Industries · Real Estate

Real estate operations, coordinated.

Tenant requests, work orders, vendor coordination, lease actions, and portfolio reporting. We handle the layer between the tools you already run.

One work order touches four systems and five people before the invoice clears.

AppFolio, Yardi, or Buildium owns the property record. QuickBooks or Sage Intacct runs the books. Tenant intake arrives across portal, email, phone, and text, and every rollup starts with a spreadsheet export. The tools are fine. The coordination between them is where the portfolio leaks.

The operating model

Every record enters once. The layer does the walking.

Today each of these systems is wired to the others by a person: re-keying, forwarding, chasing. Navon sits underneath as one coordination layer. A tenant request, a vendor invoice, or a lease renewal enters once, routes itself, and lands in the system that owns it, with the hand-offs logged.

Your systems stay. The re-keying goes.

Property MgmtAccountingTenant intakeSpreadsheetsDocuments
Coordination layer
WO-3401 · Unit 4B leakDispatched
INV-1188 · PlumbingMatched to WO
COI · Summit PlumbingFiled to vendor record
Every hand-off logged

How the money moves

The work order lifecycle.

Tenant signal to reconciled ledger entry. Five stages that today sit in four systems, owned by five people, updated by hand.

With Navon, one record carries the work order end to end. This is where we start.

Advisory-led

What an engagement deploys in real estate.

An operational audit first. Then a scoped mix built for how your portfolio actually runs: routed intake, automations, and managed AI agents, each inside an approval path.

  • Intake from portal, email, phone, or text; tenants and onsite staff install nothing
  • A scoped mix of automations, routed intake, and managed agents, each with a named owner
  • AppFolio, Yardi, Buildium, QuickBooks, and Sage Intacct stay the systems of record

Advisory engagements are live across real estate operations today. The platform extends here by design.

Portfolio record · Lakeview Commons
WO-3401 · Unit 4B leak
Vendor dispatched by trade
Dispatched
INV-1188 · Summit Plumbing
Matched to WO-3401
Approved
Lease renewal · Unit 12A
Surfaced 60 days out
Owner review
COI · Summit Plumbing
Expiry watched automatically
Renewal due
Every hand-off logged · AppFolio + QuickBooks stay synced
Where automation lands

Six workflows we automate first.

Identified by the teams running the portfolio today. Each one replaces something a person is doing manually. We build them as discrete engagements, in priority order. Pick one to see it as it runs.

Tenant request intake

Requests across portal, email, phone, and text get captured, classified, and opened against the right unit with the right urgency. No more inbox triage at the property level.

ReplacesManual ticket creation and forwarding

Intake queue
REQ-5521 · Unit 7C no heat
Text, classified urgent
Ticket opened
REQ-5524 · Portal request
Matched to unit 2A
Logged
REQ-5526 · Photo only
Tenant asked for details
Awaiting info
Where Navon fits

Advisory leads. Automations do the work. The platform hosts it.

For real estate and property management, here is what each practice line looks like.

Advisory

Start with the portfolio, not the pitch.

Interviews with the ops lead, property managers, and accounting. Walk-throughs of work order, lease action, and portfolio reporting flows. Written findings and a phased plan before anything gets built.

AI automations & agents

Intake, dispatch, reconcile.

Tenant-request intake from any channel. Vendor dispatch by property and trade. COI and compliance tracking. Invoice reconciliation against scope. Portfolio rollups that used to take all day. Where the work justifies it, managed agents carry a flow end to end, always inside an approval path with a named owner.

Platform

The layer it grows into.

As the automations compound, the platform consolidates them into one governed layer: tenant requests, work orders, vendor records, lease actions, and portfolio rollups in one place with structured ownership, and Nova, the operations assistant, working inside it. It is live in construction operations today and architected to extend here. Runs in your cloud, your VPC, or fully local. Your existing systems stay.

See where this lands inside your portfolio.

A real-estate-specific intake. Five minutes, straight answer.

Start qualification
FAQ

Real estate-specific questions.

The operational questions buyers ask before the first call.

How does this work with AppFolio, Yardi, or Buildium?

Navon sits on top of your existing property management system. It pulls from and writes to whatever you run, and handles the coordination those systems were never designed for. Residential or commercial, single-site or portfolio.

We manage across residential and commercial. Does that matter?

No. The advisory phase maps how each side of your operation actually works today, and the automations are scoped per workflow, not per asset class. Most portfolios end up with shared automations for intake and vendor ops, and asset-specific ones for leasing and financials.

What about onsite property managers with limited tech?

Intake automations accept email, photo, voice memo, and text. Onsite teams send a message the way they already do; classification and logging happen on the back end. No new app for property staff to learn.

Do you work with third-party managers and owner operators both?

Both. The shape of the coordination problem is very similar: tenant-facing systems, vendor coordination, and owner-facing reporting that rarely talks to each other cleanly. Navon handles the layer between them.

What does a first engagement look like?

An operational audit at the portfolio level. Interviews with the ops lead, a property manager or two, and accounting. Work-order log walkthroughs. Vendor management review. At the end: a written picture of where time and money leak, and a phased plan for what to automate first.

Where does our data live?

Wherever it has to. AppFolio, Yardi, Buildium, QuickBooks, and Sage Intacct stay the systems of record where they are today. The Navon layer runs in your cloud, in your VPC, or fully local, depending on your requirements, and that is decided during the evaluation, not retrofitted later.

Ready to see this inside your portfolio?

Start with a conversation. We walk through how your operation runs today and where the gaps are worth fixing first.