YARDI Multifamily Suite. Smarter Solutions for Places that Matter

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1 YARDI Multifamily Suite Smarter Solutions for Places that Matter

2 Places that Matter Every property you manage is important, and you make decisions knowing that each apartment or housing unit is a home that means something to its owners, managers, and residents. We understand your commitment to providing the best quality homes for your residents, and the greatest value to your property owners and investors. Our smarter solutions make it easier for you to take care of your customers, and the employees in your organization.

3 Places that Matter to You, to Your Customers, to Your Community, to Us

4 SMARTER Real Estate Management YARDI Voyager plus the YARDI Suites Business-Wide Platform The Yardi Multifamily Solution includes comprehensive front office and back office services integrated into one system with complete business intelligence and mobility. Once you standardize your operations in Voyager, you can utilize the entire single solution stack and gain further efficiencies, cost savings, and a competitive advantage. Yardi Multifamily Solution Voyager Residential 1 Yardi Marketing Suite RENTCafé 7 RENTCafé Connect 13 LeasingPad CRM 17 Yardi Multifamily Suite RENTmaximizer 21 Resident Screening 25 ResidentShield 29 Energy Solutions 33 Payment Processing 37 Procure to Pay 41 Advanced Maintenance 45 Orion Business Intelligence 49 elearning 53

5 Property Management, Accounting, Operations, Facilities Management, BI YARDI Multifamily Solution Matrix Market & Research Data Procurement, Vendor Management, Invoice Processing Procure to Pay Marketing & CRM ILS, Property Marketing, Prospect & Resident Portals, Social Media, Reputation Management, Call Center Revenue Management, Resident Screening, Insurance, Utility Billing, Payment Processing Ancillary ERP SaaS

6 Key Benefits Features a single platform and database with full drilldown for true visibility Utilizes automated workflows modeled on industry-standard best practices Includes hundreds of standard reports and custom analytics with drilldown to transaction-level data Offers a suite of built-in smart additions for the flexibility to create a full business solution Leverages Software as a Service (SaaS) deployment and benefits Delivers real-time access through all major Web browsers to execute leasing and provide resident services from smartphones and tablets

7 Voyager Residential The most advanced Software as a Service property management platform for residential real estate with built-in accounting, real-time performance analytics, and complete mobility. Yardi 1

8 YARDI Voyager Residential Yardi Voyager is an end-to-end platform 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. Add products from the Yardi Marketing Suite and Yardi Multifamily Suite and take advantage of our comprehensive front office and back office tools and services for a full business multifamily real estate solution. If you have single family properties in your portfolio, add the Single Family Homes toolset to provide property setup templates, role-based dashboards with key performance indicators, automated workflows, and analytic reporting for your single family properties. Efficient Management Streamlined workflows help manage check writing, approve work orders, process purchase orders, and set up new leases, move-ins and move-outs, and more. Voyager performance tables allow you to configure stored procedures to meet your individual property management requirements. Smart Navigation Tools Voyager has smart navigation tools including a menu search box to find functions and a site search box to find account information quickly and easily. Make a favorites list of the screens you use most or use the history function to see where you ve been. If you re a keyboard power user, you can set up shortcuts to your favorite screens. 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. Multiple Devices, Multiple Browsers With Voyager, you can work on a desktop computer, laptop computer, Microsoft Surface, Apple ipad, Android tablet, and all major smartphones. And because it s browser independent, you can choose the browser that works for you. Business-Wide Insight System-wide transparency, reporting, and audit trails give you superior insight. For a 360-degree portfolio view, Yardi Orion Business Intelligence brings together your operational, financial, and ancillary services data from Voyager and Yardi Resident Screening, Yardi RENTmaximizer, and Yardi Energy Solutions to provide unique business intelligence through specialized dashboards featuring action-oriented monitoring and analytics. 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. 2 Yardi

9 Key Features Mobile Solutions The Voyager platform provides seamless integration with our mobile apps so you can execute leasing, provide resident services, and complete tasks and approvals right from your mobile device. License our suite of products for access to mobile apps including RENTCafé Resident, Yardi PAYscan Mobile, Yardi Maintenance Mobile, Yardi Maintenance Manager Mobile, Yardi Inspection Mobile, and more. Yardi mobile solutions are optimized for iphone and ipad, BlackBerry smartphones, and Android smartphones and tablets. Schedule and complete inspections from a smartphone or tablet; assigned inspections appear instantly on the inspector's device. Compatible with all Web browsers and mobile devices Streamlined leasing workflow Configurable role-based dashboards Integrated general ledger and automated move-in, move-out accounting Integrated maintenance and work order tracking 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 Hosting options include Yardi SaaS and Yardi SaaS Select Extend the Voyager property management and accounting platform with integrated value-add products from the Yardi Marketing Suite, Yardi Multifamily Suite, and Yardi Investment Suite. Our suites feature comprehensive marketing, leasing, facilities management, energy management, procurement, invoice processing, payment processing, business intelligence solutions, and more. Integration with Orion provides 360º business intelligence across your entire portfolio Yardi 3

10 Financial Management Yardi Voyager Residential is a complete accounting system designed to meet all applicable GAAP and IFRS requirements. The full-featured general ledger makes financial management processes efficient and responsive to unique organizational policies and procedures. With tools including multiple sets of books, general ledger allocation, recurring journal entries, segmented accounting, intercompany accounting, financial entity setup, and account trees, Voyager has the accounting power to support your business. Accounts Receivable Voyager provides comprehensive accounts receivable functionality including resident invoicing, automatic or manual payment receipting, creation of letters and statements, and back rent calculation based on different calculation types. Accounts receivable functionality is fully integrated with the general ledger, cash receipting, and accounts payable in Voyager for real-time data entry with batch and quick receipts, unlimited recurring charges, and late fee management with grace periods. Furthermore, Voyager manages complex rent rolls, including overages and turnover rents, and tracks multiple checking accounts. Accounts Payable Voyager streamlines the payables process and reduces costs by converting paper invoices into efficient electronic transactions virtually eliminating paper and mailing costs. Automated workflows create additional efficiencies as invoices are routed through the approval process through vendor payment. Voyager can generate both one-time and recurring invoices. The system can produce customizable rent statements and reconciliation letters to residents as well as generate statements in bulk for printing or sending automatically by . The Invoice Register Dashboard shows the status of all invoices, eliminates paper processing requirements, and helps avoid bottlenecks with vendors. Data presented on the dashboard includes drilldown to vendors and payment status. 4 Yardi

11 Key Features General Ledger The powerful general ledger allows your organization to use a single chart of account with configurable accounting segments. The system offers standard cash and accrual books with the ability to create multiple configurable books. Users can drill down to base transactions from high level reports. hhdistribute expenses from a source property/entity to multiple target properties/entities based on predefined allocation percentages hhcreate consolidated journal entries and apply them automatically to multiple individual entities based on percentages or statistical data Unlimited number of financial entities with varying fiscal years Recurring journal entries with formula-based calculations Analytic/audit dashboards for reviewing receivable, payable, and job cost transactional data Simultaneous cash and accrual basis accounting Streamlines the payables process by converting paper invoices into electronic transactions Comprehensive budgeting tools Automated bank reconciliation Check writing capability with your paper stock Role-based dashboards display tasks that need to be completed on a daily basis. Dashboard reporting gives a complete record of financial transactions with drill-down capabilities. Yardi 5

12 Key Benefits Fulfills all property marketing, leasing, and resident service needs from one platform Appeals to users and search engines using dynamic, responsive design Maximizes leads with social media marketing and reputation management tools Attracts prospects and turns leads into leases with smart conversion features Expedites the leasing cycle with complete online lease execution and renewals Adds efficiency and heightens prospect and resident satisfaction with convenient mobile apps 6 Yardi

13 RENTCafé A powerful multifamily marketing and leasing platform featuring dynamic websites and a multichannel marketing management system with social media and classified posting tools plus online leasing, rent payments, and maintenance requests. Yardi 7

14 RENTCafé RENTCafé connects you with prospects and residents more quickly than ever before. Attract prospects with corporate and property marketing websites, social media marketing, and classified posting tools. Convert leads through step-by-step online leasing. Retain residents by offering convenient online payments and maintenance requests. Gain trusted referrals and manage your reputation with built-in solutions. Complete mobility and seamless integration with Yardi Voyager, Yardi LeasingPad CRM, and RENTCafé Connect presents prospects with real-time pricing and unit availability, ensuring you never miss an opportunity to turn a lead into a lease. RENTCafé includes Facebook apps that allow you to deliver unit availability and execute online leasing directly from your property s Facebook page. RENTCafé property marketing websites are optimized for display and functionality on any size screen. With our social media management tools, you can post conveniently to Facebook, Twitter, and Instagram from one central hub. Property Marketing Sites Showcase your communities with property marketing sites that provide appealing, content-rich designs and easy-to-use features, including large photo displays, convenient mouse-over floor plans, videos, blogs, user-generated ratings and reviews, and much more. Responsive design increases your mobile presence and improves the customer s digital experience. Corporate Marketing Sites Create a customized website to professionally represent your corporate brand. An integrated geographic apartment search allows prospects to search for available units at all of your properties. Manage both your corporate site and your property websites from a single solution. Social Media Marketing Power your social content posting strategy. Tap into your residents social networks to increase your prospective audience and lower your marketing costs. Built-in tools expand your online presence and incentivize residents to give trusted referrals to friends, family, and colleagues. 8 Yardi

15 Overdue Pending Completed Unassigned Awaiting Approval Approved Instantly view assigned, completed, overdue, approved, and pending tasks with the RENTCafé Marketing Manager. Quickly create and track effective classified ads with customized templates featuring easy-to-use drag and drop widgets with RENTCafé Classifieds. Classified Posting Attract and convert more leads using RENTCafé Classifieds to quickly create compliant, trackable classified ads for Craigslist. Reduce the potential for errors and drive opportunities using intuitive drag and drop widgets to define amenities, photos, and other fields. Detailed reports on ad activity, conversion rates, and more provide insight into campaign effectiveness. Digital Marketing Manager Manage content marketing for multiple properties with RENTCafé Marketing Manager, a multichannel marketing management system designed specifically for multifamily. Users can save, search, and share content, as well as communicate with team members at other communities. Reputation Management Ensure you make an accurate first impression with today s online renters. The RENTCafé reputation management program empowers your staff to track, review, and manage online ratings from Yelp, Facebook, ApartmentRatings.com, ApartmentReviews.net, and Renter s Voice. RENTCafé also tracks corrective action taken on problematic reviews. Yardi 9

16 Online Leasing Provide prospects with real-time pricing and unit availability through your property websites and via Facebook with step-by-step online lease execution. Activate comprehensive price and lease term selection, self-screening capabilities, and renters insurance fulfillment when used with Yardi RENTmaximizer, Yardi Resident Screening, and ResidentShield Protection Plan. Complete leases online while seamlessly directing residents to set up utilities with ConnectMyUtilities integration. Expanded Resident Services Increase retention by providing in-demand, expanded services that residents expect. Available as both a responsive website and a mobile app, the resident portal allows renters to easily, securely, and instantly update their profiles, view balances, make online payments, and submit maintenance requests with photos and voice memos. Encourage residents to stay connected with your community through online announcements and calendar events. Concierge Services Enhance the resident experience with expanded online services through Yardi Concierge. Completely integrated with Voyager and RENTCafé, Concierge enables residents to authorize guests, set notification preferences, reserve amenities, and track deliveries online. Eligibility and Compliance Extend your online presence by adding RENTCafé Affordable Housing for properties receiving federal or state housing subsidies and requiring compliance. Set up standard process workflows or create your own to meet your specific business needs. Applicants can complete online applications at their own pace using an easy, step-by-step process.* * Please see separate product information sheet for features available with RENTCafé Affordable Housing. ILS Data Syndication Oversee your digital marketing in one convenient place with our Internet Listing Service (ILS) syndication tools. Automatically update your online listings nightly with current prices, availability, photos, amenities, office hours, pet policies, and more. Optimized for ios and Android platforms, our RENTCafé Resident app provides instant access to residents on the go. RENTCafé TextPay gives residents a convenient and secure mobile option to review balances and make payments via SMS text messaging. Available on the 10 Yardi

17 Key Features Dynamic corporate and property marketing websites with full mobility Built-in social media marketing and referral programs Classified posting solution and centralized digital marketing manager Reputation management tools to track, review, and manage ratings Prospect and resident portals with online and mobile services, including leasing ILS data syndication with automatic updates Professional Services Expand your marketing influence with RENTCafé Reach and RENTCafé Creative professional services. Whether you need assistance with search engine optimization, pay per click advertising, or creative design, RENTCafé experts are available to support your marketing initiatives. SEO and SEM services ensure that prospects find your communities online. Creative services help you capture and convert leads with outstanding design. Customizable creative and SEO and SEM services Complete integration with Voyager, RENTCafé Connect, and LeasingPad CRM RENTCafé Reach Reach more prospects with professional search engine optimization and search engine marketing. RENTCafé Reach helps you target potential residents who are actively searching for a place to live. Give your communities a major boost online with full-service SEO and pay per click advertising consulting and management, including in-depth analytics. RENTCafé Creative Attract potential residents to your properties with customized Web design that engages and converts. The RENTCafé Creative team can create floor plans, interactive maps, branded templates, and more designed to exactly match your specifications. Work with experts to develop appealing visual representations that will encourage prospects to take the next step. Yardi 11

18 Key Benefits Maximizes and controls your spend while promoting prospect and resident satisfaction with a smart digital answering service Offers on-demand live agent support via call, chat, and with experienced property management and leasing professionals Records calls for playback directly from Voyager for quality assurance Promotes your properties key selling points, policies, and resident procedures Delivers lead-to-lease reporting and smart analytics for unprecedented visibility into the performance of your property marketing strategy 12 Yardi

19 RENTCafé Connect A seamless extension of your leasing and management office. Designed to be invisible to your prospects and residents and transparent to you this flexible solution increases property occupancy and promotes resident satisfaction. Yardi 13

20 RENTCafé Connect An extension of your leasing management office, RENTCafé Connect is a full-service solution that increases property occupancy by eliminating missed sales opportunities. Promote resident satisfaction and reduce move-outs by providing timely assistance. Designed to be invisible to prospects and residents and transparent to you this flexible solution manages inbound communication with digital answering services available around the clock, plus live agent support through the Customer Connection Center accessible on demand. Get the best of both worlds without breaking your budget. By leveraging information specific to your community from RENTCafé and Voyager, RENTCafé Connect acts as an extension of your leasing office 24 hours a day, 365 days a year. Control Spend RENTCafé Connect helps you manage expenses and stay within your operating budget. This adaptable program delivers an efficient digital answering service with optional skilled Customer Connection agents available on demand. With the ability to turn this service on or off at your discretion, you can take advantage of live support without exceeding your budget, giving you complete control over your marketing spend. FOLLOW UP AND CLIENT SATISFACTION VOYAGER INTEGRATION SET UP AND TRAINING LEASING SUPPORT RENTCafé Connect RESIDENT SUPPORT A digital answering service when you want it. On-demand access to live agent support when you need it most. CLIENT REPORTING ANSWERING SERVICE Maximize Marketing Dollars Eliminate missed sales opportunities by never missing a lead. RENTCafé s Customer Connection Center directs your leasing calls, s, and chats to highly skilled agents who will create guest cards and schedule qualified appointments to tour your property. In addition, RENTCafé Connect tracks the marketing source of each call. This capability, combined with smart reporting tools, helps you analyze the impact of your marketing dollars so you can refine and reduce spend to maximize ROI. Retain Residents RENTCafé Connect provides superior service tailored to your residents, increasing satisfaction and lease renewals. Because RENTCafé Connect is seamlessly integrated with Voyager, Customer Connection agents enter maintenance requests and credit card payments directly into your property management system in real time. Agents leverage notes and history within Voyager to offer the best customer experience when answering questions and resolving issues. No other call center can offer that. 14 Yardi

21 Key Features Digital answering service for automated inbound message management On-demand leasing and resident phone support, available 24/7, 365 days a year Specialized and chat support The Customer Connection Center consists of experienced, trained property management and leasing professionals that provide your prospects and residents with superior service. Guest cards, appointments, maintenance requests, and payments entered directly into Voyager Unique phone numbers for each marketing source and property upon request Calls recorded and accessible within Voyager for quality assurance Analytic reporting with complete visibility into your marketing spend Onsite management staff notified of activity as it occurs via Integrates with Yardi LeasingPad CRM for instant resident, prospect, and lead alerts at your fingertips. Yardi 15

22 Key Benefits Simplifies the leasing process, allowing agents to complete leasing tasks quickly and easily from any location Makes real-time lead tracking reliable for accurate traffic counts and lead sourcing Eases the move-in, move-out, and lease renewal processes for staff and residents Schedules prospect and resident follow-up for customer relationship management throughout the lease lifecycle Ensures optimal visibility into your leasing office, eliminating missed opportunities Provides performance reporting for advertising and marketing campaigns, turning data into actionable information for increased ROI Eliminates manual data entry and duplicate records 16 Yardi

23 LeasingPad CRM Turn leads into leases, improve resident retention, and maximize your marketing ROI with our endto-end leasing and customer relationship management solution. Yardi 17

24 YARDI LeasingPad CRM Our end-to-end leasing and customer relationship management solution allows you to conduct prospect and resident services from your tablet or desktop, with instant real-time data from Yardi Voyager. Fully integrated with Voyager, RENTCafé, and RENTCafé Connect, LeasingPad CRM accesses contact, lead, lease, resident, and property data and packages it in an intuitive and mobile format for your leasing consultants. It provides automated leasing and CRM activities in one integrated, transparent system so you have total visibility into your leasing office. Leasing consultants can easily step prospects through the leasing cycle from initial contact through online lease execution, as well as promptly assist residents during move-in, move-out, lease renewal, and maintenance requests without being tied to a desktop. Mobile Leasing Management LeasingPad CRM features unlimited customized follow-ups for both prospect and resident activity. Real-time lead notifications, tracking, and management reporting helps your leasing consultants identify prospects even before they step foot on your property. Additionally, LeasingPad CRM powers your customer relationship management throughout the leasing process, continuing after the customer moves in, all the way to renewal. Facilitate easy customer communication using the incorporated Voyager correspondence engine and professional templates. Instant Response Gain total visibility into your leasing office when you channel daily leasing and CRM activities into one integrated, transparent system. Dashboards featuring up-to-the-minute operations detail, leasing data, and residential analytics with drilldown and access to custom reports ensure your staff provides accurate information to your prospects, applicants, and residents. LeasingPad CRM also 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, make your advertising more productive, and convert more prospects into residents to optimize rental revenue. View property listing details, lead data, resident service requests, and detailed analytics in one seamless interface. 18 Yardi

25 Key Features Automated notifications ensure every lead is serviced with unlimited, customized follow-ups Instant access to real-time unit availability and lead transfer to sister properties Accurate reporting on marketing spend, employee performance, traffic patterns, and more Operations and leasing dashboards with analytics from Voyager Real-time lead identification, evaluation, tracking, and management Full integration with Voyager, RENTCafé, and RENTCafé Connect Access your dashboards, contacts, leads, calendar, and leasing activity with a single tap. Smarter Leasing Benefit from the workflow efficiency and competitive advantage supplied by an end-to-end tablet leasing tool. All the leasing activities and prospect 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. Improved Performance Analytic reporting on agent performance, property positioning, and the effectiveness of your marketing campaigns provides timely information to better manage your leads and contacts, sign more leases, and improve your team s performance. With LeasingPad CRM analytics, you can turn accurate data into actionable information that increases your ROI. Yardi 19

26 Key Benefits Helps you consistently beat the market to gain maximum revenue and optimize your assets Includes Yardi experts dedicated to managing your pricing so you can focus on your business Leverages a built-in proprietary feedback loop to continuously advance algorithms, making the system smarter Allows you to map your pricing to your business processes and goals with a configurable system built into in your Voyager platform 20 Yardi

27 RENTmaximizer Our solution provides better results, better service, and complete visibility. Now you can increase rental income growth while you improve occupancy. Yardi 21

28 YARDI RENTmaximizer Get better results with Yardi RENTmaximizer, 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 provides complete visibility to see your rent movement, understand your financial and operational performance, and know your market including every comp and how you compete. UNIT AVAILABILITY HISTORICAL EXPERIENCE TRAFFIC PRICING ENGINE COMPARATIVE RENT CALIBRATION ENGINE RENTmaximizer 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, inventory hold days, and lease expiration management. Complete Visibility RENTmaximizer provides holistic revenue intelligence for your operations team. With this transparent system you ll see everything from rental rates and occupancy data to property performance benchmarking (compared to the market, submarket, and competition). Prospects and residents will gain various pricing options, while your managers will enjoy greater confidence that you are delivering the best possible rental prices. RENT RECOMMENDATIONS RESULTS FEEDBACK LOOP And when you combine Yardi Orion Business Intelligence with Voyager and RENTmaximizer, you get instant 360-degree business insight. Orion brings together your operational, financial, property, and pricing data and provides revenue management dashboards with key information about pricing trends, marketing activities, and revenue growth to drive improved portfolio performance. Better Results Clients using RENTmaximizer have gained on average more than 6% net rental income growth while improving occupancy. And, RENTmaximizer properties consistently beat the market by a minimum of 2%. This intuitive, transparent pricing system empowers your sales force, provides clear and comprehensive reporting, and promotes adoption throughout your organization. Leases are priced by the system daily, 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, inventory hold days, and lease expiration management. Better Service You manage your business, we manage your pricing. Only Yardi provides you with a dedicated revenue manager with valuable industry experience along with your revenue management software. Your dedicated revenue manager will get to know your business processes, assets, and goals to provide superior support and will work with you to maximize your returns. And as a RENTmaximizer client, you ll receive this service and training continuously to promote ongoing success. RENTmaximizer provides total visibility into your vacancy forecast. 22 Yardi

29 Key Features Industry benchmarking data provides complete visibility for more successful pricing Historical information and other metrics help you manage and forecast lease expirations. Multiple pricing options fit customer needs and address fair housing concerns Predictable daily pricing allows for fast adjustment to market conditions and your inventory Analytical reporting provides complete intelligence on components that drive maximum revenue Superior service and ongoing training from experienced revenue managers Clear and comprehensive metrics focus on all operational components that drive revenue including rental income, concessions, occupancy, and rental rate, not just pricing. The Performance Benchmark Detail report allows you to view data across several months. Integration with Voyager and Orion combines for 360 business intelligence across your entire portfolio Market Intelligence Yardi Matrix provides nationwide intelligence on markets, submarkets, competition, developments, rents, occupancy, and more. This data delivers accurate indicators of economic trends and performance and helps you price apartments profitably. When this marketspecific data is incorporated with your RENTmaximizer data, you can accurately benchmark performance and factor it into rent projections and calculations which enhances your revenue management strategy and helps boost the performance of individual assets. Yardi 23

30 Key Benefits Reduces loss from collections, evictions, and legal action Automates consistent decisions and improves compliance with customizable rules Increases ease of use with one integrated system and simplified online leasing workflow Leverages resident history data in Voyager for better business intelligence 24 Yardi

31 Resident Screening Make screening a seamless part of your Yardi Voyager leasing workflow, and leverage it with your operating data to ensure you consistently select and retain low-risk residents. Yardi 25

32 YARDI Resident Screening Yardi Resident Screening is a proven online resident screening system that delivers 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, our solution 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 Our solution delivers a reliable 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. Strategic Advantage The screening and reporting tools included with the system enable property owners and managers to minimize risk and maximize revenue while maintaining compliant, safe, and profitable communities. 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. Experian RentBureau Advantage Gain a competitive advantage by adding Experian RentBureau data to your screening program. Experian RentBureau is the largest and most widely used database of rental payment information and currently includes data on more than 16 million residents nationwide. With Yardi Resident Screening, you can leverage this data to factor applicants rental payment history as part of your resident screening decision, which will allow you to accept better quality residents who have a history of paying rent on time. Analyze community and portfolio screening data on the Resident Screening Exec portfolio dashboard. Incorporate rental payment history into your screening decisions by combining Experian RentBureau data with Yardi Resident Screening. Property management companies and electronic rental payment processors automatically report payment data to Experian RentBureau every 24 hours. 26 Yardi

33 Key Features Automate recommendations based on your criteria and help staff work more efficiently. 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 rental decisions and improve compliance Strategic analytics and executive reports provide insight into portfoliowide traffic and screening activity Oversee applicant traffic and property performance in a single snapshot with the Resident Screening Exec reporting dashboard. Integration with Experian RentBureau incorporates rental payment history Business profile reports available as an additional service Access the Executive Dashboard and applicant reports on your smartphone. Yardi 27

34 Key Benefits Provides instant online insurance quotes and policy issuance within your Voyager lease workflow to maximize penetration rates Features insurance offerings tailored to your portfolio composition and individual property needs Allows eligible owners and property managers to earn revenue for assisting with program implementation and ongoing administration Supports pre-approval for coverage without additional background or credit checks to make signing up faster and easier Includes guaranteed premiums without increases resulting from past claim activity Offers personal liability and property coverage at full replacement cost 28 Yardi

35 ResidentShield Protection Plan Reduced risk and peace of mind for you and your residents. Yardi 29

36 ResidentShield Protection Plan Renters insurance reduces your property risk from resident-caused loss, and offers your residents proven protection. 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. When combined with RENTCafé, renters can sign up as part of the online leasing workflow. 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. 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. 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. Primarily used as a supplement to ResidentShield HO4 as a forced placed alternative, resident enrollments are completed within the Insurance Dashboard in 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. *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. 30 Yardi

37 Key Features Ability to name up to four non-related residents (roommates) on one policy Implementing a required renters insurance program has become standard business practice for portfolio managers across the industry. According to the National Multifamily Housing Council s Apartment Cost Risk Survey, 84% of apartment companies surveyed 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. 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 Yardi 31

38 Key Benefits Offers convergent utility billing that can increase collections by 20% Includes daily meter reads with real-time consumption alerts to identify errors and costly leaks that need repair Features paperless utility invoice processing; saving you money and time Includes dedicated regulatory staff and service teams to provide support 32 Yardi

39 Energy Solutions 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. Yardi 33

40 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. Centralize Billing Submeter data is transmitted daily and analyzed, and costs are automatically allocated to residents. Along with accurate allocations, our solution provides direct resident billing and online payment options that increase your operational efficiency, while maximizing cash flow. Improve 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 Orion Business Intelligence, utility expense and recapture data from Voyager is automatically reported in a dashboard. Gain Control Our solution gives you complete control of utility payables. Analytical reports show average cost and consumption, monthly allocations, and recovery information. Automated daily meter reads provide realtime 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. 34 Yardi

41 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 Energy Solutions to provide you with utility and energy management dashboards featuring comprehensive data for unique 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 Submeter installation and maintenance services to preserve the efficiency of your system Utility consumption reports compare utility usage between submeters or master meters over a specific period. Integration with Voyager and Orion combines for 360 business intelligence across your entire portfolio Yardi 35

42 Key Benefits Increases resident satisfaction and maximizes your cash flow with online payments Scans and digitizes paper checks and money orders in bulk Offers one-stop convenience and reduces money order issues with walk-in payment option Provides instant access and payment confirmation for residents via SMS text payment services Auto-transfers electronic deposits to your bank account Eliminates manual errors and time-consuming bank trips 36 Yardi

43 Payment Processing Allow your residents to make rent and other payments online, via text message, and in person at participating retailers a convenience they expect. Automate rent processing and eliminate bank runs for your staff to save time and maximize cash flow. Yardi 37

44 YARDI Payment Processing Increase resident satisfaction and maximize cash flow with Yardi Payment Processing, which includes four payment processing options for multifamily property management. Yardi Online Payments, Walk-in Payment System (WIPS ), Yardi CHECKscan, and RENTCafé TextPay integrate with Yardi Voyager to streamline rent collection, cut operational costs, and reduce processing errors. Your residents can conveniently pay rent online, via text, or at participating retailers, and your staff can quickly bulk scan and digitize rent payments made with checks and money orders. Online Payments Online Payments supports paperless self-service rent payments for your residents, with a 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 debit or 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; debit and credit card payments are processed within 2-4 days. Text Payments Paying rent has never been easier. Residents now have 24/7 convenient and secure mobile access to review balances and make payments via SMS text messaging. Immediate confirmation is provided to residents making text payments from a bank account or credit card. Rent payments are automatically entered into Voyager, improving operational efficiencies while increasing resident satisfaction by providing an in-demand mobile service. Make paying rent easier and streamline collection with secure online payments for your residents. With RENTCafé TextPay, residents can check account balances on the go, submit payments, and receive instant confirmation via text message. 38 Yardi

45 Walk-in Payments Our Walk-in Payment System (WIPS) allows residents to pay rent in cash at over 20,000 participating retail locations. Residents enjoy the ease of a one-stop experience. Property management companies gain efficiencies and reduce money order issues. This service can be easily added to your existing Yardi cash management system. Electronic payment confirmations are available in Voyager the next day; funds are made available within three business days. Key Features Electronic deposits for rapid availability of funds 24/7 resident access to view ledgers and make online and text payments Debit and credit card and ACH payments with recurring ACH option Walk-in payment service enables cash payments at participating retail locations Voyager auto-matches charges and applies payment priority rules Check Scanning CHECKscan eliminates trips to the bank, lost checks, and manual keying errors. It also reduces NSF risk. Simply bulk scan batches of personal, corporate, bill pay, and cashier s checks and money orders to 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, optimizing your cash flow. Permanent check image storage in Voyager for scanned payments Online review workflow with colorcoded transactions for easy resolution No data transfer or synchronization needed Yardi 39

46 Key Benefits Reduces costs through a competitively priced catalog featuring nationally recognized suppliers and manufacturers Increases compliance with environmental policies and green initiatives Provides insight to trial balance impact prior to payment Saves money and time by eliminating lost invoices, duplicate payments, and potential overpayments Reduces overall audit fees and support effort Simplifies vendor management including onboarding, compliance, and ongoing data maintenance Ensures turnkey compliance through RMIS or self-service compliance 40 Yardi

47 Procure to Pay 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. Yardi 41

48 YARDI Procure to Pay Save money, save time, and be able to focus on your clients. Yardi Procure to Pay is our centralized procure to pay platform including automated procurement with Yardi Marketplace, comprehensive vendor management via VENDORCafé, and electronic invoice processing with Yardi PAYscan. Spend Management Procure to Pay centralizes procurement and provides portfoliowide spend management. Online catalogs are defined by you and represent existing vendor relationships, down to the property level. Your ability to approve and leverage negotiated pricing across your portfolio and perform real-time budget checks maximizes spending control. Online Shopping Cart Yardi Marketplace, your single point for supplier management, features up-to-date online catalogs that deliver the best available discounts on a variety of products. Pre-negotiated rates and online shopping enable hassle-free procurement of all of your maintenance, repair, and operating supplies. Easily access favorite product lists and add items to your custom shopping cart so that purchase orders are automatically populated with your full accounting detail. Procure to Pay users have access to thousands of maintenance, repair, and operating supplies from national vendors such as Staples, Kimberly-Clark, Grainger, Georgia-Pacific, and The Home Depot. Vendor Management VENDORCafé centralizes 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 the VENDORCafé 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. Easy access and review of critical documents to assess risk. 42 Yardi

49 Key Features Paperless Processing PAYscan, part of 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 Yardi 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). Comprehensive online catalog with over one million products including sustainable product options In-store purchase programs with partners such as The Home Depot and Grainger Customizable workflows, flexible payment options, and detailed spend analytics with transactional detail Complete vendor profile management for easy contact, document, insurance, and payment information updates Automated vendor invoice and payment processing workflows Seamless invoice processing with online approvals for timely payments via EFT or check Systematic matching of electronic purchase orders to invoices GL account balance insight during entire AP process Comprehensive reporting and analytics from purchase order to invoice to payment Yardi PAYscan Mobile allows managers to search, view, and approve purchase orders and invoice registers right from their mobile device. Yardi 43

50 Key Benefits Ensures fewer equipment breakdowns with preventative maintenance scheduling Enables fast response to maintenance requests with mobile access Facilitates oversight of maintenance personnel with location tracker Features graphical display of key performance indicators Includes maintenance, inspection, fixed assets, and inventory control modules 44 Yardi

51 Advanced Maintenance Schedule, track, and manage all preventative, routine, and emergency maintenance from your desktop or mobile device and gain modules for managing inspections, fixed assets, and inventory control at no extra cost. Yardi 45

52 YARDI Advanced Maintenance Our facilities management suite of products includes Yardi Advanced Maintenance, which lets you manage preventative and ad hoc maintenance tasks from any device. When you license Advanced Maintenance, you receive several additional products for managing your assets and facilities at no extra cost, including Yardi Maintenance, Yardi Inspection, Yardi Fixed Assets, and Yardi Inventory Control. Advanced Maintenance is adaptable for multifamily, affordable, senior, military, condominium, HOA, office, industrial, and retail property types. Comprehensive Maintenance Management Advanced Maintenance is your solution for complete scheduling, tracking and management of asset maintenance from your desktop or mobile device. You can schedule preventative, routine, and emergency maintenance tasks. A location tracking feature allows you to match technicians with tasks, ensuring rapid response to emergency requests. Inventory consumption in the maintenance process is automatically tracked and recorded in Yardi Voyager. Maintenance Manager Mobile Advanced Maintenance includes the Yardi Maintenance Manager Mobile app which helps you save time, boost efficiency and increase tenant and 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 Apple ipad. Facilities Manager Yardi Facilities Manager is a browser-agnostic interface optimized for tablets that allows facility and property managers to display key information about maintenance operations and perform common tasks via intuitive, customizable dashboards and workflows. 46 Yardi

53 Key Features With Advanced Maintenance, you receive additional products for managing assets at no extra cost, including: Full planning and scheduling of maintenance tasks 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. Streamlined depreciation of fixed assets Complete history of work orders Automatic tracking of inventory consumption Yardi 47

54 Key Benefits Leverages your operational, financial, and ancillary data in Voyager for business-wide insight Helps you easily monitor operations using internal key performance indicators Delivers greater transparency into performance at portfolio, property, and resident levels Provides 24/7 access to key decisionmaking tools from any mobile device 48 Yardi

55 Orion Business Intelligence Easily create simple-to-use dashboards to analyze the operational and financial health of your entire portfolio. Yardi 49

56 YARDI Orion Business Intelligence Yardi Orion Business Intelligence is a unique, mobile-enabled platform that can be installed and customized easily and cost-effectively. Orion features more than 200 built-in key performance indicators and powerful, flexible reports and dashboards that provide a 360-degree view of your business. Orion ensures secure access to data that helps owners and managers improve business performance yet requires dramatically less time and cost to implement than legacy business intelligence systems. Powerful Analytics Orion 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 action-based monitoring of trends in resident, property, portfolio and business-wide performance. You can perform ad hoc analysis, dissect data, and create charts with a Microsoft Excel connection to a tabular data model built on Voyager data. Upload and publish your Excel reports and charts for others to view in Orion. With Orion you get total visibility with detailed and configurable reporting and analytics information that can be combined for unique insights and acted on to improve portfolio performance. Mobile Platform Orion is a browser-agnostic, mobile-friendly platform that delivers robust reporting and dashboards to tablets. 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. Custom KPIs Orion includes a toolset that builds reporting content focused on the metrics you use to run your business. You can easily create your own unique set of key performance indicators based on data from tables in Voyager. You can also group and display data by attribute such as property type, region, portfolio, and market. You control the data to display and how to display it: line charts, bar charts, pie charts, stacked bar charts, data grids with rankings, and more. Once you create your unique measure and chart, it is easy to drag and drop it onto your dashboard. Dashboards with operational data, all at your fingertips. Discussions feature allows users to add comments, tag objects, and follow discussion threads and trends directly in the program. 50 Yardi

57 Key Features Configurable, interactive dashboards with drag-and-drop tiles and widgets 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. Discussions enable users to comment about performance metrics within dashboards User-defined KPI targets and benchmark thresholds Custom SSRS reporting with Voyager analytics and ad-hoc Excel analysis Performance metrics with instant slicing, dicing, and pivoting data Mobile accessibility across multiple devices and browsers 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. Ensures secure access to data that helps owners and managers improve business performance yet Yardi 51

58 Key Benefits Reduces overall training costs with on-demand online courses Delivers proactive training in a timely manner, eliminating costly mistakes Provides hands-on practice within a dedicated elearning database Solidifies learners understanding of key concepts with pre- and post-training assessments Encourages engagement and timely course completion using achievement, peer discussion, and assignment feedback tools Improves accountability and retention over traditional training Automates recertification processes to ensure training meets compliance requirements Replaces multiple training programs with one centralized solution to create and edit self-paced courses and simulations Boosts employee confidence with easy access to all training activities from one dashboard 52 Yardi

59 elearning Improving employee performance has never been easier with innovative training solutions for Yardi software and beyond. Yardi 53

60 YARDI elearning Increase employee satisfaction and improve performance with an on-demand training environment that connects employees with one another through a variety of communication tools, collaboration opportunities, and training event management, all in a mobile-friendly solution. Take advantage of Yardi s self-paced courses and develop your own to design a multi-faceted education program that makes sense for your organization. Design and deploy role-specific learning plans accessed via a centralized training resource center. This dynamic learning solution helps you maximize ROI from your software investment with an extensive course library, assessment tools, certifications, post-training follow-ups, and re-training activities. Maximized Training Yardi provides and maintains an extensive catalog of customizable courses covering Yardi products and various industry topics. You can easily incorporate your current curriculum and take it to the next level with built-in tools for creating interactive experiences. Take advantage of easy-to-use authoring tools that enable trainers to quickly create engaging courses and simulations that increase retention and satisfy all learning styles. Solidify understanding using immersive, hands-on practice in an integrated Yardi database, personalized coaching tools, and a variety of assessment types. Encourage learning with online class discussions, achievements, and the opportunity to self-enroll in new training opportunities. Effective Learning Yardi elearning provides a fully-branded training platform that you can configure to meet your training initiatives. Educate the right people at the right time by creating role-specific learning plans to easily organize and automate deployment of your content. Manage classroom and web-based training sessions, track attendance, and follow up with automated assessment options. Empower trainers and supervisors at all levels by creating custom administrative roles, providing direct access to functions and reports as needed. Reduce the amount of time spent on administrative tasks by employing automated notifications. Monitor programs via analytics tools that allow you to drill down to granular details. Comprehensive Reporting Administrators can run a variety of reports to view high-level details, including time spent learning by individual or group with drilldown to test results, assignment submissions, class discussions, and more. Sample reports include, but are not limited to: hhtop 20 completed courses, popular events, and active (or inactive) students hhlearners who have completed required training and date of completion hhemployees who are past due on courses and tracks hhrsvp and attendance statistics by event hhroster and course lists 54 Yardi

61 Key Features The student dashboard allows learners to view assigned courses, tracks, and events, along with their achievements. They can also browse catalogs and request to take additional classes or access resources customized by your company. Extensive catalog of Yardi courses developed and maintained by product experts Intuitive authoring tools to make real-time changes to online courses and quickly roll out new courses Interactive simulations created by clients without the need for additional software Blended learning system that centralizes self-paced online courses, live training events, and organizational resources Learners can browse the catalog and register for tracks and courses using customizable category filters and course suggestions. Reporting tools to track group-level and individual student progress with detailed drill-down reports Multimedia format allows for a variety of content including HTML, documents, images, and videos Accessible through all mobile devices and web browsers Course pages accommodate for different learning styles and enable students to learn at their own pace with friendly instructions, clear procedures, auto-play audio, short videos, and software tutorials. Training and consultation from experienced Yardi instructional designers Yardi 55

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63 Places that Matter to You, to Your Community, to Us

64 Leading Business-Wide Real Estate Management Software and Services At Yardi our mission is to provide our clients with superior products and outstanding customer service, while we take care of our employees and the communities where we work and live. With that commitment, Yardi leads the industry in providing full business software solutions for real estate investment management, property management, financial accounting, asset management, and ancillary services. Organizations like yours have been using our proven and mature software with confidence for decades. Yardi Systems, Inc. 430 South Fairview Avenue, Santa Barbara, California phone: Yardi Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners. Printed on recycled paper. MFS-BOOK-11x8.5 09/17/2015