Stop Compiling the Data. See the Picture.

Daily visibility into how every property is performing. For your entire multifamily team, from property managers to the CEO.

The Problem

95% compiling. 5% operating.

95%
  • Pulling reports from your PMS
  • Compiling data into spreadsheets
  • Reviewing numbers with no context. No trends, no benchmarks, no picture.
5%

Strategizing to improve performance

After all that, you have a pile of numbers. You still don't have the picture.

The Platform

What if the picture was already there?

Here's what that looks like. One connected story, told in seconds.

Occupancy

Occupancy is slipping. And it's getting worse.

5.7% below budget this month. Three straight months of decline. How do we get occupancy back up?

Current Occupancy

88.6%
5.7%vs. budget

Monthly Occupancy v. Budget

Actual
Budget
YTD Avg

Leasing

But the leasing funnel tells a different story.

Leads, tours, applications, leases. Every monthly target already hit. New residents are coming in.

Leasing Funnel

April 2026
TargetActual
Leads125
Leads137
Leads to Tours %35%
Leads to Tours %36%
Tours44
Tours49
Closing %40%
Closing %43%
Applications18
Applications21
Leases15
Leases18

Renewals

It's not leasing. It's the back door.

Renewal and retention percentage have fallen three straight months, both below the trailing average. Residents aren't renewing.

Apr Renewal %

47%

13.8%vs. 11M Avg

Apr Retention %

40%

14.4%vs. 11M Avg

T12 Renewal & Retention

Renewal %
Retention %
11M Avg

Lease Expirations

Seven move-outs this month. Six gave the same reason.

Rent increases. Residents are leaving because the rent strategy is too aggressive.

April Move-Outs

Rent increase (6)Relocating (1)
UnitResidentStatusMove OutReason
204A. MartinezNotice to Vacate4/3/26Rent increase
118T. WilliamsNotice to Vacate4/7/26Rent increase
312J. ParkNotice to Vacate4/10/26Rent increase
405M. ChenEarly Move Out4/12/26Relocating
217R. JohnsonNotice to Vacate4/15/26Rent increase
109S. DavisNotice to Vacate4/18/26Rent increase
331L. WilsonNotice to Vacate4/22/26Rent increase

That's the picture.

The problem is clear, the cause is clear, and now you act.

The Experience

One question answered in seconds. Hundreds more, already waiting.

See how every property is performing

Occupancy, leasing, rent, delinquency, financials. With context on every number.

Performance
Occupancy
92.0%
Avg Rent
$1,482
Trade Out
+1.2%
-0.8%
+0.4%
Leasing
Renewals
Maintenance
Delinquency
Charges
$142K
Collections
$138K
Delinquent
$4.2K
Delinquency %
2.9%
T12 Trends
Delinquency %
Resident Aging
Top Delinquent
Financial
NOI
$892K
Budget
$945K
Variance
-5.6%
NOI Trend
Line Items
Bad Debt
Per Unit

Every number has a layer underneath it

Drill from your portfolio down to a single unit, lease, or financial line item.

Trade Out
New Lease
+1.2%
14 Signed
Renewal
-0.8%
9 Signed
Total G/L
+0.4%
23 Signed
+3%+1%-1%-3%
JulAugSepOctNovDecJanFeb
New Lease
Renewal
Total
View Details
Trade Out Details
UnitTypePriorCurrentChangeTrade Out
204New$1,450$1,525+$75+5.2%
118Rnwl$1,380$1,350-$30-2.2%
312New$1,620$1,695+$75+4.6%
405Rnwl$1,510$1,475-$35-2.3%
217New$1,340$1,410+$70+5.2%
109Rnwl$1,290$1,260-$30-2.3%
331New$1,580$1,650+$70+4.4%
Avg7 Leases$1,453$1,481+$28+0.4%

Generate polished reports

For your team, ownership, investors, and lenders.

Financial Overview
Occupancy
Rent
Trade-Out
Executive Report
Properties Included
Elm Creek Apartments
Birchwood Residences
As of March 2026
Rootsource.ai

Assign tasks and collaborate

See something that needs follow-up? Create a task, start a conversation, and track it to resolution. All in one place.

OpenMay 4 · Due soon
JR
Adjust renewal pricing at Elm Creek
2 comments
AK
Anna K.2h ago
7 move-outs this month, all cited rent increases. Can you revise the pricing by Monday?
JR
Jordan R.1h ago
On it. Will review rent comps and propose revised pricing, then mark this complete.

Connected to your property management system. Updated daily.

Entrata
RealPage
Yardi

No exports, no spreadsheets, no manual work. Just your data. Cleaned, organized, and ready to act on.

FAQ

Frequently Asked Questions

RootSource gives your entire multifamily team, from property managers to the CEO, a clear picture of how every property in your portfolio is performing, updated daily. Occupancy, leasing, rent, delinquency, financials. Context on every number, drill-downs from the portfolio level to a single unit, and built-in reports and collaboration tools. The largest companies in multifamily have the infrastructure and dedicated teams to build this kind of visibility in-house. RootSource gives you the same capability. Purpose-built and maintained for you.

Your PMS holds the raw data. RootSource pulls it daily, cleans it through a proprietary process, and organizes it with context built in: budget comparisons, trailing averages, and trend direction on every number. Because the data is cleansed and structured, you can look back at any point in time and see exactly how a property was performing. This isn't your PMS data on a different screen. It's a connected picture you couldn't build from reports alone.

Two to three weeks. We handle the setup on our end and make sure everything looks right with your team before going live. Your day-to-day doesn't stop for this.

RootSource integrates with major property management systems, including Entrata, RealPage, and others. Your leasing, operational, and financial data is pulled in automatically every day. No exports, no uploads, nothing manual.

Yes. Whether you're managing a handful of properties or hundreds, RootSource scales with your portfolio. Every property gets the same depth and context from day one.

See your portfolio in RootSource.