Products

Caliber Software Product

Caliber

Caliber is an accounting software product with fully integrated property management features. It offers AP, AR, GL, cash, accrual, and modified accrual-basis, compliance, maintenance, architectural, delinquency, and much more (explore below for a full list of product features). Built on Microsoft .NET and SQL Server technology, it is the most advanced system of its kind with a unique dashboard and toolbox system that makes learning and using Caliber easy and intuitive.

  • AR
    • Cash/Accrual/Modified Accrual
    • Easy lockbox posting with the bank of your choice
    • Post Assessments or other normal charges across all clients in a single process
    • The ability to add transactions in a mass process or at the owner account level
    • Automated bank functions with select banks
    • Statement/Coupon printing in house or exportable to a third party
    • Batching of deposits for ease in bank reconciliation
    • ACH / Auto Pay done right
      • Amount drawn can adjust to changes in assessments
      • Multiple bank accounts allowed for single owner
    • Consolidated one-step refund process
    • All in one returned item process
      • Reverses payment, posts return fee and processes letter to the owner
    • Assessment/Dues posting can be done as fixed amount, percentage or square foot calculations
    • Automatic application of payments via selected application order
  • AP
    • Workflow for your choice of approvals on invoices
    • Mass approval of invoices available
    • Online invoice approval via the board of directors
    • Invoice images can easily be attached to invoice records and viewed online
    • Batch check printing across all communities
    • Recurring invoice function to reduce input of recurring items
    • If vendor has expired insurance the system can be set to not print checks
  • Vendor Management
    • Master vendor list and management
    • Vendors are assigned to specific communities to limit view
    • Vendor insurance tracking
    • Attach documents to your vendors
  • GL
    • Master chart of accounts for consistency and to copy for initial setup
    • Chart of accounts easily customizable by association
    • Ability to drill down through your transactions making research a breeze
    • Recurring and auto reversing options for journal entries
    • Bank to bank and compound entries allowed
    • Ability to close accounting periods and to reopen if necessary
    • Clean and easy bank reconciliation
    • Fund based accounting options available
  • Budgeting
    • Import your current budget from a spreadsheet
    • Easy entry/update of budget data
    • Easy New Budget Creation
      • Copy from the Current Budget
      • Create based on previous year's actual numbers
    • Show in the Budget Comparison Report
    • Export to Excel
  • Customize your letter process
    • Available as a master setting or community specific
  • Letter Templates
  • Include pictures in compliance letters
  • Library of Compliance Categories and items (Knowledge Base)
  • Track Open, Past Due and Monitored Compliance items
  • Bulk Print / Email Letters in house
  • Bulk Print to a third party printer through integration
  • Violation log for board reporting
  • Fine charges can post through the Compliance Process
  • Schedule Hearing and Send Hearing Notices
  • Link Compliance items to CC&R Articles
  • Add Notes and Attach Documents to Violations
  • Mass Create or Duplicate Violations (Same Violation, Multiple Units)
  • In Addition to Notes Add Required Resolution Text
  • Customize your own Work Order template(s)
  • Include pictures in Work Orders
  • Library of Maintenance Categories and items (Knowledge Base)
  • Track Open and Past Due Maintenance items
  • Owner and Board Member online service request submission
  • Bulk Print / Email Work Orders
  • Maintenance log for board reporting
  • Add Notes and Attach Documents to All Maintenance Items
  • Create Recurring Maintenance Items
  • Create multiple architectural processes
  • Define multiple steps within each process
  • Specify Fees, Documents and Other Required Items on Each Step
  • Track Statuses and View History of All Actions
  • Create and Track Checklists Associated with Each Process
  • Add Notes and Attach Documents to All Items
  • Auto-Approve and Auto-Reject Feature
  • Highly customizable processes
  • Track charges individually to comply with collection policies
  • Post Fees, print letters and statements for owners at any level of delinquency
  • Interest Processing based on daily values for greater accuracy
  • Delinquency Status shows on all aging reports
  • Ability to suspend delinquency activity on specific owner accounts

Caliber Portal

Caliber Portal is a management company portal product that enables homeowners and board members to access information in Caliber in REAL time. Homeowners can view their accounts and pay online, view compliance issues including copies of compliance letters, view maintenance issues including submitting service requests, update profile information, and view documents. Board members can view compliance and maintenance issues for the entire association, view and approve (or reject) invoices, view delinquent accounts and view board-only documents. Features can be enabled or disabled individually and are secured with proper permissions and encryption. While some customization can be done for associations (logo, name, etc.), Caliber Portal is intended to operate as a management company portal and not an association-specific website. Several Caliber Integration Partners can be recommended if association-specific websites are required.

  • One-Way Encryption for user/password setup
  • SSL security for all hosted customers
  • Can be turned on for selected clients or all clients
  • Owners can view and update their profile data.
  • Real time access to accounting transactional data
  • Online payments available through your bank or payment processor
  • View Compliance/Violation history
  • View and submit maintenance requests
  • Owner access to ACH setup
  • View/Print documents and reports as posted by the management company
  • Compliance and Maintenance data is viewable and reports can be run for the entire community
  • Access to delinquent owners along with their transaction history
  • AP Invoice view and approval available
  • With AP approval invoice images can be viewed as well
  • View/Print documents and reports as posted by the management company

Caliber Mobile

Caliber Mobile is the most advanced mobile solution in the industry. It enables managers and other users to interact with Caliber but while on the road doing community tours. Users can download information about one or more of their associations and view violations, and maintenance items, and other data that would be useful to managers while out in the field. Users can also add new violations and maintenance issues, take pictures or voice recordings, write notes, and even advance violations to the next stage of the compliance process.

  • No internet connection needed
  • Syncronization of all or selected communities
  • View the community with interactive plat maps
  • Works with Windows based tablets
  • Access to the Client 'Fact Sheet' and notes
  • View vendor information
  • View Board Members/Committee information
  • Use GPS to track your location in the community
  • View unit notes and account information
  • Security to prevent unauthorized access to your data
  • Add new compliance/violation
  • Quick Picker function to select items faster
  • View CCR associated with violation item
  • View history of all actions on a specific violation
  • Take pictures (even draw on the picture)
  • Add notes
  • Edit existing items
  • Advance a violation to the next letter in your process
  • Change the status or extend the deadline
  • Prompt to reopen a violation that was closed within a specified time frame
  • Add new maintenance issue on units or common areas
  • Quick Picker function to select items faster
  • Assign a vendor
  • Take pictures (even draw on the picture)
  • Add notes
  • Edit existing maintenance items
  • Change the status or extend the deadline
  • View history of all actions and work orders on maintenance items

Caliber Anywhere

Caliber Anywhere is the newest mobile solution in the Caliber suite of products. In addition to doing all the same great things that Caliber Mobile offers you can do this through a browser. This means you can use this on any internet enabled device and are not limited to the Windows based tablet as with Caliber Mobile. Using this in conjunction with Caliber Mobile enables you to cover all areas no matter the internet availability!

  • Connect with your device of choice with an internet connection
  • Real time access to vendor info and the community 'Fact Sheet'
  • View the community with interactive plat maps
  • View vendor information
  • View Board Members/Committee information
  • View unit notes and account information
  • Add new compliance/violation
  • Quick Picker function to select items faster
  • View CCR associated with violation item
  • View history of all actions on a specific violation
  • Take pictures (even draw on the picture)
  • Add notes
  • Edit existing items
  • Advance a violation to the next letter in your process
  • Change the status or extend the deadline
  • Prompt to reopen a violation that was closed within a specified time frame
  • Add New Maintenance Issues on Units or Common Areas
  • Quick Picker function to select items faster
  • Assign a vendor
  • Take pictures (even draw on the picture)
  • Add notes
  • Edit existing maintenance items
  • Change the status or extend the deadline
  • View history of all actions and work orders on maintenance items