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Average Ratings 4 Ratings

Total
ease
features
design
support

Description

Discover how Occupier empowers you to manage your real estate portfolio effectively while revealing new possibilities throughout your business's lease lifecycle. Streamline your operations by automating alerts for essential deadlines such as rent hikes, renewal opportunities, security deposit recoveries, termination rights, and much more. Centralize, categorize, and filter all lease terms, eliminating the need to sift through countless pages of lease agreements. This helpful scatter plot visually represents the ratio of your workforce to available space, allowing for optimal desk allocation in your environment. This proactive strategy enables you to address your business's expansion needs more intelligently. Consequently, you can negotiate more favorable lease terms. Evaluate rental and square footage comparisons during the lease negotiation process to make well-informed decisions. Generate reports that assist in adhering to stricter disclosure requirements, ensuring that you remain compliant. Ultimately, be well-equipped for informed strategic growth in real estate with a comprehensive transaction management solution that keeps everything organized in one place. By leveraging these tools, your business can navigate the complexities of real estate with greater confidence.

Description

STRATAFOLIO, a web-based software application, is designed for people who manage their real estate assets via QuickBooks. It's a tool that streamlines operations, improves profits, and reduces manual work. Financial Management: Real-Time Data with QuickBooks Sync - A consolidated view of all financials for your entire portfolio -NOI -Cash Flow -Operating expenses Identify trends and patterns in spending at a glance Asset Management - Unify your properties under one umbrella - Consolidated view on asset value Track purchase dates and prices Operations Management: - Automated Alerts For Lease Management (Lease Escalations & Expiring Leases). - Rent roll export - Manage maintenance requests and work orders - The easiest CAM reconciliations you'll ever make! Investor Management - Investor specific Dashboard Login to read-only investors to get rid of the need for mailed reports Track cash on cash returns - Build confidence with investors

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
QuickBooks Accountants No 
QuickBooks Desktop Premier No 
QuickBooks Desktop Pro No 
QuickBooks Enterprise No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

Microsoft Excel Yes 
QuickBooks Accountants Yes 
QuickBooks Desktop Premier Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$100 / mo
Essential
$100/Monthly
5 Buildings Included
$10 Each Additional Building

Professional
$120/Monthly
5 Buildings Included
$25 Each Additional Building

Enterprise
$150/Monthly
5 Buildings Included
$30 Each Additional Building
Free Trial No 
Free Version No 

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 No 
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 No 

Vendor Details

Company Name

Occupier

Founded

2018

Country

United States

Website

www.occupier.com

Vendor Details

Company Name

STRATAFOLIO

Founded

2017

Country

United States

Website

stratafolio.com

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

Real Estate Transaction Management

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

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Land Management

Code Enforcement No 
Document Management No 
For Oil & Gas No 
GIS No 
Inspection Management No 
Lease Management Yes 
Permit Management No 
Planning & Zoning No 
Project Management No 

Lease Management

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

Real Estate Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Commission Management No 
Contract Management Yes 
General Ledger No 
Mobile Access Yes 
Payroll No 
Property Development Management Yes 
Reporting / Analytics Yes 
Work Order Management Yes 

Real Estate Property Management

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

Rental Property Management

Credit Check No 
Expense Management No 
Online Payments Yes 
Owner Portal Yes 
Tax Management No 
Tenant Management Yes 
Tenant Portal Yes 
Tenant Screening No 
Vacancy Tracking Yes 
Website Management No 

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