Real Estate
Streamline property management, tenant screening, and lease administration with intelligent automation that reduces manual work and improves tenant satisfaction.
Common Challenges We Solve
Time-intensive tenant screening
Manual lease document processing
Maintenance request coordination
Rent collection follow-ups
Available Workflows
Click any workflow to see detailed information, pricing, and ROI metrics
Tailored to Your Technology Stack & Processes
Each workflow below is adapted to your firm's specific systems, approval hierarchies, and operational constraints. These are not one-size-fits-all solutions—they are configured to integrate with your existing tools (CRM, ERP, project management, accounting software, etc.) and designed around how your team actually works. Implementation begins with understanding your current state, not forcing you into a template.
Scheduling, Deadline & Coordination Automation
Calendar ingestion → scheduling rules → reminders → escalation logic
Revenue Leakage & Exception Detection
Event monitoring → anomaly detection → alerts → resolution tracking
Sales-to-Delivery / Intake-to-Execution Handoff
Structured intake → automatic task creation → system sync
Payment Failure & Follow-Up Automation
Payment event monitoring → intelligent retry logic → client notification → escalation rules → resolution tracking
Referral Intake & Incentive Tracking Automation
Referral capture → source attribution → automated follow-up → incentive tracking → payout confirmation
Data Hygiene & System Truth Enforcement
Deduplication → stale record detection → cross-system reconciliation → enforcement rules
Actionable Analytics & Alerting (Not Dashboards)
Metric definition → threshold logic → alerts → recommended actions → escalation paths
Document Generation & Template Automation
Template standardization → data field mapping → AI-assisted draft generation → review & approval workflow
Client Re-Engagement & Lifecycle Nurture Automation
Client lifecycle mapping → trigger-based outreach → personalized re-engagement → conversion tracking
Owner / Executive Dashboards (Decision-Grade Visibility)
KPI definition → data aggregation → real-time dashboards → scheduled executive summaries
End-to-End Workflow Orchestration Layer
Cross-system mapping → trigger logic → orchestration workflows → monitoring & governance
Custom AI Workflows for Real Estate
These workflows are not templated solutions. Internal processes vary significantly across real estate firms—from approval hierarchies and risk thresholds to document formats and escalation protocols. Our systems are custom-built after understanding how your firm actually operates.
Each workflow involves AI-driven reasoning, document interpretation, decision logic, and human-in-the-loop escalation when needed. These are not simple rule-based automations—they adapt to context, validate against your specific business rules, and integrate with your existing systems and teams.
Examples Only — Not Pre-Built Solutions
The workflows shown below are examples of what can be built after we understand your firm's specific processes, approval structures, and operational constraints. They are not plug-and-play templates. Every implementation is designed around how your organization actually works.
Deal Intake & Qualification
Evaluates listings or acquisition opportunities differently depending on asset type, market conditions, and your firm's internal investment criteria. Routes deals based on size, risk, and strategic fit rather than generic rules.
Built around your underwriting standards and decision-making framework.
Lease & Contract Document Processing
Extracts clauses, deadlines, and obligations from lease agreements and contracts, interprets them in context, and routes documents through your firm-specific review and approval processes.
Customized to recognize your standard clauses and flag deviations.
Client Inquiry Triage
Prioritizes buyers, sellers, or investors using contextual signals—property type, budget, urgency, and historical interactions—rather than static rules. Routes inquiries to the appropriate team member based on expertise and availability.
Designed to match your team structure and client segmentation approach.
How Custom Workflows Are Built
Discovery: We map your current processes, identify decision points, and understand your approval hierarchies, risk thresholds, and escalation protocols.
Design: We design workflows that match how your firm actually operates—not how a template assumes you should operate.
Build: We develop AI agents that reason through context, validate against your business rules, and escalate exceptions to the right people at the right time.
Deploy: We pilot the workflow in a controlled scope, measure results, refine based on feedback, and scale when you're ready.
Ready to automate your real estate workflows?
Start with a focused pilot. See measurable results in 2 weeks. No long-term commitment required.