AI workflows for commercial property firms.

Firms that develop, lease, sell and manage offices, shops and industrial space.

Who does this work

  • Commercial broker
  • Asset manager
  • Leasing manager

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

Updated

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Examples of the workflows identified
  1. Index the property diligence room
  2. Match the rent roll to lease abstracts
  3. Abstract a signed agreement into its terms, dates and obligationsIllustrative
  4. Assemble the closeout document set for handoverIllustrative
  5. Check a counterparty certificate or bond against the source recordsIllustrative

The workflows identified

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

Index the property diligence roomSpecific to property acquisitions: title, survey, environmental and seller documents.Workflow templateMatch the rent roll to lease abstractsCommercial leases carry escalations, recoveries and amendments that the rent roll must reflect.Workflow template
Abstract a signed agreement into its terms, dates and obligationsThe agreement is a lease, abstracted into premises, stated charges, dates and landlord and tenant responsibilities for the property team.Illustrative · not built yet
Assemble the closeout document set for handoverThe owner's project team checks that completed capital works come with the records the operating team needs.Illustrative · not built yet
Check a counterparty certificate or bond against the source recordsThe document is a tenant estoppel certificate, checked statement by statement against the lease file for rent, deposits, amendments, concessions and landlord work.Illustrative · not built yet
Compare forecast scenariosVacancy, cost and financing assumptions on a property acquisition.Illustrative · not built yet
Draft the planned maintenance calendarBuilding systems and vendor service contracts for a managed property.Illustrative · not built yet
Explain budget-versus-actual variancesEach property is explained separately, tying movements to invoices and property manager explanations.Illustrative · not built yet
Map tenant improvement responsibilitiesSplits work letter obligations between landlord and tenant.Illustrative · not built yet
Match customer receipts and list the receivable exceptionsRent receipts are matched to tenant ledgers and charges.Illustrative · not built yet
Prepare the operating budgetEach property budget is built from rent, vacancy, operating expenses and planned capital work.Illustrative · not built yet
Register competing supply in a marketDevelopment projects in a submarket, separating those under construction from those only proposed.Illustrative · not built yet
Review the dependencies the plan relies onCapital works sequenced around occupied space, where tenant and building-team commitments hold up the works.Illustrative · not built yet
Review upcoming renewal and notice datesWorks from leases, tracking expirations, renewal and option dates and their conditions for the leasing team.Illustrative · not built yet

Workflow templates

Property diligence indexThe transaction lead gets a diligence room in order: every document indexed by workstream, every checklist item and request tracked, and every open finding tied to the report or request that raised it. Specialists judge the findings; nothing is valued or sent.Workflow templateRent roll to lease abstract matchYour property accountant gets the rent roll checked against the verified lease abstracts and amendments, unit by unit: rent, area, commencement and expiration, with every difference listed for review. It compares supplied fields only and corrects nothing.Workflow template

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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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