AI Automation · Real Estate
AI Automation for Real Estate
Deploy AI assistants trained on your own documents, SOPs, and pricing — answering staff questions and reducing manual knowledge work.
Why real estate businesses choose this
AI Automation built for real estate
Real estate agencies and property managers lose deals and landlord trust when lead follow-up is slow, maintenance coordination is messy, and monthly reporting takes hours to compile. Most of this work — portal enquiry responses, inspection scheduling, rent arrears chasing, and landlord reports — follows repeatable patterns ideal for automation inside Microsoft 365.
Respond to portal enquiries within minutes instead of hours
Automate landlord reports and save 5-8 hours per month
Reduce maintenance coordination time by 60% with automated routing
How it works
What we actually build and deliver
We index your existing documents — SOPs, pricing files, policies, email templates — into a secure knowledge base inside your Microsoft 365 tenant. Then we deploy an AI assistant (via Teams, SharePoint, or a custom interface) that your team can ask questions in plain English. The assistant reads your documents, finds the relevant answer, and cites the source. No data leaves your environment. We handle the prompt engineering, testing, and deployment. Your team gets a working tool, not a prototype.
The problem
What is slowing real estate businesses down
Manual follow-up killing lead conversion
Enquiries come in from portals, email, and social. Without automated follow-up, leads go cold before anyone calls them back.
Maintenance and inspection coordination is chaos
Property managers juggle tradesperson bookings, tenant comms, and inspection scheduling across email and phone. Nothing is tracked properly.
Reporting to landlords takes hours every month
Pulling together rent arrears, maintenance status, and occupancy data into a landlord report is a manual, time-consuming process.
What we build
AI Automation use cases for real estate
Automated enquiry response and qualification bot
AI assistant for property management FAQs
Document summarisation for contracts and lease agreements
FAQ
Common questions
What documents can the AI read?
PDFs, Word documents, Excel files, SharePoint pages, and email templates. We can also connect to data in Lists or CRM systems via API.
How accurate are the answers?
The AI cites sources for every answer, so your team can verify. We tune the prompts during setup to minimise hallucination and test against real scenarios before launch.
Can we control what the AI can and cannot answer?
Yes. We configure topic boundaries and response guardrails during setup. You can update these at any time via an admin panel.
Can this connect to our property management software (e.g. Palace, PropertyMe, Console)?
Yes. We connect via API, email triggers, or webhooks depending on what your software supports.
Can we automate the landlord report itself?
Yes. Power Automate can pull data, populate a Word or PDF template, and email it to landlords on a schedule — zero manual effort.
How long does a typical project take?
2 to 4 weeks from scoping call to live handover, depending on complexity.
Explore more
Related solutions
Other services for real estate
AI Automation in other industries
Automation guides for real estate
Ready to automate your real estate business?
We will scope the work, provide a fixed price, and you decide. No obligation.