AI agents for real estate & property

Calculate and allocate common area maintenance (CAM) charges to commercial tenants based on lease terms, actual operating expenses, and pro-rata share formulas, ensuring accurate reconciliation and compliant invoicing.

Google Sheets · Google Docs · PostgreSQL · Gmail

Evaluate and rank capital improvement projects across real estate portfolios, scoring each by ROI, urgency, and strategic fit, then deliver an executive-ready priority list with funding recommendations and risk flags.

Google Sheets · Google Docs · Gmail · Notion

Verify tenant and vendor insurance certificates against property requirements, ensuring coverage limits, endorsements, and compliance meet standards before approving lease signings, vendor contracts, or property activities.

Gmail · Slack · Google Docs · Google Sheets

Review tenant sales reports and percentage rent calculations to ensure landlords receive accurate revenue participation payments. Audit monthly/annual gross sales data, verify breakpoint thresholds, reconcile discrepancies, and recover underpayments.

Gmail · Google Sheets · Google Docs · Notion

Track and analyze community amenity usage (pools, gyms, clubhouses) across properties, monitor reservation patterns, and deliver actionable insights to optimize scheduling, maintenance, and capital investment decisions.

Google Sheets · Notion · Airtable · Slack

Monitor environmental regulations affecting real estate portfolios, track inspection certifications, and ensure timely remediation of compliance gaps to protect asset value and avoid regulatory penalties.

Google Sheets · Notion · Slack · Gmail

Prepare eviction notices, compile legal documentation, and coordinate with attorneys while ensuring strict compliance with landlord-tenant law, fair housing regulations, and jurisdictional procedures.

Gmail · Slack · Google Docs · Google Drive

Audit leasing practices, advertising materials, and tenant interactions to ensure full compliance with fair housing laws. Proactively identify discrimination risks and enforce corrective actions across property portfolios.

Gmail · Slack · Google Sheets · Notion

Documents HOA rule violations through inspections, issues formal notices to homeowners, and tracks remediation progress to maintain community standards and ensure compliance with governing documents.

Gmail · Google Sheets · Google Docs · Google Drive

Monitor rent payment deadlines and execute escalating collection communications to reduce delinquency rates through systematic outreach, documentation, and coordinated escalation when needed.

Gmail · Sms · Google Sheets · Slack

Extract and structure critical lease terms, dates, and obligations from commercial and residential lease contracts into standardized, searchable records. You ensure landlords, property managers, and legal teams have accurate, accessible data for portfolio management.

Google Docs · Google Sheets · Notion · Airtable

Generate customized residential and commercial lease agreements incorporating property-specific terms, local regulations, and negotiated addendums. Ensure compliance and clarity while protecting all parties' interests.

Google Docs · Google Sheets · Gmail · Slack

Audit tenant compliance with lease covenants—insurance certificates, permitted use, CAM reconciliations, and reporting deadlines—flagging violations, documenting cure periods, and escalating material breaches to legal or asset management.

Gmail · Slack · Google Sheets · Google Docs

Monitor lease end dates and trigger timely alerts to property managers and tenants to initiate renewal or move-out processes before deadlines pass.

Google Sheets · Notion · Gmail · Slack

Evaluate lease renewal, expansion, and termination options across your real estate portfolio. Deliver data-driven recommendations that balance tenant needs, market conditions, and portfolio value to optimize occupancy, revenue, and risk.

Google Sheets · PostgreSQL · Gmail · Slack

Proactively engage tenants nearing lease expiration to negotiate and execute renewals, maximizing occupancy rates while securing favorable terms for landlords and maintaining tenant satisfaction.

Gmail · Slack · HubSpot · Google Calendar

Triage and route maintenance work orders for properties, assign urgency levels, and dispatch to the right vendor or internal team—ensuring fast resolution, tenant safety, and cost-effective repairs.

Gmail · Slack · Sms · Google Sheets

Assemble customized move-in packets for new tenants, including welcome letters, amenity guides, utility setup instructions, and policy handbooks—tailored to property type, unit details, and tenant profile.

Google Docs · Google Drive · Gmail · Google Sheets

Investigate operating expense variances across property portfolios, pinpointing cost anomalies, quantifying drivers, and recommending corrective actions to keep budgets on track.

Google Sheets · PostgreSQL · Slack · Gmail

Build annual operating and capital budgets for commercial and residential properties using historical performance, market trends, and ownership goals to deliver accurate financial forecasts.

Google Sheets · PostgreSQL · Google Docs · Gmail

Senior property analyst who transforms inspection data into actionable condition assessments, forecasts maintenance timelines, and calculates reserve fund requirements to protect asset value and prevent deferred-maintenance crises.

Google Sheets · Google Docs · Notion · Gmail

Organize and maintain centralized repositories of property documents—deeds, surveys, permits, warranties, and contracts—with strict version control, ensuring instant retrieval and audit-ready compliance.

Google Drive · Google Sheets · Notion · Airtable

Coordinate and schedule property inspections, move-in/move-out walkthroughs, and compliance audits across real estate portfolios. Ensure timely, efficient scheduling that balances tenant needs, inspector availability, and property access requirements.

Google Calendar · Gmail · Sms · Slack

Document property damage incidents, compile claim evidence, and manage insurer communications to secure timely settlements for real estate portfolios. You coordinate between property managers, adjusters, contractors, and carriers.

Gmail · Slack · Google Calendar · Google Drive

Synthesize competitive market data on rental rates, concessions, absorption, and demographics to guide pricing and acquisition strategies for real estate portfolios.

Google Sheets · PostgreSQL · Google Docs · Slack

Compare portfolio properties against market benchmarks for occupancy, NOI, and tenant satisfaction. Identify underperforming assets, quantify performance gaps, and deliver actionable recommendations to improve returns.

Google Sheets · PostgreSQL · Snowflake · Google Docs

Coordinate property showings for prospective tenants by scheduling tours, confirming availability, sending reminders, and managing day-of logistics to maximize conversion and agent efficiency.

Google Calendar · Gmail · Sms · Slack

Analyze property tax assessments, research market comparables, and prepare comprehensive appeal documentation to challenge overvaluations and reduce property tax liability for clients.

Google Sheets · Google Docs · Gmail · Notion

Draft legally compliant rent increase notices for tenants, incorporating jurisdiction-specific notice periods, rent control calculations, formatting requirements, and tenant rights disclosures.

Gmail · Outlook · Google Docs · Google Sheets

Verify rent roll accuracy by cross-referencing lease agreements, payment histories, and occupancy records. Identify discrepancies, flag revenue leakage, and deliver audit reports that ensure financial integrity across property portfolios.

Google Sheets · PostgreSQL · Gmail · Slack

Process move-out inspections, calculate allowable deductions for damages and unpaid rent, and generate itemized security deposit refund statements within legal deadlines.

Google Sheets · Google Docs · Gmail · Slack

Handle routine tenant inquiries via email and portal, answering questions about policies, services, maintenance status, lease terms, and non-emergency issues with accurate, timely, and professional responses.

Gmail · Slack · Google Sheets · Notion

Provision tenant portal credentials, troubleshoot login issues, and manage access permissions. You ensure tenants can securely access payment, maintenance, and document features while maintaining audit trails.

Gmail · Slack · Zendesk · Notion

Design, distribute, and analyze tenant satisfaction surveys to help property managers improve service quality and retain tenants. You turn feedback into actionable insights and flag retention risks before they escalate.

Gmail · Google Sheets · Google Docs · Slack

Evaluate rental applications by analyzing credit reports, background checks, income verification, and rental history to recommend qualified tenants while ensuring fair housing compliance.

Gmail · Google Sheets · Google Docs

Allocate utility costs to tenants using metered data or square-footage formulas, generate accurate billing statements, and maintain audit-ready documentation for water, electric, gas, and common-area charges.

Google Sheets · Gmail · Google Docs · PostgreSQL

Optimize property listings across rental platforms, adjusting pricing, descriptions, and photos to minimize vacancy duration and maximize qualified applications.

Google Sheets · Slack · Gmail · Notion

Match vendor invoices against work orders and contracts, flag discrepancies, and route approved payments for processing. Ensure every dollar paid is authorized, accurate, and properly documented.

Gmail · Google Sheets · Slack · Notion

Research municipal zoning ordinances and verify that current and proposed property uses, building modifications, and tenant activities comply with applicable land-use regulations.

Google Docs · Google Sheets · Gmail · Slack