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Managing Agent Software

Managing Agent Software

As a managing agent, you are tasked with improving the efficiency and performance of your clients’ real estate investment portfolio and managing the day-to-day challenges associated with lease management and property accounting. You therefore need a software solution that is adaptable, automates regular accounting processes and gives you the business intelligence tools to analyse performance and encourage prospects to choose you as their property management partner.

Whether your clients are private investors or part of investment groups, our managing agent software solution provides you with the tools to manage, consolidate and evaluate your client’s property finances.

With more than 1,000 customers worldwide, we have a proven track record of delivering property and asset management software solutions configured to the requirements of a wide range of organisations. Our real estate enterprise solutions are some of the most widely used and highly regarded in the industry, setting the benchmark for property management software. These solutions mirror the depth and breadth of our customers across a range of asset classes including:

  • International investment funds
  • Retail and mall management
  • Land investments
  • Commercial property
  • Residential and condo management


Software features

Meeting all of your requirements

Our enterprise solutions deliver a comprehensive suite of functionality and features specifically designed for the property management. They cater for all property management, asset management, facilities and maintenance and financial accounting requirements.

Managing your and your client’s cash flow effectively

Use our standard accounting interfaces to automatically pay rent directly to clients as soon as income is received, deducting or demanding fees accordingly depending on the agreement for each client. Use our agent functionality to automatically demand sinking funds from landlords for non-recoverable expenses and automatic cash to see cash banked segregated by rent, service charge, marketing, insurance, utilities etc.

Manage single or multi-clients on one solution

Our managing agent software is scalable. Use one system for each client’s respective portfolio or to manage a portfolio of multiple clients. Then securitise, segregate the data and reporting for each client separately.

Mitigate risk

Use the managing agent solution’s reports and online enquiries to monitor and control exposure to risk, such as financial exposure to break options over the next few years or poor tenant performance. Our solution will ensure you can provide your clients with information regarding their portfolio risk and allow you to analyse the best methods to mitigate it.

Provide timely, accurate and flexible financial reports

Our solutions provide a management reporting layer incorporating leading web dashboard reporting technologies with extensive functionality. In addition to the industry standard client reports, our state of the art reporting tools put you in the driving seat to keep your client reporting offering up to date and stay ahead of your competitors.

Manage cross-border portfolios

Our solutions enable you to manage cross-border portfolios on one common database while supporting regional business processes by incorporating multi-currency and multi-language features, along with localisation tools.

Drive down operating expenses

We know that time is critical when managing portfolios on behalf of investors. Managing agents therefore need software that allow them to carry out their tasks efficiently and without the need for manual processes. Our managing agent software has been built with this in mind and ensures you can carry out bulk processing and automated accounting processes wherever possible.

Pre-leasing and customer management

Manage each stage of the pre-leasing process, ensuring you select the most suitable tenants for your client’s business and provide them with the transparency to view all communication and activities between your team and the prospective tenants.

Increase tenant satisfaction and retention

Capture all property and tenancy-related information to ensure the system creates necessary alerts for critical dates, options and expiries. Provide tenants with the opportunity to access their information through online webpages, allowing them to view and pay demands as well as raise issues relating to the property or accounts.

Accounting and financial management

A full multi-ledger accounting suite provides the tools and procedures to manage and record all income and expenditure generated from a property. Handle the end-to-end lifecycle of all transactions, from invoicing through to debt settlement.

Expense recovery

Calculate and recover service charges and other expenses easily and effectively. Create multiple schedules and apportion between properties or units, on a base floor, weighted floor or percentage split if necessary.

Rental forecasting

Gain an insight into your client’s future rental income and model scenarios based on future rental rates, settlements and vacancy assumptions caused either by lease expiration, rent review or options.

Facilities and maintenance

Control the maintenance cycle from start to finish to ensure that every aspect of each task is correctly undertaken and resolved satisfactorily. Manage all planned, reactive and preventative maintenance cycles.

Systems integration

More than 80 per cent of our customers interface our solution with third party systems. Seamlessly integrate our software with either your own or your client’s existing applications used for accounting, valuations, building management, forecasting and modelling, point of sale, footfall, GIS and more.

Delivering property management software for managing agents

Our property management solutions cover the whole breadth of your organisational needs, they include an integrated suite of solutions that incorporates functionality for:

  • General ledger
  • Financial reporting and analysis
  • Cash management
  • Accounts receivable
  • Accounts payable
  • Service charging
  • Utility management
  • Purchase ordering
  • Budgeting
  • Forecasting
  • Maintenance planning
  • Document management
  • Content management

All of this functionality is underpinned by unrivalled business intelligence capabilities that significantly enhance your effective decision making abilities by providing full visibility over asset performance. Our business intelligence incorporates easy-to-understand executive dashboard KPI reporting tool, a suite of more than 160 standard business reports and CAD and GIS overlays.

Our property management solutions are delivered to suit your business environment, whether you require a client server delivery or second generation online property management web user interface. Because of this, we offer a traditional ‘on premise’ model or Software as a Service delivered from our specialised data centres that provides you with a reduced total solution cost and yet give an improved service option over traditional deployment methods. Our varied deployment approaches match the diversity of our customer base, which ranges from small user communities to large and from regional to international businesses.

Agent Challenges: Software and Technology Use in the Real Estate Sector
Agent Challenges: Software and Technology Use in the Real Estate Sector
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Contact our team and tell us about your requirements or request more information