We help small to mid-sized property management companies transition from spreadsheets, paper, and disconnected tools to Yardi Breeze or Yardi Voyager. We handle scoping, configuration, data migration, and training. You procure the license.
The right product depends on your portfolio size, complexity, and growth plans. We scope this before any license is purchased so you're not locked into the wrong platform.
Designed for smaller portfolios that need a clean, modern interface without the complexity of a full enterprise system. Covers residential and commercial properties.
The full Yardi platform for growing companies managing mixed portfolios, complex accounting, or multiple entities. More setup time, significantly more power.
Yardi licenses are procured directly by the client. We do not resell Yardi software or receive referral fees.
We cover every part of the transition except the license itself. We can advise you throughout the procurement process and help you ask the right questions when working directly with Yardi, but we are not a reseller and do not transact licenses on your behalf.
We assess your portfolio size, property types, current workflows, and growth plans to determine whether Breeze or Voyager is the right fit before you commit to a license.
Once you have your license, we configure the platform for your specific business: chart of accounts, property setup, lease templates, maintenance workflows, and owner reporting.
We extract your existing data from spreadsheets, your old system, or paper files, clean and format it, and import it into Yardi so you start with a complete, accurate record.
Hands-on training sessions for your property managers, leasing team, and accounting staff. We build training around your actual configured workflows, not generic Yardi documentation.
We stay with you through the first month of live operation, available to answer questions, fix configuration issues, and make sure your team is confident and self-sufficient.
Owner statements, vacancy reports, maintenance summaries, and cash flow reports configured and templated so your monthly reporting runs with minimal manual effort.
A structured engagement that minimizes disruption to your day-to-day operations while your team transitions to the new platform.
We review your current setup, portfolio size, property types, and pain points. We recommend Breeze or Voyager and outline the scope of work.
Week 1You purchase the appropriate Yardi license directly. We provide a requirements brief to share with Yardi during the sales process.
Client actionWe configure the platform to your business, migrate historical data, set up integrations, and build your reporting templates.
Weeks 2 to 6Role-based training for all users, then a managed go-live with on-call support through the first full monthly cycle.
Week 6 to 8"Our rent roll lives in a spreadsheet and we're terrified of losing it."
"Maintenance requests come in by text, call, and email and half of them get missed."
"Owner statements take most of a day to put together every month."
"We're still collecting rent by check and manually recording it in QuickBooks."
"We're growing our portfolio but our systems can't keep up with the workload."
"We can't quickly answer basic questions about vacancy, delinquency, or cash flow."
Start with a free scoping conversation. We'll assess your portfolio, recommend the right Yardi product, and give you a clear picture of what the transition involves before you commit to anything.