PropertyBoss Client Profiles

Alpha Property Management was founded in Greenville, SC, in 2007 when a local builder began placing renters in his growing inventory of new homes. In 2009, Carlos Tuazon and Jody Barber, who had been managing the properties for the builder, purchased the property management company and the rest is history!

“Throughout the years, we’ve met more local and out-of-state investors who were not happy with their property management companies and soon we started picking up more business through advertising, word of mouth and referrals,” says Tuazon.

Within two years, Alpha had grown beyond the utility QuickBooks alone could provide and began looking for a comprehensive software solution with full QuickBooks integration. After briefly using an ineffective software solution, Tuazon and Barber found PropertyBoss.

What has PropertyBoss done for Alpha Property Management?

“PropertyBoss has really helped us be more efficient in our day-to-day operation:  accounting, work orders, customer payment history, owner statements. And our website being synched to our PropertyBoss software is a great benefit.”

Alpha has taken advantage of a number of PropertyBoss web services, including online portals for prospects and owners, as well as website design and hosting.

“Technology is evolving so fast, we’re so thankful to PropertyBoss for helping us perform our jobs more efficiently. Plus, the staff at PropertyBoss is great to work with.”

Alpha Property Management now manages more than 100 single, multifamily and commercial properties, as well as vacation rentals.

“We really like matching owners and renters together,” says Tuazon. “We have gotten closer to some of our investors and built great relationships. It’s always a joy to go beyond business and be an encouragement to our clients on a personal level.”

For more information on Alpha Property Management, visit AlphaPropertySC.com.

“Technology is evolving so fast, we’re so thankful to PropertyBoss for helping us perform our jobs more efficiently.”
-Carlos Tuazon, owner
Alpha Property Management

Based in High Point, North Carolina, Apartment Dynamics provides assistance in three core areas: multifamily property management, property management training services and executive consulting within the property management industry.

As property managers, Mary and Tom Gywn work as a team to add value to their clients’ assets. With experience managing a wide spectrum of properties, from luxury lease-ups to student housing facilities, the Gywns were looking for a company which could respond to their unique needs.

Why did Apartment Dynamics select PropertyBoss?

PropertyBoss is designed for the property manager, providing tools to manage tenant needs, work orders, leases and other critical property management operations. PropertyBoss manages transactions and financial functions and interfaces to accounting packages such as QuickBooks. In addition, Apartment Dynamics finds the ability to export information to owners and their accountants beneficial, providing a timely and cost-effective manner of communication.

As a manager of student housing, Apartment Dynamics benefits from PropertyBoss features tailored for student housing facilities. PropertyBoss allows an apartment to be set up by individual beds which identifies each renter. Rental information, including payment and history, can be tracked by bed rather than unit. The student housing features include tracking of guarantor information, web integration, and a roommate matching service for students. The roommate matching services enables students to self-match by specifying personal preferences, such as study or sleep habits.

Other Benefits PropertyBoss provides Apartment Dynamics:

• “PropertyBoss converted data more accurately and faster than competitors” states Tom Gwyn. The conversion did not interfere with existing systems.
• PropertyBoss staff has worked with Apartment Dynamics to assist with their client’s specialized needs.
• Technical support provides assistance in a variety of ways – they are available by phone, e-mail, fax, and web submission. In addition, online documentation and training services are available.

“Apartment Dynamics made a financial decision based on value of the product, good referrals, and a knowledgeable PropertyBoss staff.”
-Tom Gywn, Apartment Dynamics

Boardwalk Real Property Management, Inc., provides property management services for rental properties in the San Antonio, Texas, area.  Boardwalk and its owner Stephen Foster are active members of the National Association of Residential Property Managers, National Apartment Association and National Association of Realtors.

What was Boardwalk looking for in a solution?

In the late 90s, Boardwalk decided to replace their existing DOS software to take advantage of the newer technologies available. Another local property management company referred them to PropertyBoss Solutions.

Why did Boardwalk select PropertyBoss?

Boardwalk has also implemented some of of PropertyBoss’s web services, providing additional value and ease of access for Boardwalk prospects, residents, vendors and owners. “Boardwalk employees don’t have to manually update information on our website,” says Foster.” The web portals are automatically updated with the PropertyBoss database on our server.”

The Merchant Gateway portal also provides for secure ACH and credit card functionality online so Boardwalk can receive online payments from residents, prospects and owners via credit card or bank drafts.

“PropertyBoss worked closely with us and our financial institution, Bank of America, to pay our owners electronically. They walked through the first month processing with us, approximately 200 transactions, valued at $250,000.”

Additional PropertyBoss benefits:

• Email letters, reports, and newsletters from PropertyBoss to residents, owners, and vendors.
• Turn leads into leases by automating the prospect contact process within PropertyBoss.

As a locally owned & operated real estate company, Century 21 Sweyer & Associates has been helping families in Southeastern North Carolina with all of their real estate needs since 1987. Their three offices provide service from the southern tip of Brunswick County to the northern reaches of Jacksonville in Onslow County.

Recognized by Century 21® as a Top 21 Firm since 1995, they take customer service very seriously.  Their services go beyond helping with buying and selling real estate, they also provide a successful rental management division, Century 21 Sweyer Rentals and Community Association Management Company (CAMS).

What was Century 21 Sweyer looking for in a software solution?

Century 21 Sweyer was using an old DOS version of a software solution that was outdated and inflexible. They were looking for a cost effective solution that integrated well with portal technology. They wanted a user-friendly solution that would be easy to implement, easy to maintain and be scalable.

PropertyBoss ease-of-use was a big plus and the integration process was also very appealing. The robust reporting capabilities, credit reporting and QuickBooks interface provided the functionality that would streamline their processes and increase efficiencies. Even running 1099s for  800-plus property owners is now done with ease.

“The Help Desk is always a very positive experience. If I can’t get an immediate answer they always get back to me very quickly.”

-Debbie Marmorstein, Account Manager

Who is Dignity Housing?

Dignity Housing is a non-profit organization established by formerly homeless people to break the cycle of homelessness and poverty confronting low-income and homeless families and individuals in Philadelphia.  Dignity Housing promotes their self-sufficiency by providing affordable rental housing with individualized social services, home ownership opportunities, assistance in pursuit of education objectives, workforce development and financial management assistance.

Since their inception, Dignity Housing has demonstrated success in providing both affordable housing and quality social service supports to nearly 2,000 adults and children throughout Philadelphia. They have been recognized by leaders in government and philanthropy, receiving awards and praise from the Fannie Mae Foundation, The Chronicle of Philanthropy, The Enterprise Foundation, and The Center for Community Change and most recently the Preservation Alliance. In total, Dignity Housing has acquired, developed and rehabilitated 150 units of housing throughout the City of Philadelphia.

What was Dignity Housing looking for in a solution?

When Dignity Housing was looking to streamline their business processes and increase efficiencies for rental and residential property management they turned to an experienced outside consultant who understood their mission and the technology requirements of a rental and residential property management software package to support their business. Top priorities were cost, ease of use and subsidy payment capability.

Why did Dignity Housing select PropertyBoss Rental & Residential Property Management Software?

After reviewing multiple packages, PropertyBoss residential and rental property management software was quickly identified as a leading contender based on feature set and the breadth of existing satisfied clients. In addition, PropertyBoss rental and residential property management software differentiated itself from most vendors in that they were focused on ensuring that there was a good fit between their residential and rental property management needs and the application versus attempting to “sell” them on a piece of software. Ultimately, Dignity Housing selected PropertyBoss property management software based on robust functionality, ease of use and total value.

Dignity Housing retains mostly part time staff, so the ease of use, intuitive design and short ramp up time were tantamount to their success. They have increased efficiencies by using the Letters feature; generating late notices is now an easy task accomplished with a few clicks of the mouse. Maintaining Work Orders in PropertyBoss has allowed this non-profit business to increase productivity, streamline processes and improve communications with their workforce.

Previous to the PropertyBoss implementation, Dignity Housing was using Excel spreadsheets to track rents and subsidy payments. They have found PropertyBoss generates a cogent Rent Roll with accurate balances and they like the custom reporting capabilities. PropertyBoss has brought organization to their business and allowed the freeing up of resources. This allows them more time to attend to the more important aspects of their workday: the people they serve.

“The entire PropertyBoss team showed a genuine enthusiasm to help.  I felt they were truly concerned with how well their solution would integrate with the business needs of the client.”

Ray, Independent Consultant for Dignity Housing

Who is Dynamic Properties?

Dynamic Properties is a full-service residential management company, specializing in the leasing and maintenance of over 800 single-family rental homes in the Greenville, South Carolina area for over 200 owners.

What were Dynamic’s unique challenges?

Dynamic’s core business is built on offering first-class service to its clients and tenants. Managing this many homes in the $250 to $1800 per month range encompasses a full range of challenges; among them, the need to carefully track the status of rental income, as well as individual reports for each owner that showed detailed information about management activities and expenses.

“When I ask competitors what their product can do that PropertyBoss can’t, they don’t have an answer. I have total confidence in this company’s ability to meet our needs now, and in the future.”
Rick Stroud
President, Dynamic Properties

Why did Dynamic select PropertyBoss?

When Rick Stroud, President of Dynamic Properties, started the company in 1998, he began looking at PropertyBoss, and was impressed at that time with its basic functionality, comprehensive reports, and ease of use. He also remembers being very comfortable with the people at PropertyBoss, and says, “They weren’t just interested in selling me what they had, they cared about providing me with what I really needed.”

Stroud also credits PropertyBoss with contributing to the company’s 300% growth. In 2001, they purchased the contracts for 400 additional properties that had previously been tracked using a manual paper system. “It’s amazing to me that there are companies that still use a paper card system,” says Stroud. “It was a task to enter owner, tenant and property details for that many units, but being able to see all of the new information in the PropertyBoss organized format was invaluable.”

Monthly and annual reports that give complete information about rental income and maintenance costs are greatly appreciated by the owners. Stroud says, “The owners are extremely impressed with the reports, especially if we’re taking over the property from another management company. Our reports are more detailed, and the information is presented much more clearly. They really like that a lot.”

Another long-term benefit of PropertyBoss has been Dynamic’s ability to run the company with one person working in the front office. A new employee requires about a day to learn to use the lease management functions. Stroud says, “We don’t have time for a lot of training. It’s an important plus that PropertyBoss is easy to learn and easy to use.”

“We just point-and-click to see complete current and historical information about a property, a tenant, an owner. I can’t imagine doing business without PropertyBoss.”

How else does PropertyBoss work for Dynamic?

Because Dynamic manages for many owners, concise owner reporting is a must. They handle an large volume of tenants who come into the office to pay their rent, so the rent processing functions have to be quick and easy. Finally, Dynamic utilizes the Merlin Report Wizard to an incredible degree. Every employee has created custom reports through Merlin that are specific to their job functions.

Who is Leland Enterprises?

Based in central Florida, Leland Enterprises, Inc. manages more than 4,000 units at 30 properties, including a mix of multifamily, tax credit units and student housing units.

What was Leland looking for in a solution?

With 4,000 units and multiple sites, Leland’s staff needed a system which could provide integrated services. Leland looked for a web-based system to support their staff that was both easy to learn and use.

Their requirements included tax credit compliance and online credit and criminal screening. They researched PropertyBoss, focusing on the functionality of the system, implementation process, and ease of use.

Why did Leland select PropertyBoss?

“We implemented PropertyBoss at our 30 tax credit properties in two months,” said Leland’s Emily Badger. “We considered other options, but a key factor was their ability to get our properties functioning quickly, minimizing cost and disruption. The PropertyBoss focused approach made it possible.”

Leland implemented the hosted version of PropertyBoss, giving their people secure access to property data through an Internet browser from any location. The hosted version simplifies their entire process by eliminating on-site software installation.  In addtion, PropertyBoss provides Leland’s off-site data storage and recovery functions.  And best of all, it’s all transparent to users.

The Low Income Housing Tax Credit Module (LIHTC) streamlines the process of managing tax credit compliance on Leland’s 30 tax credit communities. It also provides a visual workflow for certification by guiding the process and allowing control over the rules implemented.

Leland uses PropertyBoss for both on-line credit and criminal screening. Credit reports are obtained using Equifax, Experian, or Trans Union. Criminal and eviction reports are instantly available as well as county-level searches.

For financial reporting, Leland uses the PropertyBoss accounting interface to provide summarized financial information to Solomon Accounting. “The integration with Solomon really speeds up our monthly financial statement process,” says Badger.

Other PropertyBoss benefits for Leland:

• The Prospect CRM helps property managers manage their prospective clients within PropertyBoss, quickly turning leads into leases.
• The PropertyBoss Merlin report wizard is used to tailor a report’s format to meet their specific needs. As reports are viewed, the layout can be modified; changes can be temporary or saved for future use.
• The E-mail tool enables on-site managers to send e-mail letters, reports, and newsletters to residents, owners, and vendors.

“We have used PropertyBoss for years and continue to be satisfied with the system. With each release, they continue to enhance the functionality available in the system.”

Emily Badger, Leland Enterprises, Inc.

Who is Russell Property Management? 
Rocky Russell, owner of Russell Property Management, LLC in Greenville, N.C., has been a builder and developer in Eastern North Carolina for more than 15 years and is a member of the Greenville Area Property Management Association.

He manages 650 tenants in 400-plus rental properties, as well as more than 1,000 HOA members in 15 different Home Owner Associations. And he does all this with five employees in two different offices with the help of PropertyBoss!

“PropertyBoss has really helped with our productivity. Now my staff can run rent reports and get letters out in a snap.”

What has PropertyBoss Solutions done for Russell Property Management?
As the property management side of his already-booming real estate business began to grow in the mid-2000s, Russell needed new software to help manage day-to-day tasks.

“PropertyBoss stood out by far. It was affordable and Windows-oriented, and the interface with QuickBooks is nearly perfect,” he said. “It’s very rare to find software that’s this reliable.”

Since using PropertyBoss, Russell and his staff have begun to take advantage of more advanced features, like the application and payment portals. “The e-mail module alone is worth every penny. It saves us so much time. Tenants can even submit their work orders just by pressing a button.”

For more information on Russell Property Management, visit www.russellpm.com.

“The Help Desk folks are great.
Just the sound of Shelly’s voice
makes me smarter.”
-Rocky Russell, Greenville, NC

Who is Tramor Properties? 

Tramor Properties is a residential property company that owns and operates apartment communities in Texas and California. With 17 properties and approximately 3,000 units, Tramor remains committed to providing quality housing for its tenants and reasonable returns to its investors.

What was Tramor looking for in a solution?

Tramor Properties needed a solution that offered flexibility and an interface to QuickBooks. In addition, easy integration with Microsoft applications, including Access, Excel and Word, was a critical need.

PropertyBoss worked hand-in-hand with Tramor to create a reporting system that met the property management company’s specific needs. What resulted was the Merlin Report Wizard, which has continued to expand its capabilities and offers Tramor literally a limitless number of reports.

Why did Tramor select PropertyBoss?

Tramor Properties has gained efficiency in its day-to-day operations with PropertyBoss, enabling its property managers to increase property management by a third, from 2,000 to 3,000 units. In addition to flexibility, Tramor needed the reliability of a secure database and turned to PropertyBoss to move to a non-proprietary database, Sybase. “PropertyBoss’s underlying database is the underlying strength of their system. It’s bullet proof,” says Dallas Jones of Tramor Properties.

“PropertyBoss has always been extremely cooperative, responding to our questions and need for changes instantaneously. What’s most impressive is their willingness to work with us and develop their product to meet our changing needs,” Jones said. “They have grown to include everything useful that a property manager needs by incorporating these needs into an easy-to-use feature in the software.”

How did PropertyBoss benefit Tramor?

PropertyBoss Solutions is meeting Tramor Properties’ needs and expectations and offers the following benefits:

• Improved reporting capabilities with virtually limitless access to reports through the Merlin Report Wizard
• Increased efficiency of day-to-day property management operations
• Enhanced graphical user interface
• Stable and reliable non-proprietary database

“Their support staff is super and they not only understand programming, but know the property management industry and our everyday challenges and needs.”
-Dallas Jones, Tramor Properties