Simplify Operations with AI-Powered Workflows

Built for:
Lenders
Property Managers
Contractors
Inspectors

Transform complex real estate operations into streamlined workflows that remove silos, increase transparency, speed, and improve the customer experience.

Live Demo Available

See It in Action

Experience our platform live with real-time data processing, AI-powered insights, and automated workflows in action.

Real-Time Demo

Interactive Demo - Uses Sample Data

Interactive Demo Available

Experience our AI-powered budget import and project management features with real sample data

AI Processing

Live Updates

Interactive

No installation required • Instant access • Real sample data

Real-Time Processing

See data flow and insights generated in real-time

Interactive Experience

Explore features with your own data

No Setup Required

Jump right in - no installation needed

Powerful Features That Transform Operations

Experience the product in action - see actual interfaces and workflows that power thousands of properties and projects across the platform.

Import Portfolio

Upload spreadsheets with 10,000+ properties and tenants instantly. AI-powered mapping detects columns automatically and sends onboarding emails to your entire tenant base.

Property Fields

Address, City, State, Name, Property Type

Tenant Information

Unit Number, Name, Email, Rent, Lease Dates, Square Footage, Security Deposit

Auto-Send Tenant Invitations

Email invitations with portal access sent automatically to all tenants

Portfolio Import

Properties_Tenants_2026.xlsx

Processing...

Importing properties and tenant data...

Properties

2,450

Tenants

2,890

Send Email Invitations

Tenant portal access via email

✉️ 2,890 tenant invitations will be sent

Import Budget

Upload construction budgets from any spreadsheet format. AI automatically categorizes line items using CSI codes and validates all data before import.

Category - Line item type

Budget Amount - Cost value

Description - Task details

Quantity - Units needed

Unit - Measurement type

Subcategory - Specific type

Standardized Name - Normalized title

AI-Powered Mapping: Automatically detects columns and maps to proper fields with 90%+ confidence

Budget Import - Column Mapping

Construction_Budget_2026.xlsx

284 line items detected

"Item Description"→ Category ✓
"Budget Amt"→ Budget Amount ✓
"Notes"→ Description ✓
"Qty"→ Quantity ✓

AI Mapping Confidence

94%

Required

2/2

Optional

5/5

Total

284

Automated Workflows

Intelligent routing based on project thresholds, automatic draw processing, and smart inspection scheduling. Your workflows run 24/7 without manual intervention.

Threshold-Based Routing

High-value draws route to physical inspectors, low-value to digital

Auto-Schedule Inspections

Video and digital inspections scheduled instantly upon draw submission

Same-Day Processing

Automated approval workflow enables same-day ACH funding

24/7 Intelligence

AI monitors all projects and triggers actions based on your rules

Draw Processing Workflow

1

Draw Request Submitted

Borrower uploads docs via portal

AI Routing Decision

Amount > $50k threshold?

Yes
No
2a

Physical Inspection

Schedule inspector visit

2b

Video Inspection

Auto-schedule call

Auto-Approved & Funded

Same-day ACH payment processed

Avg Processing

4 hrs

Human Touch

0%

Administration

Centralized control for team, settings, and communications

User Management

JD

John Doe

john@company.com

Admin
AS

Alice Smith

alice@company.com

Member
MB

Mike Brown

mike@vendor.com

Viewer
247 active users12 roles configured

Email Templates

Welcome Email

Sent to new users on account creation

ActiveLast sent: 2h ago

Draw Approval

Draw request approval notification

ActiveLast sent: 15m ago
24 templates98.5% delivery rate

Default Settings

Auto-approve limit

Draws under threshold

$5,000

Receipt requirement

For all transactions

Default team members

Added to new projects

8
18 categoriesApplied to all projects

Notifications

Sent Today

1,847

Delivered

99.2%

Read Rate

87.5%

Channels

3

Email • SMS • In-app notifications active
Connecting All Stakeholders

One Platform. Every Role. Connected Intelligence.

Project Centerline serves as the intelligent hub connecting all stakeholders. Each user type accesses the features they need through AI-powered workflows.

🏦

Lenders

• Budget Import
• Draw Processing
• Digital Inspections
• Loan Payments
🏢

Property Managers

• Portfolio Import
• Tenant Requests
• Work Orders
• Vendor Bids
🏗️

Borrowers

• Draw Requests
• Project Updates
• Document Upload
• Progress Tracking
Project
Centerline
AI Hub
🔨

Contractors

• Real-time Check-ins
• Progress Photos
• Team Coordination
• Invoicing
🛠️

Vendors

• No-Login Bidding
• Proposal Submission
• Work Updates
• Payment Tracking
🔍

Inspectors

• Digital Forms
• Location Verification
• Instant Reports
• Photo Documentation

AI-powered workflows flow through the central hub, connecting the right people with the right information at the right time. Each user sees their personalized interface while contributing to the shared intelligence.

Onboard your entire portfolio in minutes, not weeks