Artifact Checklist

Know what is available before the review gets noisy.

This checklist helps buyers separate public trust materials, normal review topics, and the deeper guided diligence that makes sense after serious evaluation starts.

Checklist

Three layers of diligence artifacts

The right sequence keeps legal and security review grounded in real implementation questions.

Public now

Available without a call. Send these to a reviewer before the first meeting.

  • Security overviewHow sign-in, access, customer data separation and audit logging are handled.
  • Trust CenterCurrent control posture in one place, including what is aligned versus independently audited.
  • Service-provider disclosureThe categories of service providers involved in delivering Sentus.
  • Procurement FAQThe questions security and legal reviewers ask first, answered up front.

Typical buyer review

Normal diligence topics. We cover these in writing during evaluation.

  • Buyer-specific security questionsSend the questions in scope; the team will identify which current evidence can support the review.
  • Role and company-scope modelHow company scoping and role membership keep one operator’s data out of another’s.
  • AI governance and advisory positioningWhere AI assists and where a person remains responsible for the decision.
  • Incident response and access reviewHow incidents are detected and escalated, and how access is reviewed and revoked.
  • Migration sequencing and controlsWhat moves first, what stays in your current PMS, and how cutover risk is bounded.

Guided diligence

Buyer-specific work once evaluation is serious. These are built for your portfolio, not published.

  • Implementation assumptions for your portfolioDoor count, unit mix and current tooling mapped to a realistic rollout.
  • Architecture walkthroughA working session on data flow, retention and integration boundaries.
  • Risk mapping by current PMSWhat changes if you are on AppFolio, Buildium, Yardi or a mixed stack.
  • Buyer-specific trust and security Q&ADirect answers to your reviewer’s questionnaire, in their format.
Next step

Want the checklist mapped to your current stack?

We can walk AppFolio, Buildium, Yardi, or mixed-stack buyers through the right diligence order.

Book a DemoOpen Procurement Pack