Yardi Breeze Features
Lease Administration Platform Features (26)
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Portfolio Administration
Track leases, owned properties, and subleases within the platform.
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Lease Accounting
Manage accounts payable, accounts receivable, expenses, and percentage rent within the platform.
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Lease Auditing
Identify potential savings in operations, locate leases to review, and examine detailed asset portfolios.
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Document Management
Store and access relevant real estate documents or integrate with enterprise content management software.
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Critical Date Alarms
Set customizable email or pop-up alerts for events such as rent escalation, security deposit maturation, and lease expirations.
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Regulatory Compliance
Ensure FASB and Sarbanes-Oxley compliance with built-in management tools. Maintain an electronic record of approvals within the system.
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Reporting
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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
Leasing (9)
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Vacancy Advertising
Manage rental vacancies and syndicate them to real estate listing services directly from the software.
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Rental Applications
Customize rental application forms to share. Accept or reject applications with applicant dashboards.
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Tenant Screening
Request screening of tenant credit, criminal, and eviction data. Accept or reject tenants according to score requirements.
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Lease Templates
Create and customize lease templates and addenda to send to existing or current tenants.
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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
Building Operations (6)
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Maintenance Service Requests
Coordinate emergency and preventative work orders, track maintenance requests, and manage vendor relationships.
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Property Inspections
Use and configure inspection templates for recurring and on-demand inspections of property.
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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.
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Building Announcements
Distribute building notices or emergency updates to resident or team member emails or on the property website.
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Resource Reservations
Allow your tenants to request access to conference rooms, elevators, loading docks and other shared resources online.
Residential Properties
For residential properties
Accounting (9)
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Property Accounting
Track tenant payment histories, manage accounts payable/receivable, and automatically reconcile bank accounts with built-in accounting features.
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Online Payment
Accept rent and application fees online, including payments through credit card or check.
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Company Financials
Monitor and report on key property and building financial metrics within the system.
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Certificates of Insurance (COI)
Manage tenant and vendor COIs in a centralized database, and automate alerts and expiration notifications to ensure timely compliance.
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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
Communication (5)
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Mass Communication
The ability to send communication to all or some residents at once.
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Calendar
A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections.
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Member Notifications
The ability to notify residents through email, SMS, or directly on the website of pertinent information.
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Digital Bulletin Board
A place for residents and property managers to post non-urgent information that is accessible to the entire community.
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Website Builder
Tools to build a website specifically for the community where residents can pay fees, create maintenance requests, and more.
Member Management (2)
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Member Profiles
Profiles for each resident with pertinent information such as payment history, maintenance request history, contact information, and more.
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Member Database
A database of membership information that is easily searchable or sortable.
Property Management (3)
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Payment Gateway
The ability to securely accept payments within the platform.
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Maintenance Requests
The ability for residents to create maintenance requests and for property managers to organize and fulfill said requests.
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Property Management Tools - Community Association Management
Tools for property managers to maintain the community, facilities, and resident information.
Platform Additional Functionality (8)
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Cloud
Provides a cloud based version of the platform
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Portal
Contains a portal to facilitate third-party or client application access
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Investor Statements
Creates unique, customizable investor statements
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Mobility
Is accessible from a mobile device and by users on the go.
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Payment
Contains built-in payment processing capabilities or integrates with payment processing software
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Portal
Contains a portal to facilitate third-party or client application access
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Mobility
Is accessible from a mobile device and by users on the go.
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Cloud
Provides a cloud based version of the platform
Platform Basics (2)
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
Platform Content (1)
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Automation
Automates some or all operation related tasks
Platform Data (3)
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Visualization
Contains tools to visalize data sets or workflows
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Dashboard
Has a centralized dashboard for users to interact with
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Alerts and Notifications
Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.
Platform Performance (1)
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Reporting
Provides pre-built or customizable performance reports
Unit Management (11)
Reservation System
Accepts, manages, and tracks reservations for units
Inventory Tracking
Tracks individual or overall unit activity, occupancy, and history; generates facility maps
Management Reports
Facilitates the creation and generation of unit and overall property management and inspection reports
Tenant Tracking
Handle activities like room booking, rent processing, lease agreement management, and client communication
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Rental Management
Streamline, automate and manage the rental of properties, facilities, assets, or equipment
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Task Management
Create, manage and track all task activities and progression
Logistics & Operations (18)
Industry-Specific CRM
Stores, monitors, and maintains customer information in an easily accessible system
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Payment Processing
Accepts secure online payment; effectively processes online payments
Customer Communications
Provides facility operators and managers effective means of virtually corresponding with customers
Customer Portal
Provides customers with an online portal to ease reserving units, paying for units, and contacting facility managers
AR/AP Management
Processes rent, monitors payment histories, sends out rent reminders and late letters, and records overall transaction activities
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Customer Management
Store and organize information about customers and previous interactions
Website Management
Built-in website builder or integration with third-party site
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Auction Management
Allows businesses to create and manage auctions.
Contract/License Management
Track, store, and access client contracts or licenses
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Operations (31)
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Tenant Portal
Provides a web-based or app-based portal for tenants to communicate with landlords/property managers, submit service tickets, and more.
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Integration with Rental Payment Solution
Integrates with rental payment software to facilitate sending, receiving, and processing of rental payments.
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Lease Application Management
Streamlines the generation, sharing, and processing lease applications within the core functionality of the property management solution.
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Tenant Screening
Enables screening of tenants (e.g. background checks, eviction reports, credit checks, etc.) to assess and evaluate prospective tenants.
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Amenity Management
Enables the provision and upkeep of amenities and tenant experience services.
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Accounting Module
Provides landlords and property owners a financial management module to keep track of real estate accounting needs.
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Maintenance Management
Simplifies the lifecycle of building service or work order requests, from submission to contracting to task completion.
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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
Portfolio Monitoring (4)
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Asset Management
Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition.
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Portfolio Management
Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types.
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Market Research
Aggregates and centralizes property and land information and data from a variety of sources; real-time discovery.
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Investment Management
Monitors the performance of existing investments and analyzes property data to recommend investment decisions.
Investment Operations Management (6)
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Investor Portal
Enables correspondance and communication with and management of real estate investors.
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Back-Office Operations
Automates back office operations and investor workflows.
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Fundraising Management
Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines.
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Deal Management
Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting.
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Financial Calculator
Provides a sales tracking feature to calculate and model the potential value of overall and individual properties within a portfolio.
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Investor Reporting
Generates asset performance reports specifically to present to investors, stakeholders, and board members.
Agentic AI - Property Management (6)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
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
Additional Functionality (118)
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.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Security Gate Access Control
Manage gate access to secure facilities/properties
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Secure Data Storage
Securely stores data to prevent data loss or breaches
Site Maps
Manage site maps showing plots, availability, utilities etc.
SMS Reminders
Reminders sent via SMS/text message
Late Fee Calculation
Allows the calculation of fees for late rent payments
Electronic Signature
Digitally sign online documents
Lease Origination
Process of creating and establishing a new lease agreement between a property owner and a tenant or borrower
For Self Storage Facilities
Designed for self storage facilities
Mobile Access
Access software remotely via mobile devices
Payment Reminders
Reminders sent for balance/payment due
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
API
Application programming interface that allows for integration with other systems/databases
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Multi-Location
Manage and support multiple locations
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
Lease Management - Commercial Real Estate Property Management (3)
Rent escalation management
Manages scheduled rent increases based on fixed steps, Consumer Price Index (CPI), or percentage escalations as defined in the lease.
Lease lifecycle tracking
Tracks key lease dates and events such as commencement, expiration, renewals, and options, with automated alerts for critical deadlines.
Lease type support
Supports different commercial lease structures (e.g., NNN, modified gross, full-service gross) and calculates tenant charges accordingly.
Property Accounting - Commercial Real Estate Property Management (3)
Tenant billing
Generates invoices for rent, CAM charges, and other recoverable expenses based on lease terms.
Budget and NOI reporting
Compares actual income and expenses against budget to track net operating income and performance gaps.
CAM reconciliation
Calculates each tenant's pro-rata share of operating expenses and reconciles estimated payments against actual costs at year end.
Operations Management - Commercial Real Estate Property Management (4)
Preventive maintenance
Schedules recurring maintenance tasks and inspections to reduce equipment failure and compliance risk.
Work order management
Enables submission, assignment, and tracking of maintenance requests across properties.
Tenant portal
Gives tenants self-service access to submit requests, view documents, and communicate with management.
Service request tracking
Allows tenants to log and monitor the status of maintenance or facility-related requests.
Leasing & Tenants - Residential Property Management (3)
Tenant screening
Runs credit, background, criminal, and eviction checks on rental applicants to support leasing decisions.
Lease tracking
Tracks lease start and end dates, terms, and renewal status, with reminders for upcoming expirations.
Digital lease signing
Generates and sends state specific lease agreements for electronic signature by tenants and owners.
Financials - Residential Property Management (3)
Income and expense tracking
Records rental income and property related expenses at the unit, property, or portfolio level.
Online rent collection
Enables tenants to pay rent electronically via ACH, credit card, or other digital payment methods.
Late fee automation
Automatically calculates and applies late fees based on configurable rent due dates and grace periods.
Operations & Maintenance - Residential Property Management (3)
Maintenance request management
Allows tenants to submit maintenance requests online and enables managers to assign, track, and resolve work orders.
Vendor coordination
Manages contractor contact information, work assignments, and service history.
Move in and move out management
Tracks unit turnover tasks, inspections, and condition reports between tenancies.
Reporting & Communication - Residential Property Management (3)
Owner reporting
Generates financial and occupancy reports for property owners, including income statements and rent rolls.
Tenant portal
Gives tenants self service access to pay rent, submit maintenance requests, and view lease documents.
Listing syndication
Publishes vacancy listings to rental websites and marketing platforms to attract prospective tenants.
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