LOI & Term Sheet Drafting for Multifamily Property Managers with AppFolio

AppFolio Multifamily Property Manager Multifamily Operations

The Problem

Multifamily Operations LOIs go back and forth 6 times before terms lock — the broker redlines each round by hand and the deal slows while counterparties stay quiet.

What We Build in AppFolio

AI drafts each round against the firm's playbook in Yardi Voyager, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours. Purpose-built for teams running AppFolio — uses the native API or agent integration so nothing leaves the system of record.

AppFolio Integration Approach

1

Audit your AppFolio configuration

We map the specific AppFolio objects, custom fields, and workflows the automation needs to touch for your multifamily operations practice.

2

Build on the AppFolio API or agent

Integration happens inside AppFolio — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in AppFolio with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your AppFolio instance

30-minute call. We'll look at your actual AppFolio setup and show exactly how this workflow fits.

More About This Workflow

LOI & Term Sheet Drafting for Multifamily Property Managers

AI drafts each round against the firm's playbook in Yardi Voyager, summarizes what changed vs. the prior round, and flags non-standard terms — turnaround per round drops to hours.

Other AppFolio Automations