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Author: e | 2025-04-25

Yardi CRM Flex Lead API. Yardi CRM IQ. Yardi Voyager Guest Card Lead API. Yardi CRM Flex Lead API. Contact your Yardi representative or submit a case request with Yardi to receive an

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Welcome to our Product Updates communication for December - from new features and enhancements to bug fixes. New Features For Yardi-enabled PMCs, we've enhanced the visibility of the "Reserved Until" date in Yardi within CRM. This improvement is aimed at reducing confusion regarding feature availability, providing users with clearer information on reservation status of a feature.We've enhanced user experience by organizing report menu items alphabetically. This improvement streamlines navigation, making it easier for users to locate and access reports efficiently.ImprovementsFor Yardi-integrated PMCs, we’ve improved AR Code Mapping in Multi-yardi setup. In this update, we've addressed challenges in the AR settings related to the mapping of PV AR codes, Yardi Charge codes, and Yardi IDs. While the translation from Yardi to PV worked seamlessly, the reverse process encountered difficulties in automatically assigning the correct Yardi code to PV AR codes, especially in multi-Yardi setups.To resolve this, we’ve implemented several key improvements:The system now consistently operates in multiple-Yardi mode, enhancing overall performance.Mapping validation is systematically set to "Yes" to ensure accurate code assignments.The system now allows for the assignment of a default Yardi code. This update streamlines the automatic selection of the correct Yardi code for the PV to Yardi translation.Default Yardi code assignment per AR code and Yardi ID has been streamlined, automatically dictating the Yardi code for specific billable items.Automatic assignment is now seamlessly implemented when there is only one Yardi ID for an AR code, eliminating the need for manual input.These improvements are specific to Yardi mode and apply

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Share This Related Posts Tags Yardi Senior Living Suite By on Oct 27, 2022 in Senior Living Ready for new functionality in the Yardi Senior Living Suite? Our latest release (7.17) is available now — including updates to Voyager Senior Housing, RentCafe Senior CRM, Yardi EHR and eMAR.First things first, before we share a highlight of the new features, a warm thank you to our senior living clients! Your feedback powers each release, 7.17 included.See below for a brief overview of updates to each product, then watch the accompanying webinars to learn more.Voyager Senior HousingWe’re excited to share what 7.17 offers in Voyager Senior Housing, including a redesigned rent roll, newly-available rentable items, trust fund accounting updates as well as general ETL and reporting enhancements. Additionally, Voyager Senior Housing now integrates with our dynamic maintenance solution, Maintenance IQ.Watch the Voyager Senior Housing webinar.RentCafe Senior CRMAccess greater community performance insights with a new speed to lead report and reimagined listing analytics in RentCafe Senior CRM — all thanks to 7.17! Enhanced proposal concessions help you meet the greater needs of your business. Boost efficiency by adding custom forms to activity screens. Make the most of RentCafe Conversations by using features like bulk texting, email tracking and automated text follow-ups directly in RentCafe Senior CRM.Watch the RentCafe Senior CRM webinar.Yardi EHR and eMARHow is 7.17 improving our care solutions? Starting with Yardi EHR, you can now initiate and track digital signatures for any document or report with an enhanced digital signature workflow.

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Home » Yardi Matrix Tackles Affordable Sector Net Operating Income in Latest Report Using newly available data, the report reveals the affordable housing sector’s performanceSANTA BARBARA, Calif., Dec. 4, 2024 – Using never-before available data from Yardi® Matrix’s new affordable housing database, the latest Yardi Matrix Research Bulletin on the affordable housing sector shows that affordable housing expenses rose in 2024, but so did residents’ wages.At a national level, expenses grew 6.4 percent year-over-year (YoY) through September for the average affordable multifamily unit, Yardi Matrix shows. This increase was mostly driven by insurance and marketing costs, up 20.3 percent and 18.4 percent YoY.The average income-per-affordable-unit increased by 7.2 percent YoY in September, which is outpacing calendar year increases in 2023 (5.5 percent) and 2022 (4.6 percent). While rent increases in the sector have been limited, post-pandemic inflation increases have accelerated rent growth.The data shows an 8.1 percent per unit increase YoY through September in net operating income (NOI) for affordable assets. Several metros were ahead of the curve with double-digit figures, such as Nashville (25.0 percent), San Diego (20.2 percent) and Raleigh (19.8 percent). As expenses comprise 56.3 percent of an average affordable asset’s balance sheet, compared to 44.9 percent in market-rate properties, the sector operates on a thin margin. “There is both good and bad news for affordable properties. The good news is that the formula that governs rent growth allows for higher increases when inflation and wage growth in the economy is high. The bad news is that expenses generally eat up a higher percentage of income in affordable properties than market-rate assets,” said Paul Fiorilla, director of research for Yardi Matrix. The study’s data encompasses 6,443 affordable multifamily properties throughout 114 U.S. metros. Affordable properties are defined as assets in which at least 90 percent of units are designated as affordable. Gain more information on the performance of the affordable housing sector.Yardi Matrix offers the industry’s most comprehensive market intelligence tool for investment professionals, equity investors, lenders and property managers who underwrite and manage investments in commercial real estate. Yardi Matrix covers multifamily, affordable housing, student housing, vacant land, industrial, office, retail and self storage property types. Email [email protected], call 480-663-1149 or visit yardimatrix.com to learn more.About YardiCelebrating its 40-year anniversary in 2024, Yardi® develops industry-leading software for all types and sizes of real estate companies across the world. With over 9,500 employees, Yardi is working with our clients to drive significant innovation in the real estate industry. For more information on how Yardi is Energized for Tomorrow, visit yardi.com.. Yardi CRM Flex Lead API. Yardi CRM IQ. Yardi Voyager Guest Card Lead API. Yardi CRM Flex Lead API. Contact your Yardi representative or submit a case request with Yardi to receive an 1) Companies and Contacts originating from Yardi will populate CRM. 2) Properties from Yardi will populate CRM. 3) Leases from Yardi will populate CRM. 4) Changes to

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Share This Related Posts Tags Yardi Senior Living By on Jan 13, 2025 in Senior Living Have you explored RentCafe Senior CRM, our prospect-centric customer relationship management solution for senior living? Senior CRM has fresh and exciting features designed to provide seamless experiences for both sales counselors and prospective residents. Meet Senior CRMAt Yardi, we prioritize listening to client feedback. We’ve taken thoughtful comments on Senior CRM — and gathered insights on what CRM functionality is missing in the industry — to create a fresh, enhanced product.Senior CRM includes an attractive user interface, new features and evolved communication capabilities. Note that we kept well-loved dashboards, but we’ve added a whole new level of functionality and made things more user-friendly.There’s a range of exciting workflows in the product, but as a highlight, Senior CRM clients have access to:A communication hub: Send and manage all communications with prospective residents including calls, texts and emails from one convenient location.Lead stages: Unlock lead stages functionality that guides sales teams through the entire prospect journey. Benefit from seamless automation for common tasks at every stage, from lead all the way to move-in.A prospect overview page: See the prospect overview at the click of a button with a centralized, easy-to-access page that presents impactful data.Intuitive dashboards: Manage your digital forms in one place with a comprehensive dashboard that shows every document and its various stages. Enjoy additional dashboards for managing waitlists, occupancy and more.Campaigns: Benefit from new functionality that makes it easy to send email and text blasts, then track successes such as click and open rates. You have access to premade templates, or you can create campaigns on your own.Electronic leasing: Save time on paperwork and streamline your move-in workflow with electronic leases. Enjoy simplified workflows for every step of the move-in process.Move-in readiness: Review all your future residents and where they are in the move-in process with a configurable dashboard. This dashboard captures all the paperwork and steps needed to successfully move in a resident.Competitive analysis: Centralize competitor data, streamline reporting and compare your communities quickly and efficiently. You enter competitor information directly in Senior CRM then unlock organized, intuitively presented insights that live in one secure place.Explore our Senior CRM product page to see more functionality.What makes Senior CRM unique?In addition to offering unmatched features, Senior CRM stands out from the crowd by uniting on a single integrated platform. As part of the Yardi Senior Living Suite, it connects with essential aspects of your business — from Yardi EHR to RentCafe Senior Living Portal.That centralization offers countless benefits, including time savings, a reduction in operational costs and prevention of data-entry errors. Most importantly, using one automated system equips you to deliver great service

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Uniformly across both single Yardi and multiple Yardi configurations.Notifications are triggered for critical changes, such as the removal of default Yardi charge codes, ensuring proactive measures to prevent lease application and autopay failures. Users are alerted to any configuration changes, prompting a thorough review of AR Settings.These updates enhance the accuracy of mapping between PV AR codes and Yardi charge codes, minimizing errors and improving the reliability of the translation process, particularly in complex multi-Yardi setups.PV AccountingNew FeaturesUsers who have their Property Vista integrated with Yardi, will now be able to make use of a new Yardi Sync Modes policy. The policy will allow users to incrementally integrate properties with Yardi as they choose to, instead of all at once, as per current settings. Users will also be able to select which transactions they want to sync with Yardi from Expenses, Expense Payments and Purchase Orders.ImprovementsWe have fixed an issue where the system throws an error when removing a building from a Management Fee policy. Users will no longer get an error and will be able to save the changes when updating the Management Fee Policy.PV Web ExperienceNew Features Update to “Tenant Signature” fields to align placement on mobile application and CRM Inspection Report.Enhancement to Vista Websites to add “External UID” details to website data at time of new site creationEnhancement to Tenant Portal Maintenance Request workflow to modify menu selectors from a ‘column/lister’ view to drop-down menus in order to align with mobile applications.Enhancement to create a new “Documents”

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Share This Related Posts Tags For Senior Living Communities By on Feb 25, 2025 in Senior Living Senior living providers, like all property managers, must carefully screen prospective residents to ensure the safety of their communities. To avoid issues and liability risks, it’s important to examine criminal history and verify income when identifying new residents. And while resident screening may sound simple, keeping track of all requirements — for each individual prospect — is challenging.That’s why an automated screening system, one tailored to senior living communities, is essential. Fortunately for Yardi clients using RentCafe Senior CRM, that exact system is integrated into the resident move-in workflow. Meet ScreeningWorks Pro, our tenant background check solution.Why use resident screening?ScreeningWorks Pro provides comprehensive reports and automated recommendations to help senior living providers select low-risk residents, ensuring a safer environment for everyone. You can access critical information in real time, and results are customized to meet your criteria.Best of all, everything is compiled in one centralized system. That’s because ScreeningWorks Pro is integrated with the Voyager leasing workflow in Senior CRM. Both Senior CRM and ScreeningWorks Pro can communicate back and forth to:Submit applicant information for screeningSubmit changes to existing screeningsCommunicate application results back into the system’s screening pageBenefits of ScreeningWorks ProWhat else sets ScreeningWorks Pro apart? Tailored to the needs of senior living providers, this built-in solution helps you:Obtain applicant credit histories that can be evaluated using Vantage 3.0 or your specific credit criteriaConduct comprehensive criminal record checksExamine civil court records for past landlord-tenant disputes including filings, judgements and forcible detainersEnable automatic income verificationReview apartment rental payment history from Experian RentBureauCheck for possible matches to the Specifically Designated National (SDN) list from the Office of Foreign Assets Control (OFAC)Customize your screening processes to ensure you comply with Fair Housing laws, the Fair Credit Reporting Act and other laws governing housing providersIn short, ScreeningWorks Pro offers consistent guidance, analytics and insights to help providers identify low-risk residents — and maintain thriving communities.Learn more about RentCafe Senior CRMRentCafe Senior CRM provides mobile-friendly sales and marketing tools for the unique needs of senior living providers. As. Yardi CRM Flex Lead API. Yardi CRM IQ. Yardi Voyager Guest Card Lead API. Yardi CRM Flex Lead API. Contact your Yardi representative or submit a case request with Yardi to receive an 1) Companies and Contacts originating from Yardi will populate CRM. 2) Properties from Yardi will populate CRM. 3) Leases from Yardi will populate CRM. 4) Changes to