Corporate Housing 101: The Business Model

What corporate housing is, who the clients are, and how hosts earn on Roadmap Lodging.

Partner Portal Orientation: Your Sidebar Map

A guided tour of every section in the Partner Portal and when to use each one.

Account Setup: From Signup to First Listing

The complete setup checklist: profile, Stripe payouts, first property, calendar sync, and templates.

Operations Manual Index

The master map: every operational procedure in the business linked to its SOP or work instruction, organized by domain.

Tool Guide: The Dashboard and Your Daily Operating Rhythm

Turn the Dashboard into a 15-minute morning routine that sweeps messages, arrivals, pipeline, tasks, and payments in the right order.

Tool Guide: Calendar and Properties

Keeping Properties booker-ready and the Calendar as the single source of availability truth, with the weekly three-way reconciliation.

Tool Guide: Templates, Automations, and the AI Hub

The leverage layer: template discipline, safe AI drafting with the lease generator, and which work belongs on Automations.

Tool Guide: The Finance Suite, Transactions, Budget, and Reports

Driving Transactions, Budget, and Reports as one system: categorization discipline, attainment reviews, and the monthly close.

Tool Guide: The Investment Suite, From Market Research to Portfolio

The five Investment Tools as one acquisition pipeline: market validation, stressed underwriting, repair pricing, furnishing cost, and portfolio review.

Tool Guide: The B2B Pipeline, Winning Anchor Accounts

Running the B2B Pipeline as a relationship engine: targeting by placement volume, advancing on commitments, and converting accounts into recurring placements.

Tool Guide: The Rent Ledger

What the Rent Ledger tracks versus Transactions, the monthly receivables pass that catches missed and partial payments early, and how per-reservation balances feed the monthly close.

Tool Guide: Demand Radar, Reading and Acting on Demand Signals

How to read a Demand Radar signal, decide whether it justifies a pricing move, an outreach, a bid, or an acquisition look, and fold the check into the weekly rhythm.

SOP: Operating the Deal Board, Lead to Reservation

The standard operating procedure for moving every opportunity from first contact to a confirmed reservation.

SOP: Responding to Quote Requests and Submitting Winning Bids

How to evaluate a quote request, price it, and submit a bid that wins corporate business.

SOP: Agreements, Templates, Drafting, and E-Signing

Drafting lease agreements from templates, sending for e-signature, and tracking signing status.

SOP: Guest Onboarding, Check-In, and Check-Out

The standard procedure from confirmed reservation through move-out, including documentation that protects your deposit rights.

SOP: Filing a Security Deposit Claim

Exactly how to file a damage claim or cancellation forfeit, what proof is required, and what happens after you file.

SOP: Property Turnover Between Guests

A repeatable turnover system: inspection, cleaning, restocking, maintenance, and relisting, with vendor coordination.

SOP: Monthly Financial Close for Hosts

A monthly routine to reconcile payouts, categorize expenses, review per-property performance, and catch problems early.

SOP: New Property Walkthrough and Onboarding

The complete walkthrough checklist for bringing a new property into your corporate housing portfolio, from safety systems to furnishing gaps.

SOP: Property Inspection Program

The recurring inspection rhythm that keeps properties guest-ready: pre-arrival checks before every stay and a quarterly deep inspection.

SOP: Hiring and Managing Vendors

How to source, vet, trial, and manage the cleaner, handyman, and specialty vendors your operation depends on, with the paperwork that protects you.

SOP: Touring a Property with a Corporate Client

How to prepare, run, and follow up on an in-person or virtual property tour that converts a corporate decision-maker.

SOP: Guest Communication Standards

The touchpoint map and response-time standards for a 30 to 180 day stay, and how to run it through Messages, Templates, and Automations.

SOP: Client and Guest Verification

How to verify corporate clients and screen individual guests before handing over keys, with consistent criteria that keep you compliant.

SOP: Incident and Damage Response

The triage sequence when something goes wrong mid-stay or at checkout: stabilize, document, communicate, then decide between deposit claim and insurance.

Work Instructions: Pre-Arrival, Access, and Welcome

Work instructions with roles, timing, and review steps for pre-arrival messaging, keyless entry code management, and the digital welcome book.

Work Instructions: In-Stay Support, Extensions, and Departure

Work instructions for inquiry triage SLAs, the 30-day extension survey, departure instructions, and post-stay review solicitation.

Work Instructions: Turnover, Housekeeping, and Staging

The six-station turnover production line as work instructions: scheduling, deep clean standard, linens, restock, staging, and lost and found.

Work Instructions: Maintenance, Utilities, and Emergency Dispatch

Work instructions for the preventative maintenance calendar, between-stay utility verification, and the emergency dispatch matrix.

Work Instructions: Furnishing Standards and Supply Levels

Work instructions for the furnishing blueprint, the standardized corporate workstation, and central supply par levels.

Work Instructions: Corporate Invoicing, Expenses, and Compliance

Work instructions for itemized corporate invoicing and payment rails, weekly expense tracking, damage recovery, and permit and tax compliance.

SOP: Working the Leads Screen, Capture to Quote Request

How to capture every inquiry from every channel on the Leads screen, qualify it within four business hours, and convert it into a bid or a drafted agreement without leakage.

SOP: Messages, Running a Unified Inbox

The daily rhythm for the Messages screen: inbox-zero sweeps, template discipline, the four-hour response standard, escalation, and the hard rule that nothing off-platform ever goes in a message.

SOP: Tasks, the Operational Backbone

How to run the Tasks board as the single operational backbone: well-formed tasks, the vendor confirmation loop, turnover and inspection chains, and daily triage inside the morning rhythm.

SOP: Using the AI Agents, Drafts, Approvals, and Guardrails

Which AI agent to open for which job, how approval cards keep every action behind your explicit sign-off, the draft-only guarantees, and the prompting habits that make agents worth their minutes.

SOP: Team Access, Roles, Invites, and Permissions

When to add a team member, how View, Edit, and No Access permissions work per section, and how to invite, revoke, and wire each seat to the SOPs it owns.

SOP: Vendor Performance Reviews and the Coverage Map

A quarterly review rhythm built on the Vendor Performance screen and the Service Coverage Map: what to measure, when to trial a backup, and how to run the underperformer conversation.

Process Flow: The Booking Pipeline, Lead to Guest

The end-to-end path a deal travels through the system, and which screen owns each step.

Process Flow: Payment Lifecycle, What Happens When a Guest Pays

How money moves from the guest's card to your bank account, what the 5% fee is, and how deposits are held.

Process Flow: Cancellation and Refund Flow

What happens when a booking cancels: who cancelled decides everything, then the timing tiers set the refund.

Process Flow: Deposit Resolution, The Two 7-Day Clocks

The complete deposit resolution timeline: your filing window, the admin review window, and every possible outcome.

Process Flow: The B2B Sales Motion, First Touch to Signed Agreement

The corporate sales cycle as a swim-lane flow: gatekeeper, discovery, qualification, the two relationship routes, and the signed agreement.

Process Flow: The Marketing Engine, Channels to Pipeline

The demand engine as a swim-lane flow: paid and free channels, absolute CRM capture, speed to lead, and routing into the B2B and booking pipelines.

Process Flow: Landlord Acquisition, Lead to Signed Inventory

The supply-side sales motion as a swim-lane flow: landlord qualification, mid-term comping, the authorization and inspection gates, and onboarding.

FAQ: Payments and Payouts

Common questions about getting paid, fees, Stripe, and what shows up in Transactions.

FAQ: Security Deposits

Who holds the deposit, how claims work, what qualifies as damage, and every deadline that matters.

FAQ: Cancellations and Refunds

The refund tiers, what the guest gets back in each scenario, and how cancellations hit your payout.

FAQ: Platform and Account

Subscription tiers, team access, calendar sync, templates, and everyday platform questions.

Policy: Cancellations and Refunds

The official cancellation policy: refund tiers, fee treatment, and deposit treatment by cancellation type.

Policy: Security Deposits

The official deposit policy: platform custody, claim windows, proof standards, and resolution outcomes.

Policy: Payments and Fees

The official payments policy: what guests pay, what hosts receive, fee structure, and failed payment handling.

Policy: Certified Unit Minimum Standards

The minimum standard every Certified unit must meet, the self-audit attestation, and how random physical audits protect the credential.

Policy: Fair Housing and Consistent Screening

The platform's fair housing standard: identical written screening for every applicant, the federally protected classes, service and assistance animal accommodation, and documentation requirements.

Policy: Guest Data and Privacy

How Certified hosts must collect, store, share, retain, and dispose of guest data, and what a host must do when guest data is exposed.

Policy: Code of Professional Conduct

The commitments every Roadmap Lodging host makes: the standard of conduct behind the marketplace and the Certified credential.

SOP: Reporting an Ethics Violation

Who can report, what to include, where reports go, and the protections for good-faith reporters.

Policy: Ethics Enforcement and Certification Revocation

The outcome ladder for code violations, what triggers immediate revocation, appeals, and reinstatement.

Corporate Housing Internal Controls Matrix

A professional operator's control matrix: the key risks in this business and the control, owner, and frequency for each.

Playbook: ALE and Insurance Displacement Housing

How to win and serve insurance placements: what adjusters need, how ALE billing works, and how to become a go-to option.

Playbook: Healthcare Housing, Travel Nurses and Physician Placements

Win travel nurse and physician housing from hospitals and staffing agencies: who books, what they need, and how to turn one assignment into a year-round channel.

Playbook: Winning Corporate Preferred Vendor Contracts

The GUIDE methodology for landing recurring corporate accounts that fill your calendar without marketing spend.

Playbook: Pricing and Bidding Strategy

How to set base rates, when to flex, and how to bid to win profitably instead of racing to the bottom.

Playbook: Insurance and Relocation Partnerships

Become a standing vendor for insurance housing programs and relocation management companies: how panels work, what they score, and how to earn repeat placements.

Playbook: Risk Management and Insurance

The risk layers of a corporate housing operation and how to cover each: the right policy type, liability limits, COI discipline, and where deposits fit.

Playbook: Scaling with Team Access

When to bring on help, how to slice the operation into delegable roles, and how to wire each role into Team Access permissions and this hub's SOPs.

Playbook: The B2B Sales System, Selling as the Guide

The consultative sales system from the Roadmap Lodging B2B Playbook: discovery funnel, soft positioning, objection handling, and the hero's journey close.

Playbook: Cold Prospecting, Gatekeepers, and Qualification

Gatekeeper scripts, the two decision-maker entry points, and the green, yellow, red qualification framework that protects your selling hours.

Playbook: The Four Acquisition Models

Ownership, rental arbitrage, co-hosting, and lease matching compared: capital, risk, margin shape, sourcing landlord inventory, and choosing your blend.

Playbook: Local Marketing, Google Business Profile and Social

Google Business Profile optimization, the review engine, the LinkedIn plus visual-proof social pairing, and the four content pillars.

Playbook: Government and Military Placements

Win TDY, PCS, and contractor placements by pricing to the per diem, delivering voucher-ready receipts, and writing a fair orders clause: the paperwork channel most operators never learn.

Playbook: Construction and Project Workforce Housing

One superintendent can fill three units for a year. How to price per bed or per unit, write house rules that hold, and follow the contractor to the next project.

Playbook: University and Medical Education Housing

The academic calendar makes housing demand predictable a year out. Serve visiting faculty, GME cohorts, and intern waves, and renew the same coordinator annually.

Playbook: Legal, Production, and Specialty Verticals

Trial teams, production crews, consultants, and athletes pay for fit, not price. Serve them brilliantly when they call, and know when a niche deserves a built channel.

Playbook: Migrating Your Airbnb Properties to Corporate Housing

Which short-term doors to convert first, how to run hybrid while the corporate channel builds, and how to re-anchor your revenue math from nightly RevPAR to monthly contribution.

Playbook: Account Retention and Renewals

The retention system that keeps corporate accounts producing after the first placement: post-stay debriefs, quarterly check-ins, extension capture, renewal timing, and the three numbers to track.

Playbook: Filling the Gaps Between Contracts

How to decide whether a 2 to 6 week void between placements gets bridged, used for maintenance, or held dark, and the math that protects a signed contract start.

Playbook: RFP Response and Master Service Agreements

How to read a corporate RFP, price a bid against its real scoring weights, and negotiate the MSA, COI, and net-30 terms that follow, without giving away the margin you just won.

Playbook: Bankable Books, Financing, and Sellability

Occupancy screenshots do not get you a loan. How to produce a balance sheet, P&L, and Schedule E a loan officer takes seriously, the math a lender runs on them, and what makes an operation sellable.

Scripts: B2B Corporate Housing Objections, Part 1

The first eight of the fifteen objections every corporate housing buyer raises: price, incumbent vendors, internal approval, competing quotes, proposals, references, and the two classic stalls.

Scripts: B2B Corporate Housing Objections, Part 2

Objections nine through fifteen: budget, priority, bad past experiences, hotel preference, consistency, lease flexibility, and availability.

Scripts: Healthcare Housing Objections

The six objections that only come up when you sell housing to staffing agencies and hospitals, from the stipend question to the cancelled contract, with the script for each.

Scripts: Insurance and ALE Displacement Objections

The six objections that only come up in insurance displacement work, from the ALE cap to the open-ended claim, with the script for each.

Scripts: The Objection Field Card

One page to keep next to the phone. Every objection and the exact first sentence out of your mouth, for general B2B, healthcare, and insurance ALE.

You don't have a pitch problem. You have a which-human problem.

Across 41 operator conversations the single most common problem was not knowing which person inside a company books housing. Here is the role map, by industry.

Your contact list is not a demand list

We tagged a few hundred contacts as corporate and started building outreach on top of it. Then we read the list. A cautionary tale about the difference between a directory and a demand list.

Almost no one says no because of price

Seven of twelve host conversations ended in a no. The reason was almost never the money, and operators who discount to fix it are solving a problem that was never there.