Overall Userflow

Modified on Sun, 6 Apr, 2025 at 9:03 PM

PredioAI simplifies lease management with an AI-powered platform that helps users efficiently manage leases, amendments, renewals, notices, documents, and more. Here’s a step-by-step breakdown of how the system works:

1. Log into the Application : Users log into the PredioAI platform with their credentials (email and password) to access their property and lease data.

2. Create a Client: Creating a client establishes the foundation of your account structure, enabling the system to organize properties, locations, and leases under specific clients for easy management.

Navigate to the Client Dashboard.
Click on the "Create Client" button.
Fill in the client’s details (name, broker information, logo).
Save the client to create a new entry.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203878

3. Create a Location (Property): Adding a location allows users to manage individual properties, upload documents, set clauses for analysis, and track leases effectively for each specific property.

Go to the Location List page.
Select the desired client from the dropdown.
Click the "+ Create Location" button.
Enter property details (name, type).
Select collaborators for the property.
Set the clauses to be analyzed by PredioAI.
Save the location.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203881

4. Upload Documents: Uploading documents initiates the AI-powered analysis of lease and related documents, helping to extract key details such as clauses, terms, and conditions, which can be reviewed and processed automatically.

Go to the Location Page.
Click the "Upload" button.
Choose the document type (lease, invoice, amendment, etc.).
Select files from your computer to upload.
Choose whether to process the document immediately or later.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203882

5. Document Abstraction & Review: This step ensures the AI has extracted accurate and relevant data from documents, enabling users to manually correct or update any errors to ensure the integrity of the information.

After document upload, go to the Co-Pilot page.
Review the abstracted clauses, terms, and details.
Manually adjust or annotate any missing or incorrect data.
Review and approve the clauses as necessary.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203884

6. Manage Renewal Options: By managing renewal options, users can track important lease events, like renewals, to ensure timely actions are taken, helping avoid missed opportunities or lapses in lease agreements.

Navigate to the Options tab under the Location Dashboard.
Click the plus icon to add renewal options.
Enter the renewal option details and click Save.
If a renewal is exercised, click on the "Exercise" button to create or upload the renewal notice.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203899

7. Set Reminders: Setting reminders ensures that critical lease events (like renewals or rent increases) are not missed, helping users stay proactive and compliant with lease terms.

Go to the Reminders tab under the Property Pages.
Click the "Add Reminder" button.
Fill in the reminder details (event type, date).
Click "Add Notification" to save the reminder.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203900

8. Generate and Download Reports: Reports provide valuable insights into lease statuses, rent rolls, and critical dates, allowing users to analyze lease performance and make informed decisions based on accurate data.

Navigate to the Reports section.
Choose a report (e.g., Lease Expiry, Critical Dates, Rent Roll).
Apply filters to narrow down the data.
Download the report in the desired format (Excel, PDF).

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203902

9. Export Lease Summaries and Data: Exporting lease summaries and data allows users to share, analyze, and collaborate on key lease information, streamlining communication with stakeholders.

Go to the Lease Abstract page or Property Page.
Click the "Download Summary" button.
Choose the format (e.g., Excel).
Download the summary and share it as needed.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203894

10. Manage Users and Permissions: Managing users ensures that only authorized individuals can access sensitive lease and property data, maintaining security and proper oversight within the platform.

Go to the Client Users section.
Click "Add Client User" to create a new user.
Enter user details and specify login access if needed.
Save the user and manage user details (edit or deactivate) as required.

Click here: https://predio.freshdesk.com/a/solutions/articles/150000203880

11. View the Dashboard: The dashboard provides a snapshot of key lease metrics, offering users quick access to the health of their portfolio, so they can monitor important data like lease expirations and financial performance.

Go to the Dashboard section.
View key metrics such as total leases, total rent, total rentable area, and lease expiry dates.
Monitor lease status, upcoming renewals, and other critical data.

This step-by-step flow ensures that users can easily navigate the platform, manage properties, upload and process documents, set reminders, and generate reports to maintain an organized and efficient lease management process.