Occupier Features

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Manage contact details and communication with clients

Digitally sign online documents

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track leases, owned properties, and subleases within the platform.

Manage accounts payable, accounts receivable, expenses, and percentage rent within the platform.

Identify potential savings in operations, locate leases to review, and examine detailed asset portfolios.

Store and access relevant real estate documents or integrate with enterprise content management software.

Set customizable email or pop-up alerts for events such as rent escalation, security deposit maturation, and lease expirations.

Ensure FASB and Sarbanes-Oxley compliance with built-in management tools. Maintain an electronic record of approvals within the system.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and manage adherence to policies for any service, product, process, or supplier

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track, store, and access client contracts or licenses

Managing renters, rent payments, maintenance workflows & documents.

Creating, assign, and track jobs and/or tasks for work orders

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create, design and manage workflows for repetitive tasks

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Create, save, and re-purpose templates for emails, forms, etc.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage assets throughout their lifecycle to optimize profit

Manage, maintain and track the performance of assets and equipment

Create, manage and track all task activities and progression

Manage, organize, and store contact information

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Active reporting of data and metrics

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track interaction history by documenting conversations for contacts

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Compliant with ASC 842 and/or IFRS 16 guidelines.

Allows users to track and control activity across cloud dashboard.

Identifies potential savings in operations, locate leases to review, and examines lease portfolios.

Manages accounts payable, accounts receivable, and payments within the platform.

Tracks lease inventory within the platform.

Sends user notification of critical dates.

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Store, manage, and track all electronic documents in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track, store, and access client contracts or licenses

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage adherence to policies for any service, product, process, or supplier

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Create, send, and track purchase orders and their statuses

Manage, organize, and store contact information

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Manage assets throughout their lifecycle to optimize profit

Integrates with real estate management solutions.

Integrates with ERP Systems.

Automates accountant analysis and journal entry reporting.

Automate lease clause and data management.

Generate one-off reports that meet information requirements

Active reporting of data and metrics

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Form predictions based on past and present data/trends

Create budgets based on historical data and future projections

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Import and export data to and from software applications

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-made examples and templates for emails

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Set up connections to third-party platforms to improve business processes

Private online space that lets businesses securely share documents and provide information access to clients

Alter the layout and content of reports

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create and send email blasts/campaigns

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Create, manage, and send invoices or bills to customers

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

Creation and customization of dashboards

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A record of all activities within the system, including user access, changes made, etc.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Monitor and record expenses such as purchases or charges incurred

Notifications received when important dates and deadlines are coming up

Track sent and received payments, invoices, and bills.

View and track pertinent metrics to find patterns and gain insights from data

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

System alerts about the need to escalate an issue or request

Timed notification for any upcoming task, deadline, appointment, or activity

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Change one currency to another based on real-time rates/values

Configure existing workflows to meet your organization's needs

Centralized accounting record which tracks all financial transactions

Manage and handle various international currencies

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

For commercial leases

For residential leases

Alter the layout and content of reports

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Store and organize documents in a centralized system

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Electronically collect payments for goods or services

Access software remotely via mobile devices

Private online space that lets businesses securely share documents and provide information access to clients

Track and document all activities across devices, networks, and other systems

For retail leases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Online portal through which end users can access the system, manage tasks, or obtain information

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of creating and establishing a new lease agreement between a property owner and a tenant or borrower

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Schedule predetermined or ad hoc maintenance services and labor requests

Monitor the process of lease agreements

Manage and handle various international currencies

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

A record of all activities within the system, including user access, changes made, etc.