| 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 Rent Manager's site |
| Trust accounting and bank reconciliation | Built in, with an hourly trust integrity sweep feeding the DRE self-audit | Owner payments and bank reconciliations, with AI-assisted Bank Sync |
| Time cards for the company's own staff | Built in for all staff: punches, breaks, overtime, pay history and time off | Service Tech Hours and User Activity Log reports (described in a 2020 post); a staff timesheet is not listed |
| Per-person production metrics | Team Productivity per person across leasing, maintenance, owners and CRM, e-sign and communication, with custom views | Productivity reports such as Audit Trail, User Activity Log and Prospect Box Score |
| Staff email | A full Microsoft 365 email client; link any email to records; shared team mailboxes | Compose and send email from the Correspondence tab; Outlook and Gmail intake through partner Aargh Software |
| Call recording and transcription | Office calls recorded, transcribed, searchable and linked to tenants, owners and vendors | rmVoIP add-on records every call to the contact's history; Orion Call Summaries and Smart Voicemail transcripts |
| AI | Listing descriptions, email drafts and summaries, newsletters, social media, work-order review, Ask Cato and an optional daily briefing | Orion AI: report analysis, audit trail analysis, call summaries, writing assistant and Smart AR/AP |
| Portals | Tenant and vendor portals; owners approve work by secure link (no owner portal) | Owner Web Access, Tenant Web Access and the rmResident app; a vendor portal is not listed |
| Property types | Residential rentals managed for owners | Residential, commercial, manufactured housing, associations, student, RV, self storage, affordable and vacation |
| Pricing | Quoted per company; data migration and setup free | Bundles listed on Rent Manager's site; quote required |