Datex BI Portal

The Datex BI Portal is a software solution aimed at integrating MRI or Yardi data to transform operations for real estate companies. According to the vendor, it offers actionable reporting, intelligent automation, and valuable insights for executives, asset managers, property managers, leasing agents, analysts, and other professionals in the real estate industry. The Datex BI Portal is designed to meet the needs of real estate businesses of various sizes.

Key Features

Actionable Reporting: According to the vendor, the Datex BI Portal allows users to instantly view their portfolio based on their work, track, benchmark, and drill into details about Operating Performance, Rent Collections, Sales, Leasing, Tenant Health, and Occupancy. The product provides reporting with dash-to-docs drill-around functionality, enabling national benchmarking and quick performance comparison across the portfolio and against peers.

Financial Reporting: The Datex BI Portal offers comprehensive financial reporting, including Income and Expense, Budget Variance, 12-Month Budget, and Balance Sheet reports. According to the vendor, these reports provide detailed and accurate financial information to enhance financial control and decision-making.

Tenant Reporting: The Datex BI Portal includes Lease Abstract, Tenant Delinquency, Tenant Sales, and Demand Letters reports to help users track lease compliance, delinquencies, and tenant activity. According to the vendor, these reports enable effective management of tenant-related information.

Commercial Reporting: The product provides Rent Roll, Vacant Suites, Expiring Leases, Sales Reports, Delinquencies, and Variance reports to monitor and analyze commercial property performance and leasing activity. According to the vendor, these reports offer valuable insights into commercial properties.

Insurance Tracking: The Datex BI Portal includes features to track missing, expired, and expiring insurance with an insurance list and missing insurance letter report. According to the vendor, this functionality ensures compliance with insurance requirements and helps mitigate risk.

Residential Reporting: The product offers Residential Rent Roll, Summary of Activity, Leasing Agent Summary, and Unit Activity reports to effectively manage residential properties and track leasing and tenant activity. According to the vendor, these reports streamline residential property management.

Specialized Reporting: The Datex BI Portal provides various specialized reports such as Loan Reports, Investor Reports, Work Orders, and Rent Relief Tracking. According to the vendor, these reports can be customized to meet specific business needs.

Intelligent Automation: The product manages workflows across multiple steps and stakeholders based on custom business rules, integrating data sources and generating automated reports from a single source of truth. According to the vendor, this feature improves efficiency, accuracy, and repeatability of processes through workflow automation.

Leasing Automation: The Datex BI Portal simplifies deal tracking, accelerates the leasing process, and maximizes revenue with the Leasing Approval Workflow. According to the vendor, this feature streamlines recurring processes involving multiple stakeholders.

Workflow Automation: The product automates recurring processes involving multiple stakeholders, streamlining and standardizing workflows for increased efficiency and productivity. According to the vendor, this automation feature enhances operational efficiency.