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Using Yardi for your property management solution just became a lot easier with RPA.
Thoughtful can help property management companies save time and money by automating repetitive tasks within Yardi Voyager and Yardi Breeze. This can improve the efficiency of their processes and allow them to focus on other important aspects of their business.
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What Processes can you automate in Yardi Software using RPA?
Yardi makes work more accessible and better with property management and accounting tools. The real estate market can use this platform to streamline their manual processes, gain valuable insights into performance indicators, and ultimately maximize the revenue they collect. RPA allows Thoughtful to automate functions within Yardi applications, moving and managing data across operations, leasing, analytics, resident, tenant, and investor services.
Thoughtful brings decades of experience in RPA to the residential and commercial property management space and can automate steps within Yardi to streamline any process. Anything a human can do, our modules can do 80% faster and without error. However, what makes Thoughtful valuable is our ability to replicate the entire process, working with applications that integrate with Yardi.
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What Processes can you automate in Yardi Software using RPA?
Yardi makes work more accessible and better with property management and accounting tools. The real estate market can use this platform to streamline their manual processes, gain valuable insights into performance indicators, and ultimately maximize the revenue they collect. RPA allows Thoughtful to automate functions within Yardi applications, moving and managing data across operations, leasing, analytics, resident, tenant, and investor services.
Thoughtful brings decades of experience in RPA to the residential and commercial property management space and can automate steps within Yardi to streamline any process. Anything a human can do, our modules can do 80% faster and without error. However, what makes Thoughtful valuable is our ability to replicate the entire process, working with applications that integrate with Yardi.
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CAM Reconciliation
Automation can provide several advantages for reconciling each tenant's CAM charges.
AF
Appliance & Fixture Tracking
Review and schedule upcoming maintenance and replacements.
IT
Inspection Tracking
Review and schedule upcoming inspections for property managers.
VC
Vendor Catalog Upload
Retrieves the vendor catalog and adds it to the Vendor or Property Management System.
MC
Move-Out Checklist
This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.
PM
Process Maintenance Requests
Each day, this Bot processes maintenance requests and supporting functions.
MI
Move-In Checklist
This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.
NT
New Tenant Setup
When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.
BP
Batch Payment Reconciliation
Review all bank deposits and reconcile to individual payments.
TC
Tenant Criminal Background Check
Pull criminal background checks for tenant applications.
TD
Tenant Document Audit
Each month, this Bot reviews all Tenant documents and prepares an "Out of Compliance" list.
TI
Tenant Insurance Expiration Management
This Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.
HB
HOA Board Members Reports
Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.
TC
Tenant Credit Check
Each week, this Bot pulls credit checks for tenant applications.
TE
Tenant Employment Check
Each week, this Bot pulls employment checks for tenant applications.
TA
Tenant Application Filtering
Each week, this Bot reviews and filters out tenant applications based on predefined criteria.
VP
Vacant Property Listings
Each week, this Bot reviews newly vacant properties and creates a listing on the listing web application.
VA
Vendor Aging & Payments
Each week, this Bot prepares a Vendor Aging Report and Pays Bills Selected for Payment.
TA
Tenant Aging Reports
Each month, for each investor/owner, this Bot will print and distribute the Property Aging Report.
IF
Investor Flip Reporting
Each month, for each investor/owner, this Bot will prepare and distribute the Property FLIP Report.
RR
Rent Roll Reporting
Each month, for each investor/owner, this Bot will prepare and distribute the Rent Roll Reports.
LE
Lease Expiration by Property
Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Property Report.
IW
Investor WIP Reporting
Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.
LE
Lease Expiration by Month
Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Month Report.
MO
Move Out Send Deposit
This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.
VW
Vendor W9 Tracking
This Bot manages the collection, receipt and documentation of Vendor W9 forms.
TR
Tenant Rent Check Reader
This Bot reads the rent check using Optical Character Recognition (OCR) and gathers the data for further use.
CI
Certificate of Insurance Tracking
Manage the collection, receipt and documentation of vendor certificate of insurance.
PI
Payable Invoice Reader
This Bot reads the vendor invoice using Optical Character Recognition (OCR) and gathers the data for further use.
PD
Property Delinquency Report
Each week this Bot prints the Delinquency Report by Property and sends it to the Property Manager via Email.
PT
Posting Tenant Rent Income
Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.
PI
Payable Invoice Entry
This Bot enters multiple (batch) Payable invoices in the Property Management System.
PT
Posting Tenant Rent Via Deposit
Each month, this Bot posts Rent Income to both the Tenant and Unit Ledger as a Bank Deposit in the Property Management System.
- Invoice processing
- Vendor onboarding
- Lease abstraction
- Payment processing
- Account reconciliation
- Invoice processing
- Vendor onboarding
- Lease abstraction
- Payment processing
- Account reconciliation
What other process automations can we do?
Thoughtful can automate any online application and most desktop applications as well. For example, let's say you want a printout of managed residential properties when our collections module is doing its job. We can have it save the summary as a PDF to Sharepoint, Google, or any other secure file-sharing application you choose. It can create folders and update spreadsheets to log the results. It can even send emails, teams, or slack notifications for those patients found to be not eligible. The processes, applications, and possibilities are endless
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There’s a reason why so many healthcare companies are turning to Thoughtful to supercharge their revenue cycle.
We optimized the front-end revenue cycle driving faster collections and fewer denials.
We continuously capture, collect, and code clinical and diagnostic data with ease and speed.
Fast, easy and accurate automated billing, reduces denials, and ensuring clean claims.
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These companies have already seen the benefits of automation...
"I’ve been amazed at Thoughtful’s ability to deploy automation modules that run my business processes while my staff focuses on other higher-value tasks. By reducing the time taken to complete the process by 90%, it has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on the minutiae of a repetitive process."
"Thoughtful has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on repetitive processes."
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Kevin Silver, CFO
235%
return on investment
90%
reduction in invoice processing time
"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An automation module is now part of our accounting team, performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."
"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An automation module is now performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."
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Zach Leonard, Founder
30%
reduction in costs
100%
automated billing
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"Using automation modules significantly reduced our efforts, allowing us to optimize productivity in other core areas. Our modules continue to save us time and money in multiple ways. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."
"Automation modules are significantly reducing our efforts, allowing us to optimize productivity in other core areas. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."
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Brittany Turner, Director of Compliance and Systems
95%
faster than human team
100s
applications processed per day
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