03 · What we build
Owner Reporting
Late, generic owner reports are why owners churn. This solves both.
Customized monthly reports per owner, generated and delivered automatically. 8 to 15 hours saved per month. Measurable impact on owner retention.
The problem
Owner reports either go out late, lack narrative, or both. Owners churn.
What it does
Generates customized monthly reports per owner. Financial summary, operational summary, narrative commentary grounded in your data.
Typical result
8 to 15 hours saved per month, plus measurable owner retention improvement.
Pricing
Build fee
$4,000 – $8,000
One-time setup and deployment
Monthly retainer
$1,000 – $2,500
Monitoring, improvements, support
Timeline
4 – 6 weeks
Includes PMS integration, report template build, and owner-level configuration.
Capabilities
01
Generates customized monthly reports per owner — not one-size-fits-all templates
02
Pulls financial data directly from your PMS and adds narrative commentary
03
Highlights key metrics: occupancy, rent collected, maintenance spend, NOI
04
Flags anomalies and explains them in plain language
05
Delivers via email on your schedule, branded with your company identity
06
Allows per-owner customization of metrics included and commentary depth
07
Tracks owner open rates and engagement over time
Questions
Where does it get the data?
From your PMS. We pull the data directly via API or export, depending on your system. No manual data entry required.
Can it match our existing report format?
Yes. We build the report template to match your brand and your owners' existing expectations. Migration from your current reports is part of the setup.
What if an owner has unusual needs?
Each owner can have a custom configuration: different metrics, different delivery schedule, different level of narrative detail.
How does it handle errors in the data?
It flags anomalies before sending and routes them to your team for review. Reports don't go out with unresolved data issues.
Ready to stop losing owners to poor reporting?
Start with the free audit. We'll assess your current reporting workflow and show you what's possible.
The other systems
Works with your PMS
Buildium and Rent Manager connect through their APIs. AppFolio uses email and exports. Yardi is scoped case by case.
Buildium
Full API integration
Rent Manager
Full API integration
AppFolio
Email + export integration
Yardi
Voyager and Breeze, case-by-case