Forwardable property ops audit

I map one property workflow before anyone builds the automation.

For NYC and NJ property managers, owners, and family-office real estate teams with follow-up work stuck across inboxes, spreadsheets, property software, vendors, and approval queues.

Book a 20-minute workflow callSend the workflow

Workflow Audit

$1,500

fixed fee

5 days

timeline

1

workflow

Paid on signature. Credited to the build if the first automation scope is signed within 30 days.

Best first workflows

COI and insurance expiration trackingRent delinquency readiness queueLease renewal follow-upVendor follow-up and no-show trackingOwner update and exception dashboardMaintenance request triage

The problem

Most property teams do not need an AI pitch. They need one broken workflow made visible.

The useful question is not “what can AI do?” It is which workflow keeps aging, breaking, hiding exceptions, or forcing the same manual follow-up every week.

COIs, insurance dates, and vendor documents tracked across folders, inboxes, portals, and spreadsheets.
Rent delinquency reports that need manual review before any tenant follow-up is safe.
Lease renewals, owner updates, and vendor follow-ups that age quietly until someone asks.
AppFolio, Buildium, Yardi, QuickBooks, email, and spreadsheet data that do not create one clean operating view.

What you get

The audit produces a build decision, not another strategy deck.

Workflow map

The exact current path: source reports, owners, handoffs, approval points, tools, and failure spots.

Exception inventory

A practical list of expired, missing, stale, blocked, duplicate, changed, or approval-needed work.

Automation guardrails

What the system can prepare, what a human must approve, and what should not be automated yet.

Build scope

A fixed-price first-build recommendation with inputs, timeline, risks, and acceptance criteria.

Good fit for operators who already know the workflow is expensive.

Best fit: property managers and family-office real estate teams around 200-3,000 units, especially where AppFolio, Buildium, Yardi, QuickBooks, email, shared folders, or spreadsheets carry the real workflow.

Not a fit for vague AI brainstorming, fully autonomous tenant communication on day one, or teams without a workflow owner.

How it starts

  1. 01Book a 20-minute workflow call.
  2. 02Name the one workflow and the source systems involved.
  3. 03If it is a fit, sign the $1,500 audit.
  4. 04Receive the workflow map, exception inventory, and build scope within five business days.
See recent client work