Features
General
Web-based
Benefit: Accessible virtually anywhere… Secure, Reliable & Stable Data …
Access from the cloud, in real time…all you need is an internet connection.
Mobile Integrated Interface
Benefit: Access files remotely.
For those times that you need streamlined access to update your files from the field; and waiting until your back in the office, just isn’t feasible.
User-friendly Navigation
Benefit: Spend more time finding your information quickly and less time flipping through screens.
Our Command Center Dashboard combines and displays most of the necessary information, you may need, on one page and “at a glance”.
Help Tools & Training Videos
Benefit: Making the transition to our software is simplified with our training.
We have created a living Knowledge-base of Step-by-Step Instructional Articles and Video Tutorials to make it as simple as practical to Learn, Adapt and Use the full resources that our software provides. You’ll love this.
CRM Internal Functionality
Benefit: Managing a Prospect and converting them to an existing client has never been easier.
There is no need for duplication or file transfer from any external Customer Relationship Management Software. You can manage all your Prospective Calls & Follow-up Processes through to Conversion, right in the software itself. In the Manage Insight Software, Creating the Client file from a Prospect file is just one click away.
File Management
Benefit: Keep your files organized and your staff on the same page with our Notepad Feature.
Each file has a Notepad to timestamp and record Notifications, updates, communications and correspondences as they relate to the file. Spend less time trying to catch up by simply picking up where the notes left off, with this feature.
Cloud File Storage
Benefit: Files from your Computer or devises can be easily uploaded to the Software and stored in the cloud.
They are organized in unique Virtual File Cabinets for the Property, Owner, or Resident by a few clicks of your mouse.
Property & Inspection Photos
Benefit: Upload Property photos directly from your Tablet or Computer and store them in the Cloud.
This is great for Preset marketing, Documenting Property Conditions or Just updating the Most recent Exterior Inspection.
Unlimited User Capability
Benefit: The potential is unlimited.
Manage securely and prevent sharing by providing unique logins and passwords for each of your Staff, Owners, Residents and Vendors.
Online Portals
Benefit: Achieve streamlined communication with your Owners, Residents and Vendors…
With the convenient 24 hour online portal access; to files, statements, reports, payments, requests and updates. Proper Communication and Access can address many concerns without delay and can often times resolve the need for direct office contact, simply by providing this portal access.
Sales
Lead Management/ CRM
Benefit: Stay organized by managing your Leads right inside of the Manage Insight Software.
All Contact and Property information only needs to be entered in once. Scheduling Appointments, Automated Emails, and the next Follow-up, can all be done within this easy-to-use feature. Also, each contact can be organized by importance and follow-up date. Additionally, all conversations can be stored using the Contact Notepad in each Lead file. Once the Prospect has signed a contract with you, adding their file and the Property Details to your operation files is as easy as the click of a button. No need for duplicate entries.
Built-in Comparative Market Analysis
Benefit: Present your projected rent rates with confidence, supported by data.
The Manage Insight Software compiles a Comparative Rental Analysis (Similar to a CMA a.k.a. Comparative Market Analysis) in a matter of minutes, generated from your own rental inventory, for the prospect property. It is compiled into a well laid out format which includes pictures for the best presentation.
Automated Tracking and On-demand Reports
Benefit: Monitor and Measure your Sales Performance
In a moment’s notice, you can review how many Leads you have taken in, how many prospects have been converted to clients, which marketing efforts are they coming from, and what are the common motivations
Leasing
Prospective Tenant Screening & CRM
Benefit: Screen Calls right inside of the Manage Insight Software.
There is no need for multiple screens and you can keep paperless files in the M1 Solution Software. From the same screen you can enter your prospective leads, screen and qualify them, as well as, generate and print out a custom Rental list that match their preferences. You can also Track their interests, Schedule Showings, set up your next Follow-up, and accept Applications- all within the same module. Sharing some the same quality of features as the sales module, managing your leasing leads will be just as easy, due to the built-in Notepad, Sort organizing & “Click to Add to Operations” features.
Online Rental Application
Benefit: Turn your Prospects into Residents faster than ever
The online application reduces the need for data entry by transferring all the data from the form into the Manage Insight Software and automatically notifies your Leasing Agent of it, for quick processing and follow-up.
Automated Tracking and On-demand Reports
Benefit: Monitor and Measure your Leasing Performance
At a glance, you can review how many Leasing Calls have been taken, what amount have been prequalified, how many have a scheduled appointment, and how many of them turned in an application. You would also be able to see which marketing efforts are they coming from, and what are their common motivations. Providing you with all of the information you need, to make important snapshot assessments.
Marketing
Website Syndication & Vacancy Posting
Benefit: Activate your Rental Listing, the moment your tenant gives you notice.
Each Property file has a preset section to save a marketing description, list of amenities and photos which can be made live and syndicated to your website simply by changing its rental status. Similarly, price changes can be made in the Manage Insight Software and automated to change on your website. This not only saves you time, but it also allows you to use your time more wisely.
Lead Management/ CRM
Benefit: Compile your leads in one place and stay organized by managing them right inside of the Manage Insight Software.
Whether you are managing prospective Owner leads or prospective Resident leads, the M1 Solution Software provides Modules to manage both. These modules make it easy to screen, organize, schedule and follow-up on your leads. Auto-generated performance reports and marketing analytics make it easy to measure what’s working and you can easily produce customized handouts. The best part is, when your prospect become a client, you can simply click a button and all their information is transferred into your operation files. There is no need for duplicate entry.
Analytics & Automated Tracking
Benefit: Easily Track what’s working from your hard spent marketing dollars. Stop funding campaigns that generate little to no leads.
When it comes to your marketing dollars, you don’t have to guess what’s working and what’s not. In fact you can stop spending money on old and outdated marketing by knowing exactly where your leads are coming from. The Manage Insight Software allows for you to document the source of the lead directly when you are processing that prospect. The data is automatically compiled to notify you which resources are working best, as well as, which campaigns drive you more traffic.
Maintenance
Online Maintenance Requests
Benefit: Resolve Maintenance Requests quickly using the Tenant and Vendor Portals online.
By allowing Residents to submit requests through their Tenant Portal, Property Managers can then turn these requests into work items and assign them to Maintenance Vendors or Staff, in the field. All requests are timestamped and include the option to add a photo making it easier to properly inform the Owner, if approval is needed.
Work order Management
Benefit: Easily issue and track Work Orders to Vendors
Work orders can be drafted, assigned, and issued to vendors all within the Manage Insight Software. Vendors can receive the orders via email but can also access them in their Vendor Portal. All Work Orders are easily tracked for performance and reporting purposes, through to completion.
Inspection Modules & Built-in Rehab Reports
Benefit: Save time and keep more accurate records by using your tablet in the field.
The Mobile Modules for Rehab inspections, Annual Inspections or even Exterior Inspections and Violations can be completed on-site and there is no need to wait until you get back to the office. Take photos and attach them right into the report while you fill it out, in the Manage Insight Software, as you walk through the home. Archive your reports in the Virtual File Folder and you can even print them in the field* (*Blue Tooth printer must be compatible with your tablet; not provided or supported by Manage Insight Software)
Vendor Portal w. Paperless WO Issuance
Benefit: Improve Tenant Retention by increasing your vendor’s maintenance response time
Vendor’s can receive notification, review and check the status of their Work Order in the field, right in their Vendor Portal. The Vendor’s can also attach photos, request approval on-site and even issue a Work Order back to the office for any remaining items that may need additional approval or issuance to another trade vendor.
Vendor Portal w. Paperless Invoicing
Benefit: Improve your billing and payment process by receiving invoices from vendors more timely.
The Vendor is able to convert the Work Order into an invoice, right in their Vendor Portal, with the click of a button. The office will be automatically notified of the Invoice submittal and accounting can schedule the payment with no delay.
Automated Tracking and On-demand Reports
Benefit: Monitor and Measure your Maintenance Follow-up and Resolution efforts
At a glance, you can review how many Work Orders have been issued by date, what amount have been addressed, and review their status for resolution. Providing you with all of the information you need, to make important snapshot assessments.
Accounting
Full General Accounting Ledger
Benefit: Streamline your Bookkeeping practices with this all inclusive feature
Full Fledged, Accounts Receivable and Accounts Payable, features that conform to Trust compliance and accurately account for every penny. Reprieve yourself of the need for any other external Accounting Software. Keep it simple.
Charges and Payments Tracking & Processing
Benefit: Know which Accounts need your attention, at a Glance
Check Balances, Outstanding Fees, and establish Collection activities efficiently using the search and filter features that can compile the accounts into a list which need your attention. You can also process rent, charge late fees and issue owner payments in bulk, which saves time and energy, especially when rent is due and processed.
On-demand Statements and Reports
Benefit: Preset and Ready to go.
Statements are available separately for Owners and Residents in their Portal Access. They also can be printed in bulk or individually, if needed. They are preformatted for the Owner and Resident with their information and give a complete accounting of expenses and income based on the account activities and party perspective.
ePayments
Benefit: Provide convenience and flexibility to your tenants and owners with the acceptance of online payments.
Manage Insight Software integrates into PayLease’s advanced & secure online payment gateway and in doing so reduces the amount of data entry your staff has to tackle each month.
Generate Notices Easily for Posting
Benefit: Spend the time posting notices, not editing and printing them.
Especially the day after rent was due, you can easily compile a list of those that are late and print preformatted notices to post, in minutes. You can easily generate 3-day, 30 day, 60 day or 24 hour notices with the click of the mouse in the Manage Insight Software
Automated Tracking and On-demand Reports
Benefit: Audit your books in a moment
Check Balances, Outstanding Fees and Reconcile quickly and efficiently with the Automated reports which compile your account balances across the board. Providing you with all of the information you need, to make important snapshot assessments.
Reporting
Report Features
Benefit: Know the performance of your business, on-demand and in a snap.
More than 100 different built-in Reports designed to give you a snapshot from any aspect of your business. These reports examine every facet that effects your business, whether it is finances, rent roll, vacancies, leasing performance, sales/new accounts performance, maintenance, resident violations, notices, etc. These reports are built-in to effectively indicate how your time is best spent and how your business is performing, based on preset targets and benchmarks.