Workflow Automation for Leasing Processes

Whether a lessee, landlord or both often leasing processes can be ad hoc, lack visibility and encounter unnecessary delays. The solution is to automate your leasing processes through Progen's New Workflow Automation Tool - PETRA.

PETRA is also integrated with Microsoft 365.

Introduction to Petra:

• Achieve best practice within your organisation for individual leasing processes by Workflow Automation. New Lease, Exercising Lease Options, Lease Terminations - you name it - Petra can automate the process.

• Provide stakeholders with insight into the progress of a live leasing process as well as tools to explore potential hold ups and send reminders / chasers.

• Provide management and other stakeholders with clear oversight and visibility of workflow processes at an individual, business unit, or total portfolio level for analysis – supported by a dashboard and additional reporting.

• Use key data from Petra to pro-actively manage your organisations leasing processes.

• Petra will help you to understand how long your leasing processes are taking and allow you to benchmark against stakeholder and organisation expectations.

• Design your own workflow - The software will help you to control and view the whole lease cycle with fully customized and flexible workflows. Making informed decisions based on real-time data and insights around potential roadblocks.

• Online forms - Digitalise manual forms with Petra’s online form-builder. The forms are fully customizable and can be used for any information to be entered into the system or sent to a third party.

• Documents - Easy access documents in one place. Upload documents to each project and link documents to specific tasks.

• Tasks - Break down work for any activity in the overall workflow. Add comments, notes or attachments. Tasks can also be assigned to any user.

• Conversations - Easy access documents in one place. Upload documents to each project and link.

• Dashboard - Gives you a visual overview of key information related to your projects and tasks. Summary of number of projects in progress, overdue and completed. View dates of estimated completion of work.

• History - View detailed history of workflow stages. Find when the stage happened, who executed the activity and any comments if available for that stage.