Real Estate Customer Service

Automating the processing of new lease contracts with RPA

Lease contracts are manually created by employees, based on free text. This is very inefficient and errors are easily made. We implemented an RPA solution that automates the processing of new lease contracts. As a result, the amount of administrative work is reduced.

Use case

New lease contracts are processed at the sales & marketing department of a Real Estate company. Employees manually create new lease contracts, based on free text. Next, they generate a DocuSign envelope and process the contract in two different software applications (Salesforce and a property management software).

This process is highly repetitive and time-consuming. Since these lease contracts are based on free text, workers work inefficiently, unstructured and prone to errors. Before building our robot, we standardized the lease contracts to reduce the number of exceptions. It now serves as an ideal case for an RPA solution.

Applied technologies
1 month delivery time

6

Months to ROI

300

Annual hours saved

5X

Faster execution time

90%

Of effort automated

Our solution

We created a digital workforce using RPA to automate the processing of new lease contracts. Our goal was to fully automate the process and create a standardized and sustainable solution that is less sensitive to human error. Our robot was built to perform the following steps:

  • Insert relevant data from lease agreement into Salesforce
  • Generate DocuSign envelope containing lease agreement
  • Wait for digital signature of tenant and landlord
  • Set up the account for the tenant in respective property management software

Our robot automates 90% of the process and saves over 300 hours on a yearly basis. Next to faster processing times, error reduction and cost savings did this RPA solution increase the employee moral significantly.

We offer a solution that is effective, efficient and reliable. Workers can stop wasting time on manually processing lease contracts and refocus on work that matters.

Integrated applications

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