Choosing a complete, innovative and intuitive software

Opt for completeness, performance, and ergonomics

Complete and efficient software is essential to effectively manage the real estate you are responsible for. However, it is also important that the software is ergonomic and user-friendly. Property managers often have a large number of tasks to manage and need to be able to quickly and easily access the information they need to make informed decisions. Ergonomic software can help simplify property management processes and optimize time and resources.

The software must centralize all the processes related to asset management

To be effective, ADB software should be as complete as possible. It must allow property managers to access all the tools essential to their daily life from the same platform: tenant entry/departure, inventory of premises, event management, accounting, general meetings, mail management, agency invoicing, extranet...

A complete ADB software will make it possible to centralize information relating to mandate management. For example, agents will be able to access the client's file, both their lots and their fees, but also their payment history, and the intervention requests they sent... The manager is therefore more responsive and more efficient in processing daily tasks, especially when they must respond to requests from their clients, tenants or co-owners, for example.

A single, a single service provider means simplicity

The manager will also save time in terms of organization. A single solution means a single service provider. This means the manager will not have to multiply contracts with suppliers, invoices to pay, and training in various tools... They will also develop a privileged relationship with the software publisher. This allows them to be able to discuss their needs and their business issues with the publisher. ‍

The main essential accounting features for property managers

For property managers:

• Rent receipt and reviews
• Invoice entry and payment and calls for funds
• Regularization of annual expenses
• Management of entries and exits and repayments of security deposits
• Rent reversion to owners
• All general accounting features:
• Journal ledger editions, bank reconciliation, lettering, FEC export...
  

For the trustee:

• Issuance of calls for funds
• Invoice entry and payment
• The distribution of annual expenses
• All general accounting features:
• Journal ledger editions, bank reconciliation, lettering, FEC export...

Features that provide added value:

Some functionalities undeniably save time and boost security to optimize the missions of an accountant such as:

• Import/export and processing of bank files
• Automated processing of tenant and co-owner checks with a check reader and the generation of a bank export file in TLMC format
• Importing CAF files for tenant housing grants, with automated integration of the corresponding receipts
• Automated lettering of cancellation entries.
• Automated invoice recognition (LAD/RAD).
  

Ease of exchange

The Property Administrators or trustee profession requires rigorous and effective monitoring of client requests. It is important to have software that facilitates exchanges and ensures a good follow-up of requests between the various parts of a file: accountants, tenants and roommates, owners and co-owners, but also banking institutions.

The tasks are provided by various departments. Each stage is linked and it is easy to understand the value of having an effective tool for monitoring all the steps and to be able to trace the history of the actions carried out.

To do this, the asset administrators' tool must allow them access to 3 types of extranet:

• The tenant extranet, in which they can track the amounts owed to their landlord, and find the rent receipts they need.
• The proprietary extranet, in which they can track the amounts due by the agency, as well as the outstanding payments of its tenants. It can also find management reports there.
• The co-owner extranet, where they can track the amounts due to the condominium, and find all the accounting documents concerning the condominium.
  

Intelligent and intuitive software

All software packages offer a greater or lesser degree of automation. However, some solutions that have recently appeared on the market highlight real intelligence based on the current practices of Property Managers. They make it possible to almost entirely automate certain procedures and save precious time in condominium management.

This automation, applied to repetitive tasks, will make it possible to limit human errors and optimize the organization within the agency. The trustee, relieved of certain tedious missions, will free up time that can then be devoted to other tasks with greater added value: increased presence in the field, commercial prospecting...

Save time on entering invoices and receipts (tenants or co-owners), and all daily tasks.

An ergonomic and intuitive software that simplifies navigation is a considerable asset for:

• Easy and quick user handling
• Save time carrying out daily tasks
• Facilitate the correction of accounting transactions (reversal operation with automated lettering for example)
• Simplify the search for people and their client accounts.
• Attracting new talent and retaining real estate agency employees
  

The number of users and accessibility

While for small structures, single-user software may be sufficient, for larger agencies, adopting a multi-user tool, which allows you to work simultaneously on the same software is necessary. It is accessible everywhere and at any time if it is hosted in the Cloud, or installed on an internal server.

The multi-user function is particularly relevant when several employees manage transactions for the payment of management or trustee invoices at the same time. Each user works on their own wallet, and their transactions are traced and logged individually.