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Average Ratings 3 Ratings

Description

What is Occupier? A tenant-side platform for running a commercial lease portfolio and keeping lease accounting compliant with ASC 842 and IFRS 16. It is used by companies with roughly 30 to 500 leases, typically multi-location operators such as restaurant and franchise groups, retailers, healthcare providers, and fitness brands. Who uses it? Real estate and lease administration teams use Occupier to stay ahead of renewals, expirations, rent escalations, and option windows. Controllers and accounting teams use it to produce monthly journal entries, amortization schedules, and disclosure reports that hold up in an audit. Because both groups work in the same system, a lease change made by real estate updates the accounting automatically. What does the platform include? Occupier Lease Administration covers critical date alerts, clause tracking, and document storage. Occupier Lease Accounting handles ASC 842 and IFRS 16 calculations and connects to NetSuite. Occupier Lease Abstraction pairs AI extraction of more than 120 clauses with a review by Occupier’s team before data goes live. Occupier Portfolio Analytics adds dashboards and rent reporting, and Occupier Deal Management tracks new sites from LOI to signed lease. How is it different? Most property management tools were designed for landlords. Occupier was built only for tenants. Every plan comes with unlimited users, and new customers are typically live within 4 to 6 weeks.

Description

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use SaaS solution for centralized management of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Flat file data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. Custom Programming available.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 

Integrations

NetSuite No 

Pricing Details

Annual subscription priced by number of active leases. Every plan includes unlimited users, with no per-seat fees or hidden costs. Choose Basic, Professional, or Enterprise, and add Lease Accounting, Deal Management, Business Licenses, or Equipment Leases as needed. Contact Occupier for a quote.
Free Trial No 
Free Version No 

Pricing Details

$300.00/month
Starts at $300 per month for up to 10 concurrent users.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Occupier

Founded

2018

Country

United States

Website

www.occupier.com

Vendor Details

Company Name

Blue Sky Capital Strategies

Founded

2007

Country

United States

Website

blue-sky.capital/portfolio-manager/

Product Features

Lease Accounting

Amortization Schedule Yes 
Asset Management No 
Billing & Invoicing Yes 
Budgeting & Forecasting No 
Capitalization Reporting No 
Critical Date Alerts Yes 
Expense Tracking No 
For Equipment Leases Yes 
For Real Estate Yes 
Payment Tracking Yes 
Portfolio Management Yes 
Tax Management Yes 

Lease Management

Billing & Invoicing Yes 
Commercial Leases Yes 
Contact Management Yes 
Landlord Database No 
Lease Classification No 
Portfolio Management Yes 
Property Management No 
Residential Leases No 
Retail Leases Yes 
Sublease Management No 
Tenant Database No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties No 
Contact Management No 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database No 
Late Fee Calculation No 
Lease Management No 
Maintenance Management No 
Owner Portal No 
Payment Processing No 
Portfolio Management No 
Rent Tracking No 
Residential Properties No 
Tax Management No 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking No 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Lease Accounting

Amortization Schedule No 
Asset Management No 
Billing & Invoicing No 
Budgeting & Forecasting Yes 
Capitalization Reporting No 
Critical Date Alerts No 
Expense Tracking Yes 
For Equipment Leases Yes 
For Real Estate No 
Payment Tracking Yes 
Portfolio Management Yes 
Tax Management No 

Lease Management

Billing & Invoicing Yes 
Commercial Leases Yes 
Contact Management Yes 
Landlord Database No 
Lease Classification Yes 
Portfolio Management Yes 
Property Management No 
Residential Leases No 
Retail Leases No 
Sublease Management No 
Tenant Database No 

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