Art. 06 Automate
Deal terms flow from your CRM into the lease. Lease data flows from the document into your property management system. No copying. No pasting. No re-entering the same rent schedule into three different systems.
Salesforce
CRM
LeasePilot
Drafting
Yardi
PM
Here's how it works today. A deal closes. Someone prints the executed lease, or opens the PDF, and starts highlighting. Tenant name. Suite number. Commencement date. Base rent. Escalation schedule. Then they open Yardi. Or MRI. And they type it all in. Every field. Every number.
It takes an hour. Sometimes two. And it has to be perfect, because if the rent schedule in Yardi doesn't match the executed lease, someone's going to find out. Maybe during an audit. Maybe when the tenant gets the wrong invoice.
The same deal data, tenant name, rent, dates, entered once in the CRM, again in the drafting form, again in the PM system. Three chances to get it wrong.
Your CRM knows about deals. Your PM system knows about properties. Neither knows what the other knows. You're the connection.
A transposed number in the rent schedule. A missed escalation date. The wrong pro-rata share. These errors sit in the system until someone finds them, during an audit, a refinancing, or a property sale.
LeasePilot connects to the systems your team already uses. Data flows in at the start of a deal and flows out when the lease is finalized. The integration is built to match your setup, your systems, your data model.
§ 06.A
When a deal reaches the lease stage, your CRM pushes the deal terms directly into LeasePilot. Tenant name, property, premises, rent, term. The drafter opens the document and it's already populated. No data entry.
§ 06.B
When the lease is finalized, the user changes the document status, and LeasePilot pushes structured data to the property management system. Tenant, premises, rent schedule, dates, options. In about 60 seconds.
Your CRM pushes deal terms into LeasePilot before drafting begins. When the lease is finalized, structured data pushes to your property management system. The same information, entered once.
Connects to
Carries
No re-entry. No manual handoff. The rent roll matches the lease. Every time.
Manual re-entry
Someone prints the executed lease, highlights the key terms, and types them into Yardi. An hour of data entry. A transposed number in the rent schedule. A missed escalation date. These errors sit in the system until someone finds them.
Preset connectors
Most integration stories mean: we built one connector, it works one way, and if your setup doesn't match our assumptions, good luck. Your charge codes, your custom fields, your data model, they don't fit the template.
LeasePilot
Every integration is built using the same open SDK, a RESTful API any system can push to or pull from. The data mapping matches your configuration. Your charge codes in Yardi. Your opportunity fields in Salesforce. Your data model, not a generic template.
None
Data that flows through the integration requires no manual re-entry.
0s
From status change to data push. On LeasePilot's side, near real-time.
0% less
Admin work on lease data movement. Internal estimate based on team knowledge.
Without integrations
Signed lease arrives. Someone prints it and starts highlighting key terms.
Open Yardi. Navigate to the property. Start entering tenant information.
Enter the rent schedule year by year. Every period, every escalation.
Enter options, restrictions, contacts. Double-check everything.
Finally done. Hope nothing was transposed.
2 hours of data entry. Every time.
With LeasePilot
Lease is finalized.
Status changed to “Final.”
Data in Yardi. Everyone goes home.
Under 2 minutes. Nothing re-entered.
We'll walk you through how LeasePilot connects to the systems your team already uses. Your CRM, your PM platform, your data model.