Infomate Case Study: Partnering with Infomate for Finance and Operations Excellence
Client Overview
A prominent global real estate services firm, renowned for excellence in property management, leasing, investment, and advisory solutions. Operating across several regions worldwide, the company records USD 8.2 billion in annual revenue and employs over 48,000 professionals. With a diverse client portfolio spanning corporate, institutional, and individual investors, the firm provides innovative market insights and strategic guidance to maximize real estate performance and achieve sustained growth.
The Challenge
The client struggled with high staff turnover, resulting in the loss of key business knowledge and disrupted workflows. These inefficiencies affected service quality and created financial process gaps. Meanwhile, growing competition and periodic contract terminations posed risks to revenue stability and client satisfaction.
Our Solution
Infomate introduced a comprehensive outsourcing solution to resolve these issues. The client’s Property Management financial operations were migrated to Infomate’s specialized offshore team, ensuring:
- Operational continuity with minimal disruptions
- Higher process efficiency and financial accuracy
- Specialized knowledge in lease and trust accounting
- Flexibility for the client to focus on strategic initiatives
The offshore team utilized MRI Real Estate Software to streamline accounting workflows and ensure consistency in service delivery.
Services Delivered
- Accounts Payable & Receivable
- Bank Reconciliation
- General Ledger Management
- Property Accountant Role
- Supplier invoice processing
- Tenant invoicing and receipting
- Owner settlements
- Property workbook preparation
- Budget uploads, reconciliations, and analysis
Key Learnings
- Practical experience in Property Management and Trust Accounting
- Understanding of state-based compliance and lease processes
- Familiarity with MRI software for real estate financial management
Long-Term Value Delivered
- Smooth business continuity with backup support
- Strong adherence to 8- and 16-hour SLAs
- Consistent access to historical data and financial insights
- Dedicated financial support for Property Managers and Directors
By streamlining financial operations, Infomate enabled the client to enhance reliability, scalability, and competitiveness. The partnership improved resilience and ensured uninterrupted service, even during remote working periods.
“As per remote working, I can see no difference from work on site at office. Every task has been executed smoothly without any significant disruptions. Appreciate the team’s hard work and continued support in achieving business targets.”
— System Trust Accountant, Real Estate Services Company, Australia
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