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Leases, tenants and deals, handled faster

Property managers, landlords, real-estate investors. 6 use cases for this industry, 4 more that also apply.

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Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Lease abstraction

Key terms, dates and obligations pulled out of leases into a summary you can search.

  1. Intake & extract
  2. Draft
Medium riskValue highGuide

Investment committee memo

Offering memos, comps and market data pulled into one deal file and an IC memo draft.

  1. Research
  2. Consolidate
  3. Draft
Medium riskValue highGuide

Rent collection follow-up

Late rent chased by message and email, escalating on a schedule you set.

  1. Monitor & alert
  2. Follow up
Medium riskValue mediumGuide
Use cases

Use cases for Real estate & property, by department

Finance & accounting 1

Rent collection follow-up

Late rent chased by message and email, escalating on a schedule you set.

  1. Monitor & alert
  2. Follow up
Medium riskValue mediumGuide

Operations 2

Property maintenance requests

Tenant requests triaged, routed to the right vendor and chased until closed.

  1. Intake & extract
  2. Route
  3. Follow up
Medium riskValue mediumGuide

Tenant application screening

Applications checked for completeness and against your published criteria.

  1. Intake & extract
  2. Validate
High riskValue mediumGuide

Legal & contracts 1

Lease abstraction

Key terms, dates and obligations pulled out of leases into a summary you can search.

  1. Intake & extract
  2. Draft
Medium riskValue highGuide

Leadership & strategy 2

Investment committee memo

Offering memos, comps and market data pulled into one deal file and an IC memo draft.

  1. Research
  2. Consolidate
  3. Draft
Medium riskValue highGuide

Deal pipeline screening

Incoming deals screened against your investment criteria; the fits passed on with reasons.

  1. Intake & extract
  2. Route
Medium riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Operations 3

Maintenance work orders

Breakdown and maintenance requests turned into work orders, prioritised and assigned by skill.

  1. Intake & extract
  2. Route
  3. Follow up
Medium riskValue mediumTemplate

Portfolio operations view

Property P&Ls, PMS and market data pulled into one portfolio view, watched for what is off plan.

  1. Consolidate
  2. Analyse history
  3. Monitor & alert
Medium riskValue highGuide

Manager report review

Monthly operator reports checked against the management agreement and budget; questions sent back.

  1. Intake & extract
  2. Validate
  3. Follow up
High riskValue highGuide

Leadership & strategy 1

Asset-management commentary

The monthly asset-management commentary drafted from the numbers and the operators' explanations.

  1. Consolidate
  2. Draft
Medium riskValue mediumGuide