PropTech Needs
Assessment

Help us understand what features matter most for managing smaller real estate portfolios.

Section 1 of 7

Portfolio Basics

Tell us a bit about your current portfolio size and property mix.

1How many units do you currently manage?
2What property types are in your portfolio? (Select all that apply)
3Do you self-manage or use a property manager?
4What residential asset classes do you own? (Select all that apply)

Rent Collection & Payments

How important are these payment-related features to you?

5How important is online rent collection to you?
Not importantCritical
6Which payment features matter most? (Rank in order)
1
Automated late fee reminders
2
ACH / bank transfer support
3
Tenant payment portal
4
Payment history reporting
7Do you currently use any software for rent collection?
8Would you want tenants to have the option to pay rent with cryptocurrency?

Maintenance Management

How you handle work orders and vendor coordination.

9How do tenants currently submit maintenance requests?
10Rate how important vendor/contractor management tools are to you.
Not importantCritical
11Would automated work order tracking change how you operate?
12How do you currently manage vendors for work orders and unit turnovers? (Optional)
13How difficult is it to find quality vendors for your properties?
Very easyExtremely difficult

Tenant Communication

Tools and features for staying connected with tenants.

14How important is a centralized messaging system?
Not importantCritical
15Which communication features would you use? (Select all that apply)

Reporting & Analytics

Financial visibility and performance tracking needs.

16How important is automated financial reporting to you?
Not importantCritical
17Which reports would you use most? (Rank in order)
1
Income & expense summary
2
Occupancy / vacancy rates
3
Cash flow by property
4
Tax-ready statements
18Do you currently track finances in a spreadsheet?

Leasing & Vacancies

Tools for filling vacancies and managing lease cycles.

19How important is online listing syndication (Zillow, Apartments.com, etc.)?
Not importantCritical
20Which leasing features would you prioritize? (Select all that apply)
21What's your biggest pain point with technology today? (Open response)
22Any additional features or comments?

Tax Management & Willingness to Pay

How you currently handle tax obligations — and what you'd invest in a solution that handles it all.

23How do you currently handle taxes for your rental properties?
24Which tax-related features would be most valuable to you? (Select all that apply)
25How important is automated tax preparation to you?
Not importantCritical
26Do you currently use any dedicated software for rental property accounting or taxes?
27What would you pay per month for a fully automated property management platform — covering rent collection, maintenance, communication, reporting, and taxes?
28Any other thoughts on taxes, pricing, or what would make you switch to a new platform? (Optional)

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