Proprietio
Plan your move from legacy property management software
Managing 100+ units? Use a workflow checklist to evaluate Proprietio and prepare your team for a software transition.
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Start with the workflows your team uses every day
Portfolio setup
Financial workflows
Team handoffs
Evaluate a replacement against your current process
Bring your existing workflows to a Proprietio demo. Check how your team would complete recurring tasks, what data needs to move, and which steps may need a new process.
- List required data exports and import formats.
- Walk through a resident payment and an owner reporting cycle.
- Confirm user roles and access needs for each team.
Questions to ask before switching
What should we prepare for a migration discussion?
Bring a property and unit count, a list of current workflows, sample reports, and the data you can export from your existing system.
How should we evaluate software for 100+ units?
Test the tasks your team repeats most often, including payment processing, maintenance coordination, owner reporting, and month-end close.
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