Real Estate and Property Management

A Turnkey Solution for
Real Estate and Property Management.

Free processes

Free AI automations

Processes are the backbone of every company. The better your processes, the better your company performs. Your ProcessPlan account comes set up with the processes a real estate office and a property management team run every day, from taking on a new rental property to renewing a lease.

The setup is free. Your company pays only for its own ProcessPlan account.

What Comes With Your Account

The Processes That Run a Real Estate Office.

Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.

Property Management

  • New management onboarding
  • Owner and landlord onboarding
  • New landlord leads
  • Rental appraisals
  • Maintenance requests and work orders
  • Routine property inspections
  • Rent collection and overdue rent follow-up
  • Owner statements and payments
  • Supplier invoice intake and processing
  • Contractor onboarding and insurance certificates
  • Change of ownership and transfer of management

Leasing and Tenancy

  • Leasing a vacant property
  • Rental marketing and photography bookings
  • Rental showing bookings
  • Tenant applications and screening
  • Lease preparation and signing
  • Move-in and condition reports
  • Lease renewals and rent reviews
  • Rent increase notices
  • Lease breaks and changes to a shared tenancy
  • Move-out and final inspection
  • Security deposit claims and deductions

Sales Administration

  • Appraisal and comparable sales packs
  • New listing setup
  • Listing agreements and price changes
  • Open home and showing bookings
  • Auction bookings
  • Offers and contract submissions
  • Contract to closing checklists
  • Listing withdrawals
  • Commission splits and sale processing
  • Referrals between the sales team and the rental team

Marketing

  • Signboard orders and removals
  • Brochure and print orders
  • Photo and video bookings
  • Listing portal uploads and changes
  • Email campaign requests
  • Buyer match emails

Compliance

  • Anti-money-laundering checks on buyers and sellers
  • Trust account changes
  • Complaints and gift registers
  • License and insurance renewals
  • Sales and rental file audits

People and Office

  • Employee onboarding, offboarding and role changes
  • Leave requests
  • Recurring weekly and month-end tasks
  • Internal support requests
  • Office supply orders

Every process on this list comes with your account, free. If your office needs a process that is not on the list, our team builds it free.

See the property management jobs and the real estate jobs we automate.

What Else Is Included

More Than a List of Processes.

AI Employees

AI Employees work on computer screens, in your property management software and listing portals, so there is nothing to integrate.

AI Strategist

Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.

Managed Automations

Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.

Ongoing Process Improvement

AI and our team keep improving every process, and each improvement reaches your company for you to approve.

Process Documentation

Every process comes with a diagram and its documentation, kept current as the process improves.

Your Processes Stay Yours

Every process is yours to change to fit the way your office works, and your records stay in your own account.

Get Your Turnkey Setup

Book a call. Tell us how your office works and which software you use. We will walk you through the processes your account comes with and any others our team will build free.