Trusted By Industry Leaders

FlowForma for Real Estate: Smarter Workflows, Powered  By AI

FlowForma is a no-code process automation platform designed to help real estate developers, property managers, and investors streamline construction projects from groundbreaking to handover. With AI-enhanced capabilities, our platform digitizes workflows, eliminates manual bottlenecks, and improves collaboration across teams—whether on-site or remote.

AI-driven insights help identify project risks, optimize schedules and budgets, and ensure efficient resource allocation. The result: faster property delivery, reduced costs, and smoother development processes—empowering real estate professionals to maximize ROI and bring projects to market with confidence.

Automating Business-Critical Processes in Real Estate

  Contractor & Subcontractor Onboarding

Bringing on contractors, subcontractors, or suppliers for new property developments or renovations can be slow and error-prone. FlowForma automates document collection, license verification, and approval routing, accelerating project readiness while ensuring compliance with safety, contractual, and regulatory requirements.

  Quotes And Tenders

Preparing accurate budgets, quotes, or evaluating tender submissions across multiple properties involves complex data and high-risk manual calculations. FlowForma automates data extraction, validation, and approvals, helping developers make faster, more informed investment decisions and stay on budget.

  Project & Document Management

From permits and architectural plans to change orders and approvals, managing project documentation across multiple properties is challenging. FlowForma centralizes files, automates approval workflows, tracks revisions, and ensures compliance—reducing errors and keeping development projects auditable and on track.

  Incident, Issue & Maintenance Management

Property developments and ongoing management can face safety incidents, quality issues, or maintenance concerns. FlowForma automates reporting, prioritization, and resolution tracking, giving real estate teams real-time visibility to reduce risk, maintain standards, and resolve issues quickly.

  Project Milestone & Lease Tracking

Tracking construction milestones, handovers, and lease or contract renewals across multiple properties is critical for timely delivery and operational efficiency. FlowForma automates reminders, monitors approvals, and ensures tasks progress as planned, keeping stakeholders informed and projects on schedule.

  Compliance & Audit Management

Real estate developments must comply with building codes, safety regulations, environmental standards, and quality benchmarks. FlowForma enforces workflows, automates audit trails, and tracks documentation—reducing risk, ensuring audit readiness, and providing full transparency to investors and regulators.

Your Real Estate Copilot

Automate any construction process with FlowForma Copilot.

Just type a text prompt or upload a process diagram, and let AI do the rest.

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The FlowForma Advantage for Real Estate

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Smart, AI-Driven Processes

Leverage AI to automate data collection, validation, lease checks, and compliance monitoring for property developments. FlowForma ensures workflows run faster, smarter, and with fewer errors—from construction milestones to property handovers.

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Approved

Built-In Compliance and Safety

Track building codes, environmental regulations, inspections, and internal controls across your real estate portfolio. FlowForma enforces safety protocols and compliance rules, reducing risk and keeping developments audit-ready.

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Seamless System Integration

Connect FlowForma to SharePoint, Office 365, ERP systems, project management tools, and external data sources to centralize property and project information. Benefit from secure document storage, role-based access, version control, and up-to-date reporting across all your developments.

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Insightful Reporting and Analytics

Gain real-time visibility into property development progress, lease management, budgets, and resource allocation. FlowForma dashboards and reports provide actionable insights for developers, property managers, and investors, enabling smarter, data-driven decisions.

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Speed

Accelerated Project Workflows

Automate every step of the property lifecycle—from site inspections and planning approvals to tenant handovers and maintenance scheduling. FlowForma eliminates bottlenecks, ensuring projects are delivered on time and within budget.

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Enhanced Stakeholder Experiences

Streamline communication and approvals across contractors, property managers, tenants, and investors. FlowForma keeps stakeholders informed with timely updates, automated reporting, and transparent workflows, improving satisfaction and trust across all property projects.

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Cameron Hyndman

National Digital Engineering Lead,
Downer New Zealand

Deploy 4X Faster Than Power Apps

 

"The time spent on admin tasks has been reduced significantly. Our site staff, finance, and survey teams have been relieved from a lot of mundane, time-consuming work. Everyone is working smarter, we have saved over 3,000 hours of work."

Sinead-Gaines-Hegarty

EHS Regional Manager,
PJ Hegarty & Sons

Incident Rates Cut & Data Improved

 

"Since deploying the FlowForma platform, there has been a significant increase in the quantity and quality of information gathered and shared in real-time over mobile devices. Our EHS observation data has increased by 40% and SBOs input increased by 45%."

Shaun Circle Testimonial

IT Director,
Coinford

20% Daily Time Savings

 

"The major impact of using FlowForma Process Automation is not from an IT perspective; it is enabling all departments to be more efficient and have better visibility of what’s going on."

 

Resources To Power Your Real Estate Automation Journey

FAQ

Frequently Asked Questions

What is FlowForma, and how can it help my real estate projects?

FlowForma is a no-code process automation platform that digitizes workflows across property development, construction, and asset management. It streamlines approvals, automates compliance checks, and provides AI-driven insights, helping projects run faster and with fewer errors.

Where is our data stored when using FlowForma?

All data remains in your own Microsoft 365 environment, such as SharePoint, ensuring full ownership, security, and compliance with your organization’s data governance policies.

What environment is FlowForma deployed in?

FlowForma is deployed within your existing Microsoft 365 environment, running on  SharePoint. This means your data stays in your tenant, under your security, governance, and compliance controls.

Can FlowForma be used on real estate sites?

Yes. FlowForma works on mobile devices, allowing site teams to complete forms, inspections, and approvals on-site, even when moving between locations.

How secure is FlowForma for property and project data?

FlowForma ensures secure data management with role-based access, encryption, audit trails, and integration with secure platforms like SharePoint and Office 365, protecting sensitive project and tenant information.

Is FlowForma suitable for managing multiple properties at once?

Yes. FlowForma scales across portfolios, providing centralized visibility, automated workflows, and consistent compliance across multiple developments or managed properties.

How does AI enhance FlowForma’s real estate workflows?

AI automates repetitive tasks, validates data, predicts project risks, and highlights inefficiencies, helping property teams make data-driven decisions and optimize resource allocation.

Can FlowForma integrate with our existing systems?

Yes. FlowForma connects with SharePoint, Office 365, ERP systems, project management tools, BIM platforms, and external data sources, centralizing information securely and ensuring real-time updates.

What compliance and audit features does FlowForma provide for real estate?

FlowForma automates audit trails, tracks regulatory documentation, and enforces safety, environmental, and quality workflows, keeping projects audit-ready and minimizing risk.