Grade maintenance, compliance, finances, resident communication and tooling into a weighted maturity score, with an AI roadmap sequencing the next upgrades.
Quick answer
Use it when a management team wants to know where it actually stands: maintenance, compliance, finances, resident communication and tooling are graded into a weighted maturity score, with an AI roadmap sequencing the next upgrades. It is a self-assessment snapshot — validate the low-scoring areas against real records before committing budget.
Disclaimer: a self-assessment for internal planning; statutory compliance checks remain with licensed professionals.
Pillar model adapted from facilities-management maturity grids; anchors 1-5, weights editable.
Running properties well is a stack of small disciplines, and firms rarely know which layer is thin. This assessment scores five pillars — planned maintenance, compliance and safety records, financial control, resident communication, and tooling — from ad hoc (1) to systematic (5). The weighted grade comes with an AI roadmap: the weakest pillar's first fix, the hour-saving second step, and the pillar to deliberately leave alone this year.
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Preventive schedules over reactive calls.
Certificates, logs, inspection cadence.
Budgets, reserves, transparent levies.
Channels, SLAs, published responses.
Shared systems replacing messages.
From copy to deliverable in four steps.
Managers first, then leads.
Evidence-anchored statements.
Weighted maturity total.
One pillar per quarter.
Pick your role — see how it fits your workflow.
Invest where the pillar leaks.
Stop hero mode by name.
Compare offices on one grid.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
