Alerts enable threshold-based in-app and email-based notifications about portfolio and property metrics.

To create an alert, follow these steps:

  1. Navigate to the ‘Alerts’ button in the top global nav area
  2. Click on the ‘Create Alert’ button
  3. Select from ‘Portfolio’ or ‘Property’ alert type options
  4. Select the KPI you want to be alerted about, for example:
    1. Portfolio Occupied %
    2. Property Leads to New Leases Conversion Rate
  5. Add alert parameters
  6. Enable email-based alert notifications (or not)
  7. Watch for the ‘Alerts’ button notifications, or emails in your inbox!