SOLUTIONS

Who can use Truss?

Example Automations:

Monitor asset performance | Get analytics to easily visualize and understand financial variances from actual to budget / Argus
Template property close checklist | easily understand what is left to do this month
Tenant billings | set up reminders to bill, tracking of property accountants billing patterns
Complete view into who you owe | outstanding payables, upcoming budgeted capital
Fund roll up models for monthly and quarterly reporting as well as analyzing historical returns

Example Automations:

Easy-to-use Acquisition Model to get a quick snapshot into deal metrics, terms, and returns. Customize to your structure your way.
Track current deals in process (Kanban) | set up notification when status change, adds, deletes
Contact Database for team members including easy links for communication
Gantt chart tracking critical dates (Under contract, closing)
Closing Checklists and generic closing cost templates | Set daily, bi-weekly emails with % complete

Example Automations:

Asset Plan Summary with Business Plan | Set standardized delivery dates of the quarterly asset plan
Property Snapshot | Set email snapshot to be sent to specified individuals on a set schedule or ad hoc
Tenant Exposure | Easily see how your fund / portfolio / property is exposed by tenant, SIC type, or your own classification.
Lender Analysis | set up notifications based on critical dates or specified reductions to DSCR/DY metrics
Lender financial reporting | Set-up standardized reports and automate the dissemination of required financial reporting

Example Automations:

Monitor asset performance | Get analytics to easily visualize and understand revenue variances from actual to budget
Tenant expirations | notifications to coordinate with leasing on how much is owed and compliance with renewal terms
Track tenants OFB and tenants moving out | Simple checklist with status updates. Include navigation to contacts that can be reviewed / shared easily and quickly
Understand your risk | Summary view into expired/expiring COIs, set reminders to follow up with tenants
Tracking capex and payment | Understanding who you owe and when payables are due

Example Automations:

Leasing agent historical transactions | Send a notification to the company when a new lease is executed
Vacancies by leasing agent (see all available leasing activity) | Notification when new space goes vacant
Upcoming renewals by leasing agent | Notification based on either days before expiration if no options or follow-up before or after option notice date
Search functionality to see other transactions completed with a specific tenant | Notification to company with summary of historical transactions

Monitor historical asset performance and projected results
Run sensitivities on debt service coverage and debt yield quickly and easily
Size new loan opportunities faster than other lenders
Harmonize lender reporting requirements and borrower financial reporting for more efficient data collection