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Switching guide

Switching from the AppFolio resident portal without leaving AppFolio.

Keep AppFolio as the system of record. Replace the portal with a branded resident app that opens the door, scans the packages, books the rooftop and sends the owner a check. ElevateOS syncs residents and leases from AppFolio two-way.

Optima Signature consolidated six resident portals into one.

What stays. What changes.

The cutover keeps the systems and equipment that still work, then replaces the resident and staff experience around them.

What stays

AppFolio, rent and lease workflow, your accounting.

What changes

residents get a branded app with keyless, intercom, packages, amenities, events and services; staff get Staff App; the owner gets a revenue share.

Plan for this

The one thing to settle before launch.

the overlap window. Residents activate from an email tied to their AppFolio lease; pick the week the portal sunsets.

Four weeks, no forklift.

A typical cutover runs about a month and nothing goes dark. Your onboarding plan will be specific to your buildings; this is the shape.

  1. Week 1, connect the PMS.

    Residents and leases sync from Yardi, Entrata, RealPage, ResMan, AppFolio or Rent Manager. Residents notice nothing yet.

  2. Week 2, connect the hardware.

    Locks, intercoms, lockers and thermostats connect to ElevateOS. The old app works in parallel. No lock is reprogrammed.

  3. Week 3, brand and configure.

    The home screen, amenities, fees, services catalog and Resivents calendar are set up. Staff get Staff App and training.

  4. Week 4, activate.

    Invitation emails go out, residents activate and keys appear on phones. The old app sunsets after an overlap you choose.

You keep: the hardware, the PMS, the staff and the exported history. You change: one app, one login and one invoice.

Proof

A switch already proven in the field.

Optima Signature consolidated six resident portals into one.

FAQ

Questions buyers ask on the first call.

Does anything in AppFolio change?

No.

Can residents still pay rent?

Through AppFolio, as before.

How long does it take?

About four weeks.

Plan the switch from the AppFolio portal

Bring your current PMS, hardware and app list. ElevateOS will map the overlap, migration and activation plan for your portfolio.

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