Updated 4 months ago on . Most recent reply
Maybe I’m overthinking this, but how do you merge different PMs data without chaos?
Hey BP, curious what people are actually doing when the portfolio is split across multiple PMs (for example: one in Cincinnati, one in Alabama, and one for Atlanta SFRs).
How are you consolidating portfolio reporting without a monthly spreadsheet fire drill? I’m talking about combined views across occupancy, collections, maintenance, P&L, leasing funnel, and renewals.
At the 100-300 unit level, what actually works for you in practice?
- Propexo (or similar) + custom dashboard / BI setup?
- Standardized PM templates + manual monthly roll-up?
- Something else?
Trying to avoid creating a giant copy-paste workflow that breaks every reporting cycle.
Curious what’s working for you.