Property management workflow automation across your portfolio
Automate property-management workflows across Yardi, AppFolio, spreadsheets and portals, including owner reporting, vendor processing and reviewed exceptions.
- 595property processes in the Process Atlas
- 11playbooks on this page
- 1agent that works the screens you already use
The work behind every unit
Property management is a desk job hiding inside a field job. Every lease, move-out, bill and repair turns into screens, letters, ledgers and deadlines. The Process Atlas counts 595 back-office processes in property management. These eleven are the ones teams ask about first.
Pick your playbook
Each card opens a full playbook with the same layout, so you can compare them side by side.
- Affordable Housing Recerts HUD and tax credit recertifications from first notice to TRACS. Owner: compliance manager Read the playbook
- Bank Rec & Month-End Daily cash matching, trust and deposit ties, and the close checklist. Owner: property accountant Read the playbook
- CAM Reconciliation Commercial tenants' year-end share of operating costs, by the lease. Owner: lease administrator Read the playbook
- Delinquency & Late Fees Correct fees, fair waivers, outreach and demand notices. Owner: property manager Read the playbook
- HOA Violations From inspection photo to hearing to fine, by state procedure. Owner: HOA manager Read the playbook
- Move-Out & Deposits Inspection, charges and the deposit letter before the state deadline. Owner: property manager Read the playbook
- Owner Statements Monthly owner packages with narratives that never invent a number. Owner: property accountant Read the playbook
- Application Screening Complete files, written criteria and compliant adverse action notices. Owner: leasing manager Read the playbook
- Utility Bills & Recoveries Thirty portals, one posting routine, resident and tenant billing. Owner: accounts payable Read the playbook
- Vendor Invoices & COI Duplicate blocking, work order matching and insurance checks. Owner: accounts payable Read the playbook
- Work Orders & Dispatch Every request coded, prioritized against its clock and closed with proof. Owner: maintenance supervisor Read the playbook
What every playbook has in common
The platform runs the clean batch. The agent does everything around it: the portals, the inbox, the PDFs, the spreadsheets and the checks that tie them together. Exact rules handle deadlines, fees and math. People decide anything that touches a resident's money, rights or record.
More on how the agent sees and works the screen is on the Product page.
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Exact rule
deposit deadline -
The model reads
pay stub photo -
A person decides
every denial
Works where your team already works
Yardi Voyager, RealPage, MRI, AppFolio, Entrata, Buildium, bank portals, utility sites, vendor portals, Outlook and Excel. The agent uses them the way your staff does, in your own browser.
- Yardi Voyager
- RealPage
- MRI
- AppFolio
- Entrata
- Buildium
- bank portals
- utility sites
- vendor portals
- Outlook
- Excel
Example: reviewed owner reporting across a portfolio
Property management workflow automation connects property-system exports, working spreadsheets, supporting documents and delivery portals. Start with the reporting and approval features already available in your licensed system, then identify the assembly and follow-up work outside it.
For an owner reporting cycle, select the approved properties and period, gather the source reports and assemble each owner pack. Check property coverage, period dates and totals against the source. Route missing documents or unexplained differences to the property accountant; the portfolio reviewer approves the pack before delivery.
The output is a reviewed owner pack with its supporting files and an exception list. Confirm access, owner-specific formats and the delivery destination when scoping your workflow.
No prompts. No babysitting. No Integrations.