# LeaseOps Portal deal desk package

Order form for an owner onboarding and rent-ready operations pilot.

Turns the property management demo into a paid portfolio pilot with document packet setup, property import, owner communication workflow, rent-ready tasking, and accounting handoff evidence. Resident payments, full accounting sync, and maintenance vendor dispatch remain add-ons.

Buyer default: Harborstone Property Group
Recommended tier: Owner packet pilot
Setup fee range: $24k-$45k
Recurring fee range: $1.2k-$4k/month
JSON manifest: /demo-library/property-management/deal-desk.json

## Investment Snapshot

- Close assumption: Buyer can assign one portfolio manager, approve packet requirements, and export property/owner data within the first week.
- Gross margin model: Target 58-68 percent implementation margin after property import, packet configuration, owner message tuning, and weekly launch support.
- First proof screen: accounting

## Included Line Items

- [template] Portfolio tenant setup (setup, $7k-$12k): Brand tokens, owner portal shell, property stages, packet categories, and staff roles for one portfolio.
- [needs-client] Property and owner import (setup, $7k-$13k): Import up to 60 active property records with owner contacts, unit fields, rent-ready stage, and exceptions.
- [template] Packet and rent-ready workflow (setup, $8k-$16k): Configure required documents, exception queue, rent-ready blockers, owner reminders, and accounting export preflight.
- [ready] Launch support and hosting (recurring, $1.2k-$4k/month): Hosting, weekly onboarding review, message template edits, blocker triage, and export troubleshooting.

## Optional Add-Ons

- Resident portal workflow ($18k-$45k): Buyer wants resident-facing onboarding, payments, or service requests in the first launch. Requires separate resident permissions, payment/compliance review, and resident notification templates.
- Accounting platform sync ($16k-$38k): Buyer needs two-way AppFolio, Buildium, Rent Manager, or custom accounting sync. Requires API availability, field ownership, reconciliation rules, and sandbox posting tests.
- Maintenance vendor coordination ($12k-$26k): Buyer wants vendor assignment, completion photos, and owner approvals in the pilot. Adds vendor roles, task routing, evidence uploads, and owner approval rules.

## Payment Milestones

- 40 percent due at signature for packet policy review and tenant setup.
- 40 percent due after property import, rent-ready stages, and owner message templates pass admin review.
- 20 percent due after accounting handoff sample and launch readiness report are accepted.

## Scope Boundaries

- No payment collection, trust accounting, or ledger replacement in the first pilot.
- No resident portal commitments unless the resident workflow add-on is signed.
- Document retention and compliance language must be approved by the buyer before owner reminders are enabled.

## Approval Checklist

- Packet policy approved: Client sponsor. Evidence: Required document matrix, owner message tone, and escalation owner approved.
- Portfolio import accepted: Implementation lead. Evidence: Pilot portfolio records imported and exception list accepted by the portfolio manager.
- Accounting handoff accepted: Operations lead. Evidence: Export sample passes completeness review for the destination accounting workflow.

## Redlines

- Do not represent the pilot as an accounting system replacement.
- Do not automate legal document reminders without buyer-approved wording.
- Do not add resident payment scope to the base pilot.

## Implementation Handoff Links

- Client proposal: /demo-library/property-management/client-proposal
- Client launch plan: /demo-library/property-management/client-launch-plan
- Client launch plan JSON: /demo-library/property-management/client-launch-plan.json
- Procurement pack: /demo-library/property-management/procurement-pack
- Statement of work package: /demo-library/property-management/statement-of-work
- Statement of work package JSON: /demo-library/property-management/statement-of-work.json
- Tenant seed package JSON: /demo-library/property-management/tenant-seed-package.json
- Deployment launch plan JSON: /demo-library/property-management/deployment-launch.json
- Buyer launch room: /demo-library/property-management/launch-room