Have questions about Lobby CRE? You’re in the right place! Whether you’re curious about our software’s features, how it can benefit your business, or how to get started, we’ve got you covered. Browse our frequently asked questions below to find the answers you need.
Can’t find what you’re looking for? Contact our support team for personalized assistance.
Data
Lobby CRE ingests operational and financial data from the most widely used Property Management Systems and accounting solutions, as well as information from spreadsheets, loan documents, and other financial information.
Lobby CRE can ingest data as often as daily. Most clients set up different items to be ingested daily, weekly, or monthly, based on the data.
Lobby CRE provides its clients with unlimited data storage. All data and documents that are received/ingested are available in your account throughout the duration of your subscription.
Lobby CRE’s data portal provides a comprehensive list of all reports that have been received, detailing information such as the property, report type, and received date. If a metric does not appear correct in the platform, you can download the source report to verify what was ingested.
Lobby CRE does not overwrite or delete any information in your Property Management System.
Software
There is no limit to the number of business intelligence dashboards you can create. You can also create folders to help organize content for quicker access.
Yes, users have the option to send a copy or share access with other team members. When sharing access, you can select permissions for viewer, editor, or owner (who can then edit, share, and change access permissions).
For many of the KPIs, users can access a brief description or formula to better understand calculations and metrics.
Most of the information in Lobby CRE can be downloaded to your computer. File format is dependent on the tool and information, but available formats include Excel, PDF, JPG, and PNG.
Lobby CRE’s Relationship Management team conducts monthly virtual events, such as new feature workshops, and encourages all users to attend. Users can also contact the support inbox or schedule a one-on-one meeting with their Relationship Manager.
Administration
Lobby CRE has no restrictions on the number of users in an account, which means you don’t have to worry about additional subscription fees.
Yes, you can invite anyone to your Lobby CRE account, configure user permissions, and select which property data they have access to. See below for specific user permissions and property data.
Yes, you can create Account Roles, such as Asset Manager or Analyst, to mirror your organizational structure. Within these Account Roles, you can configure view and/or edit permissions for specific features throughout the platform.
Lobby CRE enables you to create Property Groups to ensure team members have access to information relevant to their roles. When creating a new user, simply select the Account Role (details above) and assign one Property Group, multiple Property Groups, or all properties.
Whether you want a complete platform walkthrough or are interested in features tied specifically to asset, debt, or equity, our product experts will tailor your demo to address your organizational needs and pain points.
Solution Tours
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Pricing Request
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