{"kind":"demo-deal-desk-package","version":"wave-1","sourceDemo":{"slug":"property-management","title":"Property Management Pipeline Portal","archetype":"A5","canonicalPath":"/demo-library/property-management","appPath":"/demo-apps/property-management","subdomain":"property-management.ideas-realized.com"},"buyerOrder":{"productName":"LeaseOps Portal","buyerDefault":"Harborstone Property Group","recommendedTier":"Owner packet pilot","setupFeeRange":"$24k-$45k","recurringFeeRange":"$1.2k-$4k/month","closeAssumption":"Buyer can assign one portfolio manager, approve packet requirements, and export property/owner data within the first week.","grossMarginModel":"Target 58-68 percent implementation margin after property import, packet configuration, owner message tuning, and weekly launch support.","orderFormHeadline":"Order form for an owner onboarding and rent-ready operations pilot.","orderFormSummary":"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."},"commercialPackage":{"orderFormHeadline":"Order form for an owner onboarding and rent-ready operations pilot.","orderFormSummary":"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.","recommendedTier":"Owner packet pilot","setupFeeRange":"$24k-$45k","recurringFeeRange":"$1.2k-$4k/month","grossMarginModel":"Target 58-68 percent implementation margin after property import, packet configuration, owner message tuning, and weekly launch support.","closeAssumption":"Buyer can assign one portfolio manager, approve packet requirements, and export property/owner data within the first week.","paymentMilestones":["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."],"includedLineItems":[{"label":"Portfolio tenant setup","feeType":"setup","priceBand":"$7k-$12k","scope":"Brand tokens, owner portal shell, property stages, packet categories, and staff roles for one portfolio.","status":"template"},{"label":"Property and owner import","feeType":"setup","priceBand":"$7k-$13k","scope":"Import up to 60 active property records with owner contacts, unit fields, rent-ready stage, and exceptions.","status":"needs-client"},{"label":"Packet and rent-ready workflow","feeType":"setup","priceBand":"$8k-$16k","scope":"Configure required documents, exception queue, rent-ready blockers, owner reminders, and accounting export preflight.","status":"template"},{"label":"Launch support and hosting","feeType":"recurring","priceBand":"$1.2k-$4k/month","scope":"Hosting, weekly onboarding review, message template edits, blocker triage, and export troubleshooting.","status":"ready"}],"optionalAddOns":[{"name":"Resident portal workflow","trigger":"Buyer wants resident-facing onboarding, payments, or service requests in the first launch.","priceBand":"$18k-$45k","implementationNote":"Requires separate resident permissions, payment/compliance review, and resident notification templates."},{"name":"Accounting platform sync","trigger":"Buyer needs two-way AppFolio, Buildium, Rent Manager, or custom accounting sync.","priceBand":"$16k-$38k","implementationNote":"Requires API availability, field ownership, reconciliation rules, and sandbox posting tests."},{"name":"Maintenance vendor coordination","trigger":"Buyer wants vendor assignment, completion photos, and owner approvals in the pilot.","priceBand":"$12k-$26k","implementationNote":"Adds vendor roles, task routing, evidence uploads, and owner approval rules."}],"scopeBoundaries":["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."],"approvalChecklist":[{"gate":"Packet policy approved","owner":"Client sponsor","requiredEvidence":"Required document matrix, owner message tone, and escalation owner approved."},{"gate":"Portfolio import accepted","owner":"Implementation lead","requiredEvidence":"Pilot portfolio records imported and exception list accepted by the portfolio manager."},{"gate":"Accounting handoff accepted","owner":"Operations lead","requiredEvidence":"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."]},"counts":{"includedLineItemCount":4,"optionalAddOnCount":3,"paymentMilestoneCount":3,"scopeBoundaryCount":3,"approvalGateCount":3,"redlineCount":3,"needsClientLineItemCount":1,"templateLineItemCount":2,"readyLineItemCount":1},"implementationManifest":{"markdownPath":"/demo-library/property-management/deal-desk","jsonPath":"/demo-library/property-management/deal-desk.json","launchRoomPath":"/demo-library/property-management/launch-room","clientProposalPath":"/demo-library/property-management/client-proposal","clientLaunchPlanPath":"/demo-library/property-management/client-launch-plan","clientLaunchPlanJsonPath":"/demo-library/property-management/client-launch-plan.json","procurementPackPath":"/demo-library/property-management/procurement-pack","statementOfWorkPackagePath":"/demo-library/property-management/statement-of-work","statementOfWorkPackageJsonPath":"/demo-library/property-management/statement-of-work.json","tenantSeedPackageJsonPath":"/demo-library/property-management/tenant-seed-package.json","deploymentLaunchPlanJsonPath":"/demo-library/property-management/deployment-launch.json","firstProofUrl":"https://property-management.ideas-realized.com?screen=accounting","firstProofScreen":"accounting"}}