7 workflow automations purpose-built on top of Cashflow Portal — no data leaves your system, no parallel tool for your team to learn.
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 Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the package from Juniper Square, 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 Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
AI extracts lease terms from PDFs into Juniper Square, flags non-standard clauses (exclusives, kickouts, renewal options), and produces a reviewer-ready abstract — weeks of work done overnight. Purpose-built for teams running Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the tour package from Juniper Square, InvestNext, and the firm's brand template, and adapts the narrative per prospect — tour packages ready in an hour, not a day. Purpose-built for teams running Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
AI builds targeted prospect lists from Juniper Square, 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 Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the draw package from Juniper Square, 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 Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
AI tracks renewals in Juniper Square, 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 Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Cashflow Portal for any repetitive process. Tell us what you'd automate.
