ExactEstate Offers Free Onboarding San Francisco

Because of the city's 2024 restriction on RealPage, ExactEstate offers free onboarding San Francisco property managers require to transition smoothly. This initiative is specifically designed for affordable housing operators who must migrate their data and workflows without disruption. By removing the financial and technical barriers to switching, the company ensures that property teams can maintain continuous operations while adopting a compliant, modern management platform. The transition period can be highly stressful for housing providers, and eliminating onboarding costs allows organizations to allocate their resources toward resident services and property maintenance rather than software procurement.

ExactEstate’s user intuitive property management software is designed to streamline operations and enhance efficiency. Focusing on transparency and value, ExactEstate offers a comprehensive suite of features at a single, affordable price, eliminating hidden fees or additional costs.

"We understand that transitioning to a new software can be a significant undertaking," said Matt Hoskins, CEO at ExactEstate. "By offering free onboarding, we hope to ease the process for San Francisco property management professionals affected by this ordinance. We aim to provide a seamless and supportive experience as they adopt ExactEstate in the spirit of a true partnership."

ExactEstate's software is equipped with essential features such as:

For more information about ExactEstate and its free onboarding offer, please visit exactestate.com/request-demo.

About ExactEstate

ExactEstate is your single-stack modern property management system, streamlining every aspect of property management, from lease renewals and accounting to maintenance requests and keeping tabs on vacant properties. Specifically designed for affordable and multifamily housing, we offer a comprehensive solution to maximize efficiency without the complexities of tiered pricing. As the first property management software focused on providing exactly what clients need, we deliver an intuitive, easy-to-use platform backed by a dedicated US-based support team. One price. One platform.

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Media Contact: 

Erin Coate
Head of Marketing
ExactEstate
ecoate@exactestate.com

Why ExactEstate Offers Free Onboarding San Francisco Property Managers

The decision to provide complimentary onboarding services stems from a direct understanding of the challenges faced by affordable housing providers in the region. When the city implemented its 2024 restriction on the software, many property management teams were suddenly required to find alternative solutions. For organizations operating with tight margins, the cost of migrating to a new property management system can be prohibitive. By absorbing the onboarding expenses, the company removes a significant financial hurdle, enabling more teams to make the switch to a fully compliant platform. This approach reflects a commitment to supporting the affordable housing sector during a period of regulatory change. This proactive approach not only accelerates adoption but also reinforces the company's dedication to the communities these properties serve.

Furthermore, the onboarding process is not merely about transferring data; it involves retraining staff and reconfiguring workflows to align with the new system. Affordable housing operators often have unique compliance requirements and reporting needs that differ from conventional market-rate properties. The comprehensive onboarding service includes dedicated support from implementation specialists who understand these specific nuances. They work directly with property managers to configure the system, set up automated workflows, and ensure that all regulatory reporting templates are correctly mapped. This hands-on assistance guarantees that teams are fully prepared to manage their portfolios effectively from day one, minimizing downtime and operational friction.

About ExactEstate

ExactEstate is a property-management software company built specifically to serve the affordable housing sector. The platform is designed from the ground up to handle the complex compliance, reporting, and operational demands unique to subsidized and income-restricted properties. Unlike generic property management tools that require extensive customization to meet housing regulations, this software includes built-in frameworks for local, state, and federal compliance. This native support for affordable housing workflows reduces the administrative burden on property teams, allowing them to focus more on resident engagement and property upkeep. The system integrates seamlessly with existing financial and maintenance tools, providing a unified dashboard for all property operations.

The core philosophy of the company centers on providing accessible, reliable technology to organizations that do the critical work of housing vulnerable populations. By offering a purpose-built solution, the platform eliminates the need for costly third-party add-ons or manual workarounds that often plague generic software in this space. The user interface is intuitive, reducing the learning curve for staff and ensuring high adoption rates across property teams. Additionally, the company provides ongoing customer support and regular software updates to ensure that the platform continuously evolves to meet changing regulatory landscapes and operational needs. This dedication to the affordable housing mission makes the software a trusted partner for property managers across the country.

How does the free onboarding process work?

The onboarding process begins with a comprehensive assessment of the property management team's current workflows, data structures, and specific compliance requirements. Implementation specialists conduct a series of discovery sessions to map out the exact configuration needed for the new system. Following this assessment, the team assists with the secure extraction and migration of historical data from the legacy system. This includes tenant ledgers, lease agreements, maintenance histories, and compliance documentation. Once the data is migrated, specialists conduct rigorous validation checks to ensure accuracy and completeness. The final phase involves customized training sessions for all staff members, ensuring that everyone from property managers to maintenance coordinators is comfortable and proficient with the new platform before going live.

What data is migrated during the transition?

During the transition, a wide array of critical property management data is securely migrated to ensure continuity of operations. This includes comprehensive tenant records, encompassing contact information, lease terms, income verifications, and communication histories. Financial data such as historical ledgers, accounts payable and receivable records, and bank reconciliation statements are also transferred to maintain accurate accounting. Maintenance records, including work order histories, asset inventories, and vendor contracts, are migrated to preserve the property's operational timeline. Additionally, all compliance documents, inspection reports, and regulatory filings are moved to the new system. This thorough data migration ensures that property managers have immediate access to the complete historical context of their portfolios, enabling informed decision-making and uninterrupted resident services from the very first day of using the new platform. By preserving this vital information, organizations can avoid the common pitfalls associated with software transitions, such as lost documentation or fragmented resident histories, thereby maintaining trust and operational excellence.

How does ExactEstate handle HUD income and asset compliance?

ExactEstate automates compliance by tracking the rule stating: A family whose annual income does not exceed 80 percent of the median income for the area, as determined by HUD with adjustments for smaller and larger families, except that HUD may establish income ceilings higher or lower than 80 percent of the median income for the area on the basis of HUD's findings that such variations are necessary because of unusually high or low family incomes (24 CFR 5.603). The system also flags when (i) The family's net assets (as defined in § 5.603) exceed $100,000, which amount will be adjusted annually by HUD in accordance with the Consumer Price Index for Urban Wage Earners and Clerical Workers (24 CFR 5.618). Furthermore, it calculates the deduction of (1) $480 for each dependent, which amount will be adjusted by HUD annually in accordance with the Consumer Price Index for Urban Wage Earners and Clerical Workers, rounded to the next lowest multiple of $25 (24 CFR 5.611).