CommercialEdge – Deal Manager:
Major Enhancements
New Weighted Average Lease Term + Occupancy Percentage for Properties
Weighted Average Lease Term and Occupancy Percentage now show on the Property dashboard and for individual properties within the Property header.
Enhancement Ability to compare in-process deal with Existing Deal and/or Existing Tenant on Proposal Comparison
Optional Configuration - New “Existing Deal” and “Existing Tenant” columns for Proposal Comparison. Using the
icon on the Existing Deal and Existing Tenant columns, users can select a tenant or deal to compare deal economics. These two columns can be added to the Proposal Comparison screen through Company Settings > Deal Settings > General Settings > Proposal Comparison Config.
Enhancement Maximum amount of User Defined Fields (UDFs) increased
The maximum number of User Defined Fields available per object type has increased to 20 UDFs. UDFs can be set up in Company Settings > General Settings > User Defined Fields.
Enhancement Stacking Plan and Floor Plan for Properties
Properties can now show a Floor Plan and Stacking Plan on respective tabs on the Property screen. Stacking Plans and Floor Plans can be set on the property’s Setup screen by enabling both “Show Floorplan” and “Show Stacking Plan”.
Deal Economics
Enhancement Ability to enter multiple entries for the same charge on Proposal form
Multiple entries for the same charge can now be entered on the Proposal form in Deal Manager under Additional Charges.
Enhancement Advanced Commissions for Tenant Rep Lease Deals
Advanced Commissions presets can now be configured for Tenant Rep Lease transaction types.
Enhancement Annual Total column on Rent Preview
The Rent Schedule preview now includes a column for the Rent in $/YR.
Enhancement NER Preview on Proposal Comparison screen
A “Preview” button is now available on the Proposal Comparison screen on the More Deal Economics – Total Rent line. Clicking into the Preview button will show the NER calculations by unit.
Enhancement $/SF/Year Calculation for Transaction Costs and Commissions on Proposal Comparison screen
A Total Commission and Total Transaction cost preview button is now available on the Proposal Comparison screen, showing the Transaction costs and Commissions by name and in $/SF/YR, respectively.
User Admin
Enhancement YardiOne & Deal Manager User Integration
Deal Manager provisioning now available through YardiOne. Deal Manager user details can now be set up in YardiOne, including property access and role setup. Please feel free to reach out to Deal Manager support for further assistance.
Enhancement Last Activity Date for External DM Users
Last Activity Date column added to the External DM Users page to indicate when External Users had last worked in their assigned environment.
Reports
Enhancement Leasing Activity Report updates
The Leasing Activity Report has been updated to include Additional Rent columns, Tenant Contact phone number and email address columns.
Other Enhancements
Enhancement Search Bar for Company Level Approval Requirements
Company Level Approval Requirements can now be searched through using a search bar.
Enhancement Sort Substage Alphabetically + Search Bar for Substage Gates
Optional Configuration – A search bar is now available to search through substage gates when adding an approval step to an approval workflow. Additionally, substages can now be sorted alphabetically.
Enhancement Meeting Task added to Activity Feed
A new task titled “Meeting” is now available for use within the Activity Feed.
Enhancement Primary proposal shaded blue on Proposal Comparison export
The primary proposal is now shaded blue on the Proposal Comparison export to easily discern which proposal is active when comparing proposals on a deal.
Enhancement Options on Tenant Abstract
Options are now displayed on the Tenant Abstract for a deal. Options are available as a hyperlink with the ability to exercise the option from the Tenant Abstract screen. Clicking into the Option hyperlink will display additional information related to the Option.
Enhancement Hyperlink to Unit on Unit Details Flyout
The Unit Details Flyout now includes a hyperlink to the Unit to review further Unit information.
Enhancement Company Logo on Activity Feed Emails + Signature Request Emails
Optional Configuration – “Add Company Logo on Activity Email” and “Add Company Logo on E-Signature Emails”. If a Company Logo is added within Company Settings > General Settings > Branding > Logo, the logo will be added to emails sent using the Email activity within the Activity Feed and E-Signature emails, respectively. To enable these settings, please navigate to Company Settings > General Settings > Settings > Email.
CommercialEdge - Legal:
Major Enhancements
New Property-level Legal Documents
Legal Documents can now be generated at the Property level in Deal Manager. Please feel free to reach out to Deal Manager support for further assistance.
Enhancement Tenant eSignature with Witness signee assignment
Tenant signees can now add Witness signees when making their signature. Once the Witness signee is added, the document is sent to the specified email address for the Tenant Witness to make their signature. Additionally, notes can be added for the Witness upon sending the document for the Witness to make their signature.
Enhancement ‘Signatures Complete’ notification sent to generator of document
The user who generated the legal document will now receive a “Signatures Complete” notification when all eSignatures have been made for the generated document.
Enhancement List of tokens within document on eSignature Token Placement screen
A list of tokens by assignee with page placement is now available on the right-hand side of the eSignature Token Placement Screen.
Enhancement Document visibility by Signee in Legal Documents section
For multi-document envelopes, users can now see document visibility by Signee. This feature is helpful in ensuring that the document visibility configuration is correct upon sending the document out for eSignatures.
Enhancement Notes for Signee Transfer
Notes can now be added when transferring signees. The notes will show on the Pending Signees screen on the Legal Documents section of a deal and in eSignature request emails.
Enhancement eSignature Email Sender as Leasing Agent
Optional Configuration – “Leasing Agent as a Default Sender on e-Signature emails”: When flagged, the eSignature email will be sent using the leasing agent’s email address. When unflagged, the sender will remain as “[email protected]”.
Tokens:
New Token Modifier to convert numeric tokens into
Numeric tokens are now able to be converted into words using the following token format:
<< Insert Numeric Token | Words >>
Please note, the following tokens are not compatible with the Words modifier:
<<Proposal_BaseRent_Total_Amount_Monthly>>
<<Rent_Escalation_Amount>>
<<ProposedPercentRent>>
New Added Tokens
<<AssignmentDate>>
<<Voyager_TenantCurrentSpaceName>>
<<Option_OptionName_Term>>
<<Contact_Address2_*ROLENAME*>>