The Challenge
Global Realty onboarded 200+ tenants monthly across 45 properties. Each application required manual credit checks, employment verification, lease generation, and portal account setup across Yardi, DocuSign, and their CRM. The 5-day turnaround was causing prospective tenants to sign with competitors.
Our Solution
Our automation handles the full tenant intake: AI extracts applicant data from submitted forms, triggers parallel credit and employment verifications via API, generates the lease in DocuSign with pre-filled terms, and provisions the tenant portal account. The entire workflow completes in under 4 hours with zero manual intervention.
The Results
Within the first month of deployment, Global Realty saw transformative results across their operations. The automation solution not only delivered on the primary KPIs but also uncovered additional efficiency gains in adjacent processes. The team was able to reallocate freed-up capacity to higher-value strategic initiatives, driving further business growth.
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