Reserve Specialist
Enterprise tools for faster reserve study production.
Reduce manual production work while preserving your methodology, professional judgment, and report standards.
Feature fit for reserve specialists
| Production need | Platform capability | Specialist benefit |
|---|---|---|
| Faster setup | Master Component List, component IDs, reusable categories, cost factors, and import support. | Reduces repetitive setup while preserving professional judgment. |
| Site inspection evidence | Bulk image upload and AI-assisted photo matching to components. | Moves photos into the study workflow instead of keeping them in separate folders. |
| Scenario and funding analysis | Current, Threshold, and Full plans with 30-year projections, inflation, interest, and cash flow assumptions. | Supports defensible funding recommendations and alternate scenarios. |
| Narrative and recommendations | Auto-generated funding plan recommendations and customizable narrative reviews based on percent funded. | Saves hours of drafting boilerplate text while maintaining firm standards. |
| Report production | Editable reports, reusable templates, exhibits, and disclosure-ready outputs. | Shortens the path from field work to client-ready deliverables. |
Master Component List
Reuse components with IDs, useful life, remaining life, categories, costs, units, and cost factors.
AI-assisted photo workflow
Bulk upload property photos and connect them to reserve components faster.
Editable report workflow
Generate Word/PDF reports from reusable templates, sections, and report-ready exhibits.
Production workflow features
- Import existing component lists and prior studies.
- Build and reuse a Master Component List across communities.
- Generate 30-year expenditure projections and funding plans.
- Compare Current, Threshold, and Full funding models.
- Run what-if scenarios with inflation, interest, and contribution assumptions.
- Execute batch updates and events with a single click.
- Auto-generate funding plan recommendations and customizable narrative reviews.
- Publish reports, disclosures, and editable exhibits.
- Archive previous reserve studies for continuity and QA.
User-Friendly and Versatile
- Develop comprehensive capital reserve budgets.
- Generate 30-year expenditure projections.
- Analyze the potential impact of inflation and interest rates.
- Compare various cash flow models.
- Generate insightful “what if” scenarios.
- Compare annual snapshots of crucial metrics.
- Execute batch updates and events with a single click.
- Auto-generate funding plan recommendations and customizable narrative reviews.
Tools for repeatable study production
Reusable study structure
Standardize component categories, useful-life assumptions, cost factors, and report sections while keeping each study editable.
Scenario analysis
Generate funding plans, 30-year projections, and what-if scenarios without rebuilding workbooks for each client.
Photos and report support
Link site photos, component records, and report sections so the final reserve study is faster to assemble and easier for boards and managers to review.
Enterprise
Built for businesses who want a reserve study application for their customers.
Solution includes:
- Customizable domain
- Customizable Report
- Fully branded look
- All relevant features
Platform features for Reserve Specialist
Generate reserve studies in a fraction of the time.
Cut the manual production work, keep your methodology, and deliver polished client-ready reports faster with a Multi-Client subscription and Enterprise add-ons.
