AI-driven portfolio management for your Multifamily assets.

A full suite of solutions for asset managers to manage their acquisitions, renovations, capital projects, operations and reporting across their multifamily portfolio. Get a single-source of truth for operational visibility.

Projects on-time, to-budget, and to-spec
AI-powered inventory and fixed assets tracking
Real-time deal insights from underwriting to sale
Women with tablet, with graphic elements representing HappyCo's Asset Management products
Capital Projects & Renovations

Projects on time, to budget, and to spec

Power up productivity and exceed investor expectations with real-time project tracking, vendor collaboration, and spend management all in one tool.

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Asset Management Workflows | Capital Projects Renovations | Project Management
Projects Dashboard
View a snapshot of all Capital Projects and Unit Renovations, easily bulk upload or add new projects individually, and review reports with a click.
Project Overview
Get at-a-glance details by project: budget and actuals, work progress, and automated unit financials: payback, trade-out, and ROI.
Milestones
Assign tasks, add approvers, and view progress; milestone workflows are auto-configured based on best practices and adjustable to your SOPs.
Construction Scope
View progress and easily create construction tasks, assigning work to onsite staff or vendors, with punch walks automatically emailed to assignees.
Conversations
Message your team or external collaborators. Replies and attachments sent in-app or via email are automatically saved to each project.
Files
Securely store, access, and group all project-related documents with included version control and compliance tagging.
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Asset Management Workflows | Capital Projects Renovations | Renocation Packages
Renovation Items
Manage renovation items, from flooring to countertops. Add category, cost, specifications and more with the ability to assign the items to specific construction scopes.
Renovation Packages
Create packages ranging from partial to full renovations. Easily select and include specific renovation items in each package.
Unit Specifications
Automatically include renovation packages in unit specifications when setting up a new renovation. Ensure all item details from the package, including costs and GL codes, are integrated seamlessly.
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Asset Management Workflows | Capital Projects Renovations | Punch Walks
Send Punch Walk
Create a punch walk for any Capital Project or Unit Renovation: assign to your team or external collaborators, add deadlines, and send in a click.
Inspection Items
Punch walk items are automatically configured using the construction scope and easily adjusted by deleting or adding items.
Punch Walk
Assignees are notified by email to start the inspection, where they can mark items done, add photos, and verify their work - no app or login required.
Inspections History
Completed punch walks are automatically added to the project Inspections tab, with details on assignee, completion dates, conditions, and photos.
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Asset Management Workflows | Capital Projects Renovations | Spend Management
Vendor Dashboard
Consolidate contracts and credentials in a single location with version history and reporting.
Contract Milestones
Monitor the life of a contract, from drafting and negotiation to signing, through to its expiration or renewal.
Notifications
Get timely alerts for contract milestones and upcoming expirations including credentials.
Vendor Portal
Facilitate collaboration for contracts, documents, and punch walks in an online tool – no app or login required.
Approvals
Add approval rules for vendor qualifications, licenses, and insurance, customized to your SOPs.
Files
Securely store, access, and group all vendor-related documents with included version control and compliance tagging.
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Asset Management Workflows | Capital Projects Renovations | Miscellaneous Projects
Procurement
Teams can order items and parts with ease for Capital Projects and Renovations and place work orders on hold until approved by procurement.
Shopping Lists
When technicians order parts, they are automatically added to shopping lists for your procurement team to review and place orders.
Approvals
For small and major purchases, configure approval workflows, setting multiple approvers, role-based assignments, and expense amount rules.
Expense Tracking
Upload invoices and JoyAI automatically populates expense line items and flags duplicates, tracking spend against budget.u.
Asset Management Workflows | Capital Projects Renovations | Integrated PMS
Asset Management Workflows | Capital Projects Renovations | Bulk Upload

Project Management

Optimize investment outcomes for capital projects and unit renovations with intuitive tools to manage, monitor, and measure projects real-time – for on-time, to-spec, and to-budget delivery.

Renovation Packages

Save time managing renovation packages with global property settings that automatically apply consistent items and packages to each unit project. Build a library of renovation packages and easily apply them as needed.

Punch Walks

Easily create punch walks in a couple clicks with checklists automatically generated, complete with email notifications and vendor collaboration.

Vendor Contracts & Collaboration

Manage vendor contracts and credentialing in one digital vault complete with vendor collaboration and automated alerts, customized to your SOPs.

Spend Management

Unlock seamless spend management across capital projects and unit renovations to effortlessly manage procurement and approval workflows, ensuring cost control and bulk order benefits.

Integrated with your PMS

We work with all major PMSs, so unit lease information automatically updates KPIs like lease amount pre/post renovation, ROI, and trade-outs.

Bulk Upload

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Upload property files for capital projects and unit renovations to maintain a detailed history and improve reporting. JoyAI intelligently maps bulk upload fields, saving you time and effort.

Steadfast achieves better accuracy for renovations and capital projects for acquired properties.

“It’s this detailed level of unit data that allows us to specify with a high degree of certainty where we should invest our renovation dollars and how much we need to invest.”

Briant Carcamo
Briant Carcamo
Business Operations Manager
Steadfast Management
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FIXED ASSETS & UNIT INVENTORY

AI-powered inventory tracking

Enhance fixed asset and inventory management with AI-powered tracking and smart recommendations, giving you clear visibility and predictive insights for improved NOI.

Fixed Assets Tracking

Effortlessly oversee and extend the useful life of fixed assets with a comprehensive solution that monitors and maintains everything from machinery and equipment to structural components and more.

Unit Inventory Tracking

Capture and track item inventories simply by snapping a photo, for seamless maintenance scheduling, extended useful life, and automated oversight; Inventory data can also be entered and managed manually.

Predictive Analytics & AI Suggestions

With comprehensive data for fixed assets and item inventory portfolio-wide, transform what was once arduous analysis with intelligent tools for instant repair and purchase decisions and improved NOI.

Bulk Upload

powered by joyai

Upload fixed assets and unit inventory lists for a detailed history and richer reporting. And with JoyAI, bulk upload fields are intelligently mapped, so you don’t have to. 

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Asset Management Workflows | Fixed Assets Unit Inventory | Fixed Assets Tracking
Fixed Assets Registry
View snapshots of all fixed assets by property, easily add new assets individually or via bulk upload, and review reports with a click.
Asset Overview
Get at-a-glance details for each asset: cost, site location, work in progress, maintenance schedules, condition history, and more.
Maintenance Schedules
Add an asset’s preventative maintenance schedule, and Inspections and Work Orders are automatically scheduled and configured for onsite teams.
Depreciation Schedules
Automatically calculate and track asset depreciation, aiding in accurate financial reporting and forecasting.
Condition History
Review all the work done on a fixed asset in a single view, with key details from project budget, expense actuals, scope, and more.
Files
Save all critical files for an asset, including detailed specs, warranties, and project files, creating a single source of truth.
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Asset Management Workflows | Fixed Assets Unit Inventory | Unit Inventory Tracking
Unit Inventory
Snap photos of item barcodes during a unit inspection, and JoyAI magically adds the items to a unit’s inventory complete with category, serial number, and manufacturer.
Property Inventory
View snapshots of all inventory items by property, easily add new items individually or via bulk upload, and review reports with a click.
Models
Get at-a-glance details for every model installed at a community from manufacturer to expected life; and track installed locations, parts, and manuals in one place.
Maintenance Schedules
Easily configure preventative maintenance schedules by model and Work Orders are auto-scheduled for a unit’s inventory items based on installation date.
Items
View in-unit item details, including model, serial number, condition history, and more. Easily act on JoyAI suggestions for moving or replacing items with ones from vacant units or storage.
Depreciation Schedules
Automatically calculate and track item depreciation schedules, aiding in accurate financial reporting and forecasting.
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Asset Management Workflows | Fixed Assets Unit Inventory | Predictice Analytics AI
Smart Recommendations
JoyAI intelligently analyzes data, from expected lifespan to work order history, providing proactive recommendations for effective inventory cost management
Warranty Tracking
JoyAI ensures items marked for repair within warranty are sent to the manufacturer and not repaired by your team – for greater cost savings.
On-Hold
When items are unavailable, JoyAI automatically puts a work order on-hold to ensure team performance is calculated accurately.
Do Not Repair
When an item’s total estimated repair costs approach or surpass a new purchase, JoyAI badges the item with a Do Not Repair alert.
Energy Star & Recall Tracking
From recalls to Energy Star details, JoyAI keeps your team informed of critical compliance across your properties.
Predictive Analytics
Portfolio-wide work order history empowers your team to accurately forecast future purchases and identify best-performing models for smarter procurement.
Asset Management Workflows | Fixed Assets Unit Inventory | Bluk Upload
Property Audits

Feature-rich inspections and audits

Supercharge property audits with inspection and lease file apps to capture extensive data and insights across the property lifecycle.

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Asset Management Workflows | Property Audits | Due Diligence
Inspections
Our mobile app for property and unit inspections includes offline and advanced photo functionality, a no-entry workflow, and auto-translation capabilities.
Supervisor Dashboard
Monitor walks in real time with supervisor dashboards displaying walk progress, no-entry units, and unit inspections as they’re completed.
Advanced Reporting
Reports include property and unit data, complete with unit-by-unit conditions ratings and photos, available in formatted reports and exports.
Renovation Planning
Port your DD data to renovation projects with easy planning for renovation packages and budgeting.
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Asset Management Workflows | Property Audits | Lease File Audits
Pre-Filled Audits
The LFA app imports rent roll data, so auditors simply confirm or overwrite, reducing user error with variances tracked automatically.
Multiple Users
Multiple users can work on the same audit seamlessly, and each LFA is accessed by a unique code, no user setup required.
Customizable Forms
Choose which fields to include and which to require with a variety of field types to choose from. Add fields anytime during the audit.
Offline Functionality
Our LFA web app works offline, so connectivity issues don’t impact auditing speed, and data loss issues are avoided.
Data Validation
Incomplete notifications, field validations for incorrect dates and formats, and automatic variance tracking eliminate user errors.
Real-Time Reporting
Our dashboard populates audit results in real time, and LFA reports cover lease data, demographics, variances, and more.
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Asset Management Workflows | Property Audits | Property Condition Assessments
Inspections
Our mobile app includes a best practice template for your quarterly or annual walks with customizable forms and advanced capabilities.
Work Orders
During inspections, evaluate what needs to be repaired or replaced by flagging issues, and work orders are automatically generated.
Projects Integration
Property walk data integrates with your capital projects and renovations, so you have a single view of property lifecycle data for better insights.
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Asset Management Workflows | Property Audits | Property Condition Assessments
Inspections
Our mobile app includes a best practice template for your quarterly or annual walks with customizable forms and advanced capabilities.
Work Orders
During walks, evaluate what needs to be repaired or replaced by flagging issues in the inspection, and work orders are automatically generated.
Projects Integration
Facility Walk data integrates with your capital projects, so you have a single view of property lifecycle data for better insights.
Asset Management Workflows | Property Audits | Integrated PMS
Asset Management Workflows | Property Audits | Rent Roll Upload

Due Diligence

With unit and property inspections plus real-time oversight, speed walks and collect complete, quality data for better sales negotiations and more accurate capital and renovation planning.

Lease File Audits

Compare rent roll and lease information in a flash, uncover discrepancies, and identify demographic factors that impact your potential revenue with our online web app, with no user setup required.

Property Condition Assessments

Evaluate property components from structural to aesthetic for current holdings or potential investments to assess immediate and long-term capital requirements and preempt major issues.

Facility Walks

Tailored for regular assessments of shared spaces, amenities, and infrastructure, Facility Walks ensure capital project past work is verified and future needs evaluated on a periodic basis.

Integrated with your PMS

We work with all major PMSs, so Property Condition Assessments and Facility Walks are configured automatically for property features.

Rent Roll Upload

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Upload property rent rolls to configure due diligence inspections and lease file audits to speed setup, and with JoyAI, fields are intelligently mapped, so you don’t have to. 

Harbor speeds due diligence with robust photographic reporting, improving bidding and acquisition returns.

“HappyCo's Due Diligence makes it much easier to present property and unit issues confidently to the seller... and there are several cases where we've seen a substantial return.”

Zach Baker
Zach Baker
Senior Manager of Technical Services
Harbor Group Management
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8.5
Minutes saved per unit inspection
42.5K
Minutes saved on labor across 5000 unit inspections
Pegasus Residential expedites lease file audits, slashing the time to complete an audit in half.
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“It makes file auditing so much easier than having a spreadsheet. I can complete a file in five minutes versus ten minutes on a spreadsheet.”

Dominique Walker 
Dominique Walker 
Senior Property Manager
Pegasus Residential
DEAL MANAGEMENT

Real-time deal and investment tracking

Effectively manage deals from acquisition to disposition, make more informed decisions and increase ROI on your investments with rich reporting.

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Asset Management Workflows | Deal Management | Acquisitions Dispositions
Deals Dashboard
View list and map views for deals in pipeline, easily add new deals individually or via bulk upload, and review reports in a click.
Deal Overview
Get at-a-glance details for each deal in play: location, value, asking price, year built, property class, total units, counterparty, and more.
Milestones
Assign tasks, add approvers, and view progress; milestones are auto-configured based on best practices and adjustable to your SOPs.
Contacts
Add deal contacts for brokers, legal, compliance, and more, so everyone on the deal has a shared directory.
Inspections
Automatically create Pre-DD Inspections and view inspection details against all active deals.
Files
Save critical files in one location, from LOIs, deal structure, escrow terms, warranties, and more. 
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Asset Management Workflows | Deal Management | Pre-DD Inspections
Inspection Setup
Send a Pre-DD Inspection for any deal, assign to your team or external contacts, add deadlines, and send in a click.
Inspection Items
Inspection items are auto-populated based on best practices and are easily adjusted by deleting or adding items.
Unit Specifications
Assignees are emailed the inspection, where they mark items done, add photos, and verify their work - no app or login required.
Inspections History
Completed walks are automatically added to deal history, with key details including inspection date, conditions, and photos. 
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Asset Management Workflows | Deal Management | DD Orders
Schedule
Set up a DD inspections walk or lease file audit directly in the app -  great for urgent projects.
Rent Roll
Attach a rent roll when ordering, so our team can start setting up your walk and lease file immediately.
Purchase Online
Current customers can purchase online with price calculated based on total property units. 
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Asset Management Workflows | Deal Management | Investment Funds
Funds Dashboard
View investment funds, easily add new loans individually or via bulk upload, and review reports in a click. 
Loan Overview
Get at-a-glance details for each loan: lender, payment schedule, CapEx requirements, and more.
Milestones
Assign tasks, add approvers, and view progress; milestones are configured based on best practices and adjustable to your SOPs.
Contacts
Add investor contacts with role, organization, and contact details to simplify fund communications.
Inspections
Automatically create loan service inspections and view inspection details against all active deals.
Files
From loan documents to escrow terms, warranties and more, save critical files in one location.
Asset Management Workflows | Deal Management | Bulk Upload

Acquisitions & Dispositions

Oversee your pipeline of property acquisitions and dispositions with intuitive tools to manage and monitor deals in real time.

Pre-DD Inspections

Easily create pre-DD inspections in a couple clicks with checklists automatically generated, complete with email notifications and vendor collaboration.

DD Orders

Easily order Due Diligence walks and Lease File Audits directly for any deal in progress; current customers can easily purchase online in a couple clicks to speed walks.

Investment Funds

Manage investment funds with intuitive tools to track financing milestones in real time for capital projects and unit renovations, and achieve perfect loan compliance.

Bulk Uploads

powered by joyai

Upload deal files for acquisitions, dispositions, and investment funds for a detailed history and richer reporting. And with JoyAI, bulk upload fields are intelligently mapped, so you don’t have to.

PROPERTY BUDGETING

Pro Forma tracking and reporting

Oversee Pro Forma and annual budgets for capital projects with expenses, variances, and remaining budgets automatically updated.

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Pro Forma Dashboard
View updated Pro Forma actuals and remaining available funds, along with a list of capital items showing budget variances over the typical Pro Forma period of five years.
Capital Item Overview
Get at-a-glance details by year for each capital item in the Pro Forma, with total and annual budget, actuals, variance, remaining available, and project links.
Capital Item Projects
Items in Capital Projects are automatically added to the Pro Forma, with project links, total and annual budget, and variances for easy tracking to loan compliance.
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Annual Budgets Dashboard
View a list by year for Capital Projects, Unit Renovations, and Fixed Assets with budget allocated, spent, and unallocated.
Capital Budgets Overview
Get one-click reporting to view YoY budgets and expenses for Capital Projects, Fixed Assets, and Unit Renovations.
Capital Project Progress
Automatically generated reports track the progress of Capital and Unit Renovation projects through their planned, in progress, and completed stages.

Pro Forma Tracking

Easily track variances to Pro Forma, overall and by capital item and GL, with variances and amounts remaining automatically calculated as Capital Projects and Renovations are completed.

Annual Budgets

Get a quick snapshot of whether you’re tracking against budgets for capital projects, unit renovations, and fixed assets with allocated, spent, and unallocated budget automatically populated.

Expense Tracking

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Upload invoices and JoyAI automatically populates expense line items and flags duplicates, tracking spend against each Capital Projects budget.

Bulk Uploads

powered by joyai

Upload your Pro Forma and budget files for a detailed history and richer reporting. And with JoyAI, bulk upload fields are intelligently mapped, so you don’t have to.