Software & Tools
The core tools you will use at BBT and status of use today.
Core Operations
AppFolio Current Property management and accounting. AP, AR, leasing. Main system of record.
MRI Phasing out Legacy accounting. Being replaced by AppFolio. Double booking during the transition.
Monday.com Current Workflow boards. No longer used for AP. Main task tracking remains for company infrastructure, maintenance and operations
Files & Storage
Egnyte Current Company file storage (the Z: drive). Sharing, upload links, and Office co-editing.
ROZ Current Classifies and preprocess documents for filing and data management.
Security & Access
Keeper Current Password manager. Logins, generated passwords, 2FA codes, and shared credentials.
Alta Access Current Building and door access control.
Documents & Signatures
Adobe Acrobat Current View and edit PDFs.
DocuSign TBD E-signatures. Not finalized.
eFax Current Send and receive faxes online.
AIR CRE Current Create standard contracts and forms for CRE.
Meetings
Zoom Current Video meetings. AI Companion auto-generates summaries and transcripts.
Chats
Microsoft Teams Current Chat between coworkers and contact IT support.