AI workflows for brokerages and property management.

Firms that sell, lease and manage property for owners, buyers and tenants.

Who does this work

  • Managing broker
  • Property manager
  • Leasing manager

4 workflow templates ready to adapt, and 14 workflows identified.

Updated

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Examples of the workflows identified
  1. Check vendor insurance certificates against requirements
  2. Draft product and listing descriptions from approved facts
  3. Prepare a unit turnover readiness checklist
  4. Prepare the monthly property owner report
  5. Analyse a team's training needsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check vendor insurance certificates against requirementsA property manager checks service vendors' certificates against the owner's approved insurance requirements.Workflow templateDraft product and listing descriptions from approved factsProperty listing copy tied to the property sheet, measurements and photos, with broker approval and advertising rules.Workflow templatePrepare a unit turnover readiness checklistRental units must be ready between one tenant and the next by an agreed move-in date.Workflow templatePrepare the monthly property owner reportProperty managers report to owners from leasing, maintenance and accounting records.Workflow template
Analyse a team's training needsRepeated gaps in work-order intake and lease handoffs at the property desk drive the training.Illustrative · not built yet
Assemble property hazard evidence for insurance reviewOwned or managed buildings, tied to their insurance cover.Illustrative · not built yet
Build a comparables grid for a pricing decisionProperty transactions compared on units, characteristics and dates for valuation.Illustrative · not built yet
Check closing prorationsProperty sale closings, splitting taxes, rents and charges between buyer and seller.Illustrative · not built yet
Check the launch or campaign asset package is readyA property going to market: listing channels, copy and how inquiries are routed, with the owner's approvals.Illustrative · not built yet
Compare supplier quotes on the same basisCleaning, landscaping or equipment-service quotes are compared on visit frequency and what each includes.Illustrative · not built yet
Follow up a repair reported as unfinishedA contractor's completed work order against a tenant's continuing report.Illustrative · not built yet
Plan a new employee's onboardingProperty managers and leasing staff are introduced to their assigned properties, owners and contacts.Illustrative · not built yet
Triage and route incoming support requestsRoutes tenant messages and logged calls under the property's service procedure and drafts work-order entries.Illustrative · not built yet
Turn a meeting into a follow-upFollows a property tour, logging which questions were answered and which are still owed.Illustrative · not built yet

Workflow templates

Vendor insurance certificate checkFor a property manager collecting insurance certificates from service vendors: each certificate's fields set beside the requirements the team already approved, every stated expiration date listed, and draft requests for what is missing. The manager reviews gaps with the insurance adviser before accepting anything.Workflow templateListing copy fact checkThe listing agent or marketing lead gets draft listing copy in which every statement is tied to the property sheet, a measurement or a photo, with unsupported descriptions marked and kept out. The listing broker approves; the designated reviewer checks advertising requirements.Workflow templateUnit turnover readiness checklistBetween one tenant and the next, the property manager gets one page for the unit: every recorded repair, the cleaning, keys, utilities and vendor confirmations still open against the approved move-in date, each gap written as a question. Nothing is sent.Workflow templateProperty owner reportA property manager gets the month's owner report drafted from the statements and logs they supply: occupancy, collections, open maintenance and the decisions the owner is asked to make, each statement traced to its source and each gap shown.Workflow template

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Where to go next

All of real estateEvery area of the industry, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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