Kickoff Review Session — June 12, 2026

This committee will work in parallel to day-to-day operations to review the Landmark Admin site (leasewa.com) and give Robert & Parth structured feedback, heading down the path of replacing AppFolio and all related technology with the new system.

• Timeline confirmed: 90–99% complete by September 1 → test in its own silo through September → launch October 1 (fallback Nov 1 / Q4).
• Cadence: meet at least once a week (mini-sessions a couple times a week as needed), component by component, until on-track/off-track is clear.
• Already live: Lilly, the AI receptionist.
• This meeting's recording goes to Robert & Parth so they can implement the agreed changes directly.

1 · Navigation restructure (left-hand bar)

2 · Dashboard & views

• Four user views, switchable on the dashboard for super admins: Pod / Property Manager · Accounting · Admin · Office Manager (front desk) — these mirror Landmark's four main sections; per-user on/off comes later.
• Pod-level logins for Amber and Mike to test each view.
• Customizable, saveable dashboard views — modeled on LeadSimple's gear-based customization.
• "Simple In/Out" office-presence widget on the dashboard: toggle in/out, see who's present, collapsible.
• Notifications rework: dismiss individually or auto-expire — not a global "mark all read."

3 · Calendar

• Default event types visible on the calendar.
• Add a pod selection filter.
• Calendar syncs only the relevant pod to each user's Outlook calendar.

4 · Communications & letters

• A Letters area with tenant, association, commercial, owner, vendor, and applicant templates.
• Searchable letter library that includes master templates only (those marked with two asterisks).
• Clear communication during rollouts; involve key players early.

5 · AI & integrations

• Continue building the AI agent layer (incl. Lilly) targeting significant progress by Oct 1.
• Matterport: enable upload/embed of tours in property & listing views; tools eventually merge under Visit Landmark.
• The AI audit identified the team's software components — build a prioritized integration list from it.
• Build an intelligent rent-matching / pricing tool from CoStar + ApartmentList + rent-roll data.
• Consider using the new tools in live advertising to test effectiveness.

Early next week — review the implemented software changes and finalize the recurring weekly schedule. From there, the committee works through the review checklist component by component, two sessions per week, through July.