Interesting in learning how to Automate your Real Estate Software – Yardi ETL and Automation. This blog post will help you drive your CRE business forward.
When running your Real Estate business, it helps to not have to think about the small things. This is where process automation can help free up time for your resources and eliminate the risk of missing tasks or checklist items when certain actions occur.
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For example, most of your Property ERP like Yardi will automatically book transactions to the ledger and to the tenant at the beginning of the month for rent, or automatically trigger an email notification when the lease is nearing sixty days to completion. But there are many tasks that are unique to your business that need to occur without thought based on the rules you have defined, and some of these tasks will not be readily available in your tools automation drop downs.
Supplementing your tools automation can be completed with smart SQL stored procedures. When using tools like Yardi, there are data flows that can be created using the Task Runner Tool. This tool can be used to kick off steps like property list rebuilds or refreshing of occupancy. But when combined with called to custom stored procedures, you can use it to automate property onboarding from 3rd party systems.
Another clever way to utilize stored procedures is to auto trigger payments and charges. For example, as a tenant moves through the eviction process, you can check for status changes to certain fields to trigger charges directly to the tenant. A high-level screenshot is shown below.
Overall, if you have database access to your core system you can be as creative as you like with making sure processes are followed by elimination humans from the steps and making sure the data drives your business instead.
Automate your Real Estate Software – Yardi ETL and Automation