| California DRE self-audit (RE 540) | Built in: a 45-item RE 540 self-audit resolved from evidence, with a gap-first audit packet | Not listed on AppFolio's site |
| Trust accounting and bank reconciliation | Built in, with an hourly trust integrity sweep feeding the DRE self-audit | Accounting with automated bank reconciliation (via Plaid); owner statement packets in the Owner Portal |
| Time cards for the company's own staff | Built in for all staff: punches, breaks, overtime, pay history and time off | Time tracking for maintenance technicians; time tracking for staff generally through partner RUN Powered by ADP |
| Per-person production metrics | Team Productivity per person across leasing, maintenance, owners and CRM, e-sign and communication, with custom views | Leasing team performance in the Leasing CRM; a per-employee productivity module is not listed |
| Staff email | A full Microsoft 365 email client; link any email to records; shared team mailboxes | Realm-X Messages: a central inbox for text and email with residents, owners and investors |
| Call recording and transcription | Office calls recorded, transcribed, searchable and linked to tenants, owners and vendors | Call recordings and transcripts from the Realm-X Leasing Performer with Voice; phone lead recording in Premium Listing |
| AI | Listing descriptions, email drafts and summaries, newsletters, social media, work-order review, Ask Cato and an optional daily briefing | Realm-X Assistant, Messages, Flows and Performers |
| Portals | Tenant and vendor portals; owners approve work by secure link (no owner portal) | Renter, owner, homeowner and board, and vendor portals |
| Property types | Residential rentals managed for owners | Single-family, multifamily, student, affordable, community associations, commercial and investment management |
| Pricing | Quoted per company; data migration and setup free | Published on AppFolio's site |