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Smart Bot

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Investor Flip Reporting

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

Industry:

Real Estate

Function:

Property Management

Steps

  1. Log in to Property Management Software.
  2. For each investor/owner and property, pull the initial purchase price.
  3. Pull WIP Expenses report.
  4. Pull Holding Expenses Report.
  5. Pull Selling Expenses Report.
  6. Prepare FLIP Report and Journal Entry
  7. Email to predefined distribution list.
  8. Update exceptions and results log.

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