Executive-Level Workflow Systems for Property Management
Custom-Designed Workflow Automations for Property Management companies
Automated Lease & PDF Preparation
Document preparation has never been easier with our document preparation system. Instead of pulling up a blank document and completing it from scratch, you simply send a message or short voice memo with the type of document you need and any key details to include. Our document system then returns a fully drafted document for your review. You’re no longer completing every field manually—you’re just reviewing and making minor edits. Once you’re happy, you can even have it sent out for digital signature. This saves hours every week.
Instant Policy Manual Access
We fully guide you through the creation and onboarding of your company policies and procedures manual. This centralizes information and makes it readily available for all of your staff members. Instead of senior management fielding a daily barrage of questions from portfolio and site managers, your leadership team can monitor Q&A in real time and only step in when clarification is needed—saving senior staff hours every week.
Proactive Insurance Renewal Tracking
Stay ahead of expirations with automated tracking alerts and proactive notifications that prevent last-minute scrambles and coverage gaps. Instead of getting a panicked phone call at 4pm on a Friday because an insurance policy wasn’t renewed, you stay well ahead of expirations with our intelligent monitoring system, which notifies both you and the insurance agent responsible for that policy 30 and 7 days before it expires so you can be sure someone is keeping an eye on the coverage.