User Guide

Welcome to the Swig Leasing Bridge — the canonical leasing data platform that bridges Yardi exports with the 2027 lease schema. This guide walks you through every workflow, from importing data to exporting Yardi-ready files and reconciling snapshots.

Getting Started

The Leasing Bridge is built around a few core concepts:

• Properties — each building tracked in the system, identified by a code (e.g. SWIG-001).
• Snapshots — point-in-time captures of leasing data for a property, parsed from Yardi exports.
• Sections — the five logical groupings of leasing economics (Rent Roll, Free Rent, TI, Leasing Commissions, Other Concessions).
• Edits — layered, versioned overrides applied on top of a snapshot without mutating the original Yardi data.

Navigation

From the home page you'll see the list of all configured properties. Click any property card to enter its workspace, where you can:

1. Upload new Yardi exports
2. Browse historical snapshots
3. Compare any two snapshots side-by-side
4. Export Yardi-ready import templates

Uploading a Yardi Lease Status Report

The Yardi Lease Status Report (LSR) is the canonical input format. Export it from Yardi as .xlsx (single sheet, default column layout) and:

1. Open a property from the home page.
2. Drag the LSR file onto the upload zone, or click to browse.
3. The parser reads the metadata header (Property:, Book:, Risk Date:) and maps every data row's Risk × Speculation Type into one of our canonical sections (In-Place, Renewals, Spec Suites, Expiring Non-Renewals, Vacant Throughout).
4. The file becomes an immutable snapshot — re-uploads always create a new snapshot rather than overwriting.

Property matching: the parser matches the Property: header against your configured properties (exact match, then case-insensitive contains). If matching fails you'll get an actionable error pointing you to create the property first.

NER unit

Per Swig's leasing team (confirmed by Ernie Sioson, May 2026), Yardi's NER column is always Annual $ total (rent/year). The parser converts it on ingest using:

Rent PSF/mo = NER ÷ SF ÷ 12

The snapshot page shows the active unit and lets you override it (Annual $/SF, Monthly $ total, Monthly $/SF) only if a future Yardi configuration changes the convention. The other units are sales-related and are not currently used in Swig's Yardi setup.

Exporting

Each snapshot offers two exports from the header buttons:

• Modeling workbook — a one-way XLSX with one sheet per section plus a Summary tab. Yardi-sourced cells render in blue, analyst overlays in yellow, formulas in black, and net-new spec deals get an orange row tint. Totals (Rent $/mo, PSF/yr, LC Total, Improvements $) are live Excel formulas so the workbook is ready for offline modeling.
• Yardi LSR (re-import) — projects the merged + edited rows back into the original LSR column layout (Name, Region, Risk, Space, Space Area, Lease From, Lease To, NER, Speculation Type, …) so the file round-trips into Yardi's import flow.

Working with Snapshots

Click any snapshot to open the full leasing dashboard. The view is organized into tabs, one per canonical section:

Rent Roll

Suite-level rent data including base rent, escalations, and lease terms. Derived fields (Rent PSF/year, Rent $/month, Rent Start) are computed automatically from the source values.

Free Rent

Concession periods showing months free, total dollar value, and the application window.

Tenant Improvements (TI)

Landlord-funded buildout allowances, both per square foot and total dollars.

Leasing Commissions (LC)

Brokerage commission schedules, split between procuring and listing brokers.

Other Concessions

Catch-all for moving allowances, abated CAM, parking concessions, and other deal-specific items.

Editing Data

Every cell in every section tab is editable. Edits are stored as a layered overlay on top of the immutable snapshot:

• The original Yardi value is never destroyed.
• Each edit is versioned (PRD FR-10) — you can always see the prior value and the source.
• Edits apply to the current snapshot only; they don't propagate to future uploads.

To edit a value, click any cell, type the new value, and press Enter or click outside the cell. Currency, percentage, and date fields are validated automatically.

Reverting Edits

Click the small revert icon next to an edited cell to restore the original Yardi value.

Yardi Import Export

The Leasing Bridge can generate a Yardi-ready import template from any snapshot, including all your edits.

1. Open a snapshot.
2. Click Yardi import in the snapshot header.
3. A flat one-row-per-deal XLSX downloads, formatted for Yardi import.

The export includes the merged economics (raw data + edits) and all derived fields (Rent PSF/yr, Rent $/mo, LC totals, TI totals).

Reconciling Snapshots

Use the reconciliation tool to track exactly what changed between any two snapshots — for example, between last month's Yardi pull and today's.

1. From the property page, open the Snapshot Compare panel.
2. Select a base snapshot and a target snapshot (any two, in any order).
3. Click Open Reconcile.

You'll see a searchable, field-level table of every value that differs between the two snapshots. Each row shows:

Exporting the Variance Report

From the reconcile view you can download the full delta as either:

• XLSX — full field-level table for spreadsheet review
• PDF — formatted summary suitable for sharing with stakeholders

Tips & Best Practices

• Upload often. Frequent snapshots make reconciliation more granular and easier to attribute changes.
• Use edits sparingly. Edits are powerful but every edit is one more thing to maintain. Where possible, fix the source data in Yardi.
• Always reconcile before exporting. Comparing your target snapshot to the most recent Yardi pull helps catch surprises before they hit the import.
• Filename hygiene. Use clear, dated filenames for Yardi exports — the snapshot label inherits from the filename.

Troubleshooting

Upload fails with a parsing error

Make sure the file is the standard Yardi flat XLSX export and contains the expected sheet names. If the format has changed, reach out to the Leasing Bridge team.

A cell won't accept my value

Currency fields require numeric input (no $ or commas needed). Date fields require a valid date — try the date picker if available.

Reconcile report shows unexpected differences

Numeric fields use a 0.005 epsilon to ignore floating-point noise. If you're still seeing spurious diffs, check whether the underlying Yardi export was rounded differently between the two pulls.

Need more help?

Reach out to the Swig Leasing Bridge team via the Contact & Feedback card on the Support page.