Multifamily Suite Brochure

YARDI Multifamily Suite
™
Smarter Solutions for Places that Matter™
Places that Matter
Every property you manage is important, and you make decisions knowing that each apartment or housing unit is a home that means
something to its owners, managers, and residents. We understand your commitment to providing the best quality homes for your residents,
and the greatest value to your property owners and investors. Our smarter solutions make it easier for you to take care of your customers,
and the employees in your organization.
Places that Matter
to You, to Your Customers, to Your Community, to Us
YARDI Multifamily Solution
Yardi Multifamily Solution
YARDI Voyager
®
YARDI Suites
Yardi Marketing Suite
RENTCafé Procure to Pay
7
RENTCafé Connect 13
RENTCafé CRM 17
Pro
RENTmaximizer 21
Resident Screening 25
Business-Wide Platform
ResidentShield 29
The Yardi Multifamily Solution includes comprehensive
front office and back office services integrated into one
system with complete business intelligence and mobility.
Once you standardize your operations in Voyager, you
can utilize the entire single solution stack and gain further
efficiencies, cost savings, and a competitive advantage.
Smart Energy Suite
33
Payment Processing 37
Procure to Pay 41
Advanced Maintenance 45
Orion Business Intelligence
49
Matrix 53
eLearning 57
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Voyager Residential
Key Benefits
»»
Features a single platform and database
with full drilldown for true visibility
»»
Utilizes automated workflows modeled
on industry-standard best practices
The most advanced Software as a Service
property management platform for residential
real estate with built-in accounting, real-time
performance analytics, and complete mobility.
»»
Includes hundreds of standard reports and custom
analytics with drilldown to transaction-level data
»»
Offers a suite of built-in smart additions for the
flexibility to create a full business solution
»»
Leverages Software as a Service
(SaaS) deployment and benefits
»»
Delivers real-time access through all major Web
browsers to execute leasing and provide resident
services from smartphones and tablets
Yardi | 1
YARDI Voyager Residential
Key Features
®
Yardi Voyager is an end-to-end platform combining financial and property management information in a single, centralized database — with mobile access to execute leasing,
provide resident services, view dashboards, and complete tasks from smartphones and tablets. Add products from the Yardi Marketing Suite™ and Yardi Multifamily Suite™ and take
advantage of our comprehensive front office and back office tools and services for a full business multifamily real estate solution. If you have single family properties in your portfolio,
add the Single Family Homes toolset to provide property setup templates, role-based dashboards with key performance indicators, automated workflows, and analytic reporting for
your single family properties.
Efficient Management
»»
Compatible with all Web
Mobile Solutions
browsers and mobile devices
The Voyager platform provides seamless integration with our
mobile apps so you can execute leasing, provide resident
services, and complete tasks and approvals right from your
mobile device. License our suite of products for access to
mobile apps including RENTCafé Resident, Yardi PAYscan
Mobile,™ Yardi Maintenance Mobile,™ Yardi Maintenance
Manager Mobile,™ Yardi Inspection Mobile,™ and more.
Yardi mobile solutions are optimized for iPhone and iPad,
BlackBerry smartphones, and Android™ smartphones
and tablets.
®
Streamlined workflows help manage check writing, approve work
orders, process purchase orders, and set up new leases, move-ins
and move-outs, and more. Voyager performance tables allow you
to configure stored procedures to meet your individual property
management requirements.
Search for residents
using a pop-up window
– and stay on the
screen you’re viewing.
®
®
»»
Streamlined leasing workflow
Schedule and complete
inspections from a
smartphone or tablet;
assigned inspections
appear instantly on the
®
access to your favorites
regularly visited screens and history
and search history.
»»
Correspondence management
for resident communications
»»
Property brochures, automated
hot sheets, and quote sheets
»»
Service contract feature lets you
Smart Software
process purchase orders, change
orders, and payables for contracts
Voyager has smart navigation tools including a menu search box to
find functions and a site search box to find account information quickly
and easily. Make a favorites list of the screens you use most or use
the history function to see where you’ve been. If you’re a keyboard
power user, you can set up shortcuts to your favorite screens.
With Voyager, you can work on a desktop computer, laptop computer,
Microsoft Surface,™ Apple iPad, Android™ tablet, and all major
smartphones. And because it’s browser independent, you can choose
the browser that works for you.
®
»»
Hosting options include Yardi
SaaS and Yardi SaaS Select
»»
Integration with Orion provides
360º business intelligence
®
Voyager provides standard performance tables that warehouse your data. You can
populate these tables with stored procedures that can be run on a predetermined
schedule. Analytic views include optional graphs.
2 | Yardi
work order tracking
»»
Smart data entry and quick access to
data entry and quick
®
®
»»
Integrated maintenance and
and custom report writing
and includes smart
®
move-in, move-out accounting
»»
Analytic reporting with drilldown
works for all browsers,
System-wide transparency, reporting, and audit trails give you
superior insight. For a 360-degree portfolio view, Yardi Orion Business
Intelligence brings together your operational, financial, and ancillary
services data from Voyager and Yardi Resident Screening,™ Yardi
RENTmaximizer,™ and the Yardi Smart Energy Suite to provide unique
business intelligence through specialized dashboards featuring actionoriented monitoring and analytics.
»»
Integrated general ledger and automated
inspector's device.
Search functionality
Business-Wide Insight
»»
Configurable role-based dashboards
Extend the Voyager property management and accounting platform with integrated value-add
products from the Yardi Marketing Suite, Yardi Multifamily Suite, and Yardi Investment Suite.™ Our
across your entire portfolio
suites feature comprehensive marketing, leasing, facilities management, energy management,
procurement, invoice processing, payment processing, business intelligence solutions, and more.
Yardi | 3
Financial Management
Key Features
Yardi Voyager Residential is a complete accounting system designed to meet all applicable GAAP and IFRS requirements. The full-featured general ledger makes financial
management processes efficient and responsive to unique organizational policies and procedures. With tools including multiple sets of books, general ledger allocation, recurring
journal entries, segmented accounting, intercompany accounting, financial entity setup, and account trees, Voyager has the accounting power to support your business.
Accounts Receivable
Accounts Payable
Voyager provides comprehensive accounts receivable functionality including resident
invoicing, automatic or manual payment receipting, creation of letters and statements, and
back rent calculation based on different calculation types. Accounts receivable functionality
is fully integrated with the general ledger, cash receipting, and accounts payable in Voyager
for real-time data entry with batch and quick receipts, unlimited recurring charges, and late
fee management with grace periods. Furthermore, Voyager manages complex rent rolls,
including overages and turnover rents, and tracks multiple checking accounts.
Voyager streamlines the payables process and reduces costs by converting paper
invoices into efficient electronic transactions virtually eliminating paper and mailing
costs. Automated workflows create additional efficiencies as invoices are routed
through the approval process through vendor payment.
»»
Unlimited number of financial
General Ledger
entities with varying fiscal years
The powerful general ledger allows your organization to use a single chart of account with configurable
accounting segments. The system offers standard cash and accrual books with the ability to create
multiple configurable books. Users can drill down to base transactions from high level reports.
hh
Distribute expenses from a source property/entity to multiple target properties/entities
based on predefined allocation percentages
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Create consolidated journal entries and apply them automatically
to multiple individual entities based on percentages or statistical data
»»
Recurring journal entries with
formula-based calculations
»»
Analytic/audit dashboards for
reviewing receivable, payable,
and job cost transactional data
»»
Simultaneous cash and
accrual basis accounting
Voyager can generate both one-time and recurring invoices. The system can
produce customizable rent statements and reconciliation letters to residents as
well as generate statements in bulk for printing or sending automatically by email.
»»
Streamlined payables process
that converts paper invoices
into electronic transactions
»»
Comprehensive budgeting tools
»»
Automated bank reconciliation
»»
Check writing capability
with your paper stock
Role-based dashboards display tasks that need
4 | Yardi
The Invoice Register Dashboard shows the status of all invoices, eliminates
to be completed on a daily basis. Dashboard
paper processing requirements, and helps avoid bottlenecks with vendors. Data
reporting gives a complete record of financial
presented on the dashboard includes drilldown to vendors and payment status.
transactions with drill-down capabilities.
Yardi | 5
RENTCafé
Key Benefits
»»
Fulfills all property marketing, leasing, and
resident service needs from one platform
»»
Appeals to users and search engines
using dynamic, responsive design
»»
Maximizes leads with social media marketing
and reputation management tools
»»
Attracts prospects and turns leads into
leases with smart conversion features
»»
Expedites the leasing cycle with complete
online lease execution and renewals
»»
Adds efficiency and heightens prospect and
resident satisfaction with convenient mobile apps
6 | Yardi
A powerful multifamily
marketing and leasing platform
featuring dynamic websites and a
multichannel marketing management
system with social media and
classified posting tools—plus online
leasing, rent payments, and
maintenance requests.
Yardi | 7
RENTCafé
®
Overdue
Pending
Completed
Unassigned
Awaiting Approval
Approved
RENTCafé connects you with prospects and residents more quickly than ever before. Attract prospects with corporate and property marketing websites, social media marketing, and
classified posting tools. Convert leads through step-by-step online leasing. Retain residents by offering convenient online payments and maintenance requests. Gain trusted referrals
and manage your reputation with built-in solutions. Complete mobility and seamless integration with Yardi Voyager, RENTCafé CRM™, and RENTCafé Connect™ presents prospects
with real-time pricing and unit availability, ensuring you never miss an opportunity to turn a lead into a lease.
®
®
®
Instantly view assigned, completed,
overdue, approved, and pending tasks
with the RENTCafé Marketing Manager.
®
TM
Yardi | 9
RENTCafé includes Facebook apps that allow you
to deliver unit availability and execute online leasing
directly from your property’s Facebook page.
With our social media management
tools, you can post conveniently
to Facebook, Twitter, and
RENTCafé property marketing
Instagram from one central hub.
websites are optimized for display and
functionality on any size screen.
Quickly create and track effective
classified ads with customized templates
featuring easy-to-use drag and drop
widgets with RENTCafé Classifieds.
®
8 | Yardi
TM
Property Marketing Sites
Corporate Marketing Sites
Social Media Marketing
Classified Posting
Digital Marketing Manager
Reputation Management
Showcase your communities with property marketing
sites that provide appealing, content-rich designs and
easy-to-use features, including large photo displays,
convenient mouse-over floor plans, videos, blogs,
user-generated ratings and reviews, and much more.
Responsive design increases your mobile presence and
improves the customer’s digital experience.
Create a customized website to professionally represent
your corporate brand. An integrated geographic
apartment search allows prospects to search for
available units at all of your properties. Manage both your
corporate site and your property websites from a
single solution.
Power your social content posting strategy. Tap into
your residents’ social networks to increase your
prospective audience and lower your marketing
costs. Built-in tools expand your online presence
and incentivize residents to give trusted referrals
to friends, family, and colleagues.
Attract and convert more leads using RENTCafé
Classifieds to quickly create compliant, trackable classified
ads for Craigslist. Reduce the potential for errors and
drive opportunities using intuitive drag and drop widgets
to define amenities, photos, and other fields. Detailed
reports on ad activity, conversion rates, and more provide
insight into campaign effectiveness.
Manage content marketing for multiple properties
with RENTCafé Marketing Manager, a multichannel
marketing management system designed specifically
for multifamily. Users can save, search, and share
content, as well as communicate with team members
at other communities.
Ensure you make an accurate first impression with
today’s online renters. The RENTCafé reputation
management program empowers your staff to track,
review, and manage online ratings from Yelp, Facebook,
ApartmentRatings.com, ApartmentReviews.net, and
Renter’s Voice. RENTCafé also tracks corrective action
taken on problematic reviews.
Yardi | 9
Online Leasing
Concierge Services
ILS Data Syndication
Provide prospects with real-time pricing and unit
availability through your property websites and via
Facebook with step-by-step online lease execution.
Activate comprehensive price and lease term selection,
self-screening capabilities, and renters insurance
fulfillment when used with Yardi RENTmaximizer™,
Yardi Resident Screening™, and ResidentShield
Protection Plan™. Complete leases online while
seamlessly directing residents to set up utilities with
ConnectMyUtilities™ integration.
Enhance the resident experience with expanded online
services through Yardi Concierge™. Completely integrated
with Voyager and RENTCafé, Concierge enables residents
to authorize guests, set notification preferences, reserve
amenities, and track deliveries online.
Oversee your digital marketing in one convenient place
with our Internet Listing Service (ILS) syndication tools.
Automatically update your online listings nightly with
current prices, availability, photos, amenities, office
hours, pet policies, and more.
Key Features
»»
Dynamic corporate and property
marketing websites with full mobility
»»
Built-in social media marketing
and referral programs
®
Expanded Resident Services
Increase retention by providing in-demand, expanded
services that residents expect. Available as both a
responsive website and a mobile app, the resident portal
allows renters to easily, securely, and instantly update
their profiles, view balances, make online payments, and
submit maintenance requests with photos and voice
memos. Encourage residents to stay connected with
your community through online announcements and
calendar events.
Eligibility and Compliance
Extend your online presence by adding RENTCafé
Affordable Housing™ for properties receiving federal or
state housing subsidies and requiring compliance. Set up
standard process workflows or create your own to meet
your specific business needs. Applicants can complete
online applications at their own pace using an easy,
step-by-step process.*
»»
Classified posting solution and
®
centralized digital marketing manager
»»
Reputation management tools to
Optimized for iOS and Android platforms,
track, review, and manage ratings
our RENTCafé Resident app provides
instant access to residents on the go.
»»
Prospect and resident portals
with online and mobile
services, including leasing
*Please see separate product information sheet for features
available with RENTCafé Affordable Housing.
»»
ILS data syndication with
automatic updates
»»
Customizable creative and
Professional Services
Expand your marketing influence with RENTCafé Reach™ and RENTCafé Creative™ professional services. Whether
you need assistance with search engine optimization, pay per click advertising, or creative design, RENTCafé
experts are available to support your marketing initiatives. SEO and SEM services ensure that prospects find your
communities online. Creative services help you capture and convert leads with outstanding design.
®
®
RENTCafé TextPay™
SEO and SEM services
»»
Complete integration with
Voyager, RENTCafé Connect,
and RENTCafé CRM
®
gives residents a
RENTCafé Reach
convenient and secure
mobile option to review
balances and make
payments via SMS
text messaging.
Available on the
Reach more prospects with professional search engine optimization and search engine marketing. RENTCafé
Reach helps you target potential residents who are actively searching for a place to live. Give your communities
a major boost online with full-service SEO and pay per click advertising consulting and management, including
in-depth analytics.
RENTCafé Creative
Attract potential residents to your properties with customized web design that engages and converts. The
RENTCafé Creative team can create floor plans, interactive maps, branded templates, and more—designed
to exactly match your specifications. Work with experts to develop appealing visual representations that will
encourage prospects to take the next step.
10 | Yardi
Yardi | 11
RENTCafé Connect
Key Benefits
»»
Maximizes and controls your spend while
promoting prospect and resident satisfaction
with a smart digital answering service
»»
Offers on-demand live agent support via call,
chat, and email with experienced property
management and leasing professionals
»»
Records calls for playback directly from
Voyager for quality assurance
»»
Promotes your properties’ key selling points,
policies, and resident procedures
»»
Delivers lead-to-lease reporting and smart
A seamless extension of your leasing
and management office. Designed to be
invisible to your prospects and residents
– and transparent to you – this flexible
solution increases property occupancy
and promotes resident satisfaction with all
activity recorded directly in Yardi Voyager®.
analytics for unprecedented visibility into the
performance of your property marketing strategy
12 | Yardi
Yardi | 13
RENTCafé Connect
®
The Customer Connection Center consists of experienced, trained property management and
™
An extension of your leasing management office, RENTCafé Connect is a full-service solution that increases
property occupancy by eliminating missed sales opportunities. Promote resident satisfaction and reduce move-outs
by providing timely assistance. Designed to be invisible to prospects and residents – and transparent to you – this
flexible solution manages inbound communication with digital answering services available around the clock, plus live
agent support through the Customer Connection Center accessible on demand. Get the best of both worlds without
breaking your budget. By leveraging information specific to your community from RENTCafé™and Voyager, RENTCafé
Connect acts as an extension of your leasing office 24 hours a day, 365 days a year.
leasing professionals that provide your prospects and residents with superior service.
Key Features
»»
Digital answering service for automated
Control Spend
inbound message management
RENTCafé Connect helps you manage expenses and
stay within your operating budget. This adaptable
program delivers an efficient digital answering service
with optional skilled Customer Connection agents
available on demand. With the ability to turn this service
on or off at your discretion, you can take advantage of
live support without exceeding your budget, giving you
complete control over your marketing spend.
»»
On-demand leasing and resident phone
support, available 24/7, 365 days a year
»»
Specialized email and chat support
»»
Guest cards, appointments,
maintenance requests, and payments
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each marketing source and
Eliminate missed sales opportunities by never missing
a lead. RENTCafé’s Customer Connection Center
directs your leasing calls, emails, and chats to highly
skilled agents who will create guest cards and schedule
qualified appointments to tour your property. In addition,
RENTCafé Connect tracks the marketing source of each
call. This capability, combined with smart reporting tools,
helps you analyze the impact of your marketing dollars
so you can refine and reduce spend to maximize ROI.
property upon request
»»
Calls recorded and accessible within
Voyager for quality assurance
»»
Analytic reporting with complete
visibility into your marketing spend
»»
Onsite management staff notified
of activity as it occurs via email
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A digital answering service when you want it. On-demand access to live agent support when you need it most.
14 | Yardi
»»
Unique phone numbers for
Maximize Marketing Dollars
T
LI
E
entered directly into Voyager
LEASI
Retain Residents
RENTCafé Connect provides superior service tailored
to your residents, increasing satisfaction and lease
renewals. Because RENTCafé Connect is seamlessly
integrated with Voyager, Customer Connection agents
enter maintenance requests and credit card payments
directly into your property management system in real
time. Agents leverage notes and history within Voyager
to offer the best customer experience when answering
questions and resolving issues. No other call center can
offer that.
Integrates with RENTCafé CRM™
®
for instant resident, prospect, and
lead alerts at your fingertips.
Yardi | 15
RENTCafé CRM
Key Benefits
»»
Simplifies the leasing process, allowing agents
to complete leasing tasks from any location
»»
Makes real-time lead tracking reliable for
accurate traffic counts and lead sourcing
»»
Eases the move-in, move-out, and lease
renewal processes for staff and residents
Turn leads into leases, improve
resident retention, and maximize
your marketing ROI with our
end-to-end leasing and customer
relationship management solution.
»»
Schedules prospect and resident follow-up
for customer relationship management
throughout the lease lifecycle
»»
Ensures optimal visibility into your leasing
office, eliminating missed opportunities
»»
Provides performance reporting for advertising
and marketing campaigns for increased ROI
»»
Eliminates manual data entry and duplicate records
16 | Yardi
Yardi | 17
RENTCafé CRM
®
Key Features
™
»»
Automated notifications ensure
Our end-to-end leasing and customer relationship management solution allows you to conduct prospect and resident services from your tablet or desktop, with instant real-time data
from Yardi Voyager. Fully integrated with Voyager, RENTCafé, and RENTCafé Connect™, RENTCafé CRM accesses contact, lead, lease, resident, and property data and packages it
in an intuitive and mobile format for your leasing consultants. It provides automated leasing and CRM activities in one integrated, transparent system so you have total visibility into
your leasing office. Leasing consultants can easily step prospects through the leasing cycle from initial contact through online lease execution, as well as promptly assist residents
during move-in, move-out, lease renewal, and maintenance requests—without being tied to a desktop.
®
®
every lead is serviced with unlimited,
®
customized follow-ups
»»
Instant access to real-time unit
availability and lead transfer
to sister properties
Mobile Leasing Management
»»
Accurate reporting on marketing
RENTCafé CRM features unlimited customized follow-ups for both
prospect and resident activity. Real-time lead notifications, tracking,
and management reporting helps your leasing consultants
identify prospects—even before they step foot on your property.
Additionally, RENTCafé CRM powers your customer relationship
management throughout the leasing process, continuing after the
customer moves in, all the way to renewal. Facilitate easy customer
communication using the incorporated Voyager correspondence
engine and professional email templates.
spend, employee performance,
traffic patterns, and more
»»
Operations and leasing dashboards
with analytics from Voyager
»»
Real-time lead identification, evaluation,
tracking, and management
»»
Full integration with Voyager,
RENTCafé, and RENTCafé Connect
Instant Response
Gain total visibility into your leasing office when you channel daily
leasing and CRM activities into one integrated, transparent system.
Dashboards featuring up-to-the-minute operations detail, leasing
data, and residential analytics—with drilldown and access to custom
reports—ensure your staff provides accurate information to your
prospects, applicants, and residents. RENTCafé CRM also tracks
your advertising sources with complete accuracy to reveal how your
marketing dollars are performing. As a result, you can capture and
track every lead, make your advertising more productive, and convert
more prospects into residents to optimize rental revenue.
Access your dashboards, contacts, leads, calendar, and leasing activity with a single tap.
View property listing details, lead data,
resident service requests, and detailed
analytics in one seamless interface.
Smarter Leasing
Benefit from the workflow efficiency and competitive advantage supplied by an end-to-end tablet leasing
tool. All the leasing activities and prospect and resident support you perform at your desk, you can now
execute from any location—including real-time rental pricing, applicant screening, and renters
insurance fulfillment when combined with Yardi RENTmaximizer™, Yardi Resident Screening™,
and ResidentShield Protection Plan™.
®
Improved Performance
Analytic reporting on agent performance, property positioning, and the effectiveness of your marketing
campaigns provides timely information to better manage your leads and contacts, sign more leases,
and improve your team’s performance. With RENTCafé CRM analytics, you can turn accurate data
into actionable information that increases your ROI.
18 | Yardi
Yardi | 19
RENTmaximizer
Key Benefits
»»
Helps you consistently beat the market to gain
maximum revenue and optimize your assets
Our solution provides better results, better service,
and complete visibility. Now you can increase rental
income growth while you improve occupancy.
»»
Includes Yardi experts dedicated to managing
your pricing so you can focus on your business
»»
Leverages a built-in proprietary feedback
loop to continuously advance algorithms,
making the system smarter
»»
Allows you to map your pricing to your business
processes and goals with a configurable
system built into your Voyager platform
20 | Yardi
Yardi | 21
YARDI RENTmaximizer
Key Features
™
»»
Industry benchmarking data
Get better results with Yardi RENTmaximizer, a dynamic revenue management system built into Yardi Voyager and designed to optimize revenue by pricing leases using the balance
between your real-time inventory, traffic, and market conditions. RENTmaximizer provides complete visibility to see your rent movement, understand your financial and operational
performance, and know your market — including every comp and how you compete.
®
RENTmaximizer
UNIT AVAILABILITY
TRAFFIC
COMPARATIVE RENT
allows for fast
adjustment to market
in your inventory
NG ENGI
ICI
NE
HISTORICAL
EXPERIENCE
PR
conditions and changes
and traffic — while
CALIBRATION
ENGINE
adjusting for cost
constraints such
as vacancy loss,
FEEDBACK
LOOP
RENT
RECOMMENDATIONS
RESULTS
turnover costs,
inventory hold days,
and lease expiration
management.
provides complete visibility for
more successful pricing
Complete Visibility
Historical information and
other metrics help you
RENTmaximizer provides holistic revenue intelligence for your operations
team. With this transparent system you’ll see everything from rental rates and
occupancy data to property performance benchmarking (compared to the market,
submarket, and competition). Prospects and residents will gain various pricing
options, while your managers will enjoy greater confidence that you are delivering
the best possible rental prices.
manage and forecast
lease expirations.
that drive maximum revenue
»»
Superior service and ongoing training
from experienced revenue managers
focus on all operational components
that drive revenue including rental
»»
Integration with Voyager and Orion
combines for 360° business intelligence
across your entire portfolio
income, concessions, occupancy,
and rental rate, not just pricing.
The Performance Benchmark
Detail report allows you to view
data across several months.
Market Intelligence
Better Service
22 | Yardi
for fast adjustment to market
complete intelligence on components
Clear and comprehensive metrics
You manage your business, we manage your pricing. Only Yardi provides you with
a dedicated revenue manager with valuable industry experience along with your
revenue management software. Your dedicated revenue manager will get to know
your business processes, assets, and goals to provide superior support and will
work with you to maximize your returns. And as a RENTmaximizer client, you’ll
receive this service and training continuously to promote ongoing success.
»»
Predictable daily pricing allows
»»
Analytical reporting provides
®
Clients using RENTmaximizer have gained on average more than 6% net rental
income growth while improving occupancy. And, RENTmaximizer properties
consistently beat the market by a minimum of 2%. This intuitive, transparent pricing
system empowers your sales force, provides clear and comprehensive reporting,
and promotes adoption throughout your organization. Leases are priced by the
system daily, which allows for fast adjustment to market conditions and changes in
your inventory and traffic, while adjusting for cost constraints such as vacancy loss,
turnover costs, inventory hold days, and lease expiration management.
needs and address fair housing concerns
conditions and your inventory
And when you combine Yardi Orion Business Intelligence with Voyager and
RENTmaximizer, you get instant 360-degree business insight. Orion brings
together your operational, financial, property, and pricing data and provides
revenue management dashboards — with key information about pricing trends,
marketing activities, and revenue growth to drive improved portfolio performance.
Better Results
»»
Multiple pricing options fit customer
RENTmaximizer provides total visibility
into your vacancy forecast.
Yardi Matrix provides nationwide intelligence on markets, submarkets, competition,
developments, rents, occupancy, and more. This data delivers accurate indicators of economic
trends and performance and helps you price apartments profitably. When this marketspecific data is incorporated with your RENTmaximizer data, you can accurately benchmark
performance and factor it into rent projections and calculations which enhances your revenue
management strategy and helps boost the performance of individual assets.
Yardi | 23
Resident Screening
Key Benefits
»»
Reduces loss from collections,
evictions, and legal action
»»
Automates consistent decisions and improves
compliance with customizable rules
Make screening a seamless part of your Yardi
Voyager® leasing workflow, and leverage
it with your operating data to ensure you
consistently select and retain low-risk residents.
»»
Increases ease of use with one integrated system
and simplified online leasing workflow
»»
Leverages resident history data in Voyager
for better business intelligence
24 | Yardi
Yardi | 25
YARDI Resident Screening
Key Features
™
Yardi Resident Screening is a proven online resident screening system that delivers comprehensive reports so property managers can make smart rental decisions and minimize risk.
You get credit reports from the three major bureaus, plus terrorist, drug trafficker, sex offender, and Social Security fraud screening, rental payment history records, and eviction and
landlord/tenant civil court records. Using the most reliable data available, our solution eliminates guesswork and provides automated recommendations tailored for your properties to
help you select quality residents. The system is customizable for all multifamily property types including conventional, affordable, government, and student housing.
»»
Integrated with the entire Voyager
leasing cycle, including generation of
Automate
lease documents
recommendations
based on your
»»
Screening and operational
criteria and help
data are combined for smarter
staff work more
Confident Screening
business decisions
efficiently.
Our solution delivers a reliable screening process to provide your
rental staff with clear, consistent direction that supports your
business rules. Screening workflow automation provides built-in
control and cost savings, and enables your staff to work more
efficiently. Decision criteria are tailored for each property in your
portfolio, so applicants will always be screened uniformly and
according to your objectives.
»»
Customizable rules automate
consistent rental decisions
Analyze
and improve compliance
community
and portfolio
»»
Strategic analytics and executive
screening data
on the Resident
reports provide insight into portfolio-
Screening
wide traffic and screening activity
Exec portfolio
Strategic Advantage
»»
Integration with Experian RentBureau
dashboard.
The screening and reporting tools included with the system
enable property owners and managers to minimize risk and
maximize revenue while maintaining compliant, safe, and profitable
communities. Resident Screening provides a strategic advantage
with management reports and analytics that shed light on your
applicant traffic and performance. Experienced consultants are
available to further assist in fine-tuning decision criteria to meet
your goals.
Oversee
applicant traffic
and property
performance
Incorporate rental
snapshot with
payment history
the Resident
into your screening
Screening
decisions by
Exec reporting
combining Experian
dashboard.
RentBureau data
Gain a competitive advantage by adding Experian RentBureau data
to your screening program. Experian RentBureau is the largest
and most widely used database of rental payment information and
currently includes data on more than 16 million residents nationwide.
With Yardi Resident Screening, you can leverage this data to factor
applicants’ rental payment history as part of your resident screening
decision, which will allow you to accept better quality residents who
have a history of paying rent on time.
Screening. Property
®
as an additional service
with Yardi Resident
management
companies and
electronic rental
payment processors
automatically report
payment data to
Experian RentBureau
every 24 hours.
26 | Yardi
»»
Business profile reports available
in a single
Experian RentBureau Advantage
®
incorporates rental payment history
Access the Executive
Dashboard and applicant
reports on your smartphone.
Yardi | 27
ResidentShield Protection Plan
Key Benefits
Reduced risk and peace of mind —
for you and your residents.
»»
Provides instant online insurance quotes and
policy issuance within your Voyager lease
workflow to maximize lease compliance
»»
Features insurance offerings tailored to your
portfolio composition and individual property needs
»»
Allows eligible owners and property managers
to earn revenue for assisting with program
implementation and ongoing administration
»»
Supports pre-approval for coverage without
additional background or credit checks
to make signing up faster and easier
»»
Includes guaranteed premiums without
increases resulting from past claim activity
»»
Offers personal liability and property
coverage at full replacement cost
28 | Yardi
Yardi | 29
ResidentShield Protection Plan
®
Renters insurance reduces your property risk from resident-caused loss, and offers your residents proven protection. The ResidentShield Protection Plan* will provide your leasing
staff with training and marketing materials, along with easy enrollment for your residents. Program progress reports are readily available to your managers to track success. And,
the program includes assistance for policyholders with customer service issues, so your staff is “hands off.” When combined with RENTCafé,® renters can sign up as part of the
online leasing workflow. The ResidentShield Protection Plan features two choices — ResidentShield HO4 and ResidentShield Master Policy Program — you decide which program or
combination of solutions is best for your specific risk transfer program.
ResidentShield HO4
ResidentShield Master Policy Program
ResidentShield HO4 offers resident liability and personal contents coverage backed
by the most experienced underwriters in the industry, ensuring maximum protection
against fire, smoke, lightning, wind, water damage, and theft — including personal
property and automobiles.
The ResidentShield Master Policy Program provides residents an easy, affordable
way to fulfill an insurance requirement, with the property manager listed as ‘primary
insured’ and the resident as ‘additional insured.’ It protects the property owner
against liability claims resulting from resident-caused damages, with optional coverage
amounts ranging from $25,000 - $100,000 per occurrence.
Residents can visit www.ResidentShield.com to learn about renters insurance, obtain
an insurance quote, and purchase a policy — in under five minutes!* The resident is
listed as ‘primary insured’ and all policy details are automatically loaded into your Yardi
Voyager® system. Robust compliance reporting and policy activity tracking is provided
via the Insurance Dashboard within Voyager.
Key Features
™
Mitigate Risk
Implementing a required renters insurance program has become standard business practice for portfolio managers
across the industry. According to the National Multifamily Housing Council’s Apartment Cost Risk Survey, 84% of
apartment companies surveyed require renters insurance coverage. In fact, the National Apartment Association’s
master lease now encourages owners to utilize a required program to mitigate risk. And while ResidentShield
protects owner assets, it also provides reliable protection to renters, who consider your properties home.
»»
Ability to name up to four non-related
residents (roommates) on one policy
»»
Comprehensive compliance reporting
and automated monitoring at the
property level optimizes risk mitigation
»»
Compliance tracking built into Voyager
»»
Affordable coverage for your
We provide onsite
promotional brochures
to help your renters
choose ResidentShield.
residents, with easy enrollment
»»
Onsite promotional brochures and
ongoing account management
support to ensure program success
Primarily used as a supplement to ResidentShield HO4 as a ‘forced placed’ alternative,
resident enrollments are completed within the Insurance Dashboard in Voyager,
creating an additional charge on the monthly billing statement. In addition, property
managers may be eligible to earn monthly servicing convenience fees in exchange for
ongoing program administration.
»»
Self-service renters insurance fulfillment
built into Voyager leasing workflow
when combined with RENTCafé
*Insurance products are sold through Peak Insurance Advisors, LLC, an independent insurance agent and wholly
owned subsidiary of Yardi Systems, Inc. Insurance is provided through several third-party underwriters.
30 | Yardi
Yardi | 31
Smart Energy Suite
Key Benefits
»»
Offers convergent utility billing that can increase
collections by 20%
»»
Includes daily meter reads with real-time consumption alerts
to identify errors and costly leaks that need repair
The only solution for utility billing, energy
management, and submeter data administration
that is built into Yardi Voyager® and backed
by 24/7 live customer service.
»»
Features paperless utility invoice processing;
saving you money and time
»»
Includes dedicated regulatory staff and service
teams to provide support
32 | Yardi
Yardi | 33
YARDI Smart Energy Suite
Key Features
®
Maximize Insight
The Yardi Smart Energy Suite includes multiple products designed to help you create the energy program that fits your needs. Yardi Utility Billing and Yardi Utility Expense
Management are built into Yardi Voyager® to automate utility billing and optimize energy management, backed by service teams and a dedicated regulatory staff. Real-time
consumption data and costs are consolidated in your Voyager database. Convergent bills are auto-generated and sent to residents via email or mail. Smart analytics enable control
of utility payables by monitoring consumption, identifying leaks, notifying responsible parties, detecting invoice errors, and recovering overage charges.
®
®
Add Yardi Orion Business Intelligence and get an instant 360-degree view
into your business. Orion combines operational and financial data from
Voyager and energy data from Smart Energy Suite products to provide you
with utility and energy management dashboards featuring comprehensive
data for unique insight. You’ll gain valuable information that you can act on
to drive improved portfolio performance.
®
Centralize Billing
»»
Convergent billing tied into your
Voyager move-out workflow
»»
Automated meter readings, submeter
data analysis, and billing allocation
»»
Daily cost and consumption analysis,
with monthly reconciliation
Yardi Utility Billing transmits and analyzes submeter data
daily and costs are automatically allocated to residents.
Along with accurate allocations, our solution provides
direct resident billing and online payment options that
increase your operational efficiency, while maximizing
cash flow.
»»
Analytics using automated daily meter
With Orion Business
reads that identify leaks and variances
Intelligence, utility
expense and recapture
»»
24/7 live call center to support residents
data from Voyager is
automatically reported
»»
Customer service call details (and
in a dashboard.
recordings by request) logged in
Improve Collections
Voyager for quality control
»»
Electronic invoice processing with
Yardi Utility Billing creates monthly statements that
combine resident utility charges with rent due. Studies
show that collection of utility costs increases by
approximately 20% with convergent billing. And when
a resident moves out, final utility bills are automatically
tied into your deposit accounting workflow to ensure
collection of any outstanding charges. Vacant unit cost
recovery provides timely utility transfers when a resident
moves in.
vacant unit cost recovery, rate and tariff
analysis, and benchmark reporting
»»
Submeter installation and
maintenance services to preserve
the efficiency of your system
»»
Integration with Voyager and Orion
The entire process of
combines for 360° business intelligence
meter reading, allocation,
Gain Control
Yardi Utility Expense Management gives you complete
control of utility payables. Analytical reports show
average cost and consumption, monthly allocations,
and recovery information. Automated daily meter
reads provide real-time consumption alerts, with daily
monitoring of vacant units to prevent energy waste
and theft. Utility invoices can be efficiently processed
electronically with an online approval workflow, ensuring
timely EFT payments.
34 | Yardi
billing, and payment is
Utility consumption reports
completed within the
compare utility usage between
single Voyager database.
submeters or master meters
across your entire portfolio
over a specific period.
Yardi | 35
Payment Processing
Key Benefits
»»
Increases resident satisfaction and
maximizes your cash flow
»»
Scans and digitizes paper checks
and money orders in bulk
»»
Offers one-stop convenience and reduces
money order issues with walk-in payments
»»
Provides secure instant access, payments,
Save time and maximize cash
flow with a payment processing
solution that eliminates bank
runs, automates rent collection,
and simplifies vendor payments.
and confirmations via text message
»»
Streamlines accounts payable with
automated vendor payments
»»
Auto-transfers electronic deposits and
payments to and from your bank account
»»
Eliminates manual errors and timeconsuming bank trips
36 | Yardi
Yardi | 37
YARDI Payment Processing
Key Features
™
Increase resident satisfaction and office efficiency with Yardi Payment Processing. Manage accounts receivable and accounts payable with one system that helps you streamline rent
collection, cut operational costs, and reduce processing errors. Make collecting rent and other fees easier with user-friendly payment options that eliminate bank runs for your staff.
Your residents can conveniently pay rent by check, online, via text, or at participating retailers. Your staff can more quickly process incoming payments and outgoing payments to
any vendor.
Collect Online Payments
Collect Text Payments
Collect Check Payments
Offer paperless self-service rent payments with a recurring
payment option using Yardi Online Payments.™ Residents
can log in at any time, view their account balances, and
pay rent directly from a bank account (ACH payment) or
with a credit or debit card. Online payments are entered
directly into Yardi Voyager, with automatic deposits and
easy bank reconciliation. ACH payments are sent to your
bank via EFT the next day. Credit and debit card payments
are processed within 2-4 days.
Give residents 24/7 convenient and secure mobile
access to review balances and make payments via SMS
text messaging with RENTCafé TextPay.™ Immediate
confirmation is provided to residents making text
payments from a bank account or credit or debit card.
Rent payments are automatically entered into Voyager,
improving operational efficiencies while increasing resident
satisfaction by providing an in-demand mobile service.
Eliminate trips to the bank, lost checks, and manual keying
errors while reducing NSF risk with Yardi CHECKscan.™
Scan bulk batches of personal, corporate, bill pay, and
cashier’s checks as well as money orders to greatly
reduce processing time. Instantly create receipt batches
in Voyager for all items and permanently store the image
files — so you don’t need to make copies. Payments are
transferred electronically to your financial institution the
next day, optimizing your cash flow.
®
®
»»
Electronic deposits for rapid
Collect Walk-in Payments*
availability of funds
Let residents pay rent in cash at over 20,000 participating
retail locations. Our walk-in payment system (WIPS )
provides the ease of a one-stop experience and reduces
money order issues for your staff. This service can be
easily added to your existing Yardi cash management
system. Electronic payment confirmations are
automatically available in Voyager the next day. Funds are
made available within three business days.
®
»»
24/7 resident access to make
online and text payments
»»
Credit and debit card and ACH resident
payments with recurring ACH option
»»
Walk-in payment service for cash
payments at participating retail locations
Pay Vendors and Owners*
Automate check writing and electronic vendor or owner payments with outgoing accounts payable. ACH
payments are administered and distributed automatically, then instantly recorded in Voyager — speeding up
processes, reducing manual errors, and cutting down on paper waste. For vendors and owners that don’t accept
electronic payments, we process, print, and mail checks for you with all activity documented in Voyager, saving
your team significant time and increasing productivity.
»»
Voyager auto-matches charges and
applies payment priority rules
»»
Permanent check image storage
for scanned payments
»»
Electronic vendor and owner payment
processing and transfers
*Not currently available in Canada
»»
Full-service check writing and distribution
by our check writing service organization
Make paying rent
easier and streamline
»»
All transactions instantly
collection with secure
recorded in Voyager
online payments for
your residents.
Make paying rent
easier and streamline
collection with secure
online payments for
your residents.
38 | Yardi
Yardi | 39
Procure to Pay
Key Benefits
»»
Reduces costs through a competitively priced catalog
featuring nationally recognized suppliers
and manufacturers
»»
Increases compliance with environmental policies
and green initiatives
»»
Provides insight to trial balance impact prior to
payment
Go paperless with our centralized procure
to pay solution. Gain spend management
with online catalogs, approval workflows,
electronic invoice processing, and
payments, reporting, and analytics.
»»
Saves money and time by eliminating lost invoices,
duplicate payments, and potential overpayments
»»
Reduces overall audit fees and support effort
»»
Simplifies vendor management including onboarding,
compliance, and ongoing data maintenance
»»
Ensures turnkey compliance through RMIS or
self-service compliance
40 | Yardi
Yardi | 41
YARDI Procure to Pay
Key Features
™
»»
Extensive online catalog with over one
Save money, save time, and be able to focus on your clients. Yardi Procure to Pay is our centralized procure to pay platform including automated procurement with Yardi Marketplace,™
comprehensive vendor management via VENDORCafé, and electronic invoice processing with Yardi PAYscan.™
Paperless Processing
Spend Management
PAYscan virtually eliminates copying, mailing, and storing paper, and minimizes ‘touch points’ that can lead to lost
invoices and data entry errors. Electronic invoices are automatically imported directly into Yardi Voyager, with an
online approval workflow that reduces cost per invoice and improves productivity. Timely payments are enabled
by EFT or check. Electronic vendor invoices automatically map to, and compare against, user-generated purchase
orders. Lines are compared against price, SKU, and quantity to ensure the ultimate payable correctly maps to the
purchase order (sale of record).
®
million products including sustainable
product options
®
Procure to Pay centralizes procurement and provides portfoliowide spend management. Online catalogs are defined by
you and represent existing vendor relationships, down to the
property level. Your ability to approve and leverage negotiated
pricing across your portfolio and perform real-time budget
checks maximizes spending control.
Procure to Pay
Yardi Marketplace, your single point for supplier management,
features up-to-date online catalogs that deliver the best available
discounts on a variety of products. Pre-negotiated rates and
online shopping enable hassle-free procurement of all of your
maintenance, repair, and operating supplies. Easily access
favorite product lists and add items to your custom shopping
cart so that purchase orders are automatically populated with
your full accounting detail.
such as The Home Depot and Grainger
»»
Customizable workflows, flexible
payment options, and detailed spend
users have access
analytics with transactional detail
to thousands of
maintenance, repair,
»»
Complete vendor profile management for
and operating supplies
from national vendors
easy contact, document, insurance, and
such as Staples,
payment information updates
®
Online Shopping Cart
»»
In-store purchase programs with partners
Kimberly-Clark, Grainger,
®
®
»»
Automated vendor invoice and payment
Georgia-Pacific, and
®
The Home Depot.
processing workflows
®
»»
Seamless invoice processing with online
approvals for timely payments via EFT
or check
»»
Systematic matching of electronic
purchase orders to invoices
»»
GL account balance insight during entire
Vendor Management
AP process
VENDORCafé centralizes product and service vendor
information in a single system of record, with a 360º view
of all your vendors and property associations. Define your
onboarding process to ensure only approved vendors are added
to your accounting system, and proactively assess vendor risk
across your portfolio. Optimize vendor communication with the
VENDORCafé web-based portal available to Yardi-registered
and client-approved vendors. Vendors can upload insurance
certificates, receive expiration alerts, view their ledgers, upload
invoices, and monitor invoice approvals.
»»
Comprehensive reporting and analytics
from purchase order to invoice to
payment
Yardi PAYscan Mobile allows managers to search, view, and approve
purchase orders and invoice registers right from their mobile device.
Easy access and review of critical documents to assess risk.
42 | Yardi
Yardi | 43
Advanced Maintenance
Key Benefits
»»
Ensures fewer equipment breakdowns with
preventative maintenance scheduling
»»
Enables fast response to maintenance
requests with mobile access
»»
Facilitates oversight of maintenance
personnel with location tracker
»»
Features graphical display of key
performance indicators
»»
Includes maintenance, inspection, fixed
assets and inventory control modules
44 | Yardi
Schedule, track, and manage
all preventative, routine, and
emergency maintenance from
your desktop or mobile device –
and gain modules for managing
inspections, fixed assets, and
inventory control at no extra cost.
Yardi | 45
YARDI Advanced Maintenance
Key Features
™
Our facilities management suite of products includes Yardi Advanced Maintenance, which lets you manage preventative and ad hoc maintenance tasks from any device. When you
license Yardi Advanced Maintenance, you receive several additional products for managing your assets and facilities at no extra cost, including Yardi Maintenance,™ Yardi Inspection,™
Yardi Fixed Assets™ and Yardi Inventory Control.™ Advanced Maintenance is adaptable for multifamily, affordable, senior, military, condominium, HOA, office, industrial and retail
property types.
Comprehensive
Maintenance Management
Maintenance
Manager Mobile
Yardi Advanced Maintenance is your solution for
complete scheduling, tracking and management of
asset maintenance from your desktop or mobile device.
You can schedule preventative, routine, and emergency
maintenance tasks. A location tracking feature allows
you to match technicians with tasks, ensuring rapid
response to emergency requests. Inventory consumption
in the maintenance process is automatically tracked and
recorded in Yardi Voyager.
Yardi Advanced Maintenance includes the Yardi
Maintenance Manager Mobile™ app which helps you save
time, boost efficiency and increase tenant and resident
satisfaction by taking your maintenance workflows mobile.
Maintenance managers can easily track technicians, assign
work orders and manage their maintenance tasks from an
Android™ Tablet or Apple iPad.
®
46 | Yardi
®
®
Facilities Manager
Stay informed about your properties’ maintenance
operations with Yardi Facilities Manager,™ a browseragnostic, mobile interface that includes intuitive,
customizable dashboards. A guided workflow simplifies
and expedites the work order creation process. Key
performance indicators help you assess work order
response and completion, employee activity, and
material usage. Also, Facilities Manager integrates with
VENDORCafé to allow you to request and manage
vendor proposals from your tablet.
With Advanced Maintenance, you receive additional products for managing assets at no extra cost, including:
YARDI Maintenance
TM
YARDI Fixed Assets
»»
Full planning and scheduling
of maintenance tasks
»»
Streamlined depreciation of fixed assets
TM
Perform and track daily maintenance for your
properties with unparalleled ease and efficiency.
Record and monitor fixed assets from purchase order
issuance through purchase, use, and final disposition.
YARDI Inspection
YARDI Inventory Control
»»
Complete history of work orders
»»
Automatic tracking of
inventory consumption
TM
Schedule, perform and manage all types of inspections
including annual, regulatory, due diligence, and more.
TM
Provide total physical and financial control over the
acquisition, tracking, depreciation, and disposition of
inventory among multiple locations.
®
Yardi | 47
Orion Business Intelligence
Key Benefits
»»
Leverages your operational, financial, and ancillary
data in Voyager for business-wide insight
Easily create simple-to-use dashboards
to analyze the operational and financial
health of your entire portfolio.
»»
Helps you easily monitor operations using
internal key performance indicators
»»
Delivers greater transparency into performance
at portfolio, property, and resident levels
»»
Provides 24/7 access to key decisionmaking tools from any mobile device
48 | Yardi
Yardi | 49
YARDI Orion Business Intelligence
Key Features
®
»»
Configurable, interactive dashboards
Yardi Orion Business Intelligence is a unique, mobile-enabled platform that can be installed and customized easily and cost-effectively. Orion features more than 200 built-in key
performance indicators and powerful, flexible reports and dashboards that provide a 360-degree view of your business. Orion ensures secure access to data that helps owners and
managers improve business performance yet requires dramatically less time and cost to implement than legacy business intelligence systems.
with drag-and-drop tiles and widgets
»»
Discussions enable users to
comment about performance
View supply with weekly
Powerful Analytics
metrics within dashboards
demand and leasing, first
show count and application
Orion combines the financial, operational, and ancillary data housed in your
Yardi Voyager® system and Yardi Multifamily Suite™ products to give you a
holistic view of your operations — including financials, spending, rental pricing,
energy management, applicant screening, and more. Easy-to-build dashboards
utilizing drag and drop functionality support action-based monitoring of trends
in resident, property, portfolio and business-wide performance. You can
perform ad hoc analysis, dissect data, and create charts with a Microsoft Excel
connection to a tabular data model built on Voyager data. Upload and publish
your Excel reports and charts for others to view in Orion. With Orion you
get total visibility with detailed and configurable reporting and analytics
— information that can be combined for unique insights and acted on to
improve portfolio performance.
count, and average rents.
Filter by region, property,
or time period. Drill down
into your revenue growth,
leasing analysis, and rent
and occupancy analysis.
®
»»
User-defined KPI targets and
benchmark thresholds
»»
Custom SSRS reporting with Voyager
analytics and ad-hoc Excel analysis
»»
Performance metrics with instant
slicing, dicing, and pivoting data
»»
Mobile accessibility across
multiple devices and browsers
»»
Ensures secure access to data
that helps owners and managers
Mobile Platform
View your weekly
leasing and resident
Orion is a browser-agnostic, mobile-friendly platform that delivers robust
reporting and dashboards to tablets. With 24/7 convenience, you can
create customized views of property and resident data through an intuitive
tablet touch interface with the same customized reporting that you can
generate on your desktop computer.
improve business performance
activity, screening
decision reporting,
delinquencies,
write-offs and skips,
evictions and early
terminations. Filter
by region, property,
Custom KPIs
Orion includes a toolset that builds reporting content focused on the
metrics you use to run your business. You can easily create your own
unique set of key performance indicators based on data from tables in
Voyager. You can also group and display data by attribute such as property
type, region, portfolio, and market. You control the data to display and how
to display it: line charts, bar charts, pie charts, stacked bar charts, data
grids with rankings, and more. Once you create your unique measure and
chart, it is easy to drag and drop it onto your dashboard.
50 | Yardi
or time period. Drill
down into application
demographics and
resident risk by source.
Dashboards with operational data, all at your fingertips. Discussions
feature allows users to add comments, tag objects, and follow
discussion threads and trends directly in the program.
Yardi | 51
Matrix
Key Benefits
»»
Provides immediate access to
decision-makers, saving time
»»
Includes comprehensive property and market
analytics that drive superior returns
Your source for originating,
pre-underwriting, and managing
assets for profitable real estate
loans and investments.
»»
Targets borrowers early in the refinancing process
»»
Identifies value-add prospects
based on defined criteria
»»
Delivers information on the right deals,
not just those currently on the market
52 | Yardi
Yardi | 53
YARDI Matrix
Key Features
®
Empower your business with the same information that leading real estate investors across the U.S. rely on to make better business decisions. Whether your principal interest is
multifamily, office or industrial properties, we’ll deliver the information you need to take control of property prospecting, preliminary underwriting, and asset management processes.
Complete Property Research
Actionable Analysis
Accurate Tracking
Matrix does the heavy lifting—with extensive quality
control—to compile property-level research that closes
deals and drives value. We save you time by unveiling
the true ownership of LLCs and senior level contacts,
abstracting all senior loans, continuously updating sales
data, obtaining (as prospect renters) net effective monthly
rents, and providing data-driven occupancy and forecasts.
You get the data and models you need to analyze and
feed your own financial models, so you don’t have to
waste time pursuing unproductive deals. Find that needle
in the haystack—the right deal—with our patented
asset rating system and loan maturity schedules. You’ll
know the deal is in your strike zone before devoting your
valuable and expensive, time on it. You’ll be empowered
to drive proposals that show that you know owners and
their properties---before picking up the phone.
You can track asset performance and the valuation of
your properties—along with those of your competitors
or potential partners. Our patented improvement
and location ratings systems mean that you will be
comparing apples to apples—giving you fair and balanced
performance information to act upon.
COMPLETIONS (UNITS)
20000
3500
PIPELINE
unit mix information
»»
Patented property improvement
and location ratings systems
»»
Data-driven occupancy and
2015
2014
2013
2012
2011
2010
2008
2009
500
2015
2014
2013
2012
2011
2010
2009
RENT GROWTH
»»
Complete site-level and detailed
based on markets and users
1000
Planned Units
0
2008
0
35%
management information
»»
Competitive subscription pricing
1500
Under
Construction
5000
Whatever your role—acquisitions, refinance underwriting, valuations, or sales—Matrix is your source for
information you can act on. Our renowned institutional research on markets, investment strategy and longterm trends is at your fingertips, and included as a subscriber.
»»
Full ownership and
»»
Cloud-based services and mobile access
2500
38%
Market Insights
construction, permanent, and CMBS
»»
Deep property coverage
2000
10000
All parties gain value from Matrix—brokers, acquisition groups, foreign and domestic equity investors, debt
investors, fee property managers, and more.
»»
In place loans and expirations -
long-range forecasts
TOTAL SALES(MM)
3000
15000
Broad-Based Value
27%
Prospective Units
8%
7%
6%
5%
54 | Yardi
Sep-15
Aug-15
Jun-15
May-15
Apr-15
Mar-15
Feb-15
Jan-15
Dec-14
Nov-14
Oct-14
Sep-14
Aug-14
Jul-14
Jun-14
May-14
Apr-14
Mar-14
Feb-14
Jan-14
Dec-13
Nov-13
3%
Oct-13
4%
Jul-15
Lifestyle
Necessity
Yardi | 55
eLearning
Key Benefits
Streamline staff training with an innovative
learning solution for your entire organization.
»»
Reduces training costs with on-demand
online courses
»»
Centralizes training with integrated webinar
software and help desk software systems
»»
Replaces multiple types of training
software with one complete solution
»»
Automates recertification processes to ensure
training meets compliance requirements
»»
Provides hands-on practice within a
dedicated Yardi eLearning database
»»
Solidifies learners’ understanding of key concepts
with pre- and post-training assessments
»»
Boosts course completion rates using achievement,
peer discussion, and assignment feedback tools
»»
Improves accountability and retention
over traditional training
»»
Increases employee confidence with easy access
to all training activities from one dashboard
56 | Yardi
Yardi | 57
YARDI eLearning
Key Features
™
Increase employee satisfaction and improve job performance with an on-demand, mobile-friendly training environment. Take advantage of courses designed by Yardi and develop
your own for a training solution that fits your organization’s unique needs. Maximize training ROI with an online platform that includes an extensive course library, assessment tools,
certifications, post-training follow-ups, upgrades and support.
»»
Centralized solution for online
Integrated Solutions
courses, live training events,
Yardi eLearning automates web conferencing setup, tracking attendance details,
and reporting. We currently offer integrations with:
Customizable Curriculum
Seamless HRIS Management
hh
ZenDesk®
Role-specific learning plans draw from a customizable library of courses authored
and maintained by Yardi designers, including fair housing regulation compliance. We
continuously expand our curriculum for clients and update materials at no additional cost.
Yardi eLearning can be configured to work with third-party Human Resource Information
Systems (HRIS). Administrators can easily create new users and assign role-based
training without logging into multiple systems.
hh
Vimeo®
Easy Sign-On
Yardi eLearning saves time with automatic course scheduling and integration with
Citrix , Cisco , and other web conferencing programs. Administrators can monitor
training sessions, track attendance, and follow up with users based on assessed
learning activities. Integrated analytics and intuitive online tools provide user data such
as time spent in class, test results, assignment submissions, class discussions, and more.
Single sign-on (SSO) technology streamlines your employees’ access to training.
Users can quickly connect using Active Directory (ADFS), Microsoft Azure,™ OneLogin,
PingIdentity, or Okta, using a single username and password.
®
®
®
®
webinar, and helpdesk software
providers with single sign-on
»»
Reporting tools to track group-level
hh
Any HRIS, including ADP®, Workday®, and Bamboo®
and individual student progress
hh
Yardi Voyager for hands-on exercises
®
»»
Role-based course deployment
»»
Extensive curriculum developed
and maintained by Yardi experts
®
®
The learner dashboard displays
courses, tracks, events,
personal achievements, and
links company resources.
58 | Yardi
»»
Support for multimedia formats including
handheld devices and Web browsers
Track user progress with
»»
Training and consultation from
experienced Yardi course designers
reporting tools. Quick
Yardi eLearning covers Yardi products and industry topics designed to maximize all
aspects of property and asset management and customer service competency. Course
design focuses on context-specific learning, step-by-step procedures, interactive
content, and hands-on exercises in multi-media formats. Clients can create courses and
simulations based on unique company needs with easy-to-use authoring tools.
edits and quick rollout to learners
»»
Mobile access through all major
scheduled and manual
Innovative Design
»»
Authoring tools for real-time course
HTML, documents, images, and videos
Cost-Effective Solution
Yardi eLearning clients receive technical support, content and platform upgrades,
implementation services and conversion services from other learning management
systems, all included with the license fee.
»»
Integration with multiple HRIS,
hh
Web-based event management systems
hh
Yardi Voyager Online Help
Efficient Management
and organizational resources
links and drilldown provide
»»
Centralized storage for
detailed user-specific data.
Role-specific course
company-wide resources
suggestions make
it simple for learners
to sign up for
appropriate classes.
Yardi | 59
Places that Matter
to You, to Your Community, to Us
Leading Business-Wide
Real Estate Management
Software and Services
At Yardi our mission is to provide our clients with superior products and
outstanding customer service, while we take care of our employees
and the communities where we work and live. With that commitment,
Yardi leads the industry in providing full business software solutions
for real estate investment management, property management,
financial accounting, asset management, and ancillary services.
Organizations like yours have been using our proven and mature
software with confidence for decades.
Yardi Systems, Inc. 430 South Fairview Avenue, Santa Barbara, California 93117
phone: +1 800 866 1144 | email: sales@yardi.com | www.yardi.com
© 2016 Yardi Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.
Printed on recycled paper.
MFS-BOOK-11x8.5 05/06/2016