Can your current software do this?
Owner Investor Income Statements
INFO-Tracker™ automatically generates Owner Investor Income statements that can be printed or emailed to just one owner or to all, with the click of one button. With the fully integrated Web Portal, Owner Investors are able to access same income statements at their own convenience.
Automated Calculation of Management Fees
Management fees are automatically calculated and charged to Owner Investors.
Tenants can be set up with PAP, thereby reducing the frequency of late payments and improving cash flow. With the fully integrated Web Portal, Tenants get self-serve access to their individual ledgers, giving them a real time view of all transactions, complete with details for each transaction.
Split ACH (EFT)
INFO-Tracker’s ACH ‘split’ function allows two or more parties to make separate Rent or payments via ACH. Users are able to set up each ‘Payor’ and their portion of the payment individually. As each payment is made separately, complete tracking of who has made payments is easy.
Automated rent updates
INFO-Tracker™ automatically calculates rent updates and sends notices to tenants well in advance, ensuring that no one is taken by surprise.
Integrated report writer
Easily create and send letters, notices and legislation-specific forms using a built-in word editor. INFO-Tracker™ auto-populates each document with contact and financial information, without the need for mail merges or any other manual steps. Choose to send notices by email and/or mail. Quickly search for all past notices sent, by both property and unit.
Keep a complete contact and communication history for each property and corresponding owner investor and tenant. All documents generated within INFO-Tracker™ are automatically saved and made available for quick future reference. Property managers can also document the events of any phone call or other communication, by creating a new record directly in the CRM system.
Automated bank reconciliation
INFO-Tracker’s Automated Bank Reconciliation process is error-free and can be completed with the click of one button. Start by downloading the electronic bank statement from financial institution; INFO-Tracker™ then parses and matches each transaction and Suggests possible matches for discrepancies. A statement copy is automatically stored for financial records and financial statement kits.
AP procurement management
Save both time and money by automating the entire invoice Procurement and Payment process; from receiving invoices and capturing the data, to the approval workflow, tracking and reporting, payment authorization and issuing payments, including auto signing cheques with digitized signatures provided by client. Reduce manual entry, lost invoices, late fees, duplicate payments, paper filing and the costs associated with searching for documents as well as storage expenses.
Inter-company integrated solutions
When a Service Company is used for the majority of Maintenance Work Orders, most of the paperwork between the Maintenance Company and the Property Management Company can be eliminated with Inter-company Billing. Inter-company billing creates a payable invoice for the property, while simultaneously creating a receivable invoice on the Service Company side. Additionally, the ACH batch process will ‘pay’ the Service Company. Upon processing the ACH, the payable will be stamped as ‘paid’, corresponding GL entries will be made, AND receipts paying the outstanding receivable invoices in the Service Company will be posted, clearing the AR.
Asset management and maintenance spending controls
Put an end to invoices that no one knows anything about and place staff in a rules based environment where all spending is approved, tracked and accounted for. Get instant access to complete purchasing and work order history for all properties, establish and enforce spending limits, analyze the source of work orders, track all inventory and its location, dispatch maintenance staff and monitor timesheets.
Routine and preventative maintenance
All maintenance billing and payment processing is fully integrated with INFO-Tracker™ accounting, thereby facilitating automatic AP electronic banking transactions for vendors, and click of a button billing to owners and tenants for services and damages. Complete system integration also eliminates the need for maintenance and accounting personnel to enter duplicate information, effectively reducing both hours spent and errors made.
Empower staff to get access to accurate information on demand from anywhere at any time. In particular, with the INFO-Tracker™ Maintenance Module in place, maintenance staff can view their job schedule and any special instructions while in the field, complete corresponding timesheets and make important notes in the system — all without having to travel back to head office.