How you can work with us
Choose the path that fits your needs
Triform Platform
Build and deploy your own automations with our intuitive platform.
- No coding required
- Instant deployment
- Pay as you grow
Triform Services
Let our experts build, deploy, and maintain your automations for you.
- Custom integrations
- SLA guarantees
- Dedicated support
Why Real estate needs automation
of property managers cite efficiency as their top challenge
What we can build for you
Sample automations we can build for you and your organization
Contract Review Queue Management
Centralize all contract review requests, auto-classify by type and priority, extract key terms with AI, and route to the right reviewer. Give legal complete visibility into their queue.
Slack Lead Qualification Automation
Enrich, score, and route leads instantly. Ensure your sales team focuses on the right deals.
HubSpot Slack Document Summarization & Extraction
Turn long documents into actionable insights. Extract key information, generate summaries, and route documents based on content.
Google Drive Slack 
Notion How it works
From discovery to deployment
Free - Discovery & scoping
We review your property portfolio, current management software (Yardi, AppFolio), and operational bottlenecks. We find the biggest time-wasters.
Why Partner with Triform?
Speed to Value
Launch in weeks, not months. Our platform accelerates development.
Enterprise Grade
Security, scalability, and reliability built in from day one.
Future Proof
Adapt easily as your business grows and technology evolves.
FAQ
Does this work for commercial real estate?
Yes, we have specific workflows for commercial leases, CAM reconciliation, and tenant improvements.
Can it integrate with Yardi or AppFolio?
Yes, we build custom integrations or use APIs to connect with major property management systems to sync data.
How do tenants access the automation?
Through a branded web portal, mobile app, or simply via SMS/email links, whatever is easiest for your demographic.
Will this replace my property managers?
It replaces the busy work. Your managers can manage more units effectively and focus on tenant relationships.
Is it secure for sensitive tenant data?
Yes, we use encryption and follow data privacy best practices to ensure tenant PII and financial data is protected.
Can you automate eviction notices?
We can automate the generation and tracking of legal notices based on payment status, ensuring compliance with local laws.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.