Case Manager

Find new efficiencies in service delivery

Strengthen your service team with an easy-to-use request tracking solution. Maximize communication and ensure compliance with all applicable regulations.

Features

Ensure service follow-through

Keep your team on track while resolving service requests from applicants, residents, funding sources, coworkers and more.

Stay in compliance

Respond to requests for reasonable accommodations and document the work your team did should legal challenges arise.

Leverage connected solutions

Access household certifications quickly within Voyager from Case Manger records.

Promote fair housing

Be fair and consistent by standardizing the way your team responds to service requests while keeping track of every action they take.

Testimonials

  • Juan Garcia

    Juan Garcia

    Housing Authority of the County of Santa Barbara

Reduce response times

We use Case Manager to gather documents from different parties and departments within the agency. It’s made the process much smoother and reduced our response times.

Resources

FAQ

What types of cases can be tracked?

Cases can be based at varying levels, including property, unit, vendor, employee, residents and applicants. Examples include REAC inspections, noise complaints, training requests, payment questions, VAWA unit requests, reasonable accommodations, PHA rent change, etc.

How are cases created?

Your team can enter cases using an interface that doesn’t require access to Yardi Voyager. Applicants and residents can also create cases for your team to work on through RentCafe or by sending an email to a unique email address. Cases can be set up as commonly used templates or as unique, one-time situations that your team needs to collaborate on to resolve.

How does Case Manager affect program compliance and fair housing?

The best way to prevent fair housing litigation is to ensure your team works consistently with all community members your team serves. Yardi Case Manger can set up standard service delivery practices and makes it easy to document the work your team performed so that you have documentation of fair and consistent attention to everyone’s service requests — including those for legally protected reasonable accommodation requests.

Does Yardi Case Manager require access to Yardi Voyager?

Your service team can use Yardi Case Manager as a standalone solution. However, there are opportunities to integrate case data with applicant and resident records in Yardi Voyager.