Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

Oops! Something went wrong while submitting the form.

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.

learn more

hrs

Averaged Time Saved / mo.

$

Averaged Money Saved / mo.

+

Tasks Automated

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 bots 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.

learn more

CR

CAM Reconciliation

A smart bot, such as the one offered by Thoughtful, can provide several advantages for reconciling each tenant's CAM charges. One benefit is that it can automate the process of calculating and distributing CAM charges to tenants, reducing the workload for property managers. Additionally, the bot can also allow tenants to easily view and pay their CAM charges through an online portal, saving time for both the tenant and the property manager. The bot can also provide a record of all CAM charges and payments, making it easy for the property manager to keep track of who has and has not paid their CAM charges. Overall, a smart bot can streamline the process of CAM charge reconciliation and make it more efficient for both tenants and property managers. Additionally, it can also provide a more accurate and transparent billing process as it can track the usage of common area and assign charges accordingly.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

CAM, CAM Reconciliation

AF

Appliance & Fixture Tracking

This bot can provide several advantages for reviewing and scheduling upcoming maintenance and replacements. One benefit is that it can automate the process of identifying and scheduling maintenance tasks, reducing the workload for property managers. Additionally, the bot can also allow tenants and property managers to easily view and schedule maintenance tasks online, saving time for both the tenant and the property manager. The bot can also provide a record of all maintenance tasks, making it easy for the property manager to keep track of what needs to be done, and when. Overall, a smart bot can streamline the process of maintenance and replacements and make it more efficient for both tenants and property managers.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Appliance,Fixture

IT

Inspection Tracking

Thoughtful's bots, can provide several advantages for reviewing and scheduling upcoming inspections. One benefit is that it can automate the process of identifying and scheduling inspections, reducing the workload for property managers. Additionally, the bot can also allow tenants and property managers to easily view and schedule inspections online, saving time for both the tenant and the property manager. The bot can also provide a record of all inspections, making it easy for the property manager to keep track of what needs to be done, and when. Overall, a smart bot can streamline the process of inspections and make it more efficient for both tenants and property managers. Additionally, it can also provide a more proactive and preventive maintenance process, by analyzing data and predicting future inspection needs. Moreover, it can also send automatic notifications to tenants about upcoming inspections and remind them to prepare the property accordingly.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Inspection

VC

Vendor Catalog Upload

At a specified time interval, this Bot retrieves the vendor catalog and adds it to the Vendor or Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vendor Catalog

MC

Move-Out Checklist

This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Move-Out

PM

Process Maintenance Requests

Each day, this Bot processes maintenance requests and supporting functions.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Maintenance Requests

MI

Move-In Checklist

This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Move-In

NT

New Tenant Setup

When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

New Tenant Setup

BP

Batch Payment Reconciliation

Each month, this bot reviews all bank deposits and reconciles to individual payments.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Batch Payments

TC

Tenant Criminal Background Check

Each week, this bot pulls criminal background checks for tenant applications.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rental Applications,Criminal Background Check

TD

Tenant Document Audit

Each month, this Bot reviews all Tenant documents and prepares an "Out of Compliance" list.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Tenant Documents

TI

Tenant Insurance Expiration Management

A smart bot, such as the one offered by Thoughtful, can provide several advantages for tenants who have not submitted proof of insurance renewal. One benefit is that it can automate the process of sending reminders to tenants, reducing the workload for property managers. Additionally, the bot can also allow tenants to easily submit their proof of insurance renewal through the use of electronic forms, saving time for both the tenant and the property manager. The bot can also provide a record of all communication with the tenants, making it easy for the property manager to keep track of who has and has not submitted their proof of insurance. Overall, a smart bot can streamline the process of insurance renewal and make it more efficient for both tenants and property managers.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Insurance Expiration

HB

HOA Board Members Reports

Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

HOA, Association, Homeowner's Association

TC

Tenant Credit Check

Each week, this Bot pulls credit checks for tenant applications.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Tenant Credit Check,Rental Applications

TE

Tenant Employment Check

Each week, this Bot pulls employment checks for tenant applications.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rental Applications, Employment Check

TA

Tenant Application Filtering

Each week, this Bot reviews and filters out tenant applications based on predefined criteria.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rental Applications

VP

Vacant Property Listings

Each week, this Bot reviews newly vacant properties and creates a listing on the listing web application.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vacancy, Listing

VA

Vendor Aging & Payments

Each week, this Bot prepares a Vendor Aging Report and Pays Bills Selected for Payment.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vendor Bill Pay

TA

Tenant Aging Reports

Each month, for each investor/owner, this Bot will print and distribute the Property Aging Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Lease Expiration

IF

Investor Flip Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property FLIP Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

FLIP

RR

Rent Roll Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Rent Roll Reports.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent Roll, Property Management

LE

Lease Expiration by Property

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Property Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Lease Expiration

IW

Investor WIP Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

WIP

LE

Lease Expiration by Month

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Month Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Lease Expiration

MO

Move Out Send Deposit

This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Move Out, Security Deposit

VW

Vendor W9 Tracking

This Bot manages the collection, receipt and documentation of Vendor W9 forms.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

W9,Vendor

TR

Tenant Rent Check Reader

This Bot reads the rent check using Optical Character Recognition (OCR) and gathers the data for further use.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent, Rent Income, Tenant Checks

CI

Certificate of Insurance Tracking

This bot manages the collection, receipt and documentation of vendor certificate of insurance.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

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.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vendor Invoice, Payables

PD

Property Delinquency Report

Each week this Bot prints the Delinquency Report by Property and sends it to the Property Manager via Email.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Delinquency

PT

Posting Tenant Rent Income

Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent Income, Tenant Rent, Management Fees

PI

Payable Invoice Entry

This Bot enters multiple (batch) Payable invoices in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Payables, Vendor Invoice

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.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent, Rent Income, Tenant Checks

ADPOffice LogoLinkedIn LogoQuickbooks LogoWorkday LogoGoogle Logo
Hubspot LogoStripe LogoSlack Logo

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 bot 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

learn more

These companies have already seen the benefits of automation...

Healthcare

ChanceLight

ChanceLight Reduced Verifying Medicaid Eligibility Time by an Amazing 95%

view

Recruiting

Flux Resources

Flux Resources Freed Up 400 Hours Using the Advantages of Process Automation

view

Finance/Accounting

People's Care

People's Care Easily Saves 19 Hours Per Week With Their RPA Bots

view

Hire Perfect. Hire Bots.

Our FREE process evaluation is your first step toward automation.

Limited Time Offer: 3 Days Remaining

learn more

$4,500
Value