Malipo Popote Solutions — What should a property-system procurement worksheet capture?
Reviewed: 2026-10-15

Planning worksheet. Examples are illustrative, not deployed client results.

Start with a small, representative portfolio containing a lease change, a partial payment and an unmatched receipt. Require the supplier to explain each account balance and restrict access across properties. Keep property operations separate from public listing requirements.

[ ] Portfolio sample / owners / unit identifiers: ____________________
[ ] Lease and charge rules / authorized approver: ____________________
[ ] Payment allocation / exceptions / evidence: ____________________
[ ] Opening balances / deposits / migration differences: ____________________
[ ] Role tests / exports / support terms: ____________________

Decision comparison
Area | Demonstration | Acceptance record
Portfolio | Distinct owner, unit and lease identifiers | Duplicate and missing-record report
Account history | Charge, partial receipt and correction | Explainable balance and approval history
Access | Property-scoped staff permissions | Attempted cross-property access result
Exit and migration | Sample export and trial import | Reconciled totals and documented exclusions

Open questions / owner / due date:

Evidence / acceptance decision:

Sources:


Reference page: /resources/institutional-property-management-guide/