Real Systems. Not Slideware.

The workflows Durata AI automates, by audience.

Every system on this page starts inside our own real estate practice. Operators recognize most of these workflows on sight. The pages below break out the specifics by firm type. If your version of the workflow looks different, that is the conversation to have.

01
Developers, Sponsors, GPs

Capital reporting and project ops, automated.

For teams managing investor relationships, lender packages, and project-level reporting at scale. The work that has to happen every quarter, every draw, every funding round.

Investor Reporting
Quarterly LP reports assembled from existing project and accounting data. Formatted to your firm's standard. Reviewed and ready for distribution. The same hours every quarter, returned to your team.
Draw Request Packages
Lender draw packages structured, checked against requirements, and ready to submit. The repetitive assembly work removed. The judgment work preserved.
Lender Packages
Initial financing packages, refinancing submissions, and ongoing lender reporting consolidated from project data. Same process, same output, every time.
Deal Memos
Investment committee memos and acquisition write-ups assembled from underwriting data. Templates that reflect your house style, populated automatically.
JV and Capital Reporting
Joint venture partner reporting, capital calls, distribution notices, and waterfall calculations generated from source data without manual rebuilds.
Project Status Updates
Weekly or monthly LP and partner updates assembled from project management, accounting, and construction data. Automatic, formatted, on schedule.
OM Assembly
Offering memorandums populated from existing financial models, photo libraries, and market data. The recurring drag of OM production turned into a system.
Pitch Deck Generation
Capital raising decks built from a single source of project truth. Updates flow through automatically. Versioning controlled.
02
Brokerages

Lead pipeline and transaction flow, fixed.

For brokerages losing deals to inbox chaos and CRM neglect. The work between offer and close that nobody owns until it breaks.

CRM Hygiene
Contact data cleaned, deduplicated, and updated automatically. The CRM your team will actually use because it isn't already a graveyard.
Lead Routing
Inbound leads classified, routed to the right agent, and followed up automatically. The deals that used to die in inbox chaos stay alive long enough for a human to close them.
Listing Prep
Photo organization, MLS field population, listing description generation, and marketing distribution. The recurring listing pipeline turned into a system.
OM Generation
Brokerage offering memorandums assembled from listing data and comps. First drafts in minutes. Polished output ready for client review.
Comp Analysis
Comparable property analysis automated against your data sources. Pulls, normalizes, and presents comps in your firm's format.
BOV Automation
Broker opinion of value first drafts assembled in minutes, not hours. Your judgment still finalizes. The data assembly, automated.
Transaction Coordination
Workflows spanning offer, escrow, due diligence, and closeout. Status visible to everyone who needs it. Deadlines tracked. Documents routed.
Agent Reporting
Pipeline visibility, performance dashboards, and weekly agent summaries built from transaction data. Principal-level visibility without the manual rebuild.
03
Property Management Firms

Tenant ops and owner reporting, scaled.

For PM firms running thousands of units with the same tooling they used at fifty. The operational drag scales with the portfolio. The team doesn't.

Maintenance Triage
Tenant requests classified, prioritized, and routed to the right vendor or team member. The first 30 minutes of every PM's day, returned.
Tenant Communication
Routine queries handled automatically. Anything outside the routine routed to a human with full context. Escalation path always clear.
Owner Statements
Monthly and quarterly owner statements generated from source accounting and property data. Formatted to each owner's preferences. Distributed on schedule.
Owner Reporting
Performance reporting, rent roll updates, expense summaries, and capital project status pulled together without manual rebuilds.
Rent Roll Updates
Rent rolls maintained current from leasing and accounting data. No more month-end reconciliations against three different systems.
Lease Renewal Tracking
Upcoming renewals surfaced 90, 60, and 30 days out. Renewal letters drafted. Tenant outreach scheduled. Owner approvals tracked.
Vendor Coordination
Vendor onboarding, work order routing, and invoice reconciliation. The recurring back-and-forth handled by a system that doesn't take vacation.
Capital Reporting
Capital improvement project tracking and owner reporting on cap-ex. Budget versus actual, schedule versus actual, all visible without rebuilding.
04
All Three Audiences

Internal copilots, trained on your firm.

Beyond workflow automation, Durata AI builds internal copilots trained on a firm's own documents, contracts, SOPs, and process knowledge. Tools your team can ask questions about your business, not the public internet.

Document-Aware Copilot
Trained on your contracts, leases, SOPs, project files, and operating documents. Answers questions with citations to source material your team can verify.
Contract Review
First-pass contract review against your firm's standards, redlines, and prior negotiation history. Flags deviations. Never replaces counsel, accelerates the work that comes before counsel.
Process Knowledge Capture
The institutional knowledge sitting in one or two people's heads, captured into a system the rest of the team can query. Onboarding goes from months to weeks.
Custom Internal Tools
Firm-specific automations that don't fit any of the categories above. Brought to us as "we wish we could just." Built into systems that work.

Most teams know exactly which workflow is broken. Start there.

Tell Us What's Broken Email Tyson Directly

tyson@durata-ai.com