PROPERTY PORTFOLIO MANAGEMENT SYSTEM

Managing multiple properties, owners, tenants, leases and financial transactions becomes difficult when everything is spread across separate files and manual records.

The Property Portfolio Management System brings the complete property management operation into one professional Excel-based platform, giving managing agents and property administrators greater visibility and control over the portfolio.

Manage:

• Multiple Property Owners & Ownership Records

• Properties, Buildings & Individual Units

• Tenants & Lease Agreements

• Billing & Charge Management

• Rent & Other Recoveries

• Receipts & Payment Allocation

• Tenant Deposits & Opening Balances

• Property & Portfolio Expenses

• Owner Remittances

• Owner Commissions

• Portfolio Performance & Reporting

• Financial & Management Dashboards

Built for residential, commercial and mixed-use portfolios, the system connects properties, owners, units, tenants, leases and transactions so you can manage the portfolio from one central operating environment.

Key capabilities include:

• 37 Integrated Sheets

• 4,988 Live Formulas

• 183 Named Ranges

• 30 Structured Tables

• 4 Live Charts

• Multi-Owner Portfolio Management

• Lease-Based Billing

• Deposit & Arrears Opening Balances

• Owner Remittance Management

• Portfolio Performance Monitoring

Whether you manage a small collection of properties or a growing multi-owner portfolio, this system provides the structure needed to keep property, tenant, lease and financial information connected and visible.

Stop managing your portfolio through disconnected spreadsheets. Build your property management operation around one connected system.