How healthy is your portfolio's governance?
A 2-minute audit that reveals communication gaps costing property managers time, money, and client trust across every building they manage.
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Built for managers overseeing 5-50+ building portfolios
The problem: governance gaps that compound across buildings
Managing multiple properties multiplies the cost of undocumented decisions, incomplete vendor trails, and board turnover — unless you can see the gaps.
Decisions scattered across buildings
When you manage 10+ buildings, board decisions live in dozens of inboxes, group chats, and shared drives. Finding a specific approval from 6 months ago means asking people — not searching a system.
No cross-portfolio visibility
The same vendor issues, capital planning mistakes, and communication breakdowns repeat across buildings because there's no way to see patterns across your portfolio.
Transition risk multiplied
Every board turnover and every management contract change puts years of institutional knowledge at risk — multiplied by however many buildings you manage.
What's in this checklist
A scannable audit designed for property and portfolio managers overseeing multiple buildings.
Score your portfolio in 2 minutes
Seven yes/no questions that instantly reveal governance gaps across your buildings.
Identify highest-risk buildings
Pinpoint which properties in your portfolio have the weakest documentation and biggest exposure.
Actionable next steps
Each audit point includes what "good" looks like and what risk you carry without it.
Works with your existing stack
Complements AppFolio, Buildium, PayHOA — addresses the governance layer they don't cover.
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