Property & Automation
Property Portfolio Reporting Automation
Automated reporting system for a property investment consultancy managing a portfolio across multiple estate agents. The system pulls tenancy data, rental yields, void periods, and maintenance costs from various sources, consolidates everything into branded monthly reports, and distributes them to investors automatically.
The challenge
What we were solving
A property investment consultancy was spending two full days every month compiling investor reports. Data was scattered across four different estate agent platforms, each with their own export formats. Senior staff were manually downloading CSVs, cross-referencing tenancy dates, calculating rental yields, tracking void periods, and formatting branded PDF reports - a process riddled with human error and consuming time that should have been spent on portfolio growth.
Our approach
How we built it
We built an automated reporting pipeline using n8n that connects to each estate agent platform via API or scheduled data export. Incoming data is normalised into a unified schema in PostgreSQL, with rental yield calculations running automatically as new tenancy data arrives. Branded PDF reports are generated using a templating engine and distributed to investors on a monthly schedule. Void period tracking runs continuously, with automated alerts triggering when a property exceeds the expected turnaround window.
Results
What we delivered
Monthly reporting time reduced from 2 days to 15 minutes
Data pulled automatically from 4 different estate agent platforms
Branded PDF reports generated and distributed to investors
Void period tracking with automated alerts
Rental yield calculations updated in real-time
Tech stack
Built with
Deep dive
The full picture
Property investment consultancies managing portfolios across multiple estate agents face a recurring nightmare every month - report time. Data lives in different formats across different platforms, and pulling it together into investor-ready reports is a manual, error-prone process that ties up senior staff for days.
This client managed a portfolio spread across four different estate agents, each with their own reporting formats and data exports. Every month, a senior team member spent two full days downloading CSVs, cross-referencing tenancy dates, calculating yields, updating void period trackers, and formatting everything into branded PDF reports for investors.
Our automation system connects to each estate agent platform, pulls the relevant data, normalises it into a consistent schema, and generates branded monthly reports automatically. Rental yield calculations update in real-time as new data comes in. Void period tracking triggers automated alerts when a property has been empty beyond the expected turnaround time. The entire monthly reporting cycle now takes 15 minutes of review time instead of two full days of manual work.
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