[ Leasecake Reviews ](https://www.g2.com/products/leasecake/reviews) [ Leasecake Reviews ](https://www.g2.com/products/leasecake/reviews) # Leasecake Features ##### ## Administrative (9) Document Management Store files for easy access and retain copies of documents through either built-in features or integration with document management software. Contact Management Stores client information and history in a centralized database with search functionality Commission Management Tracking, calculating, and paying commissions and earnings to employees Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Calendar Management Track and manage schedules and meetings via an integrated calendar Template Management Create, save, and re-purpose templates for emails, forms, etc. Agent Management Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc. Client Management Manage contact details and communication with clients Electronic Signature Digitally sign online documents Show More ##### ## 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 ##### ## Operational (13) Contract Management Simplifies the creation, review, and compliance of real estate leases, documents, and contracts Communication Tools Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels. Transaction Management Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations. Mobile App Provides a mobile version of the solution that can be accessed by on-the-go real estate agents Opportunity Tracking Tracks listings, closing rates, and overall pipeline information Property Management Add, view, and edit details of all properties managed by an agency that are available for sale or rent Interaction Tracking Track interaction history by documenting conversations for contacts Task Management Create, manage and track all task activities and progression Website Management Built-in website builder or integration with third-party site Listing Management Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites) Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Regulatory Compliance Compliant with ASC 842 and/or IFRS 16 guidelines. Accessibility Allows users to track and control activity across cloud dashboard. Show More ##### ## Functionality (17) Lease Audit Identifies potential savings in operations, locate leases to review, and examines lease portfolios. Financial Management Manages accounts payable, accounts receivable, and payments within the platform. Portfolio Administration Tracks lease inventory within the platform. Critical Date Alarms Sends user notification of critical dates. Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Contract/License Management Track, store, and access client contracts or licenses Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Purchase Order Management Create, send, and track purchase orders and their statuses Contact Management Manage, organize, and store contact information Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Show More ##### ## Integration (2) Real Estate Integrates with real estate management solutions. ERP System Integrates with ERP Systems. Show More ##### ## Automation (3) Reporting Automates accountant analysis and journal entry reporting. Lease Data Automate lease clause and data management. Ad hoc Reporting Generate one-off reports that meet information requirements 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 - Lease Accounting (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Forecasting Form predictions based on past and present data/trends Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Additional Functionality (77) Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Data Import/Export Import and export data to and from software applications Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Templates Pre-made examples and templates for emails Customizable Branding Add customized logos and colors to align with company branding Lead Capture Automatically identify and save contact information of potential customers For Real Estate Agencies For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Client/Property Matching Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Third-Party Integrations Set up connections to third-party platforms to improve business processes Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Reports Alter the layout and content of reports Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Email Marketing Create and send email blasts/campaigns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Billing & Invoicing Create, manage, and send invoices or bills to customers Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Location Manage and support multiple locations Amortization Schedule Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases Dashboard Creation Creation and customization of dashboards AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Equipment Leases Audit Trail A record of all activities within the system, including user access, changes made, etc. Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Expense Tracking Monitor and record expenses such as purchases or charges incurred Critical Date Alerts Notifications received when important dates and deadlines are coming up Payment Tracking Track sent and received payments, invoices, and bills. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Escalation System alerts about the need to escalate an issue or request Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Currency Conversion Change one currency to another based on real-time rates/values Configurable Workflow Configure existing workflows to meet your organization's needs General Ledger Centralized accounting record which tracks all financial transactions Multi-Currency Manage and handle various international currencies 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. Show More ## 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