AI Automation for Investorbase

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

Roles using Investorbase

Real Estate Investor
Real Estate Investor · Reporting & Analytics

Off-Market Deal Sourcing

AI monitors public records, MLS expirations, FSBO sites, and probate filings, filters by buy-box criteria, and queues outreach — off-market deal flow becomes systematic instead of accidental. Purpose-built for teams running Investorbase — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Investor · Operations & Workflow

Tenant Screening & Application

AI screens applications end-to-end, runs background and credit, verifies income against pay stubs and bank statements, and recommends approval/decline with reasoning — applicant-to-lease drops from 7 days to 24 hours. Purpose-built for teams running Investorbase — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Investor · Operations & Workflow

Maintenance Request Triage

AI classifies each request by urgency, drafts the tenant response, dispatches the right vendor, and tracks completion — emergencies hit the right vendor in minutes, routine items don't crowd the PM's day. Purpose-built for teams running Investorbase — uses the native API or agent integration so nothing leaves the system of record.

Real Estate Investor · Data Entry & Processing

Appraisal Report Drafting

AI ingests property data, MLS comps, and inspection notes into DealMachine, drafts the report narrative, places photos, and produces a reviewer-ready output — appraisal capacity doubles per appraiser. Purpose-built for teams running Investorbase — uses the native API or agent integration so nothing leaves the system of record.

Don't see the workflow you need on Investorbase?

We build custom AI workflows on top of Investorbase for any repetitive process. Tell us what you'd automate.