Save hours and improve data quality and reliability every month
If your asset management team spends hours each month collecting and checking rent rolls and financial statements from Partners and/or PMCs, that’s valuable time they could be spending managing investments.
If this is how your firm operates, then you or your asset managers are receiving rent rolls and financial statements from third parties for every property they manage, every month, typically in an email and on different schedules each month.
Then the manual work begins.
Each file must be downloaded, opened, and reviewed for completeness and accuracy before the asset manager can use the data.
Find an error?
You have to stop what you’re doing, email a request for a corrected report, and start the review again when it arrives. That’s more time spent on the same file.
When data comes from multiple Partners and/or PMCs, this decentralized process repeats across the portfolio. High-value asset management professionals spend their time on low-value tasks, month after month.
Ready to automate the monthly Partner and/or PMC data collection process?
Now you can save time and automate the manual process of collecting Partner and/or PMC data with AI
Pereview Software’s proprietary AI engine automates monthly data collection. It can integrate directly with your Partners’ and/or PMCs’ source systems, including Yardi, MRI, and RealPage, or collect the data from the email itself.
That gives your team two ways to bring monthly files into Pereview:
- Direct integrations with Partner and/or PMC source systems.
- Data collection from emails when reports are sent that way.
Check the data as it comes in
Receiving a file is only the beginning. Your team still needs to know whether its contents are complete and accurate, especially when a corrected report or a change to an earlier period affects the data.
Pereview’s AI engine extracts and organizes the rent roll and financial statement data, then standardizes it so it’s ready to use. The platform performs multiple validation checks, including:
Pereview pairs that automation with its Data Management Services team. Real estate and accounting experts review exceptions and resolve issues, supporting 100% accuracy in the resulting data.
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The process addresses mismapped fields and missing accounts before they lead to misstated financials. Your asset managers don’t have to keep repeating the same manual collection and review steps for every monthly file.
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Frequently asked questions
Rent rolls and financial statements arrive from different sources on different schedules. Asset managers must download and review each file, request corrections when needed, and repeat the review when corrected reports arrive.
Yes. Pereview can integrate with source systems such as Yardi, MRI, AppFolio, Sage, Entrata, RealPage, and many other systems, and the company can build custom integrations if needed. It can also collect data from emails.
Pereview checks for prior-period adjustments, new accounts, and other potential data integrity issues. Its Data Management Services team adds expert review and resolves exceptions on the clients’ behalf for those that subscribe.
