About Regal Communities
Regal Communities is a mobile home community owner-operator led by Founder & CEO Josh Schulman. The company owns communities across the United States, including Florida, Georgia, Texas, Arkansas, Pennsylvania, and Missouri, and is growing quickly—acquiring 17 communities in roughly eight months.
With 2,000+ residents today (and a goal of reaching ~5,000 by year-end) and 25 communities, Regal’s team manages a high volume of day-to-day requests across property operations and the back office, while also building repeatable systems that can scale as new communities are added.
“Their ability to translate complex processes into clean, intuitive, and efficient Monday workflows is exceptional.
–Josh Schulman, Principal at Regal Communities
We’re operating more efficiently, with better visibility and far less friction across the board because of them.”
The Challenge
Regal Communities adopted monday.com for property management before, but the setup became difficult to manage: too many boards, duplicated processes, and no consistent intake method—especially as the company scaled.
Key challenges included:
- Too many boards, not enough structure: Processes lived across many boards with overlapping use cases, creating confusion and extra manual work.
- Inconsistent task intake: Residents were supposed to submit requests through Yardi, but in practice most requests came directly to property managers by phone/text. Internal requests also arrived informally (calls, messages, hallway conversations).
- Limited accountability and visibility: Leadership needed a way to track ownership, due dates, responsiveness, and workload balance across departments and communities.
- Resident experience risk: Prior automation attempts caused resident-facing errors (ex: incorrect notices), creating frustration and trust issues.
- Reliance on outside help: Regal wanted a system their team could maintain—so new communities could be added and workflows adjusted without depending on an external expert for every change.
The Solution
Simpleday designed a foundational task management system in monday.com focused on three centralized workflows—each powered by standardized forms, assignment rules, and performance tracking.
- A unified workspace structure built for scale:
Instead of separating everything into state-based workspaces, the plan was to consolidate into one primary workspace (Enterprise permissions supported), using views/filters by state and community to keep it organized while enabling roll-up dashboards. - Three core boards + forms to standardize intake:
- Resident Requests (submitted via a monday WorkForm embedded on Regal’s website; managers can also submit on a resident’s behalf when requests come in by phone)
- Back Office Requests (internal teams submit requests via a form so tasks are captured, assigned, and tracked consistently)
- Vendor Requests / Vendor Management (vendor inquiries like invoice/payment issues plus tracking vendor documentation such as insurance, contracts, and compliance)
- Resident Requests (submitted via a monday WorkForm embedded on Regal’s website; managers can also submit on a resident’s behalf when requests come in by phone)
- Automation-based routing and coverage (Batman & Robin):
Requests can be automatically assigned based on category/type, with a primary owner and backup owner to prevent tasks from stalling during PTO or coverage gaps. The solution also included integrations with Yardi and Make. - SLA-driven due dates and performance tracking:
Regal outlined target response and resolution timelines by request type (ex: collections, leasing, urgent vs. non-urgent maintenance). Due dates can be extended with a tracked reason to support accountability without losing context. - Workload visibility:
Dashboards (including workload/capacity views) help leadership see who is overloaded, where bottlenecks are forming, and whether task volume is distributed fairly.
The Impact
This build sets Regal up with consistent request intake, clear ownership, and leadership-level visibility—so the team can grow to 5,000 residents without rebuilding processes. As a result, Regal now has:
- One consistent intake process for resident, back office, and vendor requests
- Clear ownership, due dates, and follow-through across teams
- Better resident experience through faster response times and fewer missed requests
- Leadership visibility into workload and community-level trends (ex: repeated issue types in specific communities)
- A repeatable model to onboard new communities without rebuilding processes from scratch
Overall, this case study is a an example of a successful monday.com property management implementation.
