Operator guide · system-of-record fit
A plain-English guide to using PorchQ's assistant alongside CINC, Vantaca, Enumerate, and existing email workflows instead of replacing the firm’s operating platform.
Assessments, owner balances, violations, work orders, and official association records stay where the firm already runs them. PorchQ should answer questions and prepare drafts, not introduce a parallel ledger.
Governing docs, policies, board resolutions, and approved minutes are the inputs. PorchQ answers from them and lists the documents each answer used, and it sums up minutes you paste in. CAMs carry the result into the system of record.
The right boundary is draft-first: a person approves announcements, messages and FAQ entries before they go out. That keeps AI useful while preserving firm control over tone, policy, and liability.
Most firms need copy-ready answers, drafts, and clean summaries before they need anything deeper. Start with the way CAMs will actually use an answer: pasted into an email, an announcement, or a note in the system of record.
Once the answers and drafts are trusted, bring in homeowners, dues history and violations from a CSV export, by upload or over SFTP on a schedule. PorchQ reads the file and writes nothing back. The first pilot should prove operating leverage before widening its scope.
Get started
A 30-minute walkthrough can use a governing-doc sample from your portfolio or the questions your team answers most. You leave with a clear rollout path and an honest read on whether this is worth it for your firm.
