Developers · Investors · Syndicators
Real Estate Workflow Automation & Software Integration
Connect deal flow, development, CapEx, investor operations, accounting and portfolio reporting around the platforms your team already trusts.
Industry-Specific Automation Services
High-value workflows organized around the work
Each service keeps a named person responsible for approvals and exceptions. Platform access, licensing, and integration depth are confirmed during assessment.
Priority Workflow · Acquisition Velocity
Deal Intake, CRM & Underwriting Preparation
Turn inbound opportunities and offering documents into a consistent pipeline record, diligence checklist and analyst-ready underwriting package.
Workflow VAST MEDX can coordinate
- 01Capture opportunities from approved forms, inboxes or data sources
- 02Classify offering memoranda, rent rolls, T-12s and supporting files
- 03Create or update CRM records and assign diligence owners
- 04Prepare model inputs with source references for analyst validation
With VAST MEDX
A standardized intake creates the pipeline record, organizes source files and prepares structured inputs while analysts retain underwriting judgment.
Without VAST MEDX
Deals arrive in different formats, analysts re-key the same fields and missing diligence items are discovered late.
Dealpath · Salesforce · HubSpot · Pipedrive · ARGUS Enterprise · Excel · SharePoint · Box
Discuss This Workflow →Priority Workflow · Capital Control
Development & CapEx Workflow Automation
Coordinate an approved acquisition or development plan through project activation, budget control, draws, approvals and handoff to operations.
Workflow VAST MEDX can coordinate
- 01Activate development records from an approved investment decision
- 02Map budgets, commitments, change events and draw requirements
- 03Route threshold-based approvals and missing documentation
- 04Prepare development-to-operations handoff records
With VAST MEDX
Approved project and CapEx information follows a documented path with owners, approvals and an exception queue.
Without VAST MEDX
Acquisition, development, accounting and property teams maintain separate trackers and rebuild project context at every handoff.
Procore · Autodesk Construction Cloud · Northspyre · Rabbet · Yardi · AppFolio · Sage Intacct
Discuss This Workflow →Investor Operations Workflow
Investor Onboarding & Portal Handoff
Coordinate fundraising CRM activity, onboarding checklists, subscription documents and portal access without duplicating the investor platform’s native capabilities.
Workflow VAST MEDX can coordinate
- 01Move an approved prospect from CRM into the onboarding workflow
- 02Track required subscription, accreditation, KYC/AML and tax items
- 03Route missing items and exceptions to the responsible person
- 04Provision portal access only after the defined approval point
With VAST MEDX
A visible checklist coordinates reminders and ownership while legal, compliance and investment decisions stay with authorized people.
Without VAST MEDX
IR teams track investor status across inboxes, spreadsheets and portal notes, then repeatedly chase missing items.
Juniper Square · AppFolio Investment Manager · RealPage IMS · Cash Flow Portal · Agora · HubSpot · Salesforce · DocuSign
Discuss This Workflow →Priority Workflow · Recurring Executive Work
Investor Reporting & Financial Reconciliation
Prepare recurring investor updates from approved property, fund and accounting outputs, with source-linked drafts and final human review.
Workflow VAST MEDX can coordinate
- 01Collect approved financial, operating and distribution inputs
- 02Reconcile entity, property and investor reporting periods
- 03Draft variance commentary and report-package sections
- 04Route the completed package for approval and portal delivery
With VAST MEDX
A repeatable preparation workflow gathers approved inputs, surfaces mismatches and produces a review-ready package.
Without VAST MEDX
Finance and IR teams copy numbers between exports, rebuild narrative every quarter and discover inconsistencies during final review.
Juniper Square · AppFolio Investment Manager · Yardi Investment Management · RealPage IMS · Cash Flow Portal · Sage Intacct · QuickBooks Online
Discuss This Workflow →Leadership Visibility Workflow
Asset & Portfolio Reporting Workflow
Bring property, leasing, CapEx, accounting and project outputs into a consistent operating view for asset and portfolio teams.
Workflow VAST MEDX can coordinate
- 01Normalize approved property and entity identifiers
- 02Combine budget, actual, occupancy, leasing and CapEx inputs
- 03Flag missing periods or inconsistent source records
- 04Prepare approved dashboards and recurring portfolio briefs
With VAST MEDX
A governed reporting path standardizes source definitions and surfaces exceptions before leadership review.
Without VAST MEDX
Asset managers collect reports from multiple teams and spend review time reconciling definitions instead of acting on exceptions.
Yardi · AppFolio · MRI Software · RealPage · Procore · Sage Intacct · Power BI
Discuss This Workflow →Client Software Environment
We work around the software the client already owns.
Deal & CRM
- Dealpath
- Salesforce
- HubSpot
- Pipedrive
- Microsoft 365
Development & CapEx
- Procore
- Autodesk Construction Cloud
- Northspyre
- Rabbet
- Yardi
Investor Platforms
- Juniper Square
- AppFolio Investment Manager
- RealPage IMS
- Cash Flow Portal
- Agora
Accounting & Analysis
- Yardi Investment Management
- Sage Intacct
- QuickBooks Online
- ARGUS Enterprise
- Excel
- Power BI
Common questions
- What real estate workflows are best suited for automation?
- High-value starting points include deal intake, diligence preparation, development and CapEx approvals, investor onboarding, quarterly reporting preparation and portfolio-data reconciliation.
- Can VAST MEDX automate underwriting?
- We can structure source documents, prepare model inputs and flag missing information, but analysts should validate financial data, assumptions and final investment conclusions.
- Do you replace Juniper Square, AppFolio Investment Manager or RealPage IMS?
- No. We use the client’s approved investor platform as the system of record and improve handoffs with CRM, property, accounting, document and reporting workflows.
- Can you automatically send investor or tax documents?
- Only through approved platform capabilities and a defined review process. We do not present native document-distribution features as a separate invention or bypass portal permissions.
Clear answers before implementation
Tell us the workflow—not your budget.
Share your industry, current software, and the process that keeps slowing the team down. VAST MEDX will identify what should remain native, what may be connected, and what requires human control.