12/04/15 – The Jacobs Group completes custom report writing project for Cardinal Group (Denver, CO.)

12/02/15 – Vesta Corp. (Weatogue, CT) contracts for affordable housing end-user training in McAllen, TX.

12/02/15 – LBPM (Sherman Oaks, CA) contracts JG for a 3rd major data conversion project from a 3rd party management company and software (AppFolio) for 37 properties.

11/30/15 – The Jacobs Group completes their 1st company corporate retreat over the Thanksgiving long weekend. The JG staff bonded and shared ideas / recommendations to make our team even better for our clients going forward.

11/17/15 – Sperry Van Ness (Cincinnati, OH) selects the The Jacobs Group for Yardi commercial training and advanced Q&A.

11/5/15 – Alaska Permanent Fund (Juneau, AK) contracts with The Jacobs Group for their Yardi transition from Enterprise version to Voyager as well as assistance with their Investment Management implementation.

10/22/15 – Majestic Asset Management (Van Nuys, CA) contracts with The Jacobs Group for a 35 property conversion / import, their Yardi 7s upgrade, custom reports and PayScan implementation.

10/21/15 – Eden Housing (Hayward, CA)continues to work with The Jacobs Group on custom reports, their Yardi 7s upgrade project and a Ceridian payroll interface.

10/20/15 – Chestnut Hill Realty (Chestnut Hill, MA) hires The Jacobs Group for their self-hosted to Yardi cloud hosted transition and upgrade to version 7s.

10/16/15 – The Jacobs Group completes custom reporting project for The Dominion Group (Baltimore, MD.)

10/15/15 – The Jacobs Group completes a successful Yardi Investment Management Implementation Project for Cardinal Group Investments (Denver, CO)

10/8/15 – Union Bank (Los Angeles, CA) enters into an agreement with JG to provide a Yardi interface tool for wire transfers, ACH / intercompany transfers, and automatic bank rec import.

10/7/15 – Moody Rambin (Houston, TX) hires The Jacobs Group for Yardi commercial training.

10/6/15 – Buckingham Property Management (Fresno, CA) hires The Jacobs Group for Yardi training.

10/3/15 – Vectra Management (Salt Lake City, UT) selects The Jacobs Group for new commercial property setup and Yardi training (to utilize Yardi to its full potential).

10/1/15 – Sarofim Realty Advisors (Dallas, TX) continues to work with The Jacobs Group for Yardi support and a new implementation of Yardi's PayScan module for their corporate office and 3rd party management companies.

9/30/15 – Michelson Organization(St. Louis, MO) contracts with The Jacobs Group again for a 2nd data conversion project. JG developed a new tool which will make future conversions faster and more cost effective.

9/25/15 – Vesta Corp (Weatogue, CT) hires The Jacobs group to complete 10 days of on-site affordable housing training in McAllen, TX for their end-users.

9/25/15 – The Jacobs Group completes a 2nd major data conversion / import project for LBPM (Sherman Oaks, CA) for 40 properties. A 3rd project will begin shortly for another 30 properties for a 1/1/16 go-live date.

9/20/15 – Independent Living (Seattle, WA)continues to work with The Jacobs Group for Yardi affordable housing support and new property setup / implementation.

9/10/15 – Community Corp. of Santa Monica (CCSM) (Santa Monica, CA) hires The Jacobs Group to convert Yardi crystal reports to 7s SSRS reports.

9/05/15 – Thomas Safran & Associates (Los Angeles, CA) continues to work with The Jacobs Group for Yardi support plus many custom reports.

8/31/15 – Lyon Management (Los Angeles, CA) is pleased with the custom report project completed by The Jacobs Group.

8/12/15 – WCRE (Austin, TX)( contracts with The Jacobs Group to setup their commercial CAM recs and reconcile to their 2014 excel CAM spreadsheets.

8/10/15 – Martino Group (Denton, TX)( continues to work with The Jacobs Group for Yardi support implementation of the GL allocation functionality for ownership rollup reporting.

7/27/15 – Housing Partnership, a national affordable housing association contracts with The Jacobs Group to provide a Yardi database export tool to send data to a central data warehouse for their clients to compare statistical data.

7/20/15 – Power Properties (Dallas, TX) ( hires The Jacobs Group on a long-term contract to implement Yardi and provide guidance on business process improvements.

6/25/15 – Monogram Residential (Dallas, TX) ( hires The Jacobs Group to complete custom report project.

6/10/15 – LBPM (, selects The Jacobs Group for a data conversion project - 37 Home Owner Associations from QuickBooks and another database to Yardi.

6/9/15 – AmCap Inc. (Stamford, CT.) ( hires The Jacobs Group to complete a Yardi database efficiency review / report / recommendations.

5/20/15 – Majestic Asset Mgmt. (, selects The Jacobs Group for a data conversion project - 40 residential and commercial properties from a 5.0 Yardi database to their 6.0 DB.

4/15/15 – AAMCI (,a long term JG client, selects The Jacobs Group for 4 custom report projects.

4/07/15 – Fenix Development (Los Angeles, CA) contracts with The Jacobs Group for Yardi support.

3/15/15 – Conquest Student Housing (Los Angeles, CA) hires The Jacobs Group to implement their rapidly growing affordable housing portfolio.

03/01/15 – CDC Management Corp.( selects The Jacobs Group for an affordable housing 6.0 to 7.0 upgrade project including lots of required repayment agreements.

2/15/15 - Holthouse Carlin & Van Trigt LLP (HCVT) (Los Angeles, CA) ( hires The Jacobs Group to implement their commercial portfolio and provide ongoing support.

2/01/15 – BNB Management / Wilshire-Skyline (Beverly Hills, CA) ( contracts with The Jacobs Group for Yardi support and business process improvements.

1/12/15 – Visionary Property Management (Fresno, CA)( hires The Jacobs Group for the implementation of their new affordable housing property management portfolio.

1/05/15 – Provident Realty Advisors (Dallas, TX) ( The Jacobs Group to assist with their Yardi construction module and PayScan implementation project.


A successful Yardi project requires proper planning and on-going project management. We utilize an on-line project management system called Autotask which clients have access to. At any time, Yardi clients can logon and enter support tickets, check the project plan, and run a variety of reports. We begin a new Yardi project by having an on-site or remote kick off meeting. This allows us to better understand the company, its property portfolio, expectations and timeline. From this meeting, we prepare the project plan and upload it into our Autotask system.

We also believe in weekly Yardi status meetings, along with the Yardi account manager, to ensure we are on track and on budget at all times. We prepare an agenda sent prior to the meeting and after these meetings, we create both a weekly project status report and a weekly to-do list so the client, The Jacobs Group and Yardi knows what is expected to be completed the following week. These weekly project status reports are ideal to forward to upper management or the Board of Directors to confirm that their approved budget is on track and everyone is working hard to move the project forward. We also work with clients to draft the conversion/implementation/go-live timeline and coordinate any data conversion which may be required.

After an initial kick-off meeting to understand the client’s needs, we move into the implementation phase. We review all aspects of the Yardi system in detail with the client’s Yardi implementation team. Yardi is a complex software and this phase allows the project team to decide how much of the Yardi program to implement in Phase I and what to rollout down the road. Furthermore, we work with clients to provide best practices on policies and procedures using the new Yardi program or version upgrade.

Our experienced trainers can provide training on the core Yardi program and any ancillary modules. We can provide either on-site or web-based remote training. Unlike some other Yardi consultants, we do not charge travel time for on-site training. We prepare a training agenda and can provide a customized Yardi policies and procedures manual in MS Word or PDF format. If requested, we can also record web-based trainings so you can refer to them later and/or train new staff. We either provide a train-the-trainer style approach where we train someone on the project team or training department and they will then train the end-users or we can train all the end users.

The Jacobs Group utilizes several different methods to electronically convert property and financial data. For property, unit and resident types of data, we can use our SQL import scripts or utilize Yardi’s built-in ETL import capability. For trial balance, transactions and budget data, we can import data based on the Yardi format or train clients to import themselves. We can also assist clients with the import and proper setup of new properties they acquire after they are fully up and running.

Yardi and several 3rd party software programs provide many different custom reporting options. There is the YSL (Yardi Spreadsheet Link) tool which exports financial data into excel, the Yardi Custom Financial Analytics tool, Yardi Ad Hoc reporting tool, SQL reports, Crystal Reports, Launch Word, Launch Excel, FillDocs, and PDF merges. We can either provide training on the use of these tools or create the custom Yardi reports. With an initial custom report request, we first advise the client if there is a similar report within Yardi which they may not be aware of. If not, we try and leverage our extensive custom Yardi reports we have developed in the past to keep the cost as low as possible.

A service The Jacobs Group has provided over the last few years is a full Yardi database review. We look at all aspects of Yardi setup including most areas of the system admin menu, the Chart of Accounts, security, charge codes and a detailed review of a of couple properties. This extensive Yardi review results in a detailed report (approximately 5 pages long) with recommended changes to the setup. It also identifies areas of the Yardi program clients are not utilizing (and may not be aware of) to make their business more efficient. Our database reviews have been very well received by Yardi clients. Once the report is sent to the client, we schedule a call to review the report in detail, answer any questions and help establish a plan to prioritize the changes needed.

The Jacobs Group provides full property management business process reviews. These reviews are provided by the Principal, Chris Jacobs, as he has over 22 years of experience working in the property management business (7 years), working directly for Yardi Systems (7 years), and providing Yardi consulting services (8 years). He interviews employees at each level of the client’s company structure, gets honest feedback of time consuming and poor business processes, then provides industry and Yardi best practices/recommendations. Chris has worked with hundreds of property management companies and has learned what works and what doesn’t.

The Jacobs Group provides fast, experienced Yardi support – and this sets us apart from others. If we can provide a quick answer in 5 minutes because we know the answer right away based on our many years of experience, we feel it’s better than other sources who need to ‘look-into-it’, ‘check-with-their-manager’, and get back to you days later. Our experience and pro-active support service results in cost savings for clients in addition to getting results much faster.


The Jacobs Group works exclusively with the Yardi Property Management software. We are specialists in Yardi. We provide pro-active, hands-on project management and implementation.



Sales: 888-525-8850 Ext-704

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