Workflow Guide

Last updated 2026-03-122 min readWorkflow Guides
The Problem

When a new tenant signs a lease, the lease administration team must manually enter all lease terms into the property management system: rent amounts, escalation schedules, critical dates, billing instructions, and insurance requirements. This onboarding process is slow manual entry, and errors in setup propagate through every future billing cycle.

Step-by-Step Automation Workflow

1

Abstract the executed lease on signature

Process the executed lease through AI abstraction immediately upon execution.

2

Generate the management-system extract

Generate a structured data extract compatible with the property management system.

3

Populate the tenant record

Populate the tenant record with all extracted terms: rent schedule, escalation formula, billing codes, critical dates, insurance requirements.

4

Flag what needs manual configuration

Flag any provisions that require manual configuration or property manager review.

5

Summarise the welcome package terms

Generate a tenant welcome package summary based on key lease terms.

Time Saved
Tenant setup starts from an abstract exported to Excel, Word or a rent roll, with every term cited to its clause, rather than from manual entry
Cost Impact
Elimination of billing errors caused by manual data entry during setup

Frequently Asked Questions

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Crevanta provides the extraction and structuring foundation that makes CRE workflow automation possible.