What Can Be Automated?
We build workflows custom to your firm. If you don't fall into one of the below categories of have a workflow you would like automated, reach out and we can solve it for you.
Developers
Weekly LP Updates
Teaser Builder + Upload
Deal Status Slack / Teams Alerts
Brokers
LoopNet / Crexi Lead -> Auto NDA
Missed Call -> SMS -> Pipeline
Closed-Deal Anouncement Builder
Property
Managers
Renewal Tracker with Alerts
Maintenance Request Intake + Vendor Log
Auto Email Tenants for Unit Changes
Asset
Managers
Pipeline Dashboard + Stale Deal Alerts
AI Summary of Monthly Leasing Performance
Folder Structure Auto-Created for New Assets
Investment
Firms
LP Call Prep Pack Generator
KPI Reports Automated
Monthly Fund Updates
Done-for-You Solutions
View some of our most popular automation packages covering lead-capture, property listings, and various time-saving workflows.
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Lead-Capture Automation
RankCRE connects your phone, CRM, and inbox to ensure no deal inquiry gets lost. From missed-call tracking to instant NDA delivery, we use automation and AI-assisted logic to power the touchpoints that dealmakers forget—so your team closes faster and follows up flawlessly.
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Operations Efficiency Suite
Your team didn't sign up for moving files or manual Excel entry. RankCRE uses automation and AI-assisted reporting to eliminate back-office busywork. From weekly market updates to automated deal pipeline tracking, we help CRE teams save hours on what matters most.
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Digital Deal Microsites
Ditch the 20MB PDFs and outdated brochure links. RankCRE builds sleek, mobile-friendly microsites that make your deals easy to access, share, and track—with QR codes, analytics, and built-in AI-powered viewer scoring.
Alex Taylor
Analyst, Eastdil Secured
Frequently Asked Questions
Want to See What's Possible?
Let us know what’s manual, messy, or repetitive in your current workflow. We’ll send back 1–3 actionable automation ideas to save time and keep your team moving.
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