Prospect List Building & Outreach for Commercial Property Managers with AppFolio Investment Manager
The Problem
Office / Retail Property Management prospecting is a volume game — but the broker's time is too valuable to spend building lists and drafting outreach.
What We Build in AppFolio Investment Manager
AI builds targeted prospect lists from Yardi Voyager, 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 AppFolio Investment Manager — uses the native API or agent integration so nothing leaves the system of record.
AppFolio Investment Manager Integration Approach
Audit your AppFolio Investment Manager configuration
We map the specific AppFolio Investment Manager objects, custom fields, and workflows the automation needs to touch for your office / retail property management practice.
Build on the AppFolio Investment Manager API or agent
Integration happens inside AppFolio Investment Manager — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in AppFolio Investment Manager with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your AppFolio Investment Manager instance
30-minute call. We'll look at your actual AppFolio Investment Manager setup and show exactly how this workflow fits.