Yardi Usage

The Yardi integration provides a better user experience, improved data integrity, and automated activity logging on Yardi guestcards.

Updated over a week ago

The Yardi Integration for Realync provides a better user experience, improved data integrity, property unit information, and automated activity logging on Yardi guest cards.

What does Yardi Enable

1) When your on-site teams are logged into their Realync dashboard via the mobile app or a computer, they will see a blue “Add from Yardi Leads” option when scheduling a live tour or sharing a pre-recorded video. This option will allow them to select their Yardi prospects with fewer clicks, instead of having to manually enter their First Name, Last Name, and Email.

2) Building, Floor Plan, and Unit information will be pulled into Realync to ensure the most accurate unit list available can be used with your content. Any time a user is creating a unit video, they will be prompted to select the building and unit number. This data is a critical component for some integration partners who utilize unit information to match your Realync Videos to exact units in their platforms.

3) On Yardi CRM/Voyager, Realync activities with prospects will be automatically logged on the prospect guest card (see images below). This allows for automated, standardized documentation and allows you to pull Yardi reports to measure the ROI of Realync (i.e. did a prospect that went through a Realync experience end up submitting an application/signing a lease). The Realync activities logged on the guest card include:

  • When a live tour or session is scheduled, updated, and/or completed.

  • When a pre-recorded video share link is created for a prospect.

  • When a pre-recorded video is viewed by the prospect (this activity logging is optional and can be toggled on or off in your Realync account’s Settings).

How to Use Yardi with Pre-Recorded Videos

1) In your Realync dashboard, go to your videos tab and click on the three dots in the corner of the video you want to share.

2) Click "Create Share Link".

3) Click the “Yardi List” button in the top right corner of the "Prospect Link" section.

4) Search for the Yardi lead you are looking for.

5) Click "Add".

6) Select “Copy Link” and share your video wherever you like (email, text, portal, etc.)!

How to Use Yardi with Live Tours/Live Sessions

1) In your Realync dashboard go to Live Tours/Sessions Tab.

2) Click "Schedule".

3) Enter in your tour information.

4) Instead of entering your prospect’s email address, click “Invite from Yardi Leads”.

5) Search/select your preferred Yardi contact and then hit “Add.”

6) Finish completing your LT/LS settings and then hit “Schedule.”

Not integrated with Yardi yet? Contact integrations@realync.com to get started!

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