7 workflow automations purpose-built on top of Placer.ai — no data leaves your system, no parallel tool for your team to learn.
AI builds targeted prospect lists from CoStar, 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 Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the package from CoStar, normalizes financials to lender format, and pre-fills each lender's specific submission form — lenders respond to complete packages, not chased ones. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the draw package from CoStar, collects subcontractor lien waivers, validates against budget, and submits to the lender — draws fund on schedule, project stays on schedule. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
AI tracks renewals in CoStar, drafts a renewal proposal with market comps, schedules the tenant call, and escalates any non-response — renewal rate climbs and vacancy drops. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
AI ingests inspection photos and notes, generates the owner report, dispatches work orders through CoStar, and tracks completion — inspections create action, not paperwork. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
AI pulls property-level metrics, drafts the investor letter, generates per-investor distribution statements, and publishes to the portal — LPs stay engaged, capital raises easier. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
AI pulls submarket data from CoStar and Placer.ai, drafts the narrative, builds the charts, and publishes — quarterly cadence becomes monthly without extra headcount. Purpose-built for teams running Placer.ai — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Placer.ai for any repetitive process. Tell us what you'd automate.
