For Administrators

Portal contracts require two company administrators who will:

• Setup properties
• Invite users
• Assign permissions to users/user groups for each property
• Manage license usage
• Monitor user access/permissions to properties
• Audit properties in license pools
• Manage and control the use of standard COA templates

For Property Managers

• Used for budgeting, reforecasting & reconciliation
• COA template supports standardize reporting and integration with accounting
• Imports lease data from accounting to limit manual entry
• Rent roll is one-stop shop for contract and spec leases, recoveries, occupancy, TIs and LC
• Calculates management fees based on gross income
• Dynamically calculates recoveries as expenses and occupancy change; supports gross-ups, caps, base years, and more
• Reforecasts can be rolled forward from budgets, retaining rent roll, expense and recoveries data and populated with actuals
• Industry-leading reports and back-up schedules for easy auditing
• Preferred by property managers for over 25 years

For Asset Managers

• See new Portfolios feature here
• Access to property-level reports using Quick Reports feature
• Create a Portfolio by selecting list of properties
• Access to real time budget and reforecast data
• Workflow allows AMs to lock budgets when approved and finalized
• Access to Portfolio Level Reports including but not limited to
  • Year-over-Year Comparison
  • Budget Comparison $/SF per Property
  • Drill-down Reports by Account or Property 
  •  Performance Summary: NOI vs. CF for each property in Portfolio
• All reports exportable to Excel
• Exports Speculative Leases into VTS