Get Thoughtful+ Insights

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

IF

Investor Flip Reporting

Automating the production and distribution of an investor/owner flip report can provide numerous advantages for real estate companies. Real estate companies can save time and reduce the risk of errors by automating the process. The system can automatically gather and analyze data, freeing staff time to focus on more complex tasks. The reports can be customized and generated regularly, ensuring that investors and owners are kept up-to-date on the progress of their investments. The automation process also ensures that the reports are consistent in format and presentation, helping to maintain a professional image for the company. Additionally, automating the process can increase the speed and accuracy of reporting, leading to faster and more informed decision-making for investors and owners. This, in turn, can lead to increased investor confidence, which can drive growth and success for the company.

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.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Yardi

Yardi
Yardi

MRI Software

MRI Software
MRI Software

AppFolio

AppFolio
AppFolio

Buildium

Buildium
Buildium

OnSite

OnSite
OnSite

Entrata

Entrata
Entrata

ResMan

ResMan
ResMan

RealPage One-Site

RealPage One-Site
RealPage One-Site

Rent Manager

Rent Manager
Rent Manager

Share

IF

Request a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related