Each module dashboard shows a quick, easy-to-understand summary of all relevant activity. It highlights money due to and from the agency, ranked by priority, alerts about overdue and upcoming tasks, as well as indicators of the agency's overall performance.
Attractive, easy-to-read visual alerts show you the important tasks and key figures you need at any moment. Never miss expiring certificates or forget to follow up on viewings or offers.
See who owes you the most money, and how much the agency owes. Monitor your client bank account balance and easily identify and track revenue earned from sales and lettings activity.
Every action taken within Elevate is logged internally to build up a comprehensive activity log, viewable either in the context of particular records, or system-wide. All activity is logged by user, time and location to help pinpoint who did what, and when.
People like to be able to extract their data for many reasons - accounts reporting in Excel, importing addresses for email marketing, or simply for peace of mind to have a local copy. All data within Elevate can be quickly and easily exported in CSV format.
Since most of the activity recorded within Origin is financial by nature, it's important to be able to report on every transaction. The financial reports provide full traceability of all receipts, payments and transfers, all rent and charges applied, over any time period.
Most reports and tabular lists can have their data exported as CSV for processing in Microsoft Excel or other packages.
Filter reports over a variety of preset date ranges such as this month, last month and this year, as well as custom dates.
On property and tenant listings, you can additionally filter by other criteria such as status, type, price or location.