AI Automation for Apto

17 workflow automations purpose-built on top of Apto — no data leaves your system, no parallel tool for your team to learn.

Roles using Apto

Commercial Real Estate BrokerIndustrial Real Estate BrokerRetail Real Estate Broker
Commercial Real Estate Broker · Communication & Outreach

Lease Renewal & Negotiation

AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Commercial Real Estate Broker · Operations & Workflow

Property Inspection Report

AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Commercial Real Estate Broker · Communication & Outreach

Syndication Investor Updates

AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Commercial Real Estate Broker · Reporting & Analytics

Submarket Market Report

AI pulls submarket data from CoStar and Apto, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Commercial Real Estate Broker · Communication & Outreach

New Listing Launch Package

AI generates the listing from the intake, publishes across CoStar and portals, drafts the launch email, and tracks click-through — listings go live same-day, not same-week. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Commercial Real Estate Broker · Operations & Workflow

Unit Turnover Workflow

AI orchestrates turnover steps in CoStar, dispatches vendors, tracks completion, and triggers re-listing the day a unit is ready — days vacant drop materially. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Commercial Real Estate Broker · Finance & Accounting

CAM Reconciliation

AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Communication & Outreach

Prospect List Building & Outreach

AI builds targeted prospect lists from CoStar, drafts personalized outreach per prospect, logs replies in the CRM, and queues follow-up — broker runs a full pipeline with half the SDR headcount. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Data Entry & Processing

Commercial Loan Application Package

AI assembles the package from CoStar, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders respond to complete packages, not chased ones. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Finance & Accounting

Construction Draw Request

AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Communication & Outreach

Lease Renewal & Negotiation

AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Operations & Workflow

Property Inspection Report

AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Communication & Outreach

Syndication Investor Updates

AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Retail Real Estate Broker · Reporting & Analytics

Submarket Market Report

AI pulls submarket data from CoStar and Placer.ai, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Industrial Real Estate Broker · Finance & Accounting

CAM Reconciliation

AI builds the reconciliation from CoStar, produces per-tenant statements with backup, and drafts responses to tenant challenges — CAM season goes from quarter-long to weeks. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Industrial Real Estate Broker · Operations & Workflow

LOI & Term Sheet Drafting

AI drafts each round against the firm's playbook in CoStar, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

Industrial Real Estate Broker · Data Entry & Processing

Rent Roll & Lease Abstract

AI extracts lease terms from PDFs into CoStar, flags non-standard clauses (exclusives, kickouts, renewal options), and produces a reviewer-ready abstract — weeks of work done overnight. Purpose-built for teams running Apto — uses the native API or agent integration so nothing leaves the system of record.

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