Built for housing associations
Planning tools for housing associations
Give your members one common set of planning tools, so budgets, rents, and risk registers are built the same way across your sector.
- Team licences with admin, editor, and viewer access
- Built for Canadian rules in every province
- Orientation included with team plans
The planners that fit
Each planner has a guided tour, built-in Help, Excel import, PDF board reports, and cloud save.
Budget & Forecast Planner Pro
A common way for members to build multi-year operating budgets and forecasts.
Open plannerRent Setting & Affordability Planner Pro
Rent setting that follows provincial rules and each member's affordability targets.
Open plannerOperating Agreement Expiry & Sustainability Planner Pro
Help members plan for operating agreement expiry, for co-ops and non-profits alike.
Open plannerPortfolio Asset Strategy Planner Pro
Portfolio scoring members can use to plan what to hold, renew, redevelop, or sell.
Open plannerBoard Governance Scorecard Pro
Board governance scorecards and skills matrices for member boards.
Open plannerOrganizational Assessment Pro
A common health check for members, with an anonymized summary members can share with the association.
Open plannerFree tools
No licence or sign-in needed.
CRPF Eligibility Screen
Check in a few minutes whether a building could qualify for the Canada Rental Protection Fund. In English and French.
Open the toolGovernment Ask Planner
Turn your funding need into a clear, one-page ask that government can say yes to.
Open the toolAlso built for
Licences for your members
Talk to Greg about team and member-wide licences, orientation, and how the planners could fit your association.