Housing and Tenant Management and Accounting Software Solution

The Vendor is required to provide housing and tenant management and accounting software solution shall enable authority to effectively and efficiently run all aspects of housing and tenant management and accounting functions.
- Reporting and supervisor oversight
• Provides functional rent rolls displaying tenant rent, hap, and contract rent in a single report
• Provides user-configurable reporting across rent, occupancy, vacancy, subsidy, and operational performance
• Produces clean, structured excel exports that require no manual reformatting
• Includes real-time dashboards for operational, compliance, and rent collection tracking
• Includes supervisor tools to monitor KPIs including occupancy, rent delinquency, annual recertification status, workflow completion, and compliance risk
• Allows drill-down from dashboards to tenant, unit, and transaction-level detail
• Allows users to save custom report views, filters, and templates
• Includes global search across tenants, units, transactions, and documents
- Integrated financial management and accuracy
• Synchronizes tenant ledgers and general ledger in real time
• Provides immediate visibility into charges, receipts, and balances
• Eliminates reliance on batch posting or manual financial reconciliation
• Allows comparison of HCV and multifamily data to identify hap discrepancies
• Includes structured UAP (utility allowance payment) management with pre-rent roll review and approval, tracking, and reconciliation
• Includes automated subsidy reconciliation and validation controls
• Supports property-level budgeting and variance tracking
• Supports segmentation of receivables (tenant rent, subsidy, damages, miscellaneous charges)
• Supports delinquency tracking with configurable thresholds and automated actions
• Tracks repayment agreements and payment plans
• Tracks NSF payments, reversals, and reapplication of funds
• Includes daily cash balancing and deposit tracking functionality
- Tenant ledgers
• Provides clear, chronological, user-friendly tenant ledgers suitable for staff, tenants, and legal use
• Displays full rent breakdown including contract rent, tenant portion, subsidy, fees, and adjustments
• Applies payments without reliance on pre-payment structures
• Provides tenant-accessible ledger view through resident portal
- Document management and correspondence
• Ability for staff to create, edit, and manage document and correspondence templates without it support
• Built-in correspondence tools for notices, verifications, and standard letters
• Centralized document storage tied to tenant records with repository of documents sent, user name, and date and time
• Full audit trail and version history of documents, certifications, and record changes for compliance and legal defensibility
• Supports direct integration with external document platforms (e.g., tenantfacing systems similar to tenant tech)
• Allows documents to flow bi-directionally between the platform and the property management system, including generation, delivery, completion, and automatic storage within tenant records without manual intervention
- Waiting list and leasing management
• Manages full applicant lifecycle from application through lease-up
• Supports bulk applicant status updates
• Provides auditable waiting list draws including timestamp and ranking
• Allows clean export of waiting list data to excel
• Manages multiple waiting lists across properties and programs
• Tracks leasing pipeline status from applicant to move-in
• Supports offer management including acceptance tracking and expiration timelines
- Maintenance, inspections, and work order management
• Manages full inspection lifecycle including annual, move-in, move-out, and preventive inspections
• Provides mobile functionality for inspections and work orders with real-time updates
• Allows work orders to be opened, updated, assigned, and closed from the field
• Allows tenants to submit work orders through an online portal
• Supports photo upload within inspections, work orders, and notes
• Includes standardized inspection templates and deficiency tracking
• Automatically generates work orders from inspection results
• Tracks parts, labor, and materials within work orders
• Tracks unit turns and vacancy status with timelines and reason codes
• Supports vendor assignment to work orders
• Process tenant charges for work orders, and billing.
- Resident, applicant and communication tools
• Provides online portals for applicants and tenants
• Allows electronic submission of applications and documents
• Supports mass communication via email and SMS/text
• Tracks all communications within tenant records
• Reduces reliance on physical mail through electronic notices
• Supports online payments with real-time posting to tenant ledgers
• Supports resident self-service recertification workflows
• Provides multi-language communication capability.