor to a property or an owner, hold jobs above your approval threshold, and set a fallback when the first two vendors don't confirm inside your window.

They have to, and that's usually why a packaged tool stops working for a third-party manager. Notice timing follows the state and often the city; increase policy follows the owner agreement; a portfolio you took on last year may run on terms you inherited. The rules sit in a table by portfolio and jurisdiction, and your operations manager edits it without calling us.

Your format, not ours. Most managers want rent roll and occupancy, the month's income and expenses, work orders with costs and status, who is behind on rent, and a short written note from the account manager. Some of that sits outside the PMS. We pull it in rather than leave your team to paste it, and the portal shows the same numbers between reports.

To the depth your account exposes, and we confirm that during the audit rather than promising it on a call. AppFolio, Buildium, Yardi, Rent Manager, DoorLoop, Entrata and Propertyware each gate access differently, some by plan and some by partner programme. Where the API is open we read and write directly. Where it stops, your staff accept a structured record with one click instead of re-keying it.

For work orders and owner reporting, usually yes. Both eat coordinator hours in step with your door count, and both scale badly by hand. A full late-rent and renewal build depends on how many states and owner agreements you carry. The audit is free and gives you the order to build in. If LeadSimple plus your PMS covers you today, we'll say that.