# LeaseOps Portal procurement and security packet A buyer-facing approval packet for turning Property Management Pipeline Portal into a paid pilot: commercial scope, data boundaries, access model, hosting plan, support coverage, automation limits, and sign-off evidence. Canonical product page: https://ideas-realized.com/demo-library/property-management Live app: https://property-management.ideas-realized.com Decision window: Weeks 6-10 Approval owner: Client sponsor Commercial snapshot: Property management onboarding software pilot package: $24k-$45k setup and $1.2k-$4k/month recurring. Buyer can assign one portfolio manager, approve packet requirements, and export property/owner data within the first week. ## Approval Sections ### 1. Commercial approval Owner: Sales lead Status: ready 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. - Recommended tier: Owner packet pilot - 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. - Gross margin model: Target 58-68 percent implementation margin after property import, packet configuration, owner message tuning, and weekly launch support. ### 2. Data handling and import Owner: Implementation lead Status: needs-client The first pilot can run from owner and property exports while file uploads and PMS sync are scoped. The import map makes missing documents, accounting blockers, and launch tasks visible immediately. - Cutover: Import a small cohort of new-owner records, reconcile property identifiers with the PMS, then invite internal managers before owner-facing portal access. - Privacy note: Owner tax records, bank details, and lease documents should be represented as status records until secure storage and access rules are approved. - Sources in scope: Owner and property export (20 to 120 owner/property records); Document checklist (8 to 20 document rows per property); Rent-ready task list (5 to 18 tasks per property) ### 3. Access and role boundaries Owner: Security reviewer Status: scoped The owner onboarding pilot needs clear document, message, accounting, and task permissions before real owner packets or lease records are imported. - Identity provider: Email invitation for owners and staff during pilot, with Microsoft Entra or Google Workspace SSO as the production path. - Session model: Portfolio-scoped sessions with property access filters and owner-portal restrictions. - Permission scopes: Owner documents; Rent-ready tasks; Accounting export ### 4. Hosting and domain launch Owner: Deployment owner Status: scoped A production handoff plan for taking Property Management Pipeline Portal from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks. - Hosting model: Single Next.js application deployed from GitHub to Netlify, with demo subdomains rewritten into app-only routes and canonical SEO pages kept on ideas-realized.com. - Preview domain: property-management.ideas-realized.com - Production domain: property-management.ideas-realized.com ### 5. Support and SLA coverage Owner: Launch support thread Status: ready A buyer-ready support model for launching Property Management Pipeline Portal with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort. - Launch channel: Launch support thread: Business days during pilot - Renewal signal: Owner onboarding lead: 4 qualified property manager inquiries per quarter - Service levels: Launch support thread Next business day; Weekly onboarding review Scheduled ### 6. Automation and notification guardrails Owner: Product lead Status: scoped The live pilot should make owner onboarding feel guided by automatically surfacing missing packet items, overdue rent-ready work, and blocked accounting setup. - Rules: Missing owner document reminder (template); Rent-ready blocker escalation (ready); Accounting export preflight (needs-client) - Escalations: Owner packet delay: Required packet item missing after five business days.; Accounting handoff blocked: Approved packet lacks PMS field mapping. ### 7. Billing and renewal readiness Owner: Client sponsor Status: ready Commercial controls for selling Property Management Pipeline Portal: invoice milestones, pilot entitlements, seat packaging, renewal checkpoints, legal readiness, and upgrade triggers tied to the rebrand-ready pilot offer. - Billing model: Owner packet pilot: Target 58-68 percent implementation margin after property import, packet configuration, owner message tuning, and weekly launch support. - Pilot price: $24k-$45k - Recurring price: $1.2k-$4k/month ### 8. Statement of work and signature packet Owner: Client sponsor Status: ready The SOW package turns the proposal and deal desk into signable scope, milestones, service levels, exclusions, and signature blocks for Harborstone Property Group. - Statement of work: /demo-library/property-management/statement-of-work - SOW JSON: /demo-library/property-management/statement-of-work.json - Client proposal: /demo-library/property-management/client-proposal ## Redlines and Change Controls - 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. - Resident portal, payment collection, or maintenance vendor dispatch: Quote as a separate module after owner onboarding is accepted. - Two-way accounting ledger sync: Requires accounting system API review and reconciliation test plan. ## Approval Checklist - Packet policy approved: Required document matrix, owner message tone, and escalation owner approved. - Portfolio import accepted: Pilot portfolio records imported and exception list accepted by the portfolio manager. - Accounting handoff accepted: Export sample passes completeness review for the destination accounting workflow. - Move a property from intake to rent-ready: Pipeline stage, launch checklist, and owner queue reflect the same property. - Route an owner document exception: Exception queue exists; document type mapping needs final labels. - Export owner onboarding launch spec: Spec includes roles, document objects, integrations, and launch assets. - Canonical and noindex routing verified: Main-domain landing pages remain canonical while app-only routes are used for subdomain launch URLs. - Client proposal and implementation spec approved: LeaseOps Portal pilot proposal and JSON/Markdown implementation spec are reviewed before production domain cutover. - At least 40 property records import with required owner and unit fields. - Missing owner packet reminders reflect the client-approved document matrix. - Rent-ready blockers are visible by owner, stage, property, and next action. - Accounting handoff export passes completeness review for the pilot portfolio.