How to Add a Unit
Adding a Unit to STRATAFOLIO is straightforward once you know where to start. Units fall under Buildings in the STRATAFOLIO Hierarchy (left). Since Unit(s) are always part of a Building, to add a Unit you will start at the Building Details page. For more tips & information on Units, check out our Understanding Units in […]
How to Close Out an Expired Lease
Looking for a guide on how to close out expired leases? Our step-by-step instructions will help you navigate the process in STRATAFOLIO.
How to Run a Rent Roll
Easily see a Rent Roll for the whole organization, a specific entity, asset, or month. There are different options and ways to customize what you see on the Rent Roll, and it is as easy as a few clicks. You can see your portfolio on one professional-looking Rent Roll to give to lenders or investors […]
How to Input and Manage a Loan in STRATAFOLIO
Do you have a new loan to input? Or would you like to enter updated loan information into STRATAFOLIO? In this Knowledge Base Article, we share the steps for inputting a loan into STRATAFOLIO. With our software, you have one single location to allow for easy referencing of loan and financing information. Every time your […]
Invite a User and Assign the Right Role
With STRATAFOLIO, admins can add unlimited users to their organization at no additional cost. Security is one of our highest priorities, so we encourage organizations to give each user who logs into their organization a unique user role. Adding new user roles to STRATAFOLIO allows teams to collaborate with controlled access, so your entire team […]
STRATAFOLIO’s Full-Service Onboarding Process
We’ve heard it from all our customers who left their previous property management systems to start using STRATAFOLIO that it was painful for them when they went through the initial onboarding on their previous systems. At STRATAFOLIO, we have learned from other companies’ mistakes and we have set up processes to avoid recurring pitfalls that […]
