Portfolio AI assistant
Finding an answer means opening several records.
Ask about overdue rent, upcoming certificates or property expenses. Get an answer with links to the records behind it.
Answers use the records you have permission to see. Missing information is shown clearly, and asking a question does not change your records.
Rent reminders and help with arrears
Keeping track of late rent and the last conversation takes time.
Prepare a reminder using the rent schedule, recorded payments and previous conversations.
You check each reminder before it is sent. Pause contact when needed and keep the conversation history together.
AI maintenance triage and contractor coordination
Repair details, photos and quotes arrive in separate conversations.
Bring a reported issue, suggested next action, contractor quote and completion evidence into one job linked to the right property.
You review the urgency, approve spending and confirm bookings. Urgent issues stay visible so a person can step in.
WhatsApp AI agent
A quick question or update should not mean opening every property record.
Message your agent on WhatsApp for portfolio answers, compliance entries and maintenance updates. Send a certificate or repair details, prepare tenant and contractor messages, and move the next action forward from the conversation.
You confirm record changes, outgoing messages, bookings and spending. Conversations stay linked to the right property, and you can take over whenever needed.
Bank feeds and rent matching
Matching incoming rent to the correct tenancy takes time.
Suggest matches between connected bank transactions and rent records, including partial and combined payments.
Bank connections need your consent. Uncertain matches come to you for review, and repeat transactions are checked before a payment is recorded.
Compliance renewal coordination
A reminder alone does not get a renewal completed.
Prepare a renewal task, collect the replacement document and carry forward the review and service evidence.
You approve contractor contact and bookings, then check the replacement document. An open renewal task stays separate from completed compliance.