Tenant document review in one business day
Collect documents from email and WhatsApp, check ID, tax number and income proof, and send the tenant decision the same day with Google Sheets and Gmail.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
The problem and the goal
Tenant document review currently takes 5 days and clients move on to another agency; the goal is to collect documents, check what is missing and return the approval decision on the same business day, tracking the average time between document submission and decision.
The team collects documents arriving by email and WhatsApp, identifies the tenant and builds the file in Google Sheets. It then checks ID, tax number, income and address proof, flags mismatches and prepares the approval or pending decision, sent to the agent and the tenant through Gmail on the same business day.
The team in this Circle
Collects documents arriving by email and WhatsApp, identifies the tenant and builds the file
Checks each document (ID, tax number, income and address proof), flags mismatches and confirms what is fine
Prepares the final approval or pending decision and sends it to the broker and the tenant the same day
Tenant document review in one business day
How can I shorten tenant document review time?
Standardize the checklist, gather documents from email and WhatsApp in one place and automate the check of ID, tax number and proofs. The decision can then go out the same business day instead of waiting for someone to open folder after folder.
Does the agent replace the broker's or manager's review?
No. It organizes documents, flags what is missing and points out mismatches; the approval decision stays with the person responsible at the agency.
Do I need to replace my current system to use the team?
You don't have to replace everything. The team works with Google Sheets and Gmail and can connect to your support WhatsApp channel and the credit bureau API you already use.
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