Expert Yardi Consulting for Real Estate Professionals
Balanced Asset Solutions is a top-rated Yardi consulting agency. We customize our services to fit your company’s unique needs.
Professional and Experienced Yardi Solutions
Our Yardi consultants find that most real estate businesses are only using a small portion of the functionality and features that Yardi has to offer. Utilizing the entire program will leverage your investment and boost your business. You’ll be able to automate various offline processes and implement more features of the program you purchased. Our qualified staff can help you maximize Yardi for your business.
Call us today at 619-415-6826 to book an appointment
What is Yardi?
Maybe you’ve heard of Yardi but haven’t invested in it yet. Yardi is a property management software that comes in two platforms: Voyager and Breeze. Both programs include operations, ancillary, and accounting services for both commercial and residential portfolios.
Voyager
Voyager is the most comprehensive Yardi system available. With Voyager, you’re able to create a completely integrated central hub of all your property types. This includes shopping malls to PHAs and multifamily properties. You’re able to include advanced services, leverage big data, and run the reports you need.
Breeze
Yardi Breeze is more simple. It works well with property types like commercial, residential, manufactured housing, and self-storage. While you can get Breeze up and running in just a day, you may not be using it to its full capacity.
If you’re not sure what Yardi platform to go with, don’t worry. Our team of Yardi consultants will evaluate your business’s needs and goals, helping you make the best decision for your company.
Full-Service Yardi Consulting
No matter where you are in the process, our qualified consultants will get your entire team trained on the Yardi system.
Project Management
Using a Yardi platform to its full capacity requires thorough planning and project management. We provide Yardi project management so you can get the most out of the software. In our initial consultation, we’ll meet with you and your team so we can get a grasp of your company, its portfolio, your timelines, and your expectations. We’ll then create a project plan for you to review to ensure we’re all on the same page.
While the Yardi software is being implemented, we’ll continually check in with your team. Being on the same page is vital when onboarding a new system. We’ll conduct weekly check-ins that include project status reports so everyone knows what’s expected during the following week.
Yardi Implementation
Once we’re all on the same page with our project managers, we’ll start the implementation phase. We’ll go over all aspects of the Yardi system with you and your team. Yardi is complex yet powerful. This phase allows our consultants to figure out how much Yardi they want to implement during the first phase and what should be held until later one. We want your team to be properly trained and onboard. Formulating a plan of action for the implementation of your software enables us to do that.
During this time, we also sit down with our clients to show them the best practices for procedures and policies with Yardi. This added guidance enables you to continue maximizing Yardi’s capabilities in the future.
Training
Learning how to use Yardi’s software is essential to ensuring your entire team utilizes it. Our team of experienced consultants can train your entire team on the Yardi program and ancillary modules. We’ll create an agenda before each training session so everyone understands what they’ll be learning during that specific training session.
Database Reviews
If you already have Yardi setup, we’ll review your entire program. From this review, we’ll create a detailed report that outlines our recommended changes to your current setup. We’ll also highlight any areas that you’re not utilizing so you can take the most advantage of your Yardi investment. Once we’ve sent you the database review report, we’ll schedule a call with you and your team to go over it in detail. We’ll formulate a plan to prioritize what changes need to be made and answer any questions.
Business Process Reviews
Balanced Asset Solutions also provides a comprehensive business process review. Our consultants will work closely with each member of your team, getting feedback on the time-consuming tasks they have to do. With that information, we’re able to provide recommendations and Yardi best practices to suit your company’s needs. We have years of experience working with Yardi and real estate companies, so we know what practices work best and which aren’t effective.
Individualized Support
We provide experienced and fast support for Yardi software. Our consultants are the best in the industry. Whenever we train a team, we keep a recorded video of the training so you can review it at any time. If you ever have a question about the Yardi software or some aspect of the training, we strive to answer it immediately and clearly. We take pride in creating comprehensive training materials that are easy for people to understand and digest.
Why Partner With Balanced Asset Solutions
Our team of consultants is dedicated to providing the best possible results and service possible. Every business is different and should be treated as such. There isn’t a cookie-cutter approach when working with Yardi software. Your real estate business has different needs and goals and you need your software to work for you.
Our consultants have a wide array of expertise, including property management, accounting, web development, and technology. This enables us to effectively work with our clients, helping them reach their objectives and goals.
Contact Us Today to Book an Appointment
One of the areas that Balanced Asset Solutions thrives is with Yardi software. Whether you’re wanting to implement the program or currently have it and need more help, we’re there for you. We’ll create a customized plan that ensures you’re maximizing Yardi to its full potential.
Don’t hesitate – contact us today to discuss how we can help you with your Yardi needs.