Workflow maps

Yardi Voyager workflow map

Property Management · Workflow map

Yardi Voyager595 workflows

How the map works

Center node

Yardi Voyager

Yardi's web platform for residential, commercial, affordable and HOA portfolios in one database. Agents work Voyager's screens plus the bank, county and HUD sites around it.

Key facts (chips):

  • Interfaces licensed to vendors, per interface
  • Imports need Voyager's own format
  • Virtuoso works on Yardi data only
  • Menus appear by user role

Counters: 595 workflows mapped · 17 branches of work

Branches, largest first

  • Maintenance & Facilities (53 workflows): Work order intake, triage, technician and vendor dispatch, and follow-up across every property.

  • Resident / Tenant Lifecycle (44 workflows): Move-ins, renewals, notices, transfers, move-outs and deposit disposition.

  • Rent, AR & Collections (36 workflows): Rent posting, late fees, delinquency notices, payment plans and collections referrals.

  • Applications, Screening & Leasing (34 workflows): Applications, screening decisions, lease generation and signing for new residents and tenants.

  • Procurement, Vendors & AP (40 workflows): Vendor onboarding, insurance certificates, invoice coding, approvals and payment runs.

  • Marketing & Lead Management (30 workflows): Listings, lead response, tours and pricing checks across internet listing sites.

  • Affordable / Regulated Housing (35 workflows): Income certifications, recertifications, HUD and LIHTC compliance and agency submissions.

  • HOA / Association Management (35 workflows): Violations, architectural reviews, assessments, board packets and association finances.

  • Turns, Make-Ready & Inspections (27 workflows): Move-out inspections, make-ready work orders and unit turn tracking until units are rent-ready.

  • HR, Payroll & Workforce (31 workflows): Site staff hiring, onboarding, timekeeping, payroll and training records.

  • Property Accounting & Close (54 workflows): Bank reconciliations, journal entries, accruals and the monthly close for each property.

  • Risk, Insurance & Compliance (28 workflows): Insurance policies, claims, certificates, fair housing and regulatory compliance tracking.

  • Master Data, IT & Analytics (31 workflows): Property, unit, vendor and user setup, system administration and reporting.

  • Commercial Lease & Recoveries (43 workflows): Lease abstracts, CAM and tax recoveries, percentage rent and straight-line rent.

  • Property & Entity Onboarding (30 workflows): Bringing new properties, owners and entities into the system with charts, banks and units.

  • Executive & Portfolio Strategy (19 workflows): Portfolio performance, budgets and the reporting leadership uses to decide what comes next.

  • Owner & Investor Reporting (25 workflows): Owner statements, monthly packets, distributions and investor reporting.

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