Admin Automation Checklist for Real Estate Investors

Deal Analysis & Acquisition

Reconstructing property walkthrough notes into spreadsheets
Voice-note comps and rehab estimates; Christine structures them into a deal analysis doc instantly.
2h/week
Automatable
Drafting offer letters to wholesalers
Text 'draft offer for 330 Crescent at $175k'; Christine emails the formal letter within minutes.
45 min/week
Automatable
Negotiating purchase price with sellers
This needs your personal judgment and strategy; Christine just schedules the call.
1h 30m/week
Manual

Tracking contractor payments against budget
Snap Zelle receipts; Christine logs costs to the specific project sheet and updates remaining budget.
1h 25m/week
Automatable
Requesting quotes from subcontractors
Text 'ask plumber for rough-in quote'; Christine sends the email and files the response.
40 min/week
Automatable
Inspecting completed drywall or flooring work
You need to see the site yourself; Christine just reminds you to visit.
1h/week
Manual
Approving change orders
Financial risk decisions are yours; Christine organizes the documents for your review.
30 min/week
Manual

Categorizing receipts for 12 rental properties
Upload receipt photos; Christine OCRs data, tags by property, and sorts repair vs. capex.
2h 30m/week
Automatable
Compiling monthly P&L statements
Text 'generate Elm Street duplex P&L'; Christine pulls rent, mortgage, and maintenance data.
1h 35m/week
Automatable
Calculating cash-on-cash returns manually
Christine aggregates income and expenses to calculate ROI metrics automatically.
50 min/week
Automatable

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on real estate investors.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task