This release delivers new functionality and key enhancements across operational visibility, reporting navigation, communication templates, and billing consistency—helping teams manage portfolios more efficiently and with greater accuracy.
Below is an overview of what’s new in this release.
Operations Dashboard
Gain a consolidated view of your daily property management activities from a single screen. The new Operations Dashboard surfaces critical data and upcoming events to help you prioritize tasks and improve operational efficiency.
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Track essential metrics at a glance. Monitor real-time performance data including rent charges, occupancy rates (by unit or square footage), and total delinquencies.
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Manage occupancy and lease events. Use the integrated Calendar view to track move-ins, move-outs, lease expirations, and scheduled rent increases.
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Focus on compliance and risk. A dedicated table view highlights delinquent tenants and pending renewals, allowing you to take action directly from the dashboard.
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Improve visibility. Eliminate the need to switch between multiple screens to get a complete picture of your portfolio's health.
Enhanced Report Center
Find your most frequently used reports more easily with a new tabbed structure and personalized favorites functionality. This update streamlines navigation, allowing you to quickly switch between standard and custom reports.
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Access favorites instantly. Use the new Favorites tab (open by default) to view all standard and custom reports you have marked with the star icon.
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Navigate efficiently with new tabs. Easily toggle between "Favorites," "All Reports," and "Custom Reports" to locate specific data sets.
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Personalize your workspace. Star icons next to each report allow you to curate your own list. Selections are stored at the user level and persist across sessions.
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Maintain organization. Reports within each tab are automatically sorted alphabetically, with standard reports appearing before custom reports in the combined view.
Customizable Email Templates
A new embedded template builder gives you the flexibility to create professional, branded email communications for tenants, property managers, and lease administrators. This tool removes the limitations of static templates, allowing for better alignment with your corporate identity and diverse stakeholder needs.
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Reflect your brand. Add your company logo and customize the wording and structure of emails to ensure a consistent look and feel across all outgoing messages.
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Create responsive messages. Use the intuitive editor to build attractive, mobile-friendly emails for any recipient without needing to write HTML code.
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Automate personalization. Insert contact-, property-, and lease-specific fields using merge tags to save time while maintaining a personal touch for different stakeholders.
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Improve deliverability and professionalism. Ensure compliance and professional formatting for all outreach, including tenant notices, internal property manager alerts, and lease administration updates.
Improved Billing and Proration Logic
Standardized logic for non-monthly recurring charges ensures that proration and billing dates remain consistent, even for complex leases with mixed billing frequencies.
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Standardize non-monthly billing. Weekly, biweekly, quarterly, and annual frequencies now follow consistent proration rules based on your property’s specific Occupancy Control settings.
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Automate termination proration. The system accurately calculates final charges when a lease terminates mid-cycle for non-monthly frequencies, ensuring you never over- or under-bill.
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Improve next-date accuracy. Enhanced logic ensures that next-charge dates for weekly (+7 days) and biweekly (+14 days) frequencies advance correctly, regardless of month-end cutoffs.
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Support mixed frequencies. Leases containing both monthly and non-monthly charges now process each recurring item according to its own independent frequency rules.
Permissions and other requirements
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Subscription |
Real Estate |
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Regional availability |
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User type |
Business user with admin privileges |
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Permissions |
Menu option for each feature to determine whether it appears on the Applications menu |
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Configuration |
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Implementation |
Requires:
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