PreludeSys automates the leasing process for a leading real estate management company using Power Automate and Power Apps

About the client

The client is a leading real estate management company specializing in lease management and mortgage services, helping property owners realize their real estate goals and objectives.

Client requirement
  • The client wanted to modernize their leasing management process, which was handled using basic Office 365 applications such as Excel spreadsheets and One Drive to track their records.  
  • They sought an automated system to handle document indexing, categorization, data extraction, and other lease administration processes to streamline real estate leasing and improve operational performance and business productivity.  
  • PreludeSys automated the lease administration process with a modernized web-based solution developed using Power Automate and Power Apps. This enabled document indexing, document categorization, data extraction, and more to administer the leasing process from start to finish.  
  • We deployed Power BI reports and dashboards to gain more insight into individual processes and empowered them to monitor progress.  
  • As a part of the new system, we built in new features such as task assignment, task performance management, document flow tracking, and quality check activities to ensure the overall accuracy of the lease administration process.  
  • The Power Apps automation simplified lease administration.  
  • Workflow automation improved leasing efficiency.  
  • Gained better visibility into critical lease information.  
  • Automation minimized manual errors and eliminated dependencies.  
  • Real-time Power BI reports helped focus on revenue-generating metrics.  
  • Simple-to-use applications led to quick user adoption.  
  • Power BI
  • Power Apps