The planners

Build multi-year operating budgets and forecasts, with rules for every province.

• Choose your province and the rules follow
• Multi-year forecast with board-ready charts
• Upload your figures from the Excel template

Set rents that meet provincial rules and your affordability targets.

• Provincial rent rules preset, and editable
• Test rent changes against affordability
• See the effect on your operating budget

Plan for life after your operating agreement ends, whether you're a co-op or a non-profit.

• Switch between co-op and non-profit
• Model housing charges, rents, and subsidy
• Map the transition year by year

Test whether a multifamily project works before you commit.

• Choose your province and costs cascade
• Development budget and operating pro forma
• Financing and funding scenarios

Model a building acquisition under the Canada Rental Protection Fund.

• Start with the free Eligibility Screen
• Purchase price, financing, and rents
• Results ready for your board and lender

Score every building in your portfolio and decide what to hold, renew, redevelop, or sell.

• Scoring weights preset, and editable
• Compare buildings side by side
• A portfolio strategy your board can follow

Run a renewal, development, merger, or your whole strategic plan from one place, and report on it to your board.

• Strategic priorities and KPIs, with a board scorecard
• Workstreams, tasks, milestones, and board decision points
• Budget forecast and a risks, issues, and decisions log
• Timeline, red-amber-green status, and a PDF status report

Build the funding stack for a project and test it before you apply.

• Sources and uses, funding gap, and debt coverage
• Stress tests and an AHPP application check
• Ten-year capital plan with the reserve fund

Build a risk register your board will actually read.

• Score risks by probability and impact
• Compare before and after controls
• PDF board report and present mode

Keep residents safe and care running when something goes wrong. Built for seniors lodges and supportive living.

• Starter library of emergency procedures
• Action cards for staff on shift
• Run mode for use during an event

See how your board is doing, and where it needs to grow.

• Governance scorecard entered by the chair
• Board skills matrix with director self-ratings
• Confidential online survey, anonymous to the board (team plans)

A health check for your whole organization, in about 30 minutes.

• 41 questions across eight areas, from governance to growth
• Scores, red flags, and your top three priorities
• Next steps linked to the right planner, plus BCNPHA alignment in BC

Meetings, board packages, minutes and governance records for your board, in one secure place.

• Uploads become one combined board package PDF
• In-camera items protected by two-step sign-in
• Minutes, actions, policies, declarations, and a calendar your board can subscribe to in Outlook, Google or Apple

CRPF Eligibility Screen

Check in a few minutes whether a building could qualify for the Canada Rental Protection Fund. In English and French.

Government Ask Planner

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

AHPP Readiness Screen

Check in about five minutes whether an Alberta project meets the Affordable Housing Partnership Program rules, and how ready the application is.