The building, its people and every lease — in one place.
What your property team knows about each building, the leasing work on every lease, and the owner’s investment facts — kept in Insights under each property’s Planning & Operations, beside the contract and rent your accounting system sends.
Everything around the lease file, kept by the people who know it.
The contract and its rent come from your accounting system. Everything around them — the building’s details, the team, each unit’s status, the renewal, the offer, the broker, the insurance certificate, the price you paid — is kept here, on the same record as the period report.
A Summary of every area
Planning & Operations opens on a card for each area saying where it stands. Narrow them to General, Property management, Leasing or Investment, and Pin to tabs the ones you use.
The building’s details
Address, building, site and upkeep, photo and description. Values your accounting system sends stay read only; Kept elsewhere says where the rest is changed.
The team, in order
Anyone, in any role, whether or not they sign in. The first General Manager and Property Manager are the ones the property’s reports name.
Units your team keeps
Floor, area, type, status and whether each counts in GLA. Property management keeps its status, stacking plan and occupancy certificate; leasing keeps whether it’s on the market and the plan for it.
Leasing, lease by lease
Current leases soonest end first, with each one’s expiry decision, probability and notice — and the renewal, offer, deal and parties your team records on it.
The owner’s investment facts
Status, stage, sector and class; how and when the property was bought and for how much; the ownership interest; and when it sold and for how much.
Details, People and Units — kept by the people who run the building.
Open a property, then Planning & Operations → Property Profile. Change a value with Edit, then Save. A value marked From Yardi (named for your system) comes from your accounting system and stays read only here; your Portfolio Setup administrator can override it.
- People: Add a person from Contacts by name, company or email, or add someone new. Drag to reorder; every change saves straight away.
- Being on the team doesn’t open the property: someone who signs in but can’t is flagged, for an administrator to give them access.
- Units: open one to change what your team keeps, then Save changes. Which units count in GLA, unit types and the floor map stay with Portfolio Setup, because they change occupancy.
- An asset group has Details and People; a portfolio has its People.
| Role | Person | Note |
|---|---|---|
| General Manager | J. Moreno | On reports |
| Property Manager | Pat Lee | On reports |
| Property Manager | Tom Becker | Can’t open it |
| Asset Manager | Maria Lin | Signs in |
| Leasing Agent | Lena Brooks | Doesn’t sign in |
| Unit | Area | Type | Status | GLA |
|---|---|---|---|---|
| 0301 | 7,000 | Office | Leased | Yes |
| 0410 | 5,350 | Office | Vacant | Yes |
| 0805 | 9,800 | Office | Leased | Yes |
| P1-12 | 400 | Storage | Leased | No |
Every current lease, soonest end first.
Planning & Operations → Leasing opens on the leases Ending in the next 18 months, each with its expiry decision, probability and any notice. All current leases shows the rest, including leases with no end and signed leases not yet started.
- The contract and its rent come from your accounting system, the decision and probability from Occupancy Planning. Leasing keeps the work in between.
- When the last lease file leaves out a lease that’s current here, a banner says so. Answer them: Record the renewal, Record an early termination with the date it ended, or It’s still current.
- Until it’s answered, the lease counts as current.
- The period’s leasing figures stay on Overview → Leasing, from the report.
| Tenant | Ends | Decision · probability |
|---|---|---|
| Northwind Labs · 0301 | 2026-11-30 | Renew · 75% |
| Acme Logistics · 0501 | 2027-06-30 | Undetermined |
| Bow River Supply · 0805 | 2027-09-30 | Terminate · 90% |
| Meridian Grocers · 0102 | 2027-12-31 | Undetermined |
Open a lease. Record the deal around it.
Click a lease to open it beside the list. From the accounting system shows its dates, term, area, rent and deposit, read only. Below it your team keeps the renewal and notice, the offer and fit up, the deal’s costs, the lease itself, and the tenant and parties — tenant brokerage, tenant representative, landlord agent. Then Save changes.
- Property management keeps the tenant contact and the insurance certificate: when it was received and when it expires.
- Insurance certificates due lists every lease whose certificate has expired, expires in the next 60 days, or hasn’t been received. Hand your AI the certificate and it records when it was received and when it expires, previewed first.
- The plan shows the decision and probability as Occupancy Planning last set them; Open Occupancy Planning takes you there.
- The lease’s Expiry history sits at the foot.
The owner’s facts, next to the operator’s.
Planning & Operations → Investment holds the owner’s facts, kept by the asset manager or by the property manager on the owner’s behalf. A property shows its Classification and its Purchase, sale and ownership.
- Classification: status, stage, sector, class, investment class and property type.
- Purchase, sale and ownership: how and when it was acquired and for how much, the ownership interest, and when it sold and for how much.
- An asset group shows its status and when it was acquired and sold; a portfolio its name, status, description and site.
- Asset managers can change these by default and most other roles read them. Net asset value and NOI come from the period’s reports.
A spec sheet laid out for the building it describes.
From Property Profile’s Reports tab, Generate report makes an asset spec sheet: the building, its facts, units and leases, laid out for its type, in Word or PDF — made by WordMerge, Insights’ own document engine.
- An office tower by floor; a retail property by unit.
- An industrial building with its specifications, bay plan and rollover.
- A condominium by unit type and floor, counting owner occupancy and never naming an owner.
- Kept with the property on its Reports tab and under Documents → Reports. Start from Insights’ own template, or your firm’s, built in Word with WordMerge Studio.
| Building type | Laid out |
|---|---|
| Office · Westbridge Tower | By floor |
| Retail · Crown Plaza | By unit |
| Industrial · Northpoint Industrial | Specifications, bay plan, rollover |
| Condominium | By unit type and floor |
Ask about any lease. Hand it the certificate.
Insights AI — and the AI tools you connect to Insights over MCP — read each property’s details, team, leases and investment facts. Ask “Which leases ending next year have no decision yet?” or “Who is Northwind Labs’ broker?” and it answers from what your team has recorded.
- Records what you hand it — an insurance certificate’s received and expiry dates, a property’s details, an investment fact.
- Shown to you first — every change is previewed, and saved only where an administrator lets agents make changes.
- Never the source figures — not the contract, its dates or rent, not a value your accounting system sends, not the decision Occupancy Planning sets.
Where the profile and the leases go next.
See a lease from file to decision.
A 30-minute walkthrough: a property’s team and units, the leases ending in the next 18 months, a certificate recorded, and the spec sheet made from it.