Collect signatures where the work happens.
Leases, renewals, certifications and notices go out for signature from the household record with ExactSign, included in Core, and residents and staff can sign on a phone.
IMPLEMENTATION & TRUST
Property management software implementation, done with you.
Bring the old reports, accounting balances and certification history. We help map the data, validate what matters, set permissions and train your team. Heritage McDonough reports going live with ExactEstate in 72 hours.
Loading data isn’t the same as going live. We’ll take you all the way.
Start with your existing data—not a blank spreadsheet.
We start from the data you can already export, not a blank import template your staff fill in by hand. ExactExtractor matches your legacy fields and flags any uncertain match for review.
Those same exports set the mapping, the validation checks and the launch tasks before any data moves.
Map the data fast, then check what matters.
Your controller needs balanced books; your compliance lead needs the certification history; your site team needs to operate on day one. A real migration checks those separately, instead of calling an upload a successful launch.
When the mapper is unsure of a field, a person decides, so custom fields and history never quietly disappear.
Know your balances and certification history before launch.
Data isn’t ready just because the upload finished. Your team reviews household history, property setup and accounting balances before we call the implementation complete.
Balances and certification history go to your controller and compliance lead for sign-off, so every number is checked by the person accountable for it. Running tax-credit properties? See how ExactEstate keeps LIHTC compliance for affordable housing on track after go-live.
Give every staff member the access their job requires.
Staff sign in with Google, Microsoft Entra ID or passkeys, with multi-factor authentication available.
Role-based permissions limit each person to the properties and actions their job needs, never the entire portfolio.
Get real security answers without the sales fog.
In the demo we answer each security question on screen, from sign-in and MFA to permissions and migration checks. No PDF and a promise.
Every answer comes with the screen behind it.
Property management software implementation: what to know first.
How does migration from our current system work?
How does migration from our current system work?
ExactExtractor takes the reports your current system already produces through a guided migration wizard (upload and group, map, validate, download), or a browser extension for systems that will not export cleanly. You review what will be loaded before go-live.
Will we lose custom fields or history?
Will we lose custom fields or history?
The mapper proposes a field for each column using more than 1,000 known synonyms, and anything it is unsure of goes to a person instead of into the import. Validation checks structure, required fields and referential consistency; balances and certification history are reviewed by your team.
How does going live work?
How does going live work?
We go live once the critical records check out: balances, certification history and property setup.
You pull the reports from your current system inside the onboarding wizard, and it matches your old report columns automatically.
Which sign-in and security options are available?
Which sign-in and security options are available?
Google and Microsoft Entra ID sign-in, passkeys, TOTP multi-factor authentication with recovery codes, and role-based permissions.
Can other systems connect to ExactEstate?
Can other systems connect to ExactEstate?
Yes: a token-authenticated API with OpenAPI docs, QuickBooks Online batch export, MIP GL export and Plaid bank feeds. See every property management integration.
