Asset Management Workflows | HappyCo

AI-driven portfolio management for your Multifamily assets.

A full suite of solutions for asset managers to manage their acquisitions, renovations, capital projects, operations and reporting across their multifamily portfolio. Get a single-source of truth for operational visibility.

Projects on-time, to-budget, and to-spec
AI-powered inventory and fixed assets tracking
Real-time deal insights from underwriting to sale
Women with tablet, with graphic elements representing HappyCo's Asset Management products
Capital Projects & Renovations

Projects on time, to budget, and to spec

Power up productivity and exceed investor expectations with real-time project tracking, vendor collaboration, and spend management all in one tool.

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Asset Management Workflows | Capital Projects Renovations | Project Management
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Asset Management Workflows | Capital Projects Renovations | Renocation Packages
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Asset Management Workflows | Capital Projects Renovations | Punch Walks
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Asset Management Workflows | Capital Projects Renovations | Integrated PMS
Asset Management Workflows | Capital Projects Renovations | Bulk Upload

Project Management

Optimize investment outcomes for capital projects and unit renovations with intuitive tools to manage, monitor, and measure projects real-time – for on-time, to-spec, and to-budget delivery.

Renovation Packages

Save time managing renovation packages with global property settings that automatically apply consistent items and packages to each unit project. Build a library of renovation packages and easily apply them as needed.

Punch Walks

Easily create punch walks in a couple clicks with checklists automatically generated, complete with email notifications and vendor collaboration.

Vendor Contracts & Collaboration

Manage vendor contracts and credentialing in one digital vault complete with vendor collaboration and automated alerts, customized to your SOPs.

Spend Management

Unlock seamless spend management across capital projects and unit renovations to effortlessly manage procurement and approval workflows, ensuring cost control and bulk order benefits.

Integrated with your PMS

We work with all major PMSs, so unit lease information automatically updates KPIs like lease amount pre/post renovation, ROI, and trade-outs.

Bulk Upload

powered by joyai

Upload property files for capital projects and unit renovations to maintain a detailed history and improve reporting. JoyAI intelligently maps bulk upload fields, saving you time and effort.

Steadfast achieves better accuracy for renovations and capital projects for acquired properties.

“It’s this detailed level of unit data that allows us to specify with a high degree of certainty where we should invest our renovation dollars and how much we need to invest.”

Briant Carcamo
Briant Carcamo
Business Operations Manager
Steadfast Management
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FIXED ASSETS & UNIT INVENTORY

AI-powered inventory tracking

Enhance fixed asset and inventory management with AI-powered tracking and smart recommendations, giving you clear visibility and predictive insights for improved NOI.

Fixed Assets Tracking

Effortlessly oversee and extend the useful life of fixed assets with a comprehensive solution that monitors and maintains everything from machinery and equipment to structural components and more.

Unit Inventory Tracking

Capture and track item inventories simply by snapping a photo, for seamless maintenance scheduling, extended useful life, and automated oversight; Inventory data can also be entered and managed manually.

Predictive Analytics & AI Suggestions

With comprehensive data for fixed assets and item inventory portfolio-wide, transform what was once arduous analysis with intelligent tools for instant repair and purchase decisions and improved NOI.

Bulk Upload

powered by joyai

Upload fixed assets and unit inventory lists for a detailed history and richer reporting. And with JoyAI, bulk upload fields are intelligently mapped, so you don’t have to. 

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Asset Management Workflows | Fixed Assets Unit Inventory | Fixed Assets Tracking
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Asset Management Workflows | Fixed Assets Unit Inventory | Unit Inventory Tracking
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Asset Management Workflows | Fixed Assets Unit Inventory | Predictice Analytics AI
Asset Management Workflows | Fixed Assets Unit Inventory | Bluk Upload
Audits & Due Diligence

Feature-rich inspections and audits

Supercharge property audits with inspection and lease file apps to capture extensive data and insights across the property lifecycle.

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Asset Management Workflows | Property Audits | Due Diligence
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Asset Management Workflows | Property Audits | Lease File Audits
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Asset Management Workflows | Property Audits | Property Condition Assessments
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Asset Management Workflows | Property Audits | Property Condition Assessments
Asset Management Workflows | Property Audits | Integrated PMS
Asset Management Workflows | Property Audits | Rent Roll Upload

Due Diligence

With unit and property inspections plus real-time oversight, speed walks and collect complete, quality data for better sales negotiations and more accurate capital and renovation planning.

Lease File Audits

Compare rent roll and lease information in a flash, uncover discrepancies, and identify demographic factors that impact your potential revenue with our online web app, with no user setup required.

Property Condition Assessments

Evaluate property components from structural to aesthetic for current holdings or potential investments to assess immediate and long-term capital requirements and preempt major issues.

Facility Walks

Tailored for regular assessments of shared spaces, amenities, and infrastructure, Facility Walks ensure capital project past work is verified and future needs evaluated on a periodic basis.

Integrated with your PMS

We work with all major PMSs, so Property Condition Assessments and Facility Walks are configured automatically for property features.

Rent Roll Upload

powered by joyai

Upload property rent rolls to configure due diligence inspections and lease file audits to speed setup, and with JoyAI, fields are intelligently mapped, so you don’t have to. 

Harbor speeds due diligence with robust photographic reporting, improving bidding and acquisition returns.

“HappyCo's Due Diligence makes it much easier to present property and unit issues confidently to the seller... and there are several cases where we've seen a substantial return.”

Zach Baker
Zach Baker
Senior Manager of Technical Services
Harbor Group Management
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8.5
Minutes saved per unit inspection
42.5K
Minutes saved on labor across 5000 unit inspections
Pegasus Residential expedites lease file audits, slashing the time to complete an audit in half.
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“It makes file auditing so much easier than having a spreadsheet. I can complete a file in five minutes versus ten minutes on a spreadsheet.”

Dominique Walker 
Dominique Walker 
Senior Property Manager
Pegasus Residential
DEAL MANAGEMENT

Real-time deal and investment tracking

Effectively manage deals from acquisition to disposition, make more informed decisions and increase ROI on your investments with rich reporting.

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Asset Management Workflows | Deal Management | Acquisitions Dispositions
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Asset Management Workflows | Deal Management | Pre-DD Inspections
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Asset Management Workflows | Deal Management | DD Orders
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Asset Management Workflows | Deal Management | Investment Funds
Asset Management Workflows | Deal Management | Bulk Upload

Acquisitions & Dispositions

Oversee your pipeline of property acquisitions and dispositions with intuitive tools to manage and monitor deals in real time.

Pre-DD Inspections

Easily create pre-DD inspections in a couple clicks with checklists automatically generated, complete with email notifications and vendor collaboration.

DD Orders

Easily order Due Diligence walks and Lease File Audits directly for any deal in progress; current customers can easily purchase online in a couple clicks to speed walks.

Investment Funds

Manage investment funds with intuitive tools to track financing milestones in real time for capital projects and unit renovations, and achieve perfect loan compliance.

Bulk Uploads

powered by joyai

Upload deal files for acquisitions, dispositions, and investment funds for a detailed history and richer reporting. And with JoyAI, bulk upload fields are intelligently mapped, so you don’t have to.

PROPERTY BUDGETING

Pro Forma tracking and reporting

Oversee Pro Forma and annual budgets for capital projects with expenses, variances, and remaining budgets automatically updated.

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Pro Forma Tracking

Easily track variances to Pro Forma, overall and by capital item and GL, with variances and amounts remaining automatically calculated as Capital Projects and Renovations are completed.

Annual Budgets

Get a quick snapshot of whether you’re tracking against budgets for capital projects, unit renovations, and fixed assets with allocated, spent, and unallocated budget automatically populated.

Expense Tracking

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Upload invoices and JoyAI automatically populates expense line items and flags duplicates, tracking spend against each Capital Projects budget.

Bulk Uploads

powered by joyai

Upload your Pro Forma and budget files for a detailed history and richer reporting. And with JoyAI, bulk upload fields are intelligently mapped, so you don’t have to.