Use cases
Tenant screening
Score tenant applications using credit, income, and rental history data, and notify applicants with automated decisions.
Lease management
Track lease expirations, automate renewal outreach, and manage document workflows across your entire portfolio.
Maintenance request tracking
Route incoming maintenance requests to the right vendor or team based on urgency, category, and property rules.
Occupancy optimization
Analyze vacancy patterns and market conditions to optimize pricing, marketing, and lease-up strategies.
Property financial reporting
Generate property-level and portfolio-level financial reports with automated data compilation and variance analysis.
Platform capabilities used
| Capability | How it’s used |
|---|---|
| Data sources | Property management system (units, leases, tenants, maintenance), accounting database (GL, AP/AR, budgets), credit/background check API (scores, criminal, eviction), market data API (rents, vacancy rates, comparables) |
| Knowledge spaces | Lease templates and legal documents, tenant screening criteria, maintenance vendor contracts, company operating procedures |
| Semantic layer | Objects for properties, units, leases, and tenants. Metrics for occupancy rate, NOI, rent per square foot, and maintenance response time. Dimensions for property type, market, unit type, and lease status |
| Agents | Tenant Screening Analyst for application evaluation. Portfolio Analyst for financial performance and occupancy analysis |
| Playbooks | Event-triggered application scoring, scheduled lease renewal reminders, event-triggered maintenance routing, monthly financial report generation |

