Increase administrative productivity and manage your Lease Units and Contracts with more appealing manner; save time with automated billing and invoicing processes; allocate meter readings and costs to your tenants on the method you choose and use real-time reporting for more insightful analytics.
Unlock the power of 10+ features designed to tackle your daily productivity hurdles.
Create a multilevel unit structure and keep track of unit area changes. Add assets to buildings, upload pictures, floor maps, leave notes and save links related to a specific unit or property directly.
Store tenant data: company and contact information, personal data (as per GDPR requirements), bank accounts; separate existing and prospect tenants. Track due invoices, debts and payments.
Save time creating lease contracts on your branded templates with all the contract data filled in automatically, set up various pricing rules; add multiple services or lease units to one contract, set reminders on contract expiration date. Attach all the related lease documents to the Lease Contract Card and send it over to the tenants directly from the system.
Calculate common area maintenance fees and allocate those amounts to the tenants. Use different allocation methods depending on the type of costs: administration, taxes, maintenance, utilities etc. to create monthly CAM fees and distribute accordingly.
Solve property maintenance issues efficiently: track customers’ requests and plan the works; create work orders, assign responsible employees, set up appointment times. Manage status of the orders, prepare a purchase invoice/order if needed, and create sales invoice directly from the work order.
Create a recurring maintenance schedule for assets: planned inspections, elevator checks, and other periodic activities.
Grant tenants’ access to the web portal where they can check their contract details, input work orders and track their status, submit turnover/sales entries, download invoices and see payment history.
Create invoices for entire properties, or just for a specific service/tenant/lease unit based on charges calculated. Send out invoices automatically in PDF by email directly from the system.
Enjoy easy access to prepared build-in and PowerBI real time financial and real estate related reporting and statistics. Analyze your data from different sources all in one place by territories, buildings, sites or units as well as detailed rent, lease status, sales and financial reports.
Benefit from integrated financial accounting: create complete building, unit, lease, and tenant records to invoice your clients and manage overdue debts.
Feature for the electronic signing of contracts and other related documents – send the documents that has to be e-signed from the system, without a direct communication with the tenant.
Setup meters, build their structure and track meter readings. Assign multiple lease units to one or several meters; set different allocations to distribute those amounts and use import/export for posting the consumption.
Keep track of existing clients and new sales opportunities with real estate Microsoft Dynamics CRM software.