How Yardi uses SurfaceAI to deepen engagement and increase sales
Yardi had the data. Manual review
couldn’t keep up with it.
Crestline Property Group had standardised on Yardi Voyager across their entire portfolio — lease files, charge schedules, rent rolls, and resident records all living in one system. In theory, everything needed for a complete audit was already there.
In practice, their compliance team was drowning in it. Auditing leases meant pulling reports from Yardi, exporting to spreadsheets, and manually cross-referencing charges against executed agreements — unit by unit. At 8,500 units across three states, a full portfolio sweep took nearly four months. By the time it was done, new discrepancies had already accumulated.
“We had everything in Yardi. We just had no way to actually act on it fast enough,” said Crestline’s Director of Portfolio Operations. “Every quarter we’d find errors that had been sitting there for six months.”
SurfaceAI connected directly to Yardi Voyager
— no migration, no rebuild
Crestline deployed SurfaceAI’s Lease Audit Agent with a direct integration into their existing Yardi Voyager instance. There was no data migration, no parallel system, and no change to how their property managers worked day-to-day in Yardi. SurfaceAI read from the same data their team already relied on — and started working immediately.
The worst part of due diligence is doing the audits and SurfaceAI has taken that on
Gary Robbins, Transitions Manager
Within 48 hours of connecting, the Lease Audit Agent had ingested all active lease agreements and begun cross-referencing rent charges, concession schedules, and addenda automatically. Rather than producing another report for the compliance team to work through, SurfaceAI surfaced a prioritised flag queue — ranked by financial impact — so reviewers could act on what mattered most, directly resolving issues back in Yardi.
When Crestline completed two acquisitions mid-engagement, the Due Diligence Agent was brought in to audit incoming lease files before they were migrated into Yardi — ensuring clean, verified data entered the system from day one.