AI Readiness Audit - WBS Solutions - Real Estate
Confidential - Takes 20-25 minutes

AI Readiness Audit for
Real Estate Companies

Answer honestly. Your responses help us identify exactly where AI and automation can eliminate manual work, accelerate deals, and scale your portfolio.

7 sections - 75+ questions
Confidential & secure
1 - Company 2 - Acquisitions 3 - Operations 4 - Pain Points 5 - Accounting 6 - Property Mgmt 7 - Dispositions + Goals
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Section 1 of 7

Your Company

Tell us about your business model, portfolio size, and structure. This shapes every recommendation we make.

·What best describes your real estate business model? (check all that apply)
·What asset classes do you primarily work with?
·How large is your current portfolio or deal volume?
·Approximate annual revenue?
·How many full-time team members do you have?
·What markets do you primarily operate in?
·How long have you been in real estate?
Anything else about your business structure we should understand?
e.g. fund structure, partnerships, vertically integrated, JV arrangements, etc.
Section 2 of 7

Acquisitions

How you find, analyze, and close deals - this is where the biggest automation wins often hide.

·Primary deal sources? (check all that apply)
·How many leads does your team work per month?
·How do you manage and track acquisition leads?
·How do you follow up with motivated seller leads?
·How do you analyze and underwrite deals?
·How long does it take to underwrite and make an offer?
·How do you determine ARV or current market value?
·How many deals do you close per month on average?
·What is your lead-to-close conversion rate?
·Biggest acquisitions challenges right now? (check all that apply)
Walk us through what happens from when a seller lead comes in to contract signed.
Optional - specifics help us spot exactly where friction is.
Section 3 of 7

Operations & Project Management

How you manage rehabs, vendors, timelines, and day-to-day execution across your portfolio.

·How do you manage rehabs or construction projects?
·How do you manage contractors and vendors?
·How often do rehab projects go over budget or timeline?
·How do you track real-time spend across active projects?
·How do you handle SOPs and team training?
·How much time does the owner spend on tasks someone else could handle?
·Biggest operational bottlenecks right now? (check all that apply)
What does a chaotic week operationally look like for your team?
Section 4 of 7

Pain Points & Bottlenecks

Rate each area from 1 (minor inconvenience) to 5 (critical blocker). This helps us prioritize where AI delivers the fastest ROI for your business.

.Rate the severity of each pain point in your business right now
Acquisition lead follow-up is slow or inconsistent
1
2
3
4
5
Underwriting and making offers takes too long
1
2
3
4
5
Finding enough quality deals to hit volume goals
1
2
3
4
5
Rehab projects going over budget or timeline
1
2
3
4
5
Managing contractors and vendors is chaotic
1
2
3
4
5
Too much depends on the owner to get things done
1
2
3
4
5
Bookkeeping is messy, slow, or always behind
1
2
3
4
5
No real-time visibility into per-deal profitability
1
2
3
4
5
Investor reporting is manual and time-consuming
1
2
3
4
5
Maintenance coordination is a constant time drain
1
2
3
4
5
High vacancy rates or slow lease-up periods
1
2
3
4
5
Tenant communication overwhelms the team
1
2
3
4
5
Not enough qualified buyers for deal flow
1
2
3
4
5
Properties take too long to sell or assign
1
2
3
4
5
Transaction management from contract to close is messy
1
2
3
4
5
1 - Minor inconvenience3 - Noticeable drag5 - Critical blocker
What is your single biggest bottleneck right now?
Be specific - this shapes the core of our recommendation for you.
·How many hours per week does your team spend on purely manual admin tasks?
·How confident are you in your profitability numbers across your portfolio?
Section 5 of 7

Accounting & Financial Management

How you track money, report to investors, and maintain financial visibility across your entire portfolio.

·What accounting software do you use?
·How do you track profitability per deal or per property?
·How do you handle accounts payable (vendors, contractors, mortgages)?
·How do you track rent collection and delinquency?
·How do you handle investor reporting (if applicable)?
·How prepared are you for tax season?
·How many entities (LLCs, LPs, trusts) are you managing?
What is your biggest accounting or financial reporting headache?
Section 6 of 7

Property Management

How you manage tenants, maintenance, leasing, and the day-to-day of your rental portfolio.

·Do you self-manage or use a third-party PM?
·What property management software do you use?
·How do you handle tenant screening and leasing?
·How do you handle maintenance requests?
·What is your current average vacancy rate?
·How do you handle lease renewals and rent increases?
·How do you handle tenant communications day-to-day?
·How do you set rental pricing and stay competitive in your market?
·How do you handle the eviction process when necessary?
·Biggest property management pain points? (check all that apply)
What does managing your rental portfolio on a bad week look like?
Section 7 of 7

Dispositions, Sales & Goals

How you exit deals, market properties, manage buyers, and where you want the business to be in the next 12-24 months.

·How do you primarily exit or sell properties? (check all that apply)
·How do you manage your buyers list or buyers pipeline?
·How do you market properties for sale? (check all that apply)
·How long does it typically take to sell or assign a property after deciding to exit?
·How do you manage the transaction process from contract to close?
·Biggest disposition or sales challenges? (check all that apply)
·Primary goals for the next 12 months? (check all that apply)
·What is your target portfolio value or revenue goal in the next 2 years?
·What is the ONE thing that if fixed with AI or automation would have the biggest impact on your business?
·Have you tried AI or automation tools before? What happened?
·What concerns do you have about AI or automation? (check all that apply)
·How quickly do you want to move on implementing new systems?
Almost Done

Your Contact Information

Where should we send your personalized AI Readiness Report and schedule your strategy call?

.Your name
.Company name
.Email address
.Phone number
City / State where you primarily operate
How did you hear about WBS Solutions?

You are all set - let's get to work.

Submit your audit and we will build your personalized AI Readiness Report and reach out within 1 business day to schedule your strategy call.

Audit Submitted - Thank You!

We will review your responses and be in touch within 1 business day with your personalized report and strategy call details.

Your Pain Point Summary

WBS Solutions AI · tanner@wbs-solutionsai.com · 303-834-7791

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