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PropTech workflow software that scales operations without adding complexity

Process Street helps PropTech teams automate onboarding, manage compliance, and run internal operations, so you can grow fast and stay in control.

Process Street for proptech

Trusted by more than 3000 companies

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Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo

Compliant collaboration on a single platform

From customer onboarding and support to access reviews and internal SOPs, Process Street gives PropTech companies one place to build and run repeatable workflows, without relying on spreadsheets, email, or memory.

Customer onboarding & implementation

Automate handoffs, configure integrations, and standardize onboarding tasks across property managers and partners.

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Customer onboarding & implementation
Support escalation & resolution workflows

Support escalation & resolution workflows

Route issues through tiered workflows, assign owners, and log every step, so nothing gets dropped.

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Vendor & partner onboarding

Standardize due diligence, document collection, and access provisioning for vendors, brokers, and tech partners.

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Vendor & partner onboarding
Policy management & access reviews

Policy management & access reviews

Distribute internal policies, track acknowledgments, and automate quarterly access reviews across systems and roles.

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Meet Cora, your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

  • Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
  • Builds workflows Transform static documents into actionable, trackable workflows.
  • Monitors regulations Stay ahead of regulatory changes with real-time updates.
  • Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

SOC 2 readiness & compliance

Assign evidence tasks, manage audit prep checklists, and log documentation across teams for smooth SOC 2 or ISO audits.

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SOC 2 readiness & compliance
SOP documentation & execution

SOP documentation & execution

Turn your operational knowledge into actionable workflows that your team actually follows automatically.

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Training & role-based onboarding

Ramp new hires with structured, role-specific onboarding. Assign workflows and track completions across departments.

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Training & role-based onboarding
Process optimization & change tracking

Process optimization & change tracking

Continuously improve internal processes with tracked changes, audit logs, and feedback built into every workflow.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help PropTech companies scale operations?
Can I use Process Street to manage onboarding and support workflows?
Is Process Street secure enough for real estate and financial data?
Does this help with SOC 2 and audit readiness?
Can I use this across GTM, product, and ops teams?
Do I need engineers to build and update workflows?

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

AI compliance
Data protection & security

ISO27001 compliance
Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.
SOC 2 Type II compliance
Data protection & security

SOC 2 Type II compliance
Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.
HIPAA compliance
Healthcare information privacy

HIPAA compliance
HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.
AI compliance
Data protection & security

AWS CIS compliance
The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.
GDPR compliance
EU Data protection & privacy

GDPR compliance
The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement
AI compliance
Data protection & privacy

CCPA compliance
The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.
Security & privacy

Artificial intelligence
Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.
Data sovereignty & infrastructure

Data residency & private cloud
Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
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An industry-leading solution

Process Street Best Est. ROI 2025
Process Street Easiest To Use 2025
Process Street High Performer 2025
Process Street Users Most Likely To Recommend 2025
Process Street Fastest Implementation 2025
Process Street Grid Leader 2025
Process Street Regional Leader 2025
Process Street Users Love Us
Process Street Top 50 2024

Support that's actually there for you

Need help? Our team is on it faster than you can say "workflow."

5 minutes
average response time
98% customer rating
average rating