RPA Case

Real Estate & Property Management

Real estate companies and property management organizations face innumerable repeated activities every day on a large scale. These activities include lease drafting, tenant related administrative processes, rent payments, and compliance. Robotiproc provides RPA solutions that enhance compliance, remove administrative activities, add consistency and accuracy to property managers workloads while increasing tenant experience.

1. Lease Agreement Generation

🔴 Problem: Lease documents can be slow to draft, update, and send to tenants, therefore delaying move-ins or renewing leases.

🔷 RPA Solution: Bots can create leases from templates, ingests tenant info from a CRM, and sends them for electronic signature.

📈 Impact: Saves hours per lease while providing consistent documents.

2. Rent Invoicing and Payment Processing

🔴 Problem: Reactively invoicing each tenant every month, and recording rent payments is time-consuming and error prone.

🔷 RPA Solution: Bots can generate and send re-occurring rent invoices, record tenants rent payments, and flag or record tenants late or partial payments.

📈 Impact: Saves finance teams workload while providing accurate recorded receipts towards tenants rent invoices.

3. Maintenance Request Tracking

🔴 Problem: Manually requesting repairs ticket and recording/moving request across numerous buildings is cumbersome, slow to resolve and frustrating for tenants as well.

🔷 RPA Solution: Bots can categorize, acknowledge and notify the correct group of maintenance needs, as well as update ticketing systems.

📈 Impact:  Decreased Response time and improved tenant satisfaction.

4. Tenant Screening and Background Checks

🔴 Problem: Screening an applicant is tedious, involves multiple systems, and a lot of manual recording.

🔷 RPA Solution: Bots automatically extract information from tenant applications, perform background checks, credit checks, and log in a tenant CRM.

📈 Impact: Saving in tenant approval and making admin work significantly lighter.

5. Property Compliance and Inspection Reporting

🔴 Problem: Manually ensuring that inspections and follow-ups are completed in a timely manner — and collecting and documenting regulators’ follow-up — leads to errors.

🔷 RPA Solution: Bots schedule inspections, retrieve information from inspector reports (e.g., blueprints and checklists), and update the compliance system.

📈 Impact: Reduce regulatory fines, and ease compliance reporting.