Leasing, maintenance and resident service, documented for years
Property managers solve real problems every day: work orders, renewals, delinquencies, move-ins and owner questions, all tracked across a property management system, email and phones. That workflow history is what AI labs are asking for.
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Who fits
- Residential, multifamily and single-family rental managers
- Commercial and mixed-portfolio property managers
- HOA and community association managers
- Teams with years of history in a property management system
What a provider looks at
- A desk team: employees and contractors who work at a desk in your company's email and software. Field and hourly crews who aren't in the systems aren't the desk count.
- Several years of history in your systems.
- Work across systems, such as email, chat, file storage, CRM, tickets and billing.
- Requirements vary by provider, sector and dataset, and the provider confirms fit.
What a licensable workflow can look like
A resident reports a leak. The request becomes a work order, a vendor is dispatched and updates the ticket, the owner is notified, the invoice is approved, and the unit's maintenance history is updated.
A generic illustration, not a real client. Labs value the sequence of steps, decisions and handoffs across systems; how personal details are handled belongs in the agreement.
Records that count
- Maintenance requests, work orders and vendor coordination
- Leasing, renewal and move-in or move-out workflows
- Resident and owner communication threads
- Delinquency and collections workflows
- Internal SOPs and training material
- Invoicing, payables and billing workflows (owner statements are excluded)
Good to know
- Tenant and applicant personal data, such as applications and screening details, is handled as the agreement specifies.
- Records you keep for property owners under management agreements may belong to those owners. The provider's review sorts out what your company can license.
- Owner statements and other financial reports and statements are excluded upfront; the workflow around them still counts.
- Kept out unless a review and the agreement say otherwise: privileged material and client matter files, health information and biometric data, payment card and bank account numbers, passwords and credentials, data about minors, export-controlled or classified information, another party's data or licensed third-party content, and sensitive personnel, safety or critical infrastructure details. Scope is a choice, so you can leave out anything else, such as pricing or trade secrets.
- Workflow data from QuickBooks, NetSuite and HR systems still counts.
- Usually not a fit anywhere: data involving minors, export-controlled or classified data, mostly paper records with little digital history, or records you don't have the rights to license.
- How personal details are removed or replaced belongs in the agreement, and the provider's review sorts out what's licensable. When in doubt, it's worth a conversation.
Tools your team already uses
Common property management software we see. Don't see yours? Other systems can hold the same kind of work, and old or retired systems can count too.
Property management systems
- Yardi Voyager
- Yardi Breeze
- AppFolio
- RealPage
- Entrata
- Buildium
- Rent Manager
- ResMan
- MRI Software
- Propertyware
What counts is your team's own work in and around these tools: the emails, tickets, notes, tracking and billing. No files are collected on this site, and we never ask for passwords.
Product names are trademarks of their respective owners and are listed for reference only; no affiliation or endorsement is implied.
See If You Qualify
A few quick questions. No files needed, and we never ask for passwords.
Opens the fit check on historypays.com in a new tab. No files are collected on this site.