We speak Native SDA

StepFree speaks the language, rules, and workflows of SDA from the ground up.

Stop trying to make traditional property management software do a job it was never designed to do -- and will never do well.

StepFree is structured around the way SDA providers actually operate. Participants are treated as participants, not tenants, and SDA is managed through claim workflows rather than generic rent logic. Housing types, design categories, and SDA classifications are built in as standard, so your team starts with the right operating model from day one. Enter an address, housing type, and SDA classification, and StepFree will automatically cross-reference various databases, including the latest NDIA Pricing Arrangements, to prefill the relevant location factor and maximum claimable amounts.

Ready to solve your biggest SDA pain points?

Book a demo now and see how StepFree can typically save at least one full-time role by solving the claims, compliance, and reporting issues slowing your team down.

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Claim lifecycle graphic

From daily claims to payment, with built-in exception recovery

StepFree keeps mainstream claim flow clear while preserving dedicated resolution paths for blocked or rejected items.

  1. Daily Claims

    Daily claim line generation

  2. Ready to Batch

    Validated and claimable

  3. Batch Processing

    Submission and reconciliation workflow

  4. Paid

    Settled and reconciled

Side path

Unclaimable recovery loop

  1. Unclaimable

  2. Workflow Resolution

  3. Back to Ready to Batch

Side path

Rejected claim recovery loop

  1. Rejected

  2. Workflow Resolution

  3. Back to Batch Processing

Core modules

Operational coverage across the full SDA workflow

Portfolio, participants, and tenancies

Manage properties, participants, occupancy, and tenancy records inside one connected operations layer.

Agreements, service bookings, and claims

Move from tenancy setup to service delivery, claim generation, batching, and submission with linked evidence.

Owner portal, contacts, tasks, and communications

Maintain stakeholder visibility with owner-ready financial views, contact workflows, operational tasks, and communications.

Settings, admin portal, and API integrations

Run customer operations, billing controls, integration health, and endpoint-connected automation from one admin surface.

Role and permission governance

Apply provider-boundary data protections and role-based access controls to keep user actions and records correctly scoped.

Audit-ready compliance posture

Capture claim states, exceptions, approvals, and operational changes with traceable records built for compliance reviews.