Built for non-profit housing providers

Planning tools for non-profit housing providers

Budgets, rents, new projects, aging buildings, and risk, worked through in one set of planners built for community housing in Canada.

  • Rules for every province built in, and editable
  • Board-ready PDF reports from every planner
  • Upload your own figures from the Excel templates

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

Build the multi-year operating budget and forecast your board approves each year.

Open planner

Rent Setting & Affordability Planner Pro

Set rents that meet provincial rules and your affordability targets, and see the effect on the budget.

Open planner

Operating Agreement Expiry & Sustainability Planner Pro

Plan for the year your operating agreement ends, with rents, subsidy, and the transition mapped year by year.

Open planner

Multifamily Feasibility Planner Pro

Test whether a new multifamily project works before you commit staff time and money.

Open planner

CRPF Acquisition Planner Pro

Model a building acquisition under the Canada Rental Protection Fund, ready for your board and lender.

Open planner

Portfolio Asset Strategy Planner Pro

Score every building and decide which to hold, renew, redevelop, or sell.

Open planner

Risk Management Planner Pro

Keep a risk register that shows your board where the real exposures are.

Open planner

Organizational Assessment Pro

See where your organization stands across eight areas, from governance and finances to buildings and growth.

Open planner

Free 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 tool

Government Ask Planner

Turn your funding need into a clear, one-page ask that government can say yes to.

Open the tool

Get every planner for $995 a year

Or bring your team, with orientation included, from $2,495.

See plans and pricing