, home
Customer access Request an enterprise demo
Request an enterprise demo Customer access

Real estate & facilities

Commercial Leases & Rent Review

Manage executed lease terms, options, incentives, obligations, rent reviews and approved receivable schedule changes.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for commercial property owners and lease administration teams

Commercial Leases & Rent Review workspace interface preview; illustrative records and figures.
Commercial Leases & Rent Review — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Commercial Leases & Rent Review workspace interface preview; illustrative records and figures.
Commercial Leases & Rent Review — operational workspaceInterface preview · Illustrative dataView full interface →
Commercial Leases & Rent Review record interface preview; illustrative records and figures.
Commercial Leases & Rent Review — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Property / facilityPeriodAssigned teamReview state

Dashboard measures

  • Active control records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Manage executed lease terms, options, incentives, obligations, rent reviews and approved receivable schedule changes. A lease carries obligations and review dates that can be missed when commercial terms remain in documents while billing runs elsewhere. The system turns reviewed terms into accountable tasks and retains the evidence behind a negotiated rent position or an approved amendment.

Operational visibility

  • Rent review completion timeliness
  • Pending financial approvals
  • Revenue / payment dashboard
  • Outstanding and disputed items
  • Reconciliation exceptions

Operations

Operational overview

Review the work position and priority actions.

Executed lease register

Coordinate executed lease register with assigned responsibilities, linked records and review history.

Obligation calendars

Coordinate obligation calendars with assigned responsibilities, linked records and review history.

Options and incentives

Coordinate options and incentives with assigned responsibilities, linked records and review history.

Rent review preparation

Coordinate rent review preparation with assigned responsibilities, linked records and review history.

Valuation evidence

Coordinate valuation evidence with assigned responsibilities, linked records and review history.

Negotiation and approval

Coordinate negotiation and approval with assigned responsibilities, linked records and review history.

Receivable schedule handover

Coordinate receivable schedule handover with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Register executed terms

Register executed leases and rent review provisions.

02

Track obligations

Track options, incentives and landlord obligations.

03

Review rent positions

Complete reviewed rent assessments and tenant negotiations.

04

Approve schedule changes

Approve lease changes and update receivable schedules.

Governance and control

  • Financial transactions require approved coding and accountable ownership.
  • Approval thresholds must be configurable by amount and authority.
  • Material adjustments or write-offs require separate approval.
  • Posted transactions may be corrected only through auditable reversal or adjustment.
  • Reconciliation must identify unmatched balances and transactions.

Accountable roles

Lease administrator
Property manager
Valuation reviewer
Commercial approver
Receivables officer

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Account / partyContract / policyTransactionCodingApprovalSettlementAdjustment / disputeReconciliation record

Systems and interfaces

  • Executed lease documents
  • Property and finance records
  • Approved receivable schedules

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Executed lease terms and qualified valuation advice.

Mobile and tablet access

View key obligations and approve permitted lease actions away from the office.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Extract draft lease dates and obligations for administrator confirmation against the executed document.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A lease reaches a rent review date. The administrator identifies missing valuation evidence, obtains the reviewed position and records the tenant negotiation. The approved change updates the receivable schedule while preserving the prior terms.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.