Yardi Training Tips from Our Experts Approaching Yardi as a brand-new user can be intimidating. Yardi is such a robust and multifunctional platform with countless modules and tools to help you manage properties, create reports, and optimize countless other administrative tasks.  Rather than diving into the Yardi platform headfirst and clicking buttons at random, we…

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6 Tips for Real Estate SSRS Reports SQL Server Reporting Services (SSRS) reports are helpful for real estate companies wanting to analyze Yardi data – but they can be challenging to create and prone to user error. Our Yardi consulting team at Saxony Partners relies on decades of technical and industry-specific experience to design ideal…

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Real Estate Reporting with Saxony Partners At Saxony Partners, we hire employees directly from the real estate industry to ensure we consistently anticipate and deliver on the needs real estate firms are facing every day. We have empowered countless real estate clients to use their own data as a competitive advantage, and it all starts…

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Yardi Security and Compliance When was your last overhaul on your Yardi security setup?  Are you doing everything in your power to protect your company’s and clients’ sensitive data?  Many businesses don’t realize the full extent of compliance regulations for data until it’s too late. At Saxony Partners, our team of independent Yardi consultants can guide our clients…

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The Top 5 Yardi Add-ons Recommended by Our Team of Professional Consultants  If you work in commercial or residential real estate, then Yardi likely serves as your operational hub for property management. But are you utilizing all of its features to their full potential?  Implementing add-ons can optimize your business processes and make your day-to-day…

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Saxony Partners Announces Asset Sale and New Business Focus

Saxony Partners is proud to announce the asset sale of our Financial Services and Digital practices to Aspirent Consulting. Aspirent is a fast-growing digital consulting firm based out of Atlanta, GA, and backed by Summit Park, a private equity firm located in Charlotte, NC. “We are excited because this allows us to provide a greater…

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Rightsizing Technology for Business Goals Technology solutions – particularly those related cloud storage and data management – can be transformative for your business. But how do you know when you’re paying for more technology than you need? According to researcher Jonathan Koomey, technology that is not rightsized for your business needs can be expensive, wasteful,…

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Yardi Best Practices

Underutilized Yardi Best Practices You Need to Know Even if you use Yardi as your real estate management tool of choice on a daily basis, chances are you could be overlooking a few best practices intended to make your life easier. You may feel like you have mastered Yardi software, or you may feel like…

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Tips for LOS Implementation Program Management So, you’ve decided you need a new LOS. You’ve secured user buy-in for a new system, you’ve selected the right LOS, and you’re ready to start the LOS implementation process. Your organization is well on its way to reaping the benefits of a modernized, automated, compliant loan origination system.…

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How to Get User Buy-In for a New LOS We’ve talked a lot in our thought leadership about how to pull off a successful LOS implementation. But before you can begin tackling that project, you first need to convince key stakeholders that there is a clear and demonstrable need for a new loan origination system.…

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