Store files for easy access and retain copies of documents through either built-in features or integration with document management software.
Contact Management
Stores client information and history in a centralized database with search functionality
Lease Administration Platform Features (10)
Portfolio Administration
Track leases, owned properties, and subleases within the platform.
Lease Accounting
Manage accounts payable, accounts receivable, expenses, and percentage rent within the platform.
Lease Auditing
Identify potential savings in operations, locate leases to review, and examine detailed asset portfolios.
Document Management
Store and access relevant real estate documents or integrate with enterprise content management software.
Critical Date Alarms
Set customizable email or pop-up alerts for events such as rent escalation, security deposit maturation, and lease expirations.
Regulatory Compliance
Ensure FASB and Sarbanes-Oxley compliance with built-in management tools. Maintain an electronic record of approvals within the system.
Localization
Enables users to view and transact business with the same content in multiple languages and currencies.
Integration / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
Operational (7)
Contract Management
Simplifies the creation, review, and compliance of real estate leases, documents, and contracts
Communication Tools
Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.
Transaction Management
Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.
Mobile App
Provides a mobile version of the solution that can be accessed by on-the-go real estate agents
Opportunity Tracking
Tracks listings, closing rates, and overall pipeline information
Regulatory Compliance
Compliant with ASC 842 and/or IFRS 16 guidelines.
Accessibility
Allows users to track and control activity across cloud dashboard.
Functionality (4)
Lease Audit
Identifies potential savings in operations, locate leases to review, and examines lease portfolios.
Financial Management
Manages accounts payable, accounts receivable, and payments within the platform.
Portfolio Administration
Tracks lease inventory within the platform.
Critical Date Alarms
Sends user notification of critical dates.
Integration (2)
Real Estate
Integrates with real estate management solutions.
ERP System
Integrates with ERP Systems.
Automation (2)
Reporting
Automates accountant analysis and journal entry reporting.
Lease Data
Automate lease clause and data management.
Agentic AI - Lease Administration (3)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Lease Accounting (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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