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 every asset in the portfolio. High-value asset management professionals are faced with spending their time on low-value tasks, month after month.
Ready to automate the monthly Partner and/or PMC data collection process? See how this works with our 3-minute video below.
Now you can save time and automate the manual process of collecting Partner and/or PMC data
Pereview Software can integrate directly with your Partners’ and/or PMCs’ source systems, including Yardi, MRI, RealPage, and many more, or collect the data from the email itself.
Automatically ingest Partner and/or PMC files in multiple ways:
- Direct integrations with source systems e.g. Yardi, MRI, RealPage, and more.
- Collect data from emails when files are sent.
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 automated data validation checks like:
- Missing prior period adjustments
- Identifying new accounts that have been added
- Pinpointing other data integrity issues
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.
Pereview Software’s data standardization ensures no more…
- Mismapped fields
- Missing accounts
- Misstated financials
Pereview pairs that automation with its Data Management Services team for clients interested in a turnkey experience. Expert oversight performed by Pereview’s real estate and accounting experts ensures proactive issue identification and resolution.
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If your team is spending too much time collecting Partner and/or PMC data, Pereview can help automate the process, from receiving the files to making their data reliable and usable.
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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.
