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WHY TEAMS SWITCH TO EXACTESTATE

Why choose ExactEstate for your toughest properties?

Layers of LIHTC and HUD rules. Resident balances and work orders. Accounting that has to reconcile. ExactEstate keeps those jobs connected instead of making your staff connect them manually. NuRock reports about 70% less compliance time; Heritage McDonough launched in 72 hours.

See the real workflows and customer results behind the promise.

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Choose your portfolio type to see the most relevant examples.

One ExactEstate household file shared across leasing, compliance, accounting and maintenance
One ExactEstate household file shared across leasing, compliance, accounting and maintenance

Built for real property managers, not software administrators.

Property teams shouldn’t have to learn to work around the software. When the household file follows the job, from application to accounting, staff spend their time on the next task instead of rebuilding the last one. Staff reach the recertification queue from the home screen in a median 41 seconds.

Many of us have run properties ourselves, and we’re growing the team: see ExactEstate careers.

We were paying our old CRM $32,714 a year, up 16.5% at a single renewal. So we built our own. That is the rule behind ExactEstate: one system that does the work, not a stack of add-on bills that grows every year.

Your layered compliance rules belong beside the household file.

A LIHTC+HOME unit is not a generic affordable unit. The project elections and applicable limits matter to the certification, so ExactEstate keeps those property facts beside the household record they affect.

In ExactEstate, the program stack sits on the property, and the compliance profile builds from data your team already entered. Each program has its own forms, from LIHTC TICs and state forms to HUD-50059 and HUD-50058. We monitor HUD and USDA rule changes and stage them for your team’s review. Layered LIHTC and HOME units are held to the lower of their income limits at move-in, instead of being flattened into one generic status.

Affordable compliance in ExactEstate: the program stack on the property, separate forms per program (TIC, HUD-50059, HUD-50058), monitored HUD rule changes and layered LIHTC/HOME limits
Affordable compliance in ExactEstate: the program stack on the property, separate forms per program (TIC, HUD-50059, HUD-50058), monitored HUD rule changes and layered LIHTC/HOME limits

Operations and accounting should never disagree on the basics.

NuRock posts a whole property's subsidy payments in a couple of minutes, because operations and accounting share one ledger instead of two systems.

Charges, vendor invoices and payments reach the ExactEstate ledger through the same workflows that created them. Finance can trace any number back to its source without piecing the story together.

EEva knows the property. You don’t have to explain it again.

EEva works only with the property, household and ledger data the signed-in user is allowed to see, and she knows which page you are on.

Ask a plain-English question over live ExactEstate data and open the answer down to the records behind it. A regional manager can ask what changed across the portfolio this month; a site manager can ask where to find a task. On your Evara Studio website, the EEva Leasing Agent works from the same property data, and EEva Voice Agent answers your property phone from it too.

EEva inside ExactEstate: a plain-English question over live data, opened down to the records behind the answer
EEva inside ExactEstate: a plain-English question over live data, opened down to the records behind the answer

Find the next issue before it becomes the next emergency.

In a backtest on two portfolios, 224 of the 233 residents EEva ranked highest-risk later paid rent late. Results vary by portfolio, so we show you the model’s validation before it goes live on yours.

Once live, EEva ranks who needs attention next, right inside your property dashboards, and Rent Rescue starts the conversation. Your team approves every message.

EEVA PORTFOLIO INTELLIGENCE

See the warning. Choose the right next step.

Early warnings show who needs a call or a file review this week, while there is still time to fix it.

  1. Signala prediction, a date, an upload, a call or a ledger change
  2. Playbookthe right steps for this property, program and state
  3. Every channel at onceemail, SMS, EEva Voice Agent, notice, calendar, work order, listing, ad
  4. On the recordeach action and outcome saved to the resident, unit or ledger

The 17 EEva Portfolio Intelligence workflows

Build your own EEva workflow

Switch with a team that helps carry the work.

Live in 72 hours at Heritage McDonough: ExactExtractor maps your old exports and validates them before anything loads, so migration stops being scary.

Our team plans the move with you, from the first export through field mapping and validation, and you approve the data before you run the property on it.

ExactEstate system setup for Trailpoint Apartments, showing 31 of 57 setup items completed
ExactEstate system setup progress for Trailpoint Apartments: 31 of 57 items completed

No fine-print surprises about what you’re buying.

Before you switch

Switching · Support · Contract · Your data · Accounting

  • Switching

    Move your data with a plan.

    We move your existing reports, reconcile the key numbers and train your property teams, and the staff who will use the system sign off on every number.

    See how migration works

  • Support

    Learn the platform from property management specialists.

    Specialists train your team during setup. After launch, EEva answers how-to questions inside the app, and our support team is available Monday–Friday, 9 AM–5 PM ET.

    See support options

  • Contract

    Understand the terms before you commit.

    Terms run 12, 24 or 36 months, and your order form lists the commitment and renewal details up front.

    See pricing

  • Your data

    Stay in control of your data.

    Your records stay yours. We show you the export options and the end-of-contract process before you sign, so you never lose the reports your accountants rely on.

    See data and security details

  • Accounting

    Connect daily property work to accounting.

    Charges and payments post to QuickBooks Online as journal entries, and resident ledgers export to MIP Fund Accounting.

    Explore accounting

Case study · Affordable housing

Alpha Management

“a southern Maine–based property management company overseeing 362 units”: affordable housing, senior housing communities and commercial properties.

Its previous system “had not meaningfully changed since 2004.”

Onboarding was “excellent,”says Kevin Gerrish, Director of Leasing & Facilities
Read the case study

Heritage McDonough: 75% lower merchant fees and 30–40% less administrative time, after a 72-hour launch. Read the Heritage McDonough story

See pricing

One connected platform—not another disconnected stack.

Built in

ExactSign e-signature, resident, applicant, owner and vendor portals, full accounting (GL, AP, AR, bank reconciliation) and TRACS over iMAX. All native, all in one system.

Through a partner

Online rent payments through our integrated payments partners, and screening through Western Verify or TenantAlert. DocuSign too, if your team already uses it.

Out to your accounting

Charges and payments post to QuickBooks Online as journal entries, and resident ledgers export as a MIP journal-voucher CSV. Every report and list exports to Excel or CSV.

Every integration, with its status

Replacing another platform? See how ExactEstate compares:

DoorLoop alternative ResMan alternative Fortress OS alternative

EEva answers company questions Example — sample data

How do you handle data migration and implementation?

ExactExtractor uses a guided wizard and browser extension to map legacy column names against more than 1,000 known synonyms. It flags what it is unsure about and validates before anything loads. Our team builds your launch plan and moves your data with you.

Illustrative example using sample data—not a real customer or property.

Sign up once with your name, work email, company and unit count to explore the EEva sample demos.

Hear it

Tell us what you need. We’ll tell you how it works.

Every request gets a straight label (configuration, shared improvement or scoped custom work), so you never wait on a vague roadmap promise.

You know which one you are getting before any work starts.

PLAN YOUR MOVE

Keep your pricing simple and your launch supported.

Full accounting and daily property work are in Core. Add Affordable Housing and EEva only where you need them, then plan the move around the records your staff use.

$3 / unit

Full ExactEstate Core at $3 per unit per month, with a $300 monthly minimum. Add modules only where you need them.

Plan your launch

Before go-live we check off the essentials with you: legacy exports, matched balances, certification history, staff access and training. We run the launch with you, not just switch on an account.

Get help moving your data

Send us your current system’s reports. ExactExtractor matches the columns it recognizes and flags anything uncertain for your staff to confirm before it loads.

Build your planBook a demo

INCLUDED IN CORE

EEva Assistant is included: find the answer and get back to work.

Skip the support hunt. Ask EEva how to finish a task and follow the steps straight to the right screen; when you need a person, your ticket arrives with the page context attached.

  • "how do I" answers in a median 7.06 sExactEstate
  • 806 walkthroughs (11,320 passages)ExactEstate
  • the next page you need is in her top three 83% of the timeExactEstate

Report it once. See what's been fixed.

Stop repeating the same issue to another person. Report it once; get a tracked resolution and a clear explanation of what changed.

  • tickets close only with proof of what changedExactEstate

Send leases and notices for e-signature without leaving ExactEstate.

ExactSign is built in: send leases, renewals, certifications and notices from the resident’s file, and residents and staff sign on their phones.

Your hardest workflow is exactly what we want to see.

Bring the property or process your team dreads most, and we’ll run it live in ExactEstate.

See pricing

See It in a Live Demo
ExactEstate product screens: compliance, accounting and EEva in one system

ALSO IN EXACTESTATE

Compliance

See missing documents before certification.

Review document checks alongside the program requirements, and see what still needs attention before certification.

Two-layer document compliance

Accounting · Compliance · AI

Catch differences between the lease and the ledger.

Find charges that need a closer look. EEva compares lease and certification details with the ledger and shows the records behind a flagged difference.

Lease-to-ledger audit

Maintenance · AI

Send every maintenance request to the right next step.

EEva reviews each request, walks residents through safe self-service fixes and routes the rest to the right person, ready for your team to act.

Maintenance triage

Residents · AI

One resident text becomes the right next action.

A resident should not need to explain the same issue twice. EEva uses permitted lease, balance and work-order context to answer by text and start the right service request.

Resident text assistant

AI

Create agent workflows with a reviewable history.

Build an agent for a workflow your team actually runs—then inspect what it did. Agent Studio keeps actions in a reviewable audit trail.

Agent Studio

Accounting · AI

Review invoice coding without retyping every detail.

Send the invoice to an approval queue, not someone’s retyping pile. EEva extracts the details, proposes property/vendor/GL coding and puts the result in front of the reviewer.

Invoice coding

For comparison, Entrata cites “94% accuracy in predicting property, vendor, and GL account details”: Entrata

Accounting

Match the bank feed. Review the exceptions.

Give accounting the unmatched transactions, not a blank spreadsheet. Bank feeds match automatically, and your team reviews only the exceptions before reconciliation is complete.

Bank matching

For comparison, MRI says its AI is “designed to cut month-end close reconciliation time by roughly half”: MRI Software

Leasing · Compliance · AI

See identity, income and document checks in one place.

Review photo ID verification, verified income and document checks together. EEva flags every concern for your staff, and a person makes the decision.

EEva Verify

CUSTOMER RESULTS

See why these customers made the switch.

Where customers saw results: a collections overview, a one-step period close, a HUD-50059 rent calculation (resident rent $487, assistance $538), $13,425 in payments this month and 7 upcoming renewals

NuRock Companies

About 70%less compliance time

NuRock got time back without adding staff: the company reports about 70% less compliance work across a 500-unit portfolio segment, and move-ins dropping from 15 minutes to five.

“Even though the workload is the same... I feel like I have more time just by using ExactEstate.”Juan Carlos Belen, IT Director, NuRock

Read the NuRock case study

Heritage McDonough

75% lowermerchant fees, plus 30–40% less admin time after a 72-hour launch

After a 72-hour launch, Heritage McDonough reports 30–40% less administrative time and a 75% cut in merchant fees. See what changed behind the numbers.

“With ExactEstate, everything is fast, simple, and clear. My residents get help immediately.”Dayana Belen, Asset Manager, Heritage McDonough

Read the Heritage McDonough story

Hocking View Apartments

$10,000+saved per year

Hocking View Apartments reports saving more than $10,000 a year after switching to ExactEstate. Read how a 44-unit property made the switch and where the savings came from.

“The customer service is outstanding… ExactEstate is a customizable platform with immediate responses. They’ve truly delivered for us.”Joe Gieringer, Owner, Hocking View Apartments

Read more customer case studies

Alpha Management

Half an employeeof manual work removed

362 affordable, senior and commercial units in southern Maine, with QuickBooks integration in place.

Read the Alpha Management case study

IN THEIR WORDS

“Even though the workload is the same... I feel like I have more time just by using ExactEstate.”
Juan Carlos Belen, IT Director, NuRock
“It's the perfect platform for my job... It's the perfect tool.”
Juan Carlos Belen, IT Director, NuRock
“I'm definitely sleeping better at night with ExactEstate.”
Alagi Toure, Former Regional Manager, NuRock