Portfolio Management Overview
Portfolio Management Overview
The Portfolio Management Module allows easy monitoring of the day-to-day property management operations through three areas of responsibility: Management Plans, Maintenance Calendars, and Action Items. This functionality allows for:
Greater ease of tracking Action Items as well as the ability to automate reporting to a given association on the tasks performed on their behalf.
Greater control and transparency to management and board members.
Automated emails sent per association, per board member.
The Portfolio Management Module provides options to generate and send weekly status and monthly management reports:
Provides up-to-date information to board members and helps the staff keep up with assigned Action Items to ensure on-time completion.
Each report (weekly and monthly) can be configured separately and allows selection of associations the reports should be generated for.
Allows selection of which associations should be emailed the reports automatically or placed in the queue.
For the monthly report, allows selection of phone number to include in the report and selection of where the reserve flag is located.