AI Automation Consultant for Multifamily Real Estate Deal Flow

Posted last month

Worldwide

Summary

We're a multifamily real estate firm looking to automate the repetitive parts of our deal intake process. Right now we manually download documents, file emails, update our pipeline, and run first-pass numbers by hand. We want to eliminate that busywork. Important: This role requires hands-on experience with Claude — specifically Claude Code and connecting APIs. Please only apply if you've built automations using Claude. The workflows we want to automate: - Document capture — Automatically detect and download files (OMs and T-12 financials) from broker emails and links, then save them into the correct Google Drive folders with consistent naming. - Email-to-Drive archiving — Automatically file broker emails and attachments into Google Drive, organized so nothing gets lost. Pipeline automation — Automatically add new deals to our pipeline template and update existing entries as new info comes in. - Quick-screen underwriting — Use Claude to pull key figures from documents and populate our existing underwriting template for a fast first-pass read. What you'll do: -Build workflows using tools like Zapier, Make, or n8n, with custom scripts where needed - Use Claude (via API / Claude Code) to extract structured data from PDFs - Integrate Gmail and Google Drive with our templates (Google Sheets / Excel) - Set up sensible triggers and human-review checkpoints so nothing files or calculates incorrectly You're a great fit if you have: - Proven Claude experience — Claude Code and connecting APIs (please share examples) - Strong command of Zapier / Make / n8n plus scripting (Python or JavaScript) - Experience connecting Gmail, Google Drive, and spreadsheets You don't need a real estate background — if you can reliably pull data from PDFs and move it between tools, you can do this. To apply: Share 1–2 relevant automations you've built (ideally using Claude) and a brief note on how you'd approach this. Applications with specific examples will be prioritized. Engagement: We'll start with these four workflows as a defined project, with strong potential for ongoing work.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $10.00

    -

    $150.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Claude
Zapier
Activity on this job
  • Proposals:50+
  • Last viewed by client:4 weeks ago
  • Interviewing:
    4
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 8, 2026
  • United States
    12:28 AM

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