The operating layer forreal estate.
Leasing, resident service, compliance and reporting all depend on context scattered across property systems. Unify connects the stack in a guided session, builds one working layer across your operations, then brings your first AI teammate online.
Property operations are scattered across systems.
PMS here. CRM there. Revenue tools, compliance portals, SharePoint folders, Teams threads, BI dashboards and Excel workbooks. Every handoff asks someone to work out what changed, who owns it, and what needs doing next.
HubSpot
Excel
Vantify
Google DriveUnify consolidates your operating context.
Assets, units, leases, residents, enquiries, compliance actions and documents stay in the tools your teams already use. Unify maps them into one queryable layer, so the context is available before anyone has to stitch it together by hand. If you already have Microsoft Fabric or a data lake, great — Unify can connect through it and fill the gaps from the apps around it.
MS FabricHubSpotVantifyGoogle Drive
Oktaready to bridgeYour property stack gets connected in a live guided session.
No week-long integration project before anyone sees value. We connect the core systems with your team in the room, confirm how the data fits together, and leave behind a working layer.
Live guided property setup
We sit with your team and connect the systems that matter first.
scoped to: properties, units, leads
read-only · confirmed by you
We map the operating objects
Properties, units, leases, enquiries, residents, actions and documents are mapped together.
RealPage units ↔ HubSpot enquiries
Confirm? — yes
We tidy the messy edges
Duplicate assets, stale unit codes, naming drift. We surface the short list — you make the calls, we apply them.
✓ Aligned 3 unit status names
✓ Archived 18 inactive folders
Your stack is one map
The operating layer is live. The audit log is on. Your first remit is ready to scope.
Meet Sarah — your first AI teammate.
Sarah is one example of your first AI teammate: scoped to a specific remit, not a fixed template. Yours might start in leasing, compliance, reporting, resident service, or wherever the first workflow is slow. Once her remit is set, she gets her own browser, inbox, calendar and access.
| Asset | Lead | Unit | Status | |
|---|---|---|---|---|
| Harbour Yard | Marco | B-1408 | Tour booked | |
| Northbank | Mei | A-0612 | No-show | |
| Initech Lofts | Tom | C-0902 | Application sent | |
| Canal House | Priya | D-0310 | Ready |
HubSpotShe has a scope. Like everyone else.
She isn't an admin user with the whole operation handed to her. She gets exactly what her remit needs — same access model your team uses, same audit, same one-click controls. Click anyone to see their world.
HubSpotleasing pipelineVantifyflag onlyShe has a job description. Like everyone else.
The output of onboarding is a remit — the same thing you'd write before opening a req. Owner, scope, what done looks like. It's what makes her accountable, and lets you add, pause or change her remit as the work shifts.
- Daily lead triage — every high-intent enquiry matched to live availability
- Leasing follow-up — one next step per prospect, queued before 9am
- Asset notes — every call summarized, tagged, filed in SharePoint
- Risk monitoring — flag no-shows, stalled applications and compliance blockers
- Pricing decisions — escalate to Mei
- Lease redlines — escalate to Legal
- Asset strategy — escalate to the property lead
She shows up. Like everyone else.
Here is what a normal Tuesday can look like once she is live. No prompts. No babysitting. Just the working day, end-to-end, with every action audited and every decision revertible.
One hire becomes a team.
Start with Sarah, your first AI teammate for leasing ops. Then Marcus for compliance. Then Jules for asset reporting. Each new remit starts with the same guided onboarding discipline, and each new AI teammate inherits the wrappers, memory and access patterns already built.
The first thing we'll do is listen.
Book a guided onboarding session. No deck. No demo. We'll learn your properties, your stack, and the workflow that's slow today — then propose a first remit you can sign or shelve.