STRATAFOLIO Description

STRATAFOLIO, a web-based software application, is designed for people who manage their real estate assets via QuickBooks. It's a tool that streamlines operations, improves profits, and reduces manual work.

Financial Management:
Real-Time Data with QuickBooks Sync
- A consolidated view of all financials for your entire portfolio
-NOI
-Cash Flow
-Operating expenses
Identify trends and patterns in spending at a glance

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

Operations Management:
- Automated Alerts For Lease Management (Lease Escalations & Expiring Leases).
- Rent roll export
- Manage maintenance requests and work orders
- The easiest CAM reconciliations you'll ever make!

Investor Management
- Investor specific Dashboard
Login to read-only investors to get rid of the need for mailed reports
Track cash on cash returns
- Build confidence with investors

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Pricing

Pricing Starts At:
$100 / mo
Pricing Information:
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 has an API
View Integrations

Reviews - 4 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
STRATAFOLIO
Year Founded:
2017
Headquarters:
United States
Website:
stratafolio.com
Update This Listing

Media

Play Video Automated Cashflow Dashboard Investor Management Tools Loan Dashboard Lease Escalations CAM Tracking Aggregated Drill Down
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support

STRATAFOLIO Features and Options

Commercial Real Estate Software

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

Real Estate Property Management Software

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
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
Website Management

Lease Management Software

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

Real Estate Accounting Software

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

Rental Property Management Software

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

Land Management Software

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

STRATAFOLIO Lists

STRATAFOLIO User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

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

    Date: Apr 08 2021

    Summary: 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!

    Positive: 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.

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

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Operating Manager
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    STRATAFOLIO - Game Changer and Life Saver!

    Date: Mar 22 2021

    Summary: 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!

    Positive: - 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.

    Negative: 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!

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Managing Director
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Reporting with Confidence!

    Edited: Apr 08 2021

    Summary: 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!

    Positive: 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.

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

    Read More...
  • Name: Dean S.
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    STRATAFOLIO

    Date: Mar 03 2021

    Summary: 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.

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

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

    Read More...
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