How to Use Yardi

...

Yardi Voyager is a database system that is used for apartment communities to keep track of their leasing progress, resident functions, move-ins, move-outs, accounting and reports. In the apartment industry, there are several types of database programs used and Yardi is one of the more popular. It can be difficult to get the hang of at first because of the abundance of information to retain, but once the common steps are learned it can be a breeze to use at any apartment community and very efficient in keeping up with daily, weekly and yearly information.

Advertisement

Video of the Day

Install Yardi Voyager software onto Internet Explorer and add as a "Favorite" on your toolbar.

Create a user name and password (this may be done by your management company for you). Under "Database," use the tab "Production."

Learn the key functions on the Yardi toolbar by clicking on each one to see what information it contains or can be input into it. These keys are known as the "Dashboard." Navigation can be done from the dashboard, or the side menu to the left of the screen.

Study, in the Yardi user manual, the charge codes that will need to be used. These codes are universal and help provide understanding in what specific charges describe.

Create a hot sheet. The hot sheet focuses on the vacancies the community has and what specials are offered for leasing those apartments.

Guest Procedures

Enter a new guest by clicking on the "Quick Guest" or "Add Guest" tab. Provide all the information known about the guest including preferences, occupants, the unit they select, rental options, completed application form and status of the application.

Double check the guest information to ensure that the correct source was provided as well as phone number, address and e-mail.

Search for any previous guest records that have been input by clicking on "Person Search" and typing in a field about that person, such as first or last name.

Record the traffic for the guest each time you speak to them either via phone, e-mail or walk in. This is done by adding a contact to their guest card page.

Credit check, approve and execute the lease for the applicant under the "Application Status" button. Once approved and executed, this person has now gone from being a guest to a future resident.

Resident Functions

Manage the resident page by moving in the resident with the dates listed, or if they are incorrect, this page will allow you to adjust the move-in dates. Also from the future resident page, canceling, unit change or price changes can be made.

Add memos or notes about the resident by clicking on "Memo." Choose the correct type of memo and provide a description. They will display on your dashboard. A resident memo report can also be ran to review all memos together.

Add or edit roommates under the resident screen. Click on roommates, fill in the proper information and save. The application form will be available after you save to complete the form.

Add or review resident records under the attachment button. Upload or add new attachments including pictures, documents or scanned files.

Move-Out Procedures

Enter a notice by going to the resident screen and clicking "Notice." Provide the termination type, date the notice was given, move-out date and the reason for moving. Click "Save." The screen will show that the notice has been posted.

From the dashboard, click on "Pending Make Ready" and input the date that the resident's home will be started for "Make Ready." At anytime, you can go back and adjust the notice, move-out date and make-ready date from the dashboard.

Cancel a notice by clicking on the resident's screen or "On Notice" from the dashboard. Under functions, click cancel notice. The status will appear and the notice will be canceled.

Move out a resident under the dashboard function "Move Out". Click the move out button and the status will be changed to "Past" instead of "Notice". Click "Make Ready" once the screen status becomes "Past" and select the boxes for each make-ready description, the number of days will automatically default.

Cancel a move-out only if the move-out function was used by mistake. From the resident screen, click "Cancel Move Out" and the status will change back to "Notice".

Daily, Weekly, and Month End Procedures

Check the daily activity under the dashboard. Generate the report to find information on exceptions, month-to-month, available units, on notice, showings, move-ins, deposit accounting, expiring leases for the next 120 days and pending work requests. Go through the checklist to make sure all daily activities are entered correctly.

Enter any new activity that was overlooked and update the make-ready dates.

Enter charges and receipts by placing all charges in their correct batches.

Approve all renewals, update any incorrect street rents, and assess the late fees (depending on what day the rent is late at your property).

Generate leasing activity reports by clicking on the "Reports" tab, click under "Property" and choose which report you need to generate.

Generate traffic and traffic detail reports under "Reports", then "Traffic" and choose which traffic report to view and input the necessary dates, agents and units.

Generate resident reports under "Reports" and then "Resident" and click which report is necessary to view. There are many resident reports and many of these can provide the same information multiple times.

Generate information about delinquency and deposits by clicking "Receivables" under the "Reports" tab. Search by Charge Code, Deposit Summary or Delinquency.

Generate "Residential Analytics" under the "Reports" tab and choose which type of report you are needing, as well as the time frame or the month in which you need to view the report for. This can provide market rent schedules, conversion ratios and box score/occupancy.

  • Yardi Voyager Website

Report an Issue

Screenshot loading...

  • create account
  • Request A Consult

Yardi Logo

RemoteLock + Yardi Voyager ® for Automatic Turnover Access

Instead of eating up precious time with all the pesky tasks around access during apartment turnovers, turn your turnovers over to RemoteLock and Yardi.

Request a Consult to Get Started

Turnovers at warp-speed.

Today’s rental market is fast and furious. Now, your turnovers can catch up with RemoteLock’s universal access control + Yardi. With these two technologies working together, property managers can automate access for residents and staff, saving precious time and helping vacant units reach occupancy quicker.

Access for Turnovers and More

This interface syncs lease–related details from Yardi directly with RemoteLock to automate your most tedious tasks.

Access for Residents

Approve new residents to move in via Yardi Voyager and access permissions are automatically granted. The same happens when residents move out: access is automatically revoked.

Residents move into their new apartment

Access for Turnover Staff

Access for everyone involved in turning over an apartment can be automated as well. So access codes for cleaners, painters, inspectors, etc. are automatically created or revoked.

Turnover staff cleans an empty apartment

Sync On-Demand Access

Need to issue access credentials in a hurry for a move-in? Need to immediately revoke access for a move-out or eviction? With RemoteLock’s sync-on-demand feature, you don’t have to wait for the next hourly integration sync to issue access credentials.

Emergency maintenance staff fix a leaky pipe

Access During Resident Transfers, Too

When residents move between units, this info also automatically syncs. If a resident’s new unit includes different door groups, the proper access is automatically granted.

A resident leaves their apartment with a smart lock

To-Do List Obliterated

RemoteLock works behind the scenes to automate access, while you continue to use the Yardi Voyager software you already know.

  • Automatic delivery of access codes for all turnover staff 
  • Super smooth move-ins and move-outs 
  • Hyper-efficient turnovers with units ready to rent faster 
  • Enhanced safety with time-bound, randomly generated access codes

Actually Automatic

After some initial setup of triggers, you can fully automate access throughout turnovers.

Resident move-in is approved in Yardi Voyager.

RemoteLock automatically grants resident access.

Resident is set to move out in Yardi Voyager.

RemoteLock automatically revokes resident access.

Unit status is updated to vacant in Yardi Voyager.

RemoteLock automatically grants access to turnover staff. 

Turnover is complete and unit status is updated in Yardi Voyager.

RemoteLock automatically revokes access for turnover staff.

RemoteLock and Yardi Voyager Turnover Process Infographic

Learn More About Universal Access Control From RemoteLock

Our ultra-flexible platform is designed to work with an ever-growing list of smart lock brands and hardwired solutions. Chat with us today about how RemoteLock simplifies property access, automates time-consuming tasks and eliminates the hassle of keys for good.

Schedule Time With an Expert

Privacy overview.

ButterflyMX® - Official Site | Video Intercoms & Access Control

Santa Barbara, California-based Yardi® develops and supports industry-leading investment and property management software for a global roster of clients in multifamily, commercial, senior living, student housing and other real estate sectors.

Yardi logo

Yardi offers a comprehensive software platform for property management: Yardi Voyager. This includes accounting, operations, and ancillary services. It also automatically syncs with ButterflyMX to capture resident and prospect data, ensuring new and prospective residents have building access while former residents do not.

ButterflyMX and Yardi integration

Leading property management software

Yardi is an innovative property management software ideal for real estate companies of any size in every market.

Residential and commercial portfolios alike can use Yardi Voyager to streamline operations and stay organized. And when you pair Yardi with ButterflyMX, all of your property’s resident access and prospect data are synced daily. This ensures new residents are automatically granted property access permission on their move-in date, and that former residents’ access permissions are automatically revoked upon move-out. This also ensures that when a prospect schedules a self-guided tour, a Guest Card and a Showing are automatically created in the Yardi Voyager CRM.

Real estate runs on Yardi

With ButterflyMX and Yardi together, spend more time delighting your tenants and less time on admin work.

Centralize operational, financial, leasing, and maintenance management for your entire portfolio in a single database.

Yardi property manager

Maintain a single source of truth anytime, anywhere, from any device. And with the ButterflyMX integration, you’ll spend more time cultivating the tenant experience and less time updating databases, handing out and collecting keys or fobs, and managing prospect tours.

ButterflyMX + Yardi

Seamlessly sync your database from Yardi to ButterflyMX.

Property managers at buildings using Yardi Voyager have only a single database to manage from the time a prospect tours to when they move in and eventually move out. When a prospect books a tour through ButterflyMX’s self-guided touring platform, a new Guest Card and Showing are automatically created in the Yardi CRM, allowing your leasing staff to spend more time delighting the prospect. Upon move in, residents added to a Yardi platform are automatically pushed to ButterflyMX so they can register and begin accessing the property. Residents removed from Yardi Voyager are automatically removed from ButterflyMX and can no longer access the building.

IMAGES

  1. Yardi Voyager Features, Pros and Cons and Pricing

    yardi voyager move in

  2. Move In Charge Corrections Yardi Voyager

    yardi voyager move in

  3. Residential Property Management Software

    yardi voyager move in

  4. Move In Yardi Voyager

    yardi voyager move in

  5. Move In Charge Corrections Yardi Voyager

    yardi voyager move in

  6. Social Housing Software

    yardi voyager move in

VIDEO

  1. Yardi Systems, Inc Yardi Voyager Google Chrome 2021 10 28 10 00 43

  2. Class 220 + 221 Voyager

  3. Voyager another Rant: And Alts Heat up as BTC gets ready for another massive Move

  4. Class 220 + 221 Voyager

  5. Does the Sun Actually Move Through Space Too?

  6. How iv motorized Voyagers nacelles

COMMENTS

  1. Move In and Move Out

    For example, if the move-in date is January 4, the prorated period would be January 5--31. Charge Move-out Day. If selected, includes the move-out date in the prorated period. For example, if the move-out date is January 25, the prorated period would be January 1--25. If not selected, does not include the move-out date in the prorated period.

  2. Posting Move-Ins

    The date on which the future resident's lease expires. Voyager completes this field based on the option specified in the Rounding Lease Term field on the Property Setup screen. For information about editing the Rounding Lease Term field, see "Property Defaults" in the Voyager Core Setup Guide. •

  3. WRH Help Center

    Once the lease has been confirmed, select the Move In option from the Dashboard or from the Functions option in the guest card. For Affordable you will select "MI" from Tax Credit Data and enter the date completed to lock the cert, and then you will be able to go to functions and complete your move in. From the Move In screen. 1.

  4. Changing Unit information in Yardi

    Changing Unit information in Yardi - YouTube. Video • Yardi Training • 2019. 2.7K views • 5 minutes. Learn how to change the unit information in Yardi, a property management software, with ...

  5. Residential Property Management Software

    Power your business with the best property management software on the market. Centralize operational, financial, leasing and maintenance management for your entire portfolio in a single database. Add the RentCafe Suite and the Yardi Multifamily Suite to your Voyager foundation to handle marketing, screening, insurance, revenue management ...

  6. Portability Resident Move-In Procedures

    Voyager Form 52665 Screen Overview. Form 52665 Screen Overview for Move-Ins. Adding 52665 Forms for Absorbed Move-In Residents. Reviewing Tracking Information for Portability Move-In Residents 773. Adding 52665 Form Records for Administered Move-In Residents 774. Voiding Portability 52665 Form Records 776.

  7. Smarter Solutions for Places that Matter

    process purchase orders and set up new leases, move-ins and move-outs and more. Voyager performance tables allow you to configure stored ... Yardi Voyager Residential is a complete accounting system designed to meet all applicable GAAP and IFRS requirements. The full-featured general ledger makes

  8. Inspection

    As an integrated function of the Voyager property management platform, data from Yardi Inspection is available for reporting whenever necessary. Users can access inspection history reports with technician notes, findings, financial details and more. learn more +.

  9. Voyager

    Voyager. Yardi Voyager is a web-based, fully integrated end-to-end platform with mobile access for larger portfolios to manage operations, execute leasing, run analytics, and provide innovative resident, tenant, and investor services. With a solution and best-of-breed product suite designed for every real estate market including commercial ...

  10. Yardi Voyager Quick Reference Guide

    Yardi Voyager Quick Reference Guide . Entering "First Contact" for a Prospect (Call/Walk-in/e-mail) 1. Select "Add Guest" from dashboard. 2. Enter information in the fields (blue fields are "required"). ... Revise move-in date, being sure to also change the "Lease . From" date to the same as the expected movein date. - 5.

  11. How to Use Yardi

    Yardi Voyager is a database system that is used for apartment communities to keep track of their leasing progress, resident functions, move-ins, move-outs, accounting and reports. In the apartment industry, there are several types of database programs used and Yardi is one of the more popular.

  12. Reversing Move-Ins

    To reverse a resident's move-in. 1. On the dashboard, click the Person Search tab. 2. Complete the tab, as needed, and click Search. A table of matching prospects and residents appears at the right of the tab. 3. Click the name of the resident whose move-in you want to reverse. The Resident screen appears.

  13. Moving / Transfer Tenants to another Unit (Yardi)

    You can then move the tenant to a new unit the usual way within Yardi and Property Vista will see the tenant's move. The tenant/resident will be able to see new lease information once he logs into his/her resident portal. NOTE: If you move a tenant, you must use the Assign Unit function in Yardi to avoid any issues within the same Property

  14. RemoteLock and Yardi Voyager for Turnovers

    RemoteLock works behind the scenes to automate access, while you continue to use the Yardi Voyager software you already know. Automatic delivery of access codes for all turnover staff. Super smooth move-ins and move-outs. Hyper-efficient turnovers with units ready to rent faster. Enhanced safety with time-bound, randomly generated access codes.

  15. Senior Housing Management Software

    Provide residents and families with the ability to easily make online payments, check balance information and review statement histories. RentCafe Senior Living allows users to set up automatic payments and receive real-time ledger updates, helping you increase cash flow. Yardi Voyager for Senior Housing management is a complete accounting ...

  16. Move-Out Procedures

    Voyager applies lease charges to residents normally until their move-out month. In a resident's move-out month, Voyager prorates the charges for the move-out date, then excludes the resident from monthly posting. For example, a resident pays $900 monthly rent, sends a notification on May 1st and moves out on June 15th.

  17. Simple reporting questions... : r/yardi

    applicant pending - look on residential manager dashboard under "traffic' section. future move ins and move outs - residential manager dashboard - resident activity section. If you need the reports, there is a report called 'resident activity detail' which has a multi select filter for each of those. 3.

  18. Yardi Residential Suite

    Yardi Voyager® is an end-to-end platform combining financial and property management information in a single, centralised database — with ... orders, new leases, move-outs, cheque writing, and more. Multiple Devices, Multiple Browsers With Voyager, you can work on your smart-phone, tablet or laptop. And

  19. Yardi Voyager Reviews & Ratings 2024

    Personally, in my role, I use Yardi Voyager for all aspects of the multifamily leasing process - from guest cards to move-in, renewals, and billing - and reporting on leasing activity. I also use Voyager to update property, unit and unit type setup, and pricing. Yardi Voyager is a comprehensive solution without which our business could not ...

  20. Property management software for every real estate portfolio

    Choose from two innovative platforms designed for real estate management: Yardi Voyager and Yardi Breeze. Both include accounting, operations and ancillary services for residential and commercial portfolios. Voyager is a comprehensive system for real estate operators with unique and dynamic requirements. It creates a fully integrated central ...

  21. Moving Out Affordable Housing Households

    In the Household Activity section, click the number to the right of MoveOut. The Move Out screen appears, displaying a summary of households scheduled for move-out on the current date. The summary includes the move-out date, unit, and household's name. 3. For the household moving out, click the Move Out button . A confirmation message appears.

  22. Yardi Integration

    Yardi is an innovative property management software ideal for real estate companies of any size in every market. Residential and commercial portfolios alike can use Yardi Voyager to streamline operations and stay organized. And when you pair Yardi with ButterflyMX, all of your property's resident access and prospect data are synced daily ...

  23. Standard Properties Inc. Improves Lease Management with Yardi Voyager

    "Yardi ® recognizes that Standard Properties has made a big move in changing its platform for the first time in 16 years. We are pleased they have chosen Yardi Voyager, and we are looking forward to providing implementation assistance and ongoing support to help Standard Properties make a successful transition," said Terri Dowen, senior ...