Custom AI automation built with Claude Cowork for property management and real estate brokerages. Maintenance coordination, lease paperwork, contractor management, and tenant communication - designed around your existing workflow, DoorLoop, QuickBooks, and Google Drive.
01
Tenant maintenance requests intake, vendor outreach and follow-up, job closure tracking, and maintenance log documentation. Contractors who go quiet are followed up automatically.
02
Automated generation of lease agreements, renewals, rent increase notices, move-in/move-out letters. Bulk renewal processing across your portfolio. Documents filed directly into Google Drive.
03
Automatic listing description generation from property details. Marketing copy for multiple platforms. Tenant screening templates. Lease-ready documents triggered by approval.
04
Scope of work documents. Bid requests and vendor comparison. Contractor follow-up and punch list tracking. Project status monitoring across active jobs.
05
Transaction categorisation workflow to support DoorLoop data entry. Expense pattern replication across properties. Clean data handoff between DoorLoop and QuickBooks. Monthly financial organisation.
06
Response templates for common enquiries. Automated drafting of notices and updates. Consistent professional tone across all tenant outreach.
07
Organised folder structure across 100+ properties. Automated filing of leases, maintenance records, and financial documents. Easy retrieval.
08
MLS-ready listing descriptions. Buyer/seller communication templates. Transaction paperwork drafting and organised document management.
Your software stays. The automation layers on top.
Software Stack
The system integrates with your existing tools through Claude Cowork's tool-use capabilities. Transaction data flows between DoorLoop and QuickBooks. Documents are filed into a consistent Google Drive structure. No migration. No replacement.
Scale
The system is built around small teams - not enterprise deployments. It handles high-volume repetitive work so your team can focus on tenants, contractors, and deals instead of paperwork and follow-ups.
A generic setup connects tools with basic prompts. This system is built around your actual operations - the specific way you handle maintenance requests, your lease templates, your contractor communication patterns. It is designed during a review of your existing workflows, not assembled from a template.
Yes. The team interacts through simple interfaces - no terminals, no complex configuration. Phase 2 of the project is dedicated to training and handoff so everyone knows exactly how to work with the system day-to-day.
Systems are built to be adaptable. Workflow changes are part of running a property management business. I structure the automation so it can evolve with your team. Support retainer available for ongoing adjustments.
First, I map how data currently moves between your systems - what is manual, what is exported, where the friction points are. Then I build connectors through Claude Cowork's integration layer that handle the data flow: transaction categorisation, expense replication, and period-end organisation. The goal is to reduce manual data entry, not introduce new steps.
Phase 1 (design and build) runs 4-8 weeks depending on scope. Phase 2 covers training and handoff. Phase 3 is an optional support retainer. Pricing is structured per phase or as a fixed project price - discussed during the initial scope review. I work with property management teams on a contract or freelance basis.
I spend time understanding how your team actually works - not just the documented process. Maintenance intake, lease workflows, contractor communication, bookkeeping cycles. This determines what gets built and in what order.
A complete plan for each workflow area with clear deliverables. You see exactly what the system will do before any build work starts. No ambiguity.
Each workflow is built, tested with your real data, and validated against actual scenarios. Adjustments are made as we go. The system is live when it works in practice - not when it looks good on paper.
Describe your operation and I will tell you what can be automated - and how fast. I work with property management teams ready to move.
Get in Touch