Audience

QuickBooks users in the Real Estate industry looking to automate leasing activity and gain real-time access to NOI, Cash Flow, and Operating Expenses

About STRATAFOLIO

STRATAFOLIO is a web-based software solution designed specifically for people managing their real estate assets through QuickBooks and looking for a way to streamline operations, save time, improve profits, and reduce manual work.

Financial Management:
- Real-Time Data with QuickBooks sync
- Consolidated view of your entire portfolio’s financials
-NOI
-Cash Flow
-Operating Expenses
- Identify spending trends and patterns at a glance

Asset Management:
- Unify your properties under one umbrella
- Consolidated view of asset value
- Track purchase dates and prices

Operations Management:
- Automated Alerts for Lease Management (Lease escalations & Expiring Leases)
- Rent roll export
- Manage work orders and maintenance requests
- Easiest CAM Reconciliations you’ll ever do!

Investor Management:
- Dashboard specific to Investor
- Read-only investor login to eliminate the need for mailed reports
- Track cash on cash return
- Create confidence with investors

Pricing

Starting Price:
$100 / mo
Pricing Details:
Essential
$100/Monthly
5 Buildings Included
$10 Each Additional Building

Professional
$120/Monthly
5 Buildings Included
$25 Each Additional Building

Enterprise
$150/Monthly
5 Buildings Included
$30 Each Additional Building

Integrations

API:
Yes, STRATAFOLIO offers API access

Ratings/Reviews - 4 User Reviews

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Company Information

STRATAFOLIO
Founded: 2017
United States
stratafolio.com
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

STRATAFOLIO Frequently Asked Questions

Q: What kinds of users and organization types does STRATAFOLIO work with?
Q: What languages does STRATAFOLIO support in their product?
Q: What kind of support options does STRATAFOLIO offer?
Q: What other applications or services does STRATAFOLIO integrate with?
Q: Does STRATAFOLIO have an API?
Q: What type of training does STRATAFOLIO provide?
Q: How much does STRATAFOLIO cost?
Q: What pricing for support is available for STRATAFOLIO?
Q: What pricing for training is available for STRATAFOLIO?

STRATAFOLIO Product Features

Commercial Real Estate

Cash Flow Analysis
Critical Date Alerts
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Brand Management
CRM
Deal Management
For Appraisers
For Brokers

Land Management

Lease Management
Code Enforcement
Document Management
For Oil & Gas
GIS
Inspection Management
Permit Management
Planning & Zoning
Project Management

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Tenant Database
Landlord Database
Sublease Management

Real Estate Accounting

Accounts Payable
Accounts Receivable
Contract Management
Mobile Access
Property Development Management
Reporting / Analytics
Work Order Management
Bank Reconciliation
Commission Management
General Ledger
Payroll

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Expense Management
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Credit Check
Insurance Management
Landlord Database
Website Management

Rental Property Management

Online Payments
Owner Portal
Tenant Management
Tenant Portal
Vacancy Tracking
Credit Check
Expense Management
Tax Management
Tenant Screening
Website Management

STRATAFOLIO Additional Categories

STRATAFOLIO Verified User Reviews

Write a Review
  • A STRATAFOLIO User
    Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "There is a way to use QB and Manage my Commercial Real Estate!"

    Posted 2021-04-08

    Pros: Really, I thought I would always have to manage my leases, loans, and cam recs in spreadsheets. Not True!! STRATAFOLIO can do all that and more. Plus I can give my dad read-only access and he can see everything without having to ask me.

    Cons: I wanted to see all my tenant insurance certificates in the system but that won't be available until later this year.

    Overall: Incredibly accommodating team. They clearly know their stuff. The onboarding process is quick, clean, and a lot of fun! I honestly will miss working with the team at STRATAFOLIO.

    The product is fantastic! It has saved me so much time and money - which is why I decided to implement this in the first place!

    Read More...
  • A STRATAFOLIO User
    Operating Manager
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "STRATAFOLIO - Game Changer and Life Saver!"

    Posted 2021-03-22

    Pros: - Very knowledgeable team.
    - User friendly system - I got it immediately.
    - Everyone can finally have access to all the files, leases, loan information without having to forward emails or give access to a drive.
    - CAM this year was a breeze and bonus... my tenants liked the reports they got.
    - My banker really liked the rent roll report and how fast I could answer their questions -which sped up the whole process. It was also great to be able to pull large chunks of the personal financial statement out of stratafolio and not have to update a spreadsheet like I used to.

    Cons: I realized how many mistakes I had made in my rent tracking for the last several years and how much I actually lost in income!

    Overall: Where do I start:
    - This team knows what they are doing.
    - Great customer service. They really take the time to make sure everything is set up correctly and the way I needed to see it.
    - They have a great product that saves me so much time each month. I cannot wait to implement ACH and see how that helps too!

    Read More...
  • A STRATAFOLIO User
    Managing Director
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Reporting with Confidence!"

    Edited 2021-04-08

    Pros: So simple to use and I can share up-to-date reports with my lenders in just seconds! I look so organized.

    Great support team. The Onboarding Team is like no other software I have worked with. They get the problem and help me figure out the best way for me to use the software.

    Cons: Nothing! They made me dig up records from filing cabinets because they wanted to make sure everything was complete.

    Overall: This company has something really great! I have been looking for a reasonably priced solution that works with QuickBooks and this is the perfect fit for all my needs!

    Read More...
  • Dean S.
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "STRATAFOLIO"

    Posted 2021-03-03

    Pros: Ease of use.
    One dashboard to see all the properties.
    Price.
    Support is excellent.
    Onboarding extremely detailed and awesome training.

    Cons: Needs more reports.
    Easier flow on site. Need to dig to find out how to print a report.

    Overall: This software platform is by far ahead of the competition.
    The fact that you can see all of your property assets and see your "GLOBAL" cash flow is fantastic.

    Read More...
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