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Investor WIP Reporting

Automating the preparation and distribution of property work-in-progress (WIP) reports with Thoughtful’s automation technologies offers several benefits for property management companies. First, the automation process ensures that reports are generated quickly and accurately, saving staff time, and reducing the risk of errors. The consistent format and presentation of the information can help maintain a professional image for the company and allow for better progress tracking over time. Furthermore, the automation process can be configured to include only the relevant information, reducing the time required for review and allowing quicker decision-making. The ability to quickly and easily access up-to-date information can help identify potential issues early on and reduce the risk of delays. Additionally, automating the WIP report process can improve communication between team members and stakeholders, enabling them to make more informed decisions and work together more efficiently. By automating the preparation and distribution of the property WIP report, Thoughtful can help property management companies to operate more efficiently and effectively.

Industry:

Real Estate

Real Estate Development

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. Prepare WIP Report.
  6. Email to predefined distribution list.
  7. Update exceptions and results log.

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

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