So the workflow that I'm reading on the forums is this:1.

Repairs and upgrades boost value but can drain liquidity.Are you using any financing tools to manage improvements while maintaining healthy cash flow?

It’s definitely an exciting time for AI in real estate.For me, the biggest impact has been using AI to improve responsiveness and consistency across the business.

@Dalton Foote It appears that property meld is for maintenance workflow and is not a tool designed for full service property management (marketing units, resident applications, screening, showing units, rent payments, lease management, e-signatures, bookkeeping, and maintenance workflow).

While the learning curve was steeper than expected (spent a good amount of time figuring out effective prompting patterns and workspace management), the payoff has been substantial.I've been building some pretty sophisticated property analysis pipelines, integrating semantic search capabilities, and automating some of my more "boring yet required" workflows.

- What part of your workflow eats the most time (or gives you the most uncertainty)?

Here’s a quick shortlist that fits your needs (3 doors):Stessa - built for small portfolios; auto-tracks income/expenses and lets you scan receipts via the mobile app.Hemlane - end-to-end PM: leasing, online rent, maintenance, accounting; good if you want workflows plus optional local agent help. hemlane.comBuildium - more robust if you plan to scale; solid accounting and document storage/e-sign for leases and notices.DoorLoop - all-in-one with straightforward pricing as you add units.

It’s one of those decisions that can make or break your workflow as your portfolio scales — keen to hear how others are approaching it.

Works with most CRMs—Follow Up Boss, kvCORE, LionDesk, etc.Has anyone else automated this part of their workflow?

This is because QBO has certain workflows (particularly with invoicing) and the 3rd party apps don't always respect this flow.