There are many ways that Process Street can help you streamline your Real Estate or Property Management business, including workflows for staging and listing new homes or handling property sales, to tenant and landlord on/off-boarding, property maintenance and cleaning to name a few.
In addition to workflows, Pages allow you to document, store and share your team’s process and operational knowledge. Pages sit in the same library as your workflows, so standalone documentation can live alongside interactive workflows.
Check out some great workflow examples in our webinar with Alarca Realty, and discover how they use Process Street to help manage their business.
We have hundreds of ready-made, ready-to-use workflow templates that you can access when you’re logged into Process Street.
Start from your Library and click the “New” button then select “Workflow” to open the template gallery.
The example below shows a search for workflows containing “Landlord”. Hit your space bar in the search box to scroll through all the templates.
Learn more about the Workflow Gallery and using premade workflow templates.
You can also build your own workflows from scratch, by selecting “New Blank Workflow” from inside the template gallery.
You can edit and build lots of extra features into your workflows. This not only helps streamline how your processes (and therefore how your workflow runs function) but also lets you collaborate more effectively with other people.
You can create saved views for each of your clients, properties or tenants in your Reports area. This allows you to quickly find and review the progress of any workflow runs that you are working on.
For example, you might want to:
One great way to create views like this is to select one workflow from the dropdown menu in your reports dashboard. In the example above we’ve used our Tenant move-out process for one saved view and the move-in process for another.
Another is to use the filters to set a naming convention for your workflow runs, which will allow you to search and filter them when creating saved views. For example, you could use the convention that you always include the client name or property address as part of your workflow run name.
Better still you can link to Pages from your workflows and from your workflows to Pages, for easy access.
This is really handy when you’d like to have them fill out workflow runs or tasks themselves, or if you’re working on a process together, you can send it to them to review.
In other cases, they don’t need a Process Street account to complete tasks or workflow runs. These users are classed as “Anonymous” and they can only interact with your workflow runs in a very limited way.
Learn more about how you can collaborate with others, as well as the various ways that you can share your processes with them. Discover the different ways you can collaborate in the webinar below.
You’ll find some great advice on a variety of subjects in our Blog. We’ve collated some of these below which we recommend you check out, not just for the great content but because many of them include bonus workflow templates that you can use.
The example workflow templates below are also ready to use, for Real Estate and Property Management processes. Click on “Edit checklist” to create a copy of these workflows in your organization.