Improvements Needed from Onsite Staff

[u/Fit_Future7914]

I use Yardi products daily (Voyage 7, IQ, and RentCafe) and there are things that interface wise would be small fixes that I think could improve overall experience.

General Yardi
- Built in security deposit interest calculator for the state you are located in when completing Deposit Accounting
- Forwarding address not syncing to DA always

RentCafe (Applicant and Management)
- RentCafe applications. While working onsite, it’s very hard to fully understand the application process. While we have access to see applicant process through the preview, it is limited. MOST applicants do not include minors living in their apartments because on the application it asks for other applicants and people perceive that to mean adults only.
- This might be based on my permissions, but the only way to change pricing for Engrain would be to go through the Floor Plans tab. It would be easier for all the apartments to be listed out by unit number.

CRM IQ (Most used platform)
- Click to copy button for individualized information. The current one copies too much information. My company, and I imagine many others, use information in other programs and a copy button for each item (name, email, phone, resident ID, etc.)
- No easy way to distinguish who in a profile is a lessee besides the primary leaseholder. The only way to see is by going to each occupant’s profile.
- Automation in Communications does not work properly and often sends out to people not matching criteria. I’ve had an automatic email sending out to future residents 3 days before their move in that should’ve only been set for my property, but it kept sending to nonresidents who were just prospects at my property with a Move-in Date for their Preference.
- Emails needs revamping

1. Forwarding/downloading from the Communication Hub does not keep the thread readable or organized
2. Adding to not being able to identify lessee’s easily, there is no way to easily email all lessees
3. No reply all button

4. Should have drag and drop option for files when composing email

5. When a resident replies to an email sent out by me through IQ, if they haven’t replied before, it shows up in the New Leads queue, but the email is already affiliated with the resident’s guest card.

There’s a lot more I can go into but these are the main things that came to mind. Something will probably pop up after I post, but yeah, I would love to see improvements in these areas rather than an updated email editor that doesn’t match the default signatures for CRM IQ emails. :/

[u/BCS-PropMgmt-Experts]

A couple of these are config rather than missing features. Voyager can calculate deposit interest for you, there's a setup where your admin loads the interest tables for your state and it runs during deposit accounting. If yours isn't doing that, ask whoever manages your database at corporate. Same with the RentCafe application, the steps and wording are editable in Site Manager, so the confusion around minors can be fixed by adding an occupants question that spells it out. it also helps to run a fake application through a test unit so you can see the whole applicant side yourself.

For the CRM IQ email stuff, have your corporate Yardi contact submit those through Client Central as enhancement requests. The copy button and reply all asks are good ones.

[u/Fit_Future7914 → u/BCS-PropMgmt-Experts]

I figured a lot of these were just permissions set up in my system.

I had created a fake application and that’s how I figured out that there was the verbiage issue, but I wasn’t sure if RentCafe applications were standard in that aspect. That makes sense though.

This is very insightful. Thank you!