7 workflow automations purpose-built on top of Track — no data leaves your system, no parallel tool for your team to learn.
AI generates per-property statements from Hostfully, applies expense allocations, calculates owner distributions, and publishes to the owner portal — owner statements go out on day 5. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
AI orchestrates vendor schedules across the property portfolio in Hostfully, dispatches based on owner schedule and weather, and tracks completion — properties stay in white-glove condition with less PM time. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
AI manages reference scheduling, drafts check questions specific to the role and candidate, captures notes from Hostfully call, and produces the reference report — partner does the conversation, AI does everything else. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
AI generates the per-search status report from Hostfully pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
AI qualifies inbound buyers from Hostfully per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
AI ingests target company docs into Hostfully, organizes them per standard data-room structure, redacts sensitive content, and drafts the diligence Q&A index — data room ready in days, not weeks. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each LOI round against firm playbook in Hostfully, summarizes what changed, flags non-standard terms, and tracks the negotiation timeline — round-trip time drops to hours. Purpose-built for teams running Track — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Track for any repetitive process. Tell us what you'd automate.
