7 workflow automations purpose-built on top of Cashflow Portal — no data leaves your system, no parallel tool for your team to learn.
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 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 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.
AI ingests inspection photos and notes, generates the owner report, dispatches work orders through Juniper Square, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running Cashflow Portal — uses the native API or agent integration so nothing leaves the system of record.
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 pulls submarket data from Juniper Square and InvestNext, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. 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.
