Data Management Services Can Save You 40+ Hours Every Month
Get Data Loaded and Validated Automatically
Hi Friend,
We are excited to re-introduce our new and improved Data Management Services. Since Pereview is the hub of all asset management-related data, getting information into a usable, standardized format can be extremely time-consuming, particularly for monthly reports like rent roll data. That's why we wanted to share how you can reclaim valuable time with this service!
Key Benefits of Data Management Services
Improve data accuracy with your balance sheet and income statement
Align all data received into a usable format
Ensure file management consistency no matter when they arrive
Reconcile accounting issues, guide operators on proper file formats, and ensure accurate chart of account mapping.
In May, we announced the availability of Workflow in the Asset menu. Now, workflow is also available in the Ownership menu. Workflows empower you to create a sequence of steps and assign roles and tasks step-by-step. We can help you customize your workflows to start based on a custom trigger, action, or date. Contact your Client Success Manager for more details.
Watch the Ownership Menu workflow video below or click here.
Watch the Asset Menu workflow video below or click here.
Here are a few Workflow use cases...
Create a workflow for lease approval requests
Use workflows to automatically request monthly reviews of financial reports
Track asset-level decisions across teams such as accounting, analysts, asset managers, and managing directors
Reach out to your Pereview contact to take advantage of this feature.
Webinar Recording
How to Get the Most Out of Your Real Estate Financial Modeling Data
If you missed our webinar or want to refresh your memory, you can now watch the recording.
As our experts discussed, Excel is fantastic for modeling, but it is not a reliable database due to human error. Among the topics we covered are:
Standalone models are not efficient for sophisticated investors.
To effectively do your job, you need to accurately tie information together into a larger database.
How Pereview alleviates the most common financial modeling challenges.
Click the video above to learn how to take your financial real estate modeling data to the next level.
Additional Updates
Admin/Super Admin Capabilities
We've added a new Legal Entity Admin grid for enhanced control and management.
Formatted Text for Comments: The Asset Comment widget now supports HTML, allowing for bold text and embedded HTML code. Enjoy a WYSIWYG experience within your dashboard widgets.
We're Here To Help!
All the ways you can access support
We are 100% committed to your success and to driving more value for you in Pereview. Support is crucial, that's why we've made it even easier to get in touch.
