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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
What is an asset?
Product Goal: Bring the entire asset portfolio (owned + leased) onto one platform. The goal of this is to allow users to see all assets used at a particular location, regardless of ownership status.
To Note: The assets tab does NOT track incoming rents for owned assets or subleases. It is simply a section in which businesses can track their owned assets.
Owned Assets Examples:
- Real estate assets
- Buildings
- Apartments
- Residential Homes
- Equipment assets
- Machinery
- Vehicles
- IT hardware
- Forklifts