Map spaces and responsibilities
Identify your property types, approximate unit count, ownership arrangements and staff roles. Use a synthetic example to explain a typical building hierarchy. Avoid sharing resident information or confidential contracts during an initial software discussion.
Choose representative workflows
Walk through a lease review, a rent receipt and a maintenance request. Include the points where people need approval, where information changes hands and where a report supports a decision. Commercial and mixed-use portfolios may need different charge and accounting policies.
Ask for evidence of availability
Distinguish a concept, a staging workflow and a production capability. Request an explicit scope, integration requirements and acceptance criteria. Evaluate supported financial treatments with the responsible finance and legal advisers before relying on them.