We are looking for property management software for our real estate company. We currently manage over 5,000 units.
The software must meet the following requirements:
General - mandatory:
- Support or hotline
- Software standardization
- Master data maintenance
- Evaluations and lists
- Maintenance tool
- Form letters: creation, editing
- Craftsman orders
- Follow-ups, telephone notes
- File management
- Invoice workflow
- Data backup
- Interfaces
General - optional:
- Insurance claims: processing, evaluation
- Technical property master data (mobile use if necessary)
- Property views and representations
- Billing of special services and fees
- Automated correspondence (e-mail)
Accounting - mandatory:
- Data reliability
- Financial accounting
- Household-related services
- Billing functions (rent/condominium ownership)
- Special assessments, business plans, accruals
- Corrections to settlements, business plans, and special assessments
- Advance payments, debit entries
- Payment transactions: clearing, e-banking
- Accounts receivable
- Accounts payable
- Dunning, dunning blocks, legal cases
- Year-end closing, carryovers
- Heating costs (electronic data exchange)
- Meter management
- Reporting
- Asset reports
- Open items, totals, balance lists
- Distribution keys, etc.
- Sales tax: presentation, registration, settlement
Accounting - optional:
- Condominium management rent forwarding
Homeowners' Association- mandatory:
- Online portal
- Transfer declaration of division
- Ballot papers, evaluation
- Preparation of minutes, collection of resolutions
Homeowners' Association - optional:
- List management (reminders, meters, etc.)
- Module for owners' meetings
- Administrator fee billing
- Key management
- Cost overviews
Condominium Management - mandatory:
- Rent increase: attachment, evaluation
- Deposit and account management
- Contract management
- Order management
- Operating cost accounting
- Handover reports including photos
Condominium Management - optional:
- Rent index mapping
- Meter management
- Contact management, links (relationships)
20-25 software workstations are required.