[ ExactEs... Reviews ](https://www.g2.com/products/exactestate/reviews) [ ExactEs... Reviews ](https://www.g2.com/products/exactestate/reviews) # ExactEstate Features ##### ## Lease Administration Platform Features (28) Portfolio Administration Track leases, owned properties, and subleases within the platform. Lease Accounting Manage accounts payable, accounts receivable, expenses, and percentage rent within the platform. Lease Auditing Identify potential savings in operations, locate leases to review, and examine detailed asset portfolios. Document Management Store and access relevant real estate documents or integrate with enterprise content management software. Critical Date Alarms Set customizable email or pop-up alerts for events such as rent escalation, security deposit maturation, and lease expirations. Regulatory Compliance Ensure FASB and Sarbanes-Oxley compliance with built-in management tools. Maintain an electronic record of approvals within the system. Localization Enables users to view and transact business with the same content in multiple languages and currencies. Integration / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Property Management Add, view, and edit details of all properties managed by an agency that are available for sale or rent Contract/License Management Track, store, and access client contracts or licenses Tenant Management Managing renters, rent payments, maintenance workflows & documents. Work Order Management Creating, assign, and track jobs and/or tasks for work orders User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Workflow Management Create, design and manage workflows for repetitive tasks Insurance Management Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Template Management Create, save, and re-purpose templates for emails, forms, etc. Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Maintenance Management Manage, maintain and track the performance of assets and equipment Task Management Create, manage and track all task activities and progression Contact Management Manage, organize, and store contact information Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Real-Time Reporting Active reporting of data and metrics Show More ##### ## Leasing (9) Vacancy Advertising Manage rental vacancies and syndicate them to real estate listing services directly from the software. Rental Applications Customize rental application forms to share. Accept or reject applications with applicant dashboards. Tenant Screening Request screening of tenant credit, criminal, and eviction data. Accept or reject tenants according to score requirements. Lease Templates Create and customize lease templates and addenda to send to existing or current tenants. Document Management Store and access leases and other relevant real estate documents or integrate with enterprise content management software. Occupancy Management Manage, track & record the usage and occupancy of physical spaces such as apartments, offices or meeting room Housekeeping Management Manage the cleaning and maintenance of rooms and common areas and track the work status of cleaning staff Contact Management Manage, organize, and store contact information Complaint Management Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction Show More ##### ## Building Operations (6) Maintenance Service Requests Coordinate emergency and preventative work orders, track maintenance requests, and manage vendor relationships. Property Inspections Use and configure inspection templates for recurring and on-demand inspections of property. Service Portals These are typically divided between owner portals and resident portals. Owner portals provide access to property financial information. Resident portals let tenants submit maintanance requests and payments. Building Announcements Distribute building notices or emergency updates to resident or team member emails or on the property website. Resource Reservations Allow your tenants to request access to conference rooms, elevators, loading docks and other shared resources online. Residential Properties For residential properties Show More ##### ## Accounting (9) Property Accounting Track tenant payment histories, manage accounts payable/receivable, and automatically reconcile bank accounts with built-in accounting features. Online Payment Accept rent and application fees online, including payments through credit card or check. Company Financials Monitor and report on key property and building financial metrics within the system. Certificates of Insurance (COI) Manage tenant and vendor COIs in a centralized database, and automate alerts and expiration notifications to ensure timely compliance. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. Overdue Payments Track payments that have not been paid by due date, leading to late fees, cash flow disruptions or penalties Commercial Properties Designed to serve commercial properties Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Electronic Payments Electronically collect payments for goods or services Show More ##### ## Platform Interoperability (1) Pre-Built Connectors Provides useful pre-defined data connections to important external systems and applications. Show More ##### ## Platform Additional Functionality (4) Payment Contains built-in payment processing capabilities or integrates with payment processing software Portal Contains a portal to facilitate third-party or client application access Mobility Is accessible from a mobile device and by users on the go. Cloud Provides a cloud based version of the platform Show More ##### ## Platform Performance (1) Reporting Provides pre-built or customizable performance reports Show More ##### ## Operations (31) Tenant Portal Provides a web-based or app-based portal for tenants to communicate with landlords/property managers, submit service tickets, and more. Integration with Rental Payment Solution Integrates with rental payment software to facilitate sending, receiving, and processing of rental payments. Lease Application Management Streamlines the generation, sharing, and processing lease applications within the core functionality of the property management solution. Tenant Screening Enables screening of tenants (e.g. background checks, eviction reports, credit checks, etc.) to assess and evaluate prospective tenants. Amenity Management Enables the provision and upkeep of amenities and tenant experience services. Accounting Module Provides landlords and property owners a financial management module to keep track of real estate accounting needs. Maintenance Management Simplifies the lifecycle of building service or work order requests, from submission to contracting to task completion. Listing Syndication Automates the distribution of available and/or vacant properties to real estate search engines and multiple listing services (MLS). Work Order Management Creating, assign, and track jobs and/or tasks for work orders Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Service Request Management Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Listing Management Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) Third-Party Integrations Set up connections to third-party platforms to improve business processes Task Management Create, manage and track all task activities and progression Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Financial Management Plan, manage, and track the financial activities of an individual or organization Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Owner Portal Portal for property owners to manage property listings, upload documents, track payments and generate reports Calendar Management Track and manage schedules and meetings via an integrated calendar Contract/License Management Track, store, and access client contracts or licenses Vacancy Management Keep track of vacant properties Faculty/Staff Management Track and manage staff profiles, recruitment, schedules, productivity, career development and performance Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Insurance Management Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Background Screening Researching and validating a person's criminal, educational, job or financial records Website Management Built-in website builder or integration with third-party site Show More ##### ## Asset Management (5) Property Search Enables easier search of property records for valuation and assessment purposes. Commercial Property Data Management Gathers commercial data to gain the complete picture of a piece of commercial property. Residential Property Data Management Gathers residential data to gain the complete picture of a piece of residential property. Rental Property Data Management Gathers commercial and/or residential data to gain the complete picture of a piece of rental property. Geospatial Intelligence Leverages geographic information systems (GIS) to gather and visualize property data. Show More ##### ## Portfolio Management (4) Portfolio Risk Management Utilizes property intelligence to better manage assessments, valuations, and risks in portfolios. Report Generation Generates market intelligence reports and/or CMAs (comparative market analysis). Integrate With Investment Software Integrates with real estate investment management software to transform data into actionable property intelligence. Market View Streamlines sources of property data to gain an overview of commercial and/or residential property data. Show More ##### ## Agentic AI - Property Management (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Lease Administration (4) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Property Intelligence (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (96) Budget Tracking Track actual spending to ensure it's in line with the planned budget Property Database Centralized database to track details of properties (including lease, tenant, and owner information) Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Late Fee Calculation Allows the calculation of fees for late rent payments Credit Check Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments Expense Tracking Monitor and record expenses such as purchases or charges incurred Billing & Invoicing Create, manage, and send invoices or bills to customers AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Payment Processing Accept, record, and reconcile financial transactions Document Storage Store and organize documents in a centralized system Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Rent Tracking Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants Web-based Deployment SaaS, web-based, online deployment Rent Collection Collect payments from tenants via online or offline mode, create recurring schedules and send reminders Lease Tracking Monitor the process of lease agreements Customizable Branding Add customized logos and colors to align with company branding Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities For Real Estate For realtors, real estate investors, property managers, and other real estate professionals. Financial Reporting Generate reports to assess the financial performance of an organization For Property Managers Used by property managers Tenant Tracking Handle activities like room booking, rent processing, lease agreement management, and client communication Credit Card Processing Accept and process credit card transactions Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. For Hospitality Industry To be used by the hospitality industry Violation Tracking Identify and flag system, guidelines, or branding violations/suspicious behavior by users, customers, vendors, or partners. For Residential Specialized for organizations who focus on residential projects Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Guest Tracking Monitoring & logging of information related to guests' activities, preferences & interactions within hotels, resorts, or events Multi-Location Manage and support multiple locations Mobile App Access the system via a mobile application Electronic Signature Digitally sign online documents Utility Billing Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Activity Tracking Track and document all activities across devices, networks, and other systems Virtual Tour Realistic representation of a physical space or environment that helps users explore locations virtually Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service For Commercial Real Estate For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings Client/Property Matching Match clients or tenants with suitable properties based on their specific requirements, preferences and budget AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Billing & Invoicing Create, manage, and send invoices or bills to customers Commercial Leases For commercial leases Residential Leases For residential leases Customizable Reports Alter the layout and content of reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Document Storage Store and organize documents in a centralized system Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Electronic Payments Electronically collect payments for goods or services Mobile Access Access software remotely via mobile devices Client Portal Private online space that lets businesses securely share documents and provide information access to clients Activity Tracking Track and document all activities across devices, networks, and other systems Retail Leases For retail leases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Lease Origination Process of creating and establishing a new lease agreement between a property owner and a tenant or borrower Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity General Ledger Centralized accounting record which tracks all financial transactions Expense Tracking Monitor and record expenses such as purchases or charges incurred Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Lease Tracking Monitor the process of lease agreements Multi-Currency Manage and handle various international currencies Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Audit Trail A record of all activities within the system, including user access, changes made, etc. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Quotes/Estimates Generate quotes or estimates for customers Late Fee Calculation Allows the calculation of fees for late rent payments Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Recurring Rentals Designed to support renewals for recurring customers Scheduling Plan availability and assign specific time slots for tasks and resources Reminders Timed notification for any upcoming task, deadline, appointment, or activity Generative AI Use AI to generate content in the form of text, images, videos, etc. Multi-Location Manage and support multiple locations Online Booking Book meetings and appointments through a website or digital platform Data Import/Export Import and export data to and from software applications Short/Long Term Rental Length of rental AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Templates Pre-made examples and templates for emails Credit Card Processing Accept and process credit card transactions Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Third-Party Integrations Set up connections to third-party platforms to improve business processes Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking API Application programming interface that allows for integration with other systems/databases Equipment Rental Show More ## Top-Rated Alternatives [ 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