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Optima Flow
Founding offer: 6 months free for the first 10 companies

Property management software built by a property manager.

Optima Flow runs the whole office in one place: trust accounting that ties every day, rent, owners, tenants, leasing and maintenance. It tells your team what needs a person, and quietly does the rest.

No card to start. Then $1.50 per door per month, everything included.

Optima Flow month close page with the trust position tying to the penny
Tenant portal on a phone showing the balance and a Pay rent button
Every feature, one plan
No setup fee
Month to month
Your own private database

Why Optima Flow

Less to remember, fewer calls, books you can stand behind.

Most property management software records what you did. Optima Flow was built to tell you what to do next, and to make the books impossible to get quietly wrong.

Trust books that always tie

Every owner’s money and every deposit has its own ledger. The trust account is checked against them all the time, so a mistake shows up the day it happens, not at your audit.

The to-do list writes itself

Lapsed vendor insurance, a deposit statement coming due, a notice the law says you owe. Optima Flow works it out from your records and puts it on Today.

Owners and tenants help themselves

Owners see statements, repairs and tax forms. Tenants pay, report issues with photos and message the office. All from their phone.

Today

Open it in the morning and know what needs you.

Today gathers what needs a person from every corner of the office: reconciliations not done, applicants owed a notice, inspections due, rent clearing too long. Nobody writes any of it down, and it clears itself once it is done.

  • Worked out from the books and the calendar
  • Checklists for move-ins, turnovers and renewals
  • Search, or type a question and get the steps
Optima Flow Today page listing what needs doing across the office

Owner portal

Statements owners can read without calling you.

Owners see their balance, income and expenses by property, work waiting on funds and every repair, with a PDF statement any time. Their money is held separately from every other owner’s, and the statement says so.

  • Split by property, the way Schedule E wants it
  • Repairs, inspections, leases and tax forms
  • Owners add the bank account they are paid into
Owner portal statement showing opening balance, income, expenses and closing balance

Maintenance

Work orders that keep moving, with vendors you can trust.

Tenants report issues from their phone with photos. You set the priority, send the job to a vendor in their own portal and watch the cost against the owner’s approval limit. A vendor whose insurance has lapsed gets flagged before they go out.

  • Emergency, urgent and routine priorities
  • Vendor portal for accepting jobs and invoicing
  • Inspections with photos, video and AI move-out comparison
Maintenance list with an emergency work order and a vendor insurance warning

Everything included

One system for the whole office. No modules to add on.

All features

Trust accounting

Books a broker can sign. Every owner and every deposit has its own ledger, and the trust account ties at all times, not only at month end.

Trust that always ties · Month close, in order · Three-way reconciliation · Owner money stays separate · Owner statements and 1099s · Your company’s own books

Rent and collections

Tenants pay from their bank, late fees run on schedule, and the hard conversations follow the same steps every time.

Online rent and autopay · Checks, cash and money orders · Late fees on schedule · Notices and payment plans · Who is behind, at a glance

Leasing

From the first inquiry to the signed lease without leaving the system.

Listings and syndication · Showings, including self-guided · Leads that get followed up · Applications and screening · Leases and e-sign · Renewals

Maintenance and inspections

Work orders that move, vendors you can trust, and condition records that hold up at move-out.

Work orders · Vendor portal and insurance · Inspections with photos · Move-out photo comparison · Deposit statements on time · Care plans

Owner and tenant portals

Owners and tenants answer their own questions, on any phone, so fewer of them call.

Owner portal · Tenant portal · Messages with photos · Phone apps · Notices to everyone

Running the office

Less to remember. The system works out what needs a person and puts it in front of the right one.

Today · Checklists · Ask how to do something · Owner leads and referral partners · Take over a portfolio · Audit log and security

Built in the office, not in a boardroom

We run a property management company on it. Every day.

Optima Flow started inside Optima Property Management in Utah, because the software we could buy kept asking us to remember things a computer should. Rent, owner payouts, renewals, deposit statements and trust reconciliations all run through it in our own office before they reach yours.

When something trips us up, we fix it. When you tell us something trips you up, we fix that too, and you can usually reach the person who built it.

Rules in the database

Trust rules are enforced where the money is recorded, so a screen or a shortcut cannot break them.

Every change recorded

An audit log of who changed what, and a mail log of every email the system sent.

Private by design

Each company gets its own install and its own database.

Secure sign-in

Two-step sign-in and passkeys for your team, owners and tenants.

Pricing

One simple price per door.

No tiers, no add-on modules, no setup fee and no 50-door minimum. Start with 6 months free, then pay only for the doors you manage.

Work out your price

Optima Flow

$1.50 per door / month

$99 monthly minimum (covers up to 66 doors)

Founding offer

First 10 companies: 6 months free and your price locked for as long as you stay.

Claim a founding spot

Questions

Good questions to ask any software company.

What counts as a door?

Each rentable unit you manage, rented or vacant. A single-family home is one door; a duplex is two.

What happens after the 6 free months?

You decide. Stay and it is $1.50 per door per month, with a $99 monthly minimum. There is no card on file during the free months, so nothing is charged unless you say yes.

Is there a setup fee or a long contract?

No setup fee and no annual contract. It is month to month once the free months end.

Will my price go up later?

The first 10 companies keep their per-door price for as long as they stay with us.

How do I move over from my current software?

Optima Flow has a guided takeover for bringing in owners, properties, leases and balances, and we do it alongside you during the free months so your first month close is right.

Is my company’s data kept apart from other companies?

Yes. Each company runs on its own install with its own database, not a shared one with a company column. Your owners, tenants and books never sit in the same database as anyone else’s.

Does it work outside Utah?

It was built around Utah’s trust account and notice rules, so Utah brokerages fit best today. If you manage in another state, tell us which one when you sign up and we will tell you plainly what fits and what does not yet.

Who builds it?

Optima Flow was built inside Optima Property Management, a Utah property management company that runs its own office on it every day. Problems we hit get fixed for everyone.

Try it on your own portfolio, free for 6 months.

No card to start. We set up your company, help you bring your owners, tenants and balances over, and you decide at the end.