The Assetsoft Blueprint: End-to-End Leasing Automation with UiPath

Real estate leasing is rarely a single-app process. It is a digital relay race. Data is passed from marketing platforms to sales teams, legal teams, and finally to accounting.

If you are relying on manual testing or siloed scripts for this, you are likely missing the "handoffs", the exact moments where data gets dropped or corrupted. A typical leasing workflow looks like this:

1. Prospect Capture: A new lead enters your CRM (e.g., Salesforce or HubSpot).
2. Communication: An automated email is sent to the prospect via Outlook/Exchange.
3. Lease Execution: A lease document is generated, signed digitally, and returned.
4. System of Record: The lease data is manually keyed into Yardi Voyager as a new tenant record.

At Assetsoft, we don't just automate tasks; we automate processes. To manage the complexity of the leasing lifecycle, we use UiPath, which is uniquely positioned to handle this "relay race."

Why isUiPath the superior choice for this workflow?

1. It Bridges the API and UI Gap. Most automation tools force you to choose: test the code (API) or the screen (UI)? UiPath Test Cloud supports both natively.

• For Speed: We can use API automation to instantly verify that the prospect data is moved from Salesforce to your leasing module.
• For Accuracy: We can use UI automation to physically "log in" to Yardi Voyager, navigate to the tenant screen, and visually verify that the lease dates match the signed PDF.

2. It Handles Every Technology in Your Stack. Real estate tech stacks are notoriously diverse. You might have modern cloud CRM, but a legacy on-premises ERP. UiPath supports testing across more than 190 technologies, from modern web apps and mobile devices to legacy systems and virtualized environments such as Citrix. This means we can build a single workflow that seamlessly transitions between a web browser and a desktop application.

3. Agentic AI for Dynamic Workflows: Leasing workflows change. Forms are updated, and UI elements move. We leverage Agentic Testing, in which AI agents make intelligent decisions to navigate these changes without breaking the automation. If a field in the "New Tenant" form shifts, the AI agent can leverage "self-healing" capabilities to adapt to the change automatically, reducing the maintenance burden on your IT team.

When you partner with Assetsoft, we build a "Digital Twin" of your leasing process.

• Step 1: We map the workflow from Prospect -> Lead -> Lease Sign -> Yardi Entry.
• Step 2: We deploy automated bots to execute this workflow continuously.
• Step 3: We integrate this into your release pipeline. Every time you patch Yardi or update your CRM, our bots re-run the entire leasing lifecycle to ensure no data is lost in the handoffs.

This approach doesn't just save time; it accelerates value delivery. On average, greater automation and precision execution drive a 5-10X increase in release speed.

Don't let your leasing data die in the handoffs. Stop relying on manual checks that miss critical integration errors.

Let Assetsoft build your regression suite. We have the Yardi expertise and the UiPath certification to turn your fragmented leasing process into a seamless, automated machine. Contact us today to blueprint your automation strategy.