Eagle Summit Properties LLC Yardi Advocacy

I love being able to quickly post all accounting elements. Again, as one gets comfortable with all the functionality, it is so efficient. I also love how being on the cloud, allows one to share the files with CPAs or Lease Administrators etc. I have hardly had to travel to any professional's offices on most accounting issues pertaining my company.

Pros

The Accounting Software for my company has been crucial. There were many parts with which to get acquainted but with the constant assistance of the Chat Widget it was incredibly incremental and learning was continual. It is like anything else one wants to master. Ten thousand dedicated hours will get you to Breeze through Breeze ;-).

Cons

There were a few glitches. I encountered one with the Receivables where I could not see them and had to manually post unable to use the Future Monthly Charges. The team was diligent in solving the issue. It was a bit intimidating to think that the data would be deleted.

LVPM Review

It is quite a long list, mostly it is about efficiency and reliability which is allowing us to grow and manage the growth without having the usual system problems that go along with that.

Pros

There are three things that stand out, Online Payments with RentCafe is very easy to set up and tenant love it, we have 100% adoption for online payments. The Owner Portal has had much bigger impact that we expected, we several owner who outside the country and in other states, having not a document repository but not having to send tons of emails, the owners can review documents on their schedule and they know where to locate agreements, insurance policies, etc. Lastly, generating monthly could be easier!

Cons

Being a long Yardi Voyager user, not having the ability to export data into Excel for custom reports or special projects is something I would really like to see.

Heartburn inducing - go with something else

We are one of the larger residential pm companies in St. Louis and decided to enter the multi family realm. We use property ware for our single fans.and will continue to do so. I dont complain and I never write reviews but my team and I are defeated by this mess. The main driver for choosing yardi breeze was for the marketing/rent cafe/website element. So far, that seems to be the only redeeming aspect, but that doesn't even work properly. The system doesn't seem to be fully mature or ready and nothing works as it should. I would also say that for the customer service team as well. The main response to issues is "let me follow up with you on that". My team and I have never been so frustrated or defeated by a project or lack of progress with onboarding. We are exhausted. This thing doesn't even post auto-charges correctly! This is a simple property management task. There are too many problems to even name. Luckily, we have finally been assigned a tech([SENSITIVE CONTENT HIDDEN]) who knows what they are.doing,.but that took weeks to get done. Honestly a horrible onboarding experience and I would go with appfolio if I had to do it all over again.

Pros

It looks nice and is fairly intuitive to navigate.

Cons

Accounting is always glitchy. Doesn't autocharge as programmed Doesn't apply late fees as programmed The calendar feature doesn't sync with outlook/gmail Customer service doesn't answer any questions The staff.dowsnt seem like they are well trained, at all. Even the management. Overall,.the software seems like it was rushed to market Takes forever to get any answers on anything or have problems rectified Just a horrible experience

Yardi Breeze

We love that our tenants are able to pay online, this is so helpful with ones who are behind.

Pros

The transition to Yardi Breeze was so smooth. We were able to start using right away.

Cons

There were some reports that we were used to using that are not in Breeze. Also, having to add all the CAM Charges was a little hassle.

Yardi Breeze Premier is a great starting point

I'm personally on the financial side of the company but have many years in Operations as well. Breeze has been perfect for our growing company. We have been able to efficiently run reports and maintain our properties on a daily basis. Our teams were able to learn the software easily as well.

Pros

Most of us at the company had previously used Yardi Voyager. As our company is still growing, Yardi Breeze Premier was a great point for us to start. There are many similarities to Voyager, so it was very easy to pick up. It had been some time since I had set up a property, but it was extremely easy in Breeze. The Help Center is amazing and videos are extremely helpful as well. Highly recommend!

Cons

There are some items that are not a part of Yardi Breeze that are in Voyager. This did not hinder us from being to complete what we needed, just added a few extra steps. Overall though the cons are extremely minimal.

Introduction and decision to use Yardi Breeze for a "out of the box" project

My overall experience was exceptional from the first call with the sales team to our implementation specialist. I would highly recommend Yardi Breeze.

Pros

I found the ability to customize for a project that was not a typical end user for Yardi Breeze. Considering the complexity of our project, our implementation specialist was amazing and made the process a breeze!

Cons

The main downside of the Yardi Breeze was not having the banking integration, but it was my understanding it might become available in future updates.

Breeze Premier Review

We are happy with the software

Pros

Online payments for receiving rent and sending payments

Cons

no open API to integrate other products with Yardi

YARDI NOT a Breeze

I tried but it's not user friendly.

Pros

Great, if you love accounting features.

Cons

If you're not using this think daily or have a person specifically using this software you'll get lost. Help is free up to a point and then they charge. Each service reps has a different way of maneuvering the software so it's even more confusing. They'll undone what the last rep did. Online help doesn't match up to current version so that's no help.

Yardi Breeze is surprisingly easy

I went from Yardi Voyager to Yardi Breeze the transition was fairly simple. I enjoy Yardi Breeze much better because of the help button, the classes, the chat button, and even a zoom (when needed). It is great to have all of that support.

Pros

I like the CHAT button. It is great to be able to reach out to someone when you are stuck.

Cons

Being a new company, it would have been nice to get some training on the advanced things for me. I would like to know how to do the monthly reports and so on. I had some problems finding reports. (What they were called). For example, we need to know how to pull a rent roll, we need a report showing monthly move-in and Move outs, vacancies, etc. I found them but I either had to ask or found them when I was looking for something else.

Exhausting and Expensive

Nightmare that we can't wake up from.

Pros

Reports are excellent and the bookkeeping/accounting side have minimal trouble.

Cons

Breeze is everything but a breeze. It has been hands down the most clumsy, clunky system for property management. Everything is a add-on or needs to be enabled. It has been an uphill battle for those that use the software to manage properties. We are nearly one year with this software and can't get tenants from cradle to grave (guest card to move-in) through the system. Want to screen a tenant need to enable that which requires Yardi staff (who took over a week to get it on). Constantly being told - "do the training modules" which end up being different or you hit some enable snag that only Yardi can fix. Want to electronically sign documents (which you would think it would be baked into a PM program) nope, you have to buy an add-on. Want to communicate with tenants? They have to opt-in to your request instead of opt-out like Buildium or AppFolio. Maintenance staff can't use it and no good app for it. Tenants are either perplexed by the system or it requires tech support to get them enabled.

Great for keeping track of tenant receiveables and important lease dates

It's been a good product property management wise - what we had been lacking - but it falls short accounting wise. I wish there was a way to set security protocols for certain users to edit transaction in prior "closed" months. We are one owner and don't have to report to multiple clients - so editing past transactions to have clean books is a must. Reclassifying is a total pain.

Pros

Keeping track of lease dates, tenant receivables, security deposits, etc.

Cons

I really wish this was as easy to use accounting wise as QuickBooks. It really lacks a lot as far as editing transactions, playing bills from multiple accounts, etc. We are one owner with multiple properties and entities - we trade monies back and forth and find it very hard to do with Breeze alone - so many journal entries. We have to post to QB at the end of each month to keep correct records.

Software Review

I have had a good overall experience with Yardi Breeze. I admit I do not use every function possible for the software, but the ones have used have been a good experience.

Pros

Yardi Breeze is easy to use. We use it for property management software, tenant portal and reporting. Being able to produce reports as needed is very helpful to present to our investors and business partners.

Cons

Although chat availability for support is very helpful, I do whish at the beginning of using the software there was a support line you could call for any questions. It would have been helpful during set up.

Absolutely love the software!

I was in the midst of adding commercial units into my portfolio, which is what brought me to Yardi Breeze. My overall experience was good.

Pros

As an owner with a portfolio of multi-family and single family units, there are a ton of features I like about this software. If i had to single out a few that were most important to me, I have to call out the ease of use, online support and customization. The system flows quite well going from function to function and is easy on the eyes. After a few hours in it, I was able to navigate fairly easy. The on-boarding agent assigned to me was great. Between her email communications and the online live support team, I got questions answered within minutes and the staff knows the product extremely well with the ability to explain things in a way this non-accountant minded person could understand. Lastly, the ability to customize labels and fields and pull reports from them was an unexpected surprise. I do not think there is anything one could come up with that Yardi Breeze cannot solve for.

Cons

I am one that will always run into something I do not like about a software because I am picky, however, there is nothing I dislike about the software.

Don't Rush to buy Yardi Breeze

On line chat support is usually readily available, but often times they could not address the issue and suggested we send feedback. It became apparent that some of these people are not really very knowledgeable about property management or accounting functions, or exactly how the program works. Very poor staff training. Had I the opportunity to go back in time, I would have stayed with Appfolio. This is our SIXTH PM software over the past 34 years, including RPM, the original YARDI Dos, Yardi for Windows, Promas, Appfolio and now Yardi Breeze. This is the worst, and it is clear was not ready to be brought to market.

Pros

It was about $150 per month less than Appfolio. We are a very small company and It was strictly the cost savings that prompted us to change. Beyond that, truly Appfolio is heads and shoulders over Yardi Breeze.

Cons

Where to begin -- here are just a few things. We were lead to believe that we would be able to pay owner monthly distributions by ACH or E-check. We submitted all the required documentation. When it came time to do our first owner check run, it wasn't happening. We were told we "didn't request this feature, which is nonsense, we did everything as instructed. We had to instead print paper checks, and tell each owner what happened. And now, it appears we will need to do paper checks again for February, because they are still monkeying around getting us this functionality. The owner statements are horrible, and will be the cause of much confusion. They list the opening balance at the top of the statement, and the closing balance at the bottom -- all good. BUT they then list the line items of income and expenses from LATEST to OLDEST, so the running balance is totally worthless, since it never reflects historically what the balance actually was after any particular trans action. The Tenant refundable deposits are co-mingled with the seller's funds, so you must explain to an owner that although it shows $xxxx.00 in their account, $yyyy.oo of that is tenant security and is not the owner's funds. The statement should show the owners funds, and perhaps a separate place on the statement showing current tenant security deposit being held in trust. When printing a check to a vendor, which may cover a number of invoices from a number of different owners or properties, there is no line item detail on the check stub -- just one bulk amount, which makes it impossible for the vendor and the management company to know exactly what part of the check is meant to be applied to which invoice. Oh, and there is no tax module for folks in Arizona or elsewhere if you need to collect and remit SALES tax charged monthly on the rent. We posed questions to Support about how to manage particular functions, and on occasion were told to ask our accountant! We weren't asking accouting questons, we knew what had to be done, but not how to do it on their system. I could go on and on, but I'll stop here for now