We are excited to announce Workflow is now available in the Transaction, Portfolio, and Development menus of Pereview. With this functionality, you can automate repetitive, manual tasks, encourage accountability, and support compliance for these menus – all within the platform.
As you know from previous release notes, workflows allow you to create a sequence of steps and assign roles and tasks. Notifications about these tasks are shown in-app, and can be delivered via email.
We can help you customize your workflows to start based on a custom trigger, action, or date. In upcoming releases, we will add workflow functionality to additional menus.
If you're ready to get started with workflows, get in touch with your Pereview team
Reach out to your Pereview m member to get started!
This sample Transaction Menu workflow demonstrates how the function could be used to establish consistency when closing on a Transaction.
Watch a Transaction Menu workflow video below or click here.
Previous Workflow Updates
Ownership Menu
This sample Ownership Menu workflow demonstrates how the function could be used to manage a quarterly credit facility reallocation process.
Watch an Ownership Menu workflow video below or click here.
Asset Menu
Watch this Asset Menu video to learn the basics of creating, configuring, assigning, and managing asset-related workflows in Pereview.
Watch an Assets Menu workflow video below or click here.
Here's what's upcoming!
Preview the standalone Financing page
We wanted to communicate about an upcoming change to Pereview for those of you who use our Financing module. To provide additional features and functionality we have created a standalone financing page. This page will incorporate a header, all of your existing loan details, and some new tabs.
Watch a standalone Financing page video below or click here.
Here are a few workflow use cases...
Automatically request monthly reviews of financial reports
Transaction close process to ensure the information has been set up consistently in Pereview for new investments
Credit facility reallocation process to review loan balances
Create a workflow for lease approval requests
Manage annual tax reporting processes, including appeals
We're sure you'll think of others, and we're here to help! Once we identify common workflow scenarios, we will make them available in all client environments by default.
Additional Updates
API Updates
Based on requests from clients, we’ve added more APIs to complement our standard offering, including currency and custom metrics.
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.
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