PropertyBoss

PropertyBoss lets you choose the best property management tools for your business whether you manage residential, multi-family, condo/co-op, student or military properties or any combination.

An intuitive, yet powerful, lease-based approach allows you to follow residents from lead through lease with the added functionality of the seamless integration of communication tools such as:

• Web portals to connect with prospects, residents, owners and vendors
• Online leasing applications and rent payment
• Paperless office with advanced media archiving
• Remote work order/maintenance tracking

PropertyBoss can be hosted in the Cloud or at your Office with multiple networked users. You also can choose your industry-specific components & terminology to deliver reports the way you want them.

Choose the flexible internal general ledger accounting or the industry’s best interface with QuickBooks and other leading accounting systems. Benefit from the unlimited unit pricing plan based on the number of users and components you need. Plus, enjoy outstanding client care team with subscription plans that won’t break your budget.

You also have the choice of a full spectrum of "best-in-class’ partners enabling effective management of ownership interests, asset enhancements and residents’ needs. Locating important information is quick and easy with the notebook structure for properties, units, leases, prospects, task, etc. with the complexities of the accounting transactions hidden from immediate view.

PropertyBoss is a comprehensive solution that adapts to your organization’s needs.

Accounting Integration

PropertyBoss offers property managers the choice of the industryýs best interface with QuickBooks, the most flexible internal general ledger accounting available today, or integration with Sage 50 (formerly Peachtree^®) and other accounting packages through journal-based month-end exports.

Available Add-Ons

• Applicant Screening - PropertyBoss partners with ONLINE Rental Exchange to allow you to quickly run credit reports and criminal background checks on your prospects directly from PropertyBoss
• Collections - PropertyBoss partners with NCC Business Services, a technology leader in the collections industry, to help you recover money you would normally write off as bad debt. There is no fee for signing up or submitting an account for collections. You pay only for successful collections.
• E-payments - Separately purchased options allow you to both receive and send payments directly from PropertyBoss: The Merchant Gateway option supports receiving payments from residents and owners via credit card and bank drafts. PropertyBoss also partners with PayPros® and ePayAmerica, industry leaders in providing comprehensive integrated payment processing solutions for property managers. The Bank Gateway option provides a direct connection to your depository bank facilitating payments to your owners and vendors or ACH collections from your residents.
• 1099-Misc. Services - PropertyBoss partners with 1099FIRE to assist in the preparation and filing of 1099-Miscellaneous forms. Services include preparation, TIN Matching, E-filing, E-delivery and mail options.
• Virtual Assistance Services ý PropertyBoss has partnered with Planet Synergy whose experienced virtual assistants can help with data entry and processing, accounts payable and marketing, as well as uploading your media to PropertyBoss.
• Email communication - With the ability to send mass emails of statements (HTML and text-based communications from directly within PropertyBoss) property managers can reduce the cost and improve the speed and reliability of communications with their tenants and/or owners. The Email tool supports the ability to send general correspondence, reports, statements and newsletters.
• Requisitions - With this advanced purchasing and requisitioning tool, users can automatically select or manually search for items from HDSupply®. If approved based on approval limits, the Purchase Order can be electronically sent to HDSupply. And, upon delivery of the purchased items, the invoice is sent electronically from HDSupply to you.
• Prospect CRM - PropertyBoss Prospect CRM is completely integrated and provides power features such as the ability to manage and track the collection of fees, define statuses for each prospect, track the source of the prospect, define and send an unlimited number of follow-up letters and communications and move the prospect in as a tenant with just a few clicks.
• Utility Billing - The Utility Billing tool allows property managers to quickly import meter readings from Excel, a PDA or even a third-party provider and then quickly convert those readings into charges against the tenant based upon user-defined rates.
• Audit Logger - The Audit Logger provides detail on the type change, who made the change and when the change was made. Built directly into the core architecture and employing database-level security and audit protocols, the PropertyBoss Audit Logger makes sure nothing slips by without being noticed.
• Check Scanning - With the use of an external check scanner, you can feed MICR account and routing info from check payments directly into PropertyBoss.
• Enhanced Media - The Enhanced Media tool can automatically link copies of e-mails sent from PropertyBoss, copies of mail-merged letters and documents, as well as e-mails from your Outlook folders.
• Lockbox Payments - This optional tool provides a means to import transactions from an outside LockBox company and supports a standard PropertyBoss XML format (used by SmartStreet and others), as well as tab delimited text files.
• Phone System API - This optional tool allows integration of your telephone system with PropertyBoss data, including tracking of phone calls and automatic routing of calls to the correct extension.
• Affordable Housing - The PropertyBoss Affordable Housing Tool provides a visual workflow tool to ensure that properties requiring Affordable Housing compliance receive the maximum allowable credit under Section 42. In addition, property managers can quickly review and manage the steps required to certify resident eligibility and prompt property managers with the appropriate questions to ask prospective residents. The LIHTC Module also allows for authorized users to determine which rules are implemented, manage who has permission to override rules and easily review historical views of how rules were implemented.
• Web Services - The optional tool replicates your PropertyBoss database to the Web-based PropertyBoss server, allowing a two-way flow of information between your website and PropertyBoss data.
• Loan Management - allows you to track and report on loans to tenants.

Comprehensive Reports

PropertyBoss includes more than 150 pre-defined industry reports, plus customized reporting options, that allow property management managers to create, group and even schedule the automatic creation of the reports they need.

Customized Letters & Documents

PropertyBossýs powerful internal word processing system allows property managers to create, manage and merge letters and documents, as well as automate the creation of leases, custom tenant documents, form documents and even mailing labels. All documents are easily formatted within PropertyBoss to reflect your companyýs brand and easily integrate with Microsoft® Word.

General Ledger

PropertyBoss features the most flexible internal General Ledger accounting system available in property management software to date, providing you a complete solution for your property management accounting needs. PropertyBoss supports General Ledger and QuickBooks accounting groups within the same database. This allows you to view and manage all properties together while keeping the accounting details separate. Multiple accounting groups can also have their own predefined chart of accounts, as well as, their own set of custom report layouts.

Interactive RentRoll

With PropertyBoss®, property managers have unprecedented control to configure, save, filter, sort and group RentRollTM reports across standard and user-defined data fields. The software also dynamically performs the following functions directly from the RentRoll: accessing underlying data, posting multiple charges, e-mailing or printing custom documents or performing mass updates.

Language Translation

Another core function of PropertyBoss is the ability to select the language the software operates in, as well as industry specific terminology. Users can also customize the terms and phrases within the software for all correspondence and reporting. You can even manage and organize a diverse portfolio of properties with industry specific language and functionality.

Other Core Features

• Inspections ý Generate forms or fill out inspections online to document and manage your workflow process.
• Microsoft® Outlook Search - Quickly find e-mail messages to and from your tenants and owners sent from within Outlook and import into PropertyBoss®.
• Electronic Document Filing ý Efficiently create and archive PDF versions of letters created from within PropertyBoss.
• PropertyListsTM ý Increase productivity with filtered views of your properties that can be defined and shared across users.
• Media Management ý Reduce time looking for copies of receipts or other electronic files by linking them directly to transactions within the register.
• Global Search ý Enhanced search capability allows you to search across multiple databases and post activity directly to the desired database.
• Enhanced Unit & Lease Navigator ý Quickly find the information you need with expanded sorting of the Unit & Lease Navigator by owner, tenant, zip code or a custom field.
• Work Approval & Bills Held - Control the payment of bills through a review and approval process.

Powerful Navigators

Proprietary Navigator technology allows users to define what information they see, customize filters, sort and group that information, as well as export that information to printed reports or Excel all from the PropertyBoss dashboard.

Tenant, Lease, Unit & Property Management

With PropertyBoss, managing tenants, leases, units and properties has never been easier and more flexible. Features include unlimited user-defined data fields, the ability to track and manage media, maximum flexibility for managing leases, rents, subsidies, and late fees, plus the ability to define and manage repeating transactions, deposits and other charges.

Third-Party Owner Management

Property managers have more options and flexibility than ever when it comes to managing the owners of the properties they manage. With the ability to support fully configurable ownership types and percentages, define custom fee schedules and produce a variety of owner reports with a few clicks, property managers can provide higher levels of customer service with reduced effort and expense. In addition, PropertyBoss® easily handles situations where property managers may directly own all or part of their property portfolio.

User Defined Options

User defined language settings, user access security, custom data fields, definable transaction types and processing algorithms are just a few of the settings property managers can configure within PropertyBoss.

Vendor & Work Order Management

Managing vendors and work orders is as simple as point and click with PropertyBoss. Work orders can be created, assigned to specific vendors, have media attached, and tracked and managed through a customizable navigator. Property managers can even define their own work order groups, create and manage subtasks associated with work orders as well as track vendor balances and the status through user-defined custom fields.