YARDI Multifamily SuiteTM

Transcription

1 YARDI Multifamily SuiteTM

2 Product YARDI Multifamily Solution Business Intelligence Dashboards ILS Consumer Leasing Mobility Analytics Prospect Portal Marketing Portal Screening Insurance Operations Accounts Payable GL GL Accounts Receivable Revenue Management CRM Marketing Rent Collection Utility Billing Maintenance Procure to Pay Resident Portal Call Center Leasing Social Media Reputation Management Voyager Marketing Suite Multifamily Suite

3 Voyager Residential A premier Software as a Service property management platform for residential real estate with built-in accounting, realtime performance analytics and complete mobility. View Testimonial Video Key Benefits Single platform and database with full drilldown for true visibility End-to-end solution with flexibility to leverage our built-in smart additions Automated workflows modeled on industrystandard best practices Browser agnostic, with Software as a Service (SaaS) deployment Mobile access to execute leasing and provide resident services from smartphones and tablets 2 of 46

4 YARDI Voyager Residential Yardi Voyager Residential is our proven Software as a Service (SaaS) residential property and asset management system with built-in accounting and real-time performance analytics. Voyager is an end-to-end solution that empowers your business by 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. For efficient management of single family properties in your portfolio, add the Single Family Homes toolset, which leverages Voyager to provide property setup templates, role-based dashboards with key performance indicators, automated workflows, and analytic reporting for your single family properties. Real-Time Data From your desktop or mobile device, Voyager gives you global access to real-time portfolio data with up-to-theminute reporting, streamlines prospect and application management, increases productivity with role-based dashboards, and displays performance analytics that help you make better business decisions. Automated Workflows Voyager features automated workflows modeled on industry-standard best practices. Systematic controls let you seamlessly process resident information from initial contact and guest card to leasing and renewal through move-out so you can work smarter than ever. Unprecedented Insight System-wide transparency, reporting, and audit trails give you superior insight. And for a 360-degree portfolio view, combine Voyager with Yardi Orion Business Intelligence and Yardi ancillary products. Orion brings together your operational, financial, and ancillary services data from Voyager and Yardi Resident Screening, Yardi RENTmaximizer, and Yardi Energy Solutions to provide unprecedented business intelligence through specialized dashboards featuring real-time analytics. Search for residents using a pop up window and stay on the screen you re viewing. Search functionality works for all browsers, and includes smart data entry and quick access to your favorites and search history. Go mobile with Yardi Leasing Pad for end-to-end leasing and resident services from your tablet Mobile Leasing Yardi Leasing Pad takes the contact, lead, lease, resident, and property information housed in your Voyager system and packages it in a streamlined and mobile way for your leasing consultants including dashboards featuring leasing data and analytics. Now your team can complete end-to-end leasing and provide resident services right from their tablets, whether they are onsite or offsite. 3 of 46

5 Key Features Review financial analytics with different selection criteria according to your needs. You can display a report on screen, send it to Excel, or generate a PDF copy. Works with all web browsers and any mobile device Streamlined leasing workflow Configurable role-based dashboards Integrated general ledger, and automated move-in, move-out accounting Integrated maintenance and work order tracking 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. Analytic reporting with drilldown, and custom report writing Smart data entry and quick access to regularly visited screens and history Correspondence management for resident communications Property brochures, automated hot sheets and quote sheets Service contract feature lets you process purchase orders, change orders, and payables for contracts 4 of 46

6 YARDI Voyager Mobility Yardi offers various mobile solutions, so you can execute leasing, provide resident services, complete tasks and approvals, and access your Voyager dashboards for real-time property management and accounting information from your mobile device. Yardi mobile solutions are optimized for iphone and ipad, BlackBerry smartphones, and Android smartphones and tablets. Yardi Leasing Pad Yardi Leasing Pad empowers leasing consultants with mobile capabilities as they interact with prospects and residents, while walking a community or working offsite. Yardi Leasing Pad mobilizes the entire leasing cycle on a tablet, via an intuitive user interface and icon-driven menus, and supports resident services including move-ins, move-outs, lease renewals, and availability at sister properties. There is no setup or configuration required just sign in with your Voyager login using any web browser. You can view operations and leasing dashboards with analytics from Voyager, real-time lead tracking and management through Yardi PopCard, and unit availability and property details from RENTCafé. Yardi PAYscan Mobile Yardi PAYscan Mobile allows managers to search, view, and approve purchase orders and invoice registers right from their mobile device. Approving managers can search for assigned purchase orders by PO number, vendor, or expense type, and efficiently review purchase orders and move them through the Voyager payable workflow for timely approval and payment. Yardi Inspection Mobile Yardi Inspection Mobile augments the functionality of Yardi Inspection with the ability to access and enter inspection data from a smartphone or tablet without using the full Voyager browser client. Assigned inspections appear on an inspector s device instantly, and completed results update the Voyager record automatically. Yardi Inspection Mobile can operate in areas without a cellular or wireless connection and synchronize data once the connection is reestablished. 5 of 46

7 Yardi Maintenance Mobile & Yardi Maintenance Manager Mobile Yardi Maintenance Mobile allows maintenance techs to access assigned work orders from the field with the ability to add labor and inventory to work orders, record time and enter notes, complete work orders in real time, and create new work orders. In addition, mobile-enabled maintenance web pages can be accessed from any web-enabled mobile device. With Yardi Maintenance Manager Mobile, maintenance managers can easily track technicians, assign work orders and manage their maintenance tasks from an Android Tablet or ipad. Key Features Mobile completion of maintenance and inspection tasks Mobile access to approve invoices and purchase orders anytime Mobile fulfillment of leasing tasks and prospect and resident services Mobile real-time connectivity to your CRM data 6 of 46

8 RENTCafé Attract leads. Turn leads into leases. Deliver outstanding service to retain residents. RENTCafé is a full marketing and leasing solution featuring social media and reputation management tools, plus online leasing, rent payments, and maintenance requests. Key Benefits Fulfills all your online property marketing and resident service needs from one platform Maximizes leads with social media marketing and reputation management tools Helps you connect with prospects and turn leads into leases Expedites the leasing cycle with complete online lease execution and renewals Adds efficiency and heightens prospect and resident satisfaction with mobile apps 7 of 46

9 RENTCafé Attract prospects with engaging property marketing sites and full online leasing, retain residents with convenient online payments and maintenance requests, plus gain trusted referrals via social media and reputation management. RENTCafé also features mobility for your leasing consultants, allowing them to turn leads into leases faster. Reputation Management Many renters now research your properties and company online before contacting you. The RENTCafé reputation management program helps to ensure an accurate first impression. Using this tool, your staff can track, review, and manage online ratings from Yelp, Facebook, Apartment Reviews, Apartment Ratings and Renters Voice. The program also tracks corrective action taken on problematic reviews. Social Media Marketing RENTCafé allows you to tap into your residents social networks to increase your prospective audience and lower your marketing costs. Built into your RENTCafé resident portal, the program expands your online presence and incentivizes residents to give trusted referrals to friends, family, and colleagues. Online Leasing and Resident Services RENTCafé is your one stop for full online leasing services and resident services. Prospects enjoy complete online lease execution with electronic signature, and our resident portal provides in-demand services to increase renter retention. Also available as a mobile app, the resident portal allows renters to easily, securely, and instantly update their resident profiles, view balances, make payments, and submit maintenance requests with photos and voice memos. With our social media management tools, you can post conveniently to Facebook and Twitter from one central hub. RENTCafé features Facebook apps that allow you to deliver prospect portal features including unit availability and online leasing directly from your property s Facebook page. Optimized for iphone and ipod Touch, our RENTCafé Resident and Apartment Search by RENTCafé apps provide instant results for prospects and residents on the go. Available on the 8 of 46

10 Key Features Reputation management and resident referrals using social media Prospect portals with complete online leasing with lease execution Complete online lease execution presents prospects with real-time pricing and unit availability along with self-service screening and renter's insurance fulfillment. Residents can conveniently pay rent and other charges online. ILS Data Syndication Manage your entire digital marketing program in one convenient place with our Internet Listing Service (ILS) syndication tools. Using your property data in Yardi Voyager, RENTCafé allows you to automatically update your online property listings at all of your Internet listing services nightly with current pricing, photos, amenities and more. Property Marketing Sites RENTCafé property marketing sites provide appealing, clean designs, easy-to-use features, large photo displays, and convenient mouse-over floor plans to give prospects vivid online community tours. Resident portals with online payments, maintenance requests, and lease renewals ILS data syndication and property marketing sites with a seamless online customer experience Full mobility and complete integration with Yardi Voyager and Yardi Leasing Pad Complete Integration Seamless integration with Voyager and Yardi Leasing Pad presents prospects with real-time pricing and unit availability, along with self-service screening and renter s insurance fulfillment when used with Yardi RENTmaximizer, Yardi Resident Screening and ResidentShield Protection Plan. 9 of 46

11 PopCard Convert more leads into leases, improve retention, gain visibility into your leasing office, and maximize marketing ROI. Key Benefits Optimal visibility into leasing process eliminates missed opportunities View Testimonial Video Accurate reporting on leasing and campaign performance turns data into actionable information and increases ROI Eliminates manual data entry and duplicate records Ensures staff accountability and process consistency 10 of 46

12 YARDI PopCard Promptly turn leads into leases, gain visibility into the performance of your leasing team, and identify the most effective advertising sources for your properties. Fully integrated with Yardi Voyager, Yardi Call Center and Yardi Leasing Pad, PopCard automatically delivers vital lead information directly to your desktop or tablet. Accurately Track and Manage Leads With PopCard, automated workflows channel daily leasing and CRM activities into one integrated, transparent system so you have total visibility into your leasing office. PopCard 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 efficiently, make your advertising more productive, and increase conversion rates cost-effectively. Maximize Leasing and Retention PopCard delivers real-time notifications on all leads straight to your desktop and when combined with Leasing Pad to your tablet. With PopCard, your staff instantly knows the contact s advertising source, phone number or address, and guides them step by step with daily task alerts to assist leads efficiently from end to end. Real-time leads with advertising sources, queue data, and reporting. 11 of 46

13 Improve Sales and Employee Performance Analytic reporting on agent performance, property positioning, and the effectiveness of your marketing campaigns provides timely information to effectively manage your leads and contacts, sign more leases, and improve your team s performance. With PopCard analytics, you can turn accurate data into actionable information that increases your ROI. Property performance details, with accurate tracking of marketing campaigns. Key Features Real-time lead identification, evaluation, tracking, and management Call, , chat, and walkin information entered in PopCard is automatically populated in Voyager Automated workflow ensures every lead is serviced from end to end Leads can be automatically shared with sister properties while viewing real-time availability Accurate reporting on marketing spend, employee performance, traffic patterns and more Integrates with Yardi Call Center and Yardi Leasing Pad for lead alerts instantly at your fingertips Full integration with Voyager, Call Center, and Leasing Pad 12 of 46

14 Leasing Pad End-to-end mobile leasing and resident support from your tablet, with instant access to Voyager data. Key Benefits Mobilizes the entire leasing cycle on a tablet via an intuitive user interface and icon-driven menus Offers real-time lead tracking and management through Yardi PopCard Supports resident services including moveins, move-outs, lease renewals and availability of sister properties Provides operations and leasing dashboards with analytics from Yardi Voyager Frees leasing managers from their desks to complete any leasing task from any location 13 of 46

15 YARDI Leasing Pad Save time, boost efficiency, and increase renter satisfaction by taking your leasing and resident support workflow mobile with Yardi Leasing Pad. Leasing Pad pulls the contact, lead, lease, resident, and property data housed in your Yardi Voyager system and packages it in an intuitive and mobile format for your leasing consultants. From their tablet, leasing consultants can easily step a prospect through the leasing cycle from initial contact through online lease execution, and promptly and effectively assist residents during move-in, move-out, lease renewal, or maintenance request without being tied to a desktop. Mobile Leasing Management Designed for the tablet, Leasing Pad delivers the entire leasing workflow, so there is no lost time between a community tour and the lease execution process. Integration with Yardi PopCard adds further value by providing real-time lead notifications, tracking, and management, so your leasing consultants can identify prospects before they step foot on your community. There is no setup or configuration required; simply sign in with your existing Voyager user name and password from any web browser. Instant Response and Assistance Dashboards featuring up-to-the-minute operations and leasing data, as well as residential analytic reports with drilldown, ensure your staff provides accurate information to your prospects, applicants, and residents from anywhere, anytime. By putting information at your fingertips, Leasing Pad helps you convert more prospects into residents, and retain your current residents, to optimize your rental revenue. View property listing details, lead data, and resident service requests on your tablet. 14 of 46

16 Smarter Interaction Benefit from the workflow efficiency and competitive advantage provided by an end-to-end tablet leasing tool. All the leasing activities 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. Key Features Mobilizes lead tracking and management with PopCard Instant access to unit availability and lead transfer for all sister properties via RENTCafé Access your dashboards, contacts, leads, calendar, and leasing activity with a single tap. Operations and leasing dashboards featuring data from Voyager No setup or configuration simply sign in with your Voyager user name and password Integration with PopCard, RENTCafé, and Yardi Call Center ensures lead capture from all possible sources 15 of 46

17 Call Center A seamless extension of your leasing and management office beyond the limits of your onsite team. Designed to be invisible to your prospects and residents and transparent to you this full-service solution increases property occupancy and promotes resident satisfaction with all activity happening directly in your Voyager system. Key Benefits Always there for your prospects and residents with on-demand, 24/7 call center, live chat, and response by our experienced property management and leasing professionals Calls recorded for playback directly from Yardi Voyager for quality assurance Call center staff is trained on your properties key selling points for prospects and policies and procedures for residents Complete lead-to-lease reporting and smart analytics for unprecedented visibility into the effectiveness of your property marketing strategy View Testimonial Video 16 of 46

18 YARDI Call Center An extension of your leasing management office, Yardi Call Center is a full service solution that increases property occupancy by eliminating missed sales opportunities, and promotes resident satisfaction by providing timely assistance. Yardi Call Center agents have immediate access to resident and property information, including real-time unit availability and pricing. Consisting of experienced property management and leasing professionals, the Yardi Call Center team is motivated to engage your prospects, complete rental applications, and deliver high quality service to your residents. By leveraging information from Yardi Voyager specific to your community, Yardi Call Center acts as an extension of your leasing office 24 hours a day, 365 days a year. FOLLOW UP AND CLIENT SATISFACTION CLIENT REPORTING LEASING SUPPORT YARDI Call Center RESIDENT SUPPORT ANSWERING SERVICE Maximize Resident Retention Yardi Call Center provides superior service to your residents so you won t miss an opportunity to renew a lease. When residents call, they receive prompt and professional customer service that promotes satisfaction and boosts the property s overall resident experience. Because Yardi Call Center is seamlessly integrated with Voyager, agents enter maintenance requests and credit card payments directly into your property management system in real time. Agents will leverage notes and history within Voyager to offer the best customer experience in answering questions and resolving issues. No other call center can offer that. SET UP AND TRAINING VOYAGER INTEGRATION Yardi Call Center is an extension of your management office that ensures you never miss an opportunity. Maximize Marketing Dollars Yardi Call Center technology tracks and logs the marketing source of each call. This capability, along with reporting tools, allows your company to analyze the impact of your marketing dollars so you can refine and reduce spending and maximize ROI. Detailed call and marketing source reports enable you to redirect dollars to the most effective marketing vehicles. 17 of 46

19 The Yardi Call Center Key Features team consists of experienced, trained property management and leasing professionals who provide your prospects and residents with superior service. 24/7 phone and live chat response Guest-cards, applications, maintenance requests, and payments entered directly into Voyager Unique phone numbers for each marketing source and property Calls recorded and accessible within Yardi Voyager for quality assurance Analytic reporting provides complete visibility to guide your marketing spend Onsite management staff notified of activity as it occurs via Integrates with Yardi PopCard and Yardi Leasing Pad for lead alerts instantly at your fingertips 18 of 46

20 RENTmaximizer Price new and renewal leases with complete visibility and control. Our trends-based methodology and dynamic business rules lead you to smarter decisions so you can optimize revenue without sacrificing occupancy. View Testimonial Video Key Benefits Higher revenue by quicker adjustments to market conditions, which reduces concessions Configurable system built into Yardi Voyager gives you the power to map your business process and goals Built-in proprietary feedback loop continuously advances algorithms, making the system smarter System administration is included so you can focus on your business 19 of 46

21 YARDI RENTmaximizer Yardi RENTmaximizer is 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 uses practical algorithms that automate your pricing process while still allowing you complete visibility and control. And Voyager integration empowers you to review your prices and analyze changes daily within a single system. UNIT AVAILABILITY TRAFFIC COMPARATIVE RENT HISTORICAL EXPERIENCE PRICING ENGINE CALIBRATION ENGINE Profitable Pricing Clients using RENTmaximizer gain an average 2-5% lift in net revenue over market. The system is an intuitive, transparent pricing system that empowers your sales force, provides clear and comprehensive reporting, and promotes adoption throughout your organization. Leases are priced by the system every day, 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, and inventory hold days. RENT RECOMMENDATIONS RESULTS FEEDBACK LOOP An intuitive, transparent pricing system that 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 and inventory hold days. Optimized Operations RENTmaximizer provides insightful, holistic revenue intelligence that empowers your operations team with an accurate view of what impacts pricing so you know what to improve. Prospects and residents will benefit from a variety of pricing options based on move-in date, lease term, amenities, and other variables you define. Your sales staff can focus on sales and service, while your managers will enjoy greater confidence that you are delivering the best possible rental prices to drive maximum occupancy, revenue, and satisfaction. 20 of 46

22 Unprecedented Insight Achieve instant 360-degree business intelligence when you combine Yardi Orion Business Intelligence with Voyager and RENTmaximizer. Orion brings together your operational, financial, property, and pricing data in Voyager and provides revenue management dashboards with comprehensive data for unprecedented insight into your business. You ll gain valuable information about key pricing trends, marketing activities, and revenue growth to help you drive improved portfolio performance. Key Features Comprehensive metrics focus on the entire revenue process not just pricing Daily Management Worksheet: Complete price automation sends data feeds directly from Voyager to the RENTmaximizer pricing engine. With this worksheet, you can review your prices by unit type and analyze changes on a day-to-day basis. Multiple pricing options fit customer needs and address fair housing concerns Daily pricing allows for fast adjustment to market conditions and your inventory Analytical reporting provides intelligence on components that drive maximum revenue Pricing Trends Report: Clear and comprehensive metrics focus on all operational components that drive revenue including inventory management, traffic, leasing and competition not just pricing. This report allows you to view data across several months. Integration with Voyager and Orion combines for an unprecedented 360 business intelligence view across your entire portfolio 21 of 46

23 Key Benefits Reduced loss from collections, evictions, and legal action Customizable rules to automate consistent decisions and improve compliance Business intelligence that leverages resident history data in Yardi Voyager One system to manage means fewer steps and ease of use for screening and online leasing Resident Screening Make screening a seamless part of your Voyager leasing workflow, and leverage it with your operating data to ensure you consistently select and retain low-risk residents. 22 of 46

24 YARDI Resident Screening Yardi Resident Screening is a proven online resident screening system that offers 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, Yardi Resident Screening 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. Confident Screening Yardi Resident Screening delivers an end-to-end 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. Oversee applicant traffic and property performance in a single snapshot. Unprecedented Insight Add Yardi Orion Business Intelligence and get an instant 360-degree view into your business. Orion leverages your operational and financial data from Yardi Voyager and screening data from Yardi Resident Screening to provide you with dashboards featuring comprehensive data for unprecedented insight. You ll gain valuable information about resident payment activity, applicant demographics, and screening decisions that will help you spot trends and make adjustments to drive improved portfolio performance. When combining Yardi Orion Business Intelligence with Yardi Resident Screening, the screening analysis dashboard quickly shows your portfolio data by screening decisions, allowing you to identify areas that might need adjusting. 23 of 46

25 Strategic Advantage The screening and reporting tools provided by Yardi Resident Screening enable property owners and managers to minimize risk and maximize revenue while maintaining compliant, safe, and profitable communities. Yardi 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. Automate recommendations based on your criteria and help staff work more efficiently. Key Features Integrated with the entire Voyager leasing cycle, including generation of lease documents Screening and operational data are combined for smarter business decisions Customizable rules automate consistent decisions and improve compliance Strategic analytics and executive reports provide insight into portfolio-wide traffic and screening activity Integration with Voyager and Orion combines for an unprecedented 360 business intelligence view across your entire portfolio Business profile reports available as an additional service 24 of 46

26 ResidentShield Protection Plan Reduced risk. Peace of mind. For you and your residents. Key Benefits Instant online insurance quotes and policy issuance within your Yardi Voyager lease workflow maximizes penetration rates Insurance offerings tailored to your portfolio composition and individual property needs Eligible owners and property managers can earn revenue for assisting with program implementation and ongoing administration Pre-approval for coverage without additional background or credit checks makes signing up faster and easier Guaranteed premiums without increases resulting from past claim activity Personal liability and property coverage at full replacement cost 25 of 46

27 ResidentShield Protection Plan Renters insurance reduces your property risk from resident-caused loss, and offers your residents proven protection. A recent independent study estimated that a required renters insurance program saves $22 per door annually at no cost to the property owner. This represents a nearly 80% savings on out-ofpocket costs associated with resident damages. Furthermore, property owners may realize a reduction in property and casualty insurance premiums when residents carry their own insurance. 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. 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 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. Your residents can visit 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. *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. ResidentShield Master Policy Program 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. 26 of 46

28 Key Features Primarily used as a supplement to ResidentShield HO4 as a forced placed alternative, resident enrollments are completed within the Insurance Dashboard of 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. Implementing a required renters insurance program has become standard business practice for portfolio managers across the industry. Of the top 50 apartment management companies in the U.S., over 50% 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 residents, with easy enrollment Onsite promotional brochures and ongoing account management support to ensure program success Self-service renters insurance fulfillment built into Voyager leasing workflow when combined with RENTCafé 27 of 46

29 Energy Solutions Key Benefits 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. View Testimonial Video Convergent utility billing can increase collections by 20% Daily meter reads with realtime consumption alerts identify errors and costly leaks that need repair Paperless utility invoice processing saves money and time Dedicated regulatory staff and service teams keep you compliant with applicable rules 28 of 46

30 YARDI Energy Solutions Yardi Energy Solutions is 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 or mail. Smart analytics enable control of utility payables by monitoring consumption, identifying leaks, notifying responsible parties, detecting invoice errors, and recovering overage charges. Centralized Billing Submeter data is transmitted daily and analyzed, and costs are automatically allocated to residents. Along with accurate allocations, Yardi Energy Solutions provides direct resident billing and online payment options that increase your operational efficiency, while maximizing cash flow. Improved Collections Monthly statements can be created 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. With Yardi Orion Business Intelligence, utility expense and recapture data from Voyager is automatically reported in a dashboard. Gain Control Yardi Energy Solutions 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. The entire process of meter reading, allocation, billing, and payment is completed within the single Voyager database. 29 of 46

31 Maximize Insight 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 Yardi Energy Solutions to provide you with utility and energy management dashboards featuring comprehensive data for unprecedented insight. You ll gain valuable information that you can act on to drive improved portfolio performance. Key Features 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 Analytics using automated daily meter reads that identify leaks and variances 24/7 live call center to support residents Customer service call details (and recordings by request) logged in Voyager for quality control Electronic invoice processing with vacant unit cost recovery, rate and tariff analysis, and benchmark reporting Utility consumption reports compare utility usage between submeters or master meters over a specific period. Submeter installation and maintenance services to preserve the efficiency of your system Integration with Voyager and Orion combines for an unprecedented 360 business intelligence view across your entire portfolio 30 of 46

32 Payment Processing Allow your residents to make rent and other payments online or in person at participating retailers a convenience they expect. Automate rent processing and eliminate bank runs for your staff which saves time and maximizes cash flow. View Testimonial Video Key Benefits Online payments increase resident satisfaction and maximize your cash flow Paper checks and money orders can be bulk scanned and digitized Walk-in payment option reduces money order fraud and offers onestop convenience Electronic deposits are auto-transferred to your bank account Manual errors and timeconsuming bank runs are eliminated 31 of 46

33 YARDI Payment Processing Yardi Payment Processing includes three payment processing options for multifamily property management. Yardi Online Payments, Yardi CHECKscan, and Walk-in Payment System (WIPS ) are payment processing solutions integrated with Yardi Voyager to streamline rent collection, cut operational costs, and reduce processing errors. Your residents can conveniently pay rent online or at participating retailers, and your staff can quickly bulk scan and digitize rent payments made with checks and money orders. Online Payments Yardi Online Payments provides paperless self-service rent payments for your residents, with a convenient recurring payment option. 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 card. Online payments are entered directly into Voyager, with automatic deposits and easy bank reconciliation. ACH payments are sent to your bank via EFT the next day; credit card payments are processed within 2-4 days. Walk-in Payments Our Walk-in Payment System (WIPS ) is a great new feature that allows residents to pay rent in cash at participating retail locations. Residents get the convenience of a one-stop experience. Property management companies gain efficiencies and reduce money order fraud. This service can be easily added to your existing Yardi cash management system. Electronic payment confirmations available in Voyager next day; funds made available within three business days. 32 of 46

34 Key Features Electronic same-day deposits provide rapid availability of funds Credit card and ACH payments with recurring ACH option Check Scanning Yardi CHECKscan eliminates trips to the bank, lost checks, and manual keying errors, and also reduces NSF risk. Simply bulk scan batches of personal, corporate, bill pay, and cashier s checks and money orders, and greatly reduce processing time. CHECKscan creates receipt batches in Voyager for all items, and permanently stores the image files so you don t need to make copies. Payments are transferred electronically to your financial institution the next day, which optimizes your cash flow. 24/7 resident access to view ledgers and make online payments Voyager auto-matches charges and applies payment priority rules Permanent check image storage in Voyager for scanned payments Online review workflow with color-coded transactions for easy resolution No data transfer or synchronization needed 33 of 46

35 Procure to Pay Key Benefits 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. Single database ensures realtime business operations and data access Compatible with Yardi Voyager and non-voyager accounting systems Paperless solution reduces costs and enables accelerated payment processing View Testimonial Video Centralized vendor management for portfolio-wide insight to vendor risk Models service contracts to track financial and operational progress Features comprehensive reporting and analytics from purchase order to invoice to payment 34 of 46

36 YARDI Procure to Pay Yardi Procure to Pay streamlines and automates your accounts payable process, so you can reduce costs, work more efficiently, and focus on your clients. This paperless solution encompasses centralized procurement, invoice processing and payments, and analytic reporting and it supports both Yardi Voyager and non-voyager accounting systems. Control Spend Yardi Procure to Pay centralizes procurement and provides portfolio-wide spend management. Online catalogs are defined by you and represent existing vendor relationships, down to the property level. Easily access favorite product lists, add items to your shopping cart, and the purchase order is automatically populated. Your ability to approve and leverage negotiated pricing across your portfolio and perform real-time budget checks maximizes spending control. Yardi Marketplace items, client negotiated items and vendor s supporting punchout. Eliminate Paper Yardi Procure to Pay 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 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). Shopping cart content generates individual purchase orders for each vendor. 35 of 46

37 YARDI Procure to Pay Suite Extend Yardi Procure to Pay with a smart addition from the Yardi Procure to Pay Suite. VENDORCafé optimizes operational efficiency with centralized vendor management and a single source of vendor data for total transparency and business insight. You also have the flexibility to use this module with non-voyager accounting systems. VENDORCaféTM Centralize 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 this 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. Key Features Catalog options include Yardihosted with your vendor pricing, a designated vendor s website, or the Yardi Marketplace with pre-negotiated pricing Customizable approval workflows match your policies and procedures Paperless invoice processing with online approvals for timely payments Systematic matching of electronic purchase orders to invoices GL account balance insight during entire AP process Automated invoice payments via EFT or check (Voyager Accounting System) Standard reports and analytics let you assess transactional data Mobile applications enable greater efficiencies Easy access and review of critical documents to assess risk. 36 of 46

38 Advanced Maintenance Schedule, track and manage all preventative, routine and emergency maintenance from your desktop or mobile device. Key Benefits»» Fewer equipment breakdowns with preventative maintenance scheduling Complete history of all fixed assets Fast response to maintenance requests with mobile access Oversight of maintenance personnel with location tracker 37 of 46

39 YARDI Advanced Maintenance Yardi Advanced Maintenance lets you manage preventative and ad hoc maintenance tasks from your desktop or mobile device. When you license Yardi Advanced Maintenance, you receive several additional products for managing your assets at no extra cost, including Yardi Maintenance, Yardi Inspection, Yardi Fixed Assets and Yardi Inventory Control. Yardi Advanced Maintenance is adaptable for an array of residential property types. Comprehensive Maintenance Management Yardi Advanced Maintenance is your solution for complete scheduling, tracking and management of asset maintenance. You can establish scheduling for preventative, routine and emergency maintenance. Inventory consumption in the maintenance process is automatically tracked and recorded in Yardi Voyager. A location tracking feature allows you to match technicians with tasks, ensuring rapid response to emergency maintenance requests. Maintenance Mobile Maintenance Yardi Advanced Maintenance includes the Yardi Maintenance Manager Mobile app which helps you save time, boost efficiency and increase resident satisfaction by taking maintenance workflows mobile. Maintenance managers can easily track technicians, assign work orders and manage their maintenance tasks from an Android Tablet or ipad. Integrated Solution Yardi Advanced Maintenance is built into Voyager, eliminating duplicate data entry of tasks and records and allows you to directly charge residents for work orders and make payments to external maintenance vendors. 38 of 46

40 With Yardi Advanced Maintenance, you receive additional products for managing assets at no extra cost, including: Key Features YARDI Maintenance TM Perform and track daily maintenance for your properties with unparalleled ease and efficiency. YARDI Inspection TM Schedule, perform and manage all types of inspections including annual, regulatory, due diligence, and more. YARDI Fixed Assets TM Record and monitor fixed assets from purchase order issuance through purchase, use and final disposition. YARDI Inventory Control TM Provide total physical and financial control over the acquisition, tracking, depreciation and disposition of inventory among multiple locations. Streamlines the depreciation of fixed assets Complete history of work orders Automatic tracking of inventory consumption 39 of 46

41 Orion Business Key Benefits Intelligence Easily create simple-to-use dashboards to analyze the operational and financial health of your entire portfolio. Leverages your operational, financial, and ancillary data in Yardi Voyager for unprecedented insight Helps you easily monitor operations using internal key performance indicators Delivers greater transparency into performance at portfolio, property, and resident levels Available on any mobile device, providing 24/7 access to key decision-making tools 40 of 46

42 YARDI Orion Business Intelligence Yardi Orion Business Intelligence is a unique platform that will revolutionize your real estate operations. With powerful, flexible reports and dashboards providing unrivaled insight and a 360-degree view of your business, this groundbreaking solution expands secure access and unlocks key data to help owners and managers monitor and improve property and portfolio performance. Powerful Analytics Orion Business Intelligence 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 actionbased monitoring of trends in resident, property, portfolio and business-wide performance. With Orion Business Intelligence you get total visibility with rich detailed and configurable reporting and analytics information that can be combined for unique insights and acted on to drive improved portfolio performance. Mobile Platform Orion Business Intelligence is a browser-agnostic, mobilefriendly platform that delivers robust reporting and dashboards via multiple mobile devices. 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. Dashboards with operational data, all at your fingertips. 41 of 46

43 Key Features View supply with weekly demand and leasing, first show count and application count, and average rents. Filter by region, property, or time period. Drill down into your revenue growth, leasing analysis, and rent and occupancy analysis. Configurable, interactive dashboards with drag-anddrop tiles and widgets User-defined KPI targets and benchmark thresholds Custom SSRS reporting with Voyager analytics and ad-hoc Excel analysis View your weekly leasing and resident activity, screening decision reporting, delinquencies, write-offs and skips, evictions and early terminations. Filter by region, property, or time period. Drill down into application demographics and resident risk by source. Performance metrics with instant slicing, dicing, and pivoting data Mobile accessibility across multiple devices and browsers 42 of 46

44 Orion Document Management Unlock key business information and deliver unprecedented content sharing and collaboration across your entire organization. Key Benefits Key Benefits Fully integrated with Microsoft SharePoint Secure, efficient content management for the entire lifecycle of your documents Enhance employee collaboration and workforce efficiency across your entire organization Empower employees with enterprise information, resources, and tools Deliver content to stakeholders while safeguarding privileged and proprietary information Promote collaboration with business partners outside your organization 43 of 46

45 YARDI Orion Document Management Yardi Orion Document Management includes a comprehensive set of tools to manage key content and provide functions to improve productivity and enhance information-sharing across your entire organization. Utilize employee portal functionality and Microsoft SharePoint to deliver unrivaled collaboration from top to bottom. Expanded, secure access for internal and external users empowers staff with enterprise information and facilitates corporate communication. Smart Collaboration Take content sharing and collaboration to a new level with end-to-end document management that encompasses the life cycle of documents in your organization including how they are created, reviewed, published, archived, and retired. With Orion Document Management, you can store easy-to-find, living documents with full Yardi Voyager property security and access tracking, quick search functionality, and document workflows with version control and revision histories. Orion Document Management supports batch scanning for paper documents and batch uploading and conversion routines for existing electronic documents. This eliminates storage capacity concerns and provides a synchronized structure for your portfolio, property pages, and document libraries. Your users can easily and securely locate documents using dashboards customized with quick links and other navigation features. Full integration means users can access content directly from Voyager, SharePoint, and Microsoft Office. Property and portfolio dashboards allow you to easily find documents and information by property, property list, or property attribute. Create dashboards customized to your organization using the Orion web parts catalog to display property photos, maps, narratives, document library quick links, and more. 44 of 46

46 Secure Visibility Secure document access that enforces your business rules to your internal and external users drives greater productivity across your organization. Orion Document Management provides customer-defined intranets that empower your staff with enterprise information, resources, and tools to interact and engage more productively. These employee portals utilize configurable templates, security and the Orion Web parts catalog to match your organization s structure for dynamic interdepartmental communication and collaboration environments. Key Features» End-to-end document management, tracking, version control and revision history Ability to scan paper documents for publishing to libraries and apply metadata tags and system-generated QR codes for easy document lookup Catalog of customizable Web parts to display corporate documents, information and directories matching your company s department structure Pre-designed layouts for easy content management and simple site updates Orion extends document access to your entire organization with Voyager level security. SharePoint content management features allow you to review documents with metadata stored in document libraries. User-defined Voyager security controls at the site and document library level that restrict access to approved employees Mobile accessibility across multiple devices and browsers 45 of 46

47 Yardi Systems, Inc. 430 South Fairview Ave. Santa Barbara, California phone: Request More Information Places that Matter to You, to Your Community, to Us 46 of 46