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RPA Use Cases

REAL ESTATE

Increase customer traction, manage your operations and payments seamlessly by leveraging RPA in your processes

(RPA) Robotic Process Automation Use Cases in Real Estate
Reconciliation Process in Real Estate using (RPA) Robotic Process Automation Use Case

Reconciliation Process

Auto-reconcile the collection data obtained from the agent and the bank statement. Expedite the mismatch weeding and send auto-notifications to the agent.

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(RPA) Robotic Process Automation in Real Estate for Rent Payment Reminders - Use Case

Rent Payment Reminders

Auto-retrieve the report from the portal for pending rent as per pre-defined business rules. Set up an automated mechanism to check the rent payments pending for the upcoming month, flag out records, and send auto-reminders to the respective agents to collect the rent amount.

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Invoice Write-off Process in Real Estate using (RPA) Robotic Process Automation Use Case

Invoice Write-off Process

Log in to the invoice system to retrieve the list of invoices pending for more than a stipulated time (say 6 months). Depending on the invoice type (customer/ non-customer), write the standard comments in the CRM against the invoice details. Adjust the invoice items as per business rules and save the record.

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RPA in Real Estate to Update Vacant Properties - Use Case

Update Vacant Properties

On daily basis, retrieve the list of the vacant properties from the business system and update the data in the multiple real estate search websites to gain high visibility.

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(RPA) Robotic Process Automation to Remove Sold/Rented Properties in Real Estate - Use Case

Remove Sold / Rented Properties

On daily basis, get the list of the sold-out/rented properties from the business system and update the data in the multiple websites to offer high visibility of the properties to the business and to the outside world.

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Inventory Market Data Updation Process in Real Estate using (RPA) Robotic Process Automation Use Case

Inventory Market Data Update

Log in to the inventory account system and execute the query which provides the results where the waitlist is available but the inventory is not available. Synchronize the data between the inventory account system and the CRM.

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Manage Vendors in Real Estate using (RPA) Robotic Process Automation Use Case

Manage Vendors

At a pre-defined frequency, auto-update the vendor information received in an offline mode and maintained in the Excel file.

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Updation of Failed Records in Real Estate using (RPA) Robotic Process Automation Use Case

Updation Of Failed Records

Auto-update failed records from a batch upload process in the CRM system. Update the status and data of the failed orders, by logging in the CRM system, and updating various fields and the status of the orders based on the report type and pre-defined business rules.

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(RPA) Robotic Process Automation Use Case to Expedite On-boarding of New Suppliers in Real Estate

Onboard New Suppliers

Expedite the on-boarding of new suppliers. The bot reads the new supplier list maintained and pre-validated in Excel. It then transfers the data in the supplier management system.

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Onboard New Properties in Real Estate using (RPA) Robotic Process Automation Use Case

Onboard New Properties

Add new properties in the listing by reading the data from the excel sheet in the business system.

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