Using Yardi for your property management solution just became a lot easier with RPA.

CAM Reconciliation

Automation can provide several advantages for reconciling each tenant's CAM charges.

Appliance & Fixture Tracking

Review and schedule upcoming maintenance and replacements.

Inspection Tracking

Review and schedule upcoming inspections for property managers.

Vendor Catalog Upload

Retrieves the vendor catalog and adds it to the Vendor or Property Management System.

Move-Out Checklist

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

Process Maintenance Requests

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

Move-In Checklist

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

New Tenant Setup

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

Batch Payment Reconciliation

Review all bank deposits and reconcile to individual payments.

Tenant Criminal Background Check

Pull criminal background checks for tenant applications.

Tenant Document Audit

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

Tenant Insurance Expiration Management

This Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.

HOA Board Members Reports

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

Tenant Credit Check

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

Tenant Employment Check

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

Tenant Application Filtering

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

Vacant Property Listings

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

Vendor Aging & Payments

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

Tenant Aging Reports

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

Investor Flip Reporting

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

Rent Roll Reporting

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

Lease Expiration by Property

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

Investor WIP Reporting

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

Lease Expiration by Month

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

Move Out Send Deposit

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

Vendor W9 Tracking

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

Tenant Rent Check Reader

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

Certificate of Insurance Tracking

Manage the collection, receipt and documentation of vendor certificate of insurance.

Payable Invoice Reader

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

Property Delinquency Report

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

Posting Tenant Rent Income

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

Payable Invoice Entry

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

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.