Entitlement Tracking Workflow
- 1Zoning application is submitted and logged in the system
- 2Automated weekly follow up sent to the city planning department
- 3Notification sent to the architect once the public hearing date is set
Systems for Developers
Centralized Systems for Large Scale Property Development
Real estate developers make money by transforming raw land or underutilized assets into high value residential and commercial properties. Most lost work traces back to the pre-development phase where fragmented communication with architects, city officials, and equity partners causes costly timeline slippage.
Real Estate & Property
- Investor Data Room
- Land Intake Automation
- Milestone Alerts
- Document Follow Up
- Digital Signature Workflows
How the business actually works
How the work flows, start to finish.
- 01
Site Selection
Centralizing land leads and feasibility studies to prioritize the most viable parcels.
- 02
Entitlements
Managing the complex flow of zoning applications, public hearings, and municipal approvals.
- 03
Capital Stack
Organizing equity partners, debt financing documents, and investor commitments in one secure portal.
- 04
Pre-Construction
Finalizing architectural plans, permits, and general contractor bidding processes.
- 05
Active Build
Tracking major project milestones and site reports to ensure timelines remain on schedule.
- 06
Stabilization
Executing the transition to property management or orchestrating the final asset disposition.
Where it leaks
Common problems for real estate developers.
01
Investor Communication Gaps
Capital partners require regular updates on capital calls and construction progress. When reporting is manual, it creates friction and delays future funding rounds.
02
Permit Bottlenecks
The entitlement process often stalls because of missed deadlines or lost municipal documents. Lack of automated follow up with city departments leads to idle land carry costs.
03
Vendor Fragmentation
Managing architects, engineers, and general contractors through disparate email chains leads to version control issues on blueprints. Miscommunication at this stage results in expensive change orders.
04
Acquisition Pipeline Noise
Off market deals are often lost because the intake process is unorganized. High value opportunities slip through the cracks without a structured way to track land seller outreach.
05
Closing Coordination Chaos
Finalizing a multi million dollar closing involves hundreds of moving parts across title, legal, and lending teams. Without a centralized checklist, closing dates frequently slide.
What LATTICE can build
Systems built around how you work.
Investor Data Room
A secure portal where equity partners can access site photos, financial projections, and quarterly reports at their convenience.
Land Intake Automation
Standardize how new parcels are evaluated by capturing zoning data, tax records, and owner contact info automatically.
Milestone Alerts
Automated notifications triggered when critical path items like foundation pours or framing inspections are completed.
Document Follow Up
Automated reminders for third party consultants to submit environmental reports, surveys, and traffic studies by their due dates.
Digital Signature Workflows
Streamline the execution of purchase and sale agreements, easements, and construction contracts with automated routing.
Post-Closing Handoff
Automated transfer of all warranties, O&M manuals, and building keys to the permanent property management team.
Example systems
What it looks like in practice.
Investor Capital Call
- 1General partner triggers a capital call request for the next phase
- 2Automated emails sent to all limited partners with wiring instructions
- 3Dashboard updates in real time as wire transfers are confirmed
Site Inspection Update
- 1Field superintendent uploads a weekly progress photo via the portal
- 2AI summary generates a project status brief for the executive team
- 3Update is automatically published to the investor relations dashboard
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from real estate developers
How does this help manage multiple projects in different jurisdictions?
The system allows you to categorize workflows by city or county, ensuring that specific local municipal requirements and permitting timelines are tracked independently. You can view a high level map of your entire portfolio while drilling down into the specific bottlenecks of a single job site.
Can we use this to organize our capital raising efforts?
Yes, the system functions as a specialized CRM for your investor network. You can track which prospects have viewed the offering memorandum and automate the follow up process to secure commitments for the capital stack.
Will this replace our existing construction management tools?
LATTICE is designed to act as the central nervous system for the developer, focusing on the high level business milestones, investor relations, and land acquisition. It complements specialized field tools by aggregating that data for the ownership group.
How do we handle the transition from development to operations?
The platform includes a structured handoff workflow where all final permits, certificates of occupancy, and vendor contacts are packaged digitally. This ensures the property management team has everything they need for a smooth stabilization phase.
Can the system track off market land leads?
Absolutely. You can build a dedicated pipeline for land acquisition that tracks every touchpoint with property owners, from initial cold outreach to the signing of the letter of intent.