Asset and Leasing Management

Manages real estate assets and their leasing status through comprehensive tracking systems.

Workflow Steps

Step 1 - Lease Expiration Monitoring & Reporting

The system automatically flags leases that are due for renewal within the next 6-12 months and generates a report for the asset manager.

Step 2 - Tenant Relationship Management

Manage all communication with tenants, from onboarding and maintenance requests to rent collection and issue resolution, all logged in a central place.

Step 3 - Preventative Maintenance Scheduling

Schedule and track preventative maintenance for key building systems (e.g., HVAC, elevators) to reduce unexpected failures and costs.

Step 4 - Financial Performance Reporting

Generate monthly reports on rent collection, operating expenses, Net Operating Income (NOI), and overall profitability for each asset to share with property owners.

The Purpose of Asset and Leasing Management

This workflow is for commercial property managers and asset managers. It helps to manage a portfolio of properties by tracking key information for each asset, such as lease expiration dates, tenant information, maintenance schedules, and financial performance. It provides a centralized dashboard for overseeing the entire portfolio, ensures that important dates and tasks are not missed, and helps to maximize the financial performance of the assets.