Isolated preview

Operating Picture

All six tasks rendered with both Flow and Network views. Toggle each row to compare. This page exists only for design review; it will be removed (or replaced) once the design is approved and the real accordion stage is wired into Goal Definition.

01Leasing & onboarding flow

Leasing & onboarding covers everything from a prospect's first inquiry to keys-in-hand: screening, lease signing, and move-in. The Property Manager runs it; the New Tenant is who it's for.

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Property Manager
New Tenant
Leasing & onboarding flow
Property listing
CRM
Credit/BG-check API
E-signature
Notification/messaging
Bank verification
Property Details
Lease Agreements
Payment Records
Portal Threads
SMS & Calls

02Rent & collection flow

Rent & collections is the monthly money cycle around the lease: posting payments, chasing late ones, issuing statutory notices, and filing evictions when nothing else works.

PERSONAS2TASK1TOOLS6DATA SOURCES5STARTSPARTICIPATESMUST-HAVEMUST-HAVEMUST-HAVENICE-TO-HAVENICE-TO-HAVENICE-TO-HAVEREADS FROMWRITES TOWRITES TOWRITES TOWRITES TOWRITES TOWRITES TOREFERS TOREFERS TO
Property Manager
Established Tenant
Rent & collection flow
Invoicing
Payment processor
Notification/messaging
E-signature
Bank verification
CRM
Lease Agreements
Payment Records
Portal Threads
SMS & Calls
Property Details

03Maintenance & vendor management

Maintenance & vendor management is everything around something breaking and getting fixed: intake, vendor dispatch, scheduling, completion check, and invoice payment.

PERSONAS3TASK1TOOLS6DATA SOURCES6STARTSPARTICIPATESPARTICIPATESMUST-HAVEMUST-HAVEMUST-HAVEMUST-HAVEMUST-HAVENICE-TO-HAVEWRITES TOREADS FROMREFERS TOWRITES TOREFERS TOREADS FROMWRITES TOWRITES TOWRITES TOWRITES TOWRITES TO
Property Manager
Established Tenant
Maintenance Vendor
Maintenance & vendor management
Maintenance ticketing
CRM
Calendar/scheduling
Notification/messaging
Invoicing
Payment processor
Maintenance Log
Vendor Directory
Property Details
SMS & Calls
Portal Threads
Payment Records

04Renewals & move-out

Renewals & move-out covers the lease's last 90 days: the renewal decision, negotiation, pre-move-out and final inspections, and deposit adjudication.

PERSONAS3TASK1TOOLS6DATA SOURCES6STARTSPARTICIPATESPARTICIPATESMUST-HAVEMUST-HAVEMUST-HAVEMUST-HAVEMUST-HAVENICE-TO-HAVEWRITES TOWRITES TOWRITES TOWRITES TOWRITES TOREADS FROMWRITES TOWRITES TOWRITES TO
Property Manager
Established Tenant
Maintenance Vendor
Renewals & move-out
E-signature
Notification/messaging
Invoicing
Payment processor
Calendar/scheduling
Maintenance ticketing
Lease Agreements
Property Details
Payment Records
Maintenance Log
Portal Threads
SMS & Calls

05Compliance, risk & tenant life events

Compliance, risk & tenant life events is what happens when the world changes mid-lease: ownership transfers, military deployment, code violations, litigation holds, document amendments.

PERSONAS1TASK1TOOLS4DATA SOURCES6STARTSMUST-HAVEMUST-HAVEMUST-HAVENICE-TO-HAVEWRITES TOWRITES TOWRITES TOREFERS TOWRITES TOREFERS TOREFERS TOREFERS TO
Property Manager
Compliance, risk & tenant life events
E-signature
Notification/messaging
CRM
Credit/BG-check API
Lease Agreements
Property Details
Portal Threads
SMS & Calls
Maintenance Log
Payment Records

06Owner reporting & decisions

Owner reporting & decisions is the analytical layer around portfolio performance: NOI calculations, unit-level returns, market-rent benchmarking, capex ROI, and the recommendations the owner uses to decide strategy.

PERSONAS1TASK1TOOLS4DATA SOURCES6STARTSMUST-HAVEMUST-HAVEMUST-HAVENICE-TO-HAVEREADS FROMREADS FROMREADS FROMWRITES TOREADS FROMREADS FROMWRITES TO
Property Manager
Owner reporting & decisions
Invoicing
Payment processor
Notification/messaging
CRM
Payment Records
Lease Agreements
Property Details
Maintenance Log
Vendor Directory
Portal Threads