Modernizing Real Estate Management

Empowering Real Estate Businesses with Airtable

Once again, we have been approached by a businessman seeking assistance in developing a system tailored to his real estate enterprise, which specializes in providing properties to tenants. The primary objective is to streamline and enhance business management processes.

Key Requirements:

• Centralized Management System
• Scalable and Flexible Solution
• Workflow Automations
• Comprehensive Reporting and Analytics

By addressing these core requirements we can deliver a comprehensive and tailored solution that meets the unique needs of the client's real estate business while driving operational efficiency and growth.

Scope of work:

• Department Management:
  • Configure a table to store department data, interlinked with the office table.
  • Set up a user-friendly form to effortlessly add new departments.
• Office Management:
  • Establish a table to manage office data, linked with team members and departments tables.
  • Design a simple view to facilitate the addition of new offices.
  • An Interface for easy office browsing
• Team Members Management:
  • Configure a table to store team members' data, interconnected with offices, properties, and contacts tables.
  • Create organized views to categorize team members by office.
  • Implement a simplified form for adding new team members.
• Properties Management:
  • Configure a properties table to store property data, linked with team members, tenants, and contracts tables.
  • Design a user-friendly form for adding new properties.
  • An interface for effortless property viewing.
• Tenants Management:
  • Establish a table to manage tenant data, interconnected with team members, contracts, and properties tables.
  • Implement automations to notify tenants about expiring contracts and send Slack messages upon new tenant additions.
• Contracts Management:
  • Create a table to store all contracts data, linked with tenants, properties, and team members tables.
  • An interface for smooth contact viewing experience.

Solution:

To meet the outlined requirements, we meticulously configured our solution within the Airtable. Leveraging its intuitive interface, we established tables for seamless departmental, office, team member, property, tenant, and contract management. With tailored views, users can effortlessly navigate and analyze data, ensuring informed decision-making. Our implementation of automations optimizes workflows, reducing manual effort and ensuring timely notifications for tasks such as contract expirations and new tenant additions.

Tables

We created the following tables to store the necessary data.

• Department
• Office
• Team Members
• Properties
• Tenants
• Contracts

Views

In response to the client's needs for enhanced analysis and streamlined management, we have curated a set of specialized views within the platform:

• Form Views for Easy Data Entry For Each Table
• Calendar Views for Contract Management
• Group Condition Views for Batter Visibility

Modernizing Real Estate Management 2.jpg

Automations

Airtable's features extend to streamlining repetitive tasks through its automation capabilities.
We implemented the following automations to mitigate repetitive tasks and ensure timely notifications.

• An automation to send notification to tenants for contract renewal.
• An automation to send slack message on new tenants additions.

Interfaces:

Benefits:

Improved Notifications / Repetitive tasks: Now all the notifications are received by client and tenants on time and everyone is in sync.
Efficiency: The client had noted major improvement in management of business with the new system.

Conclusion:

The integration of Airtable for management has brought about a notable transformation in the business's operations. By leveraging views, and automations, we have effectively streamlined daily operations.

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