First AI teammate forproperty workflows.
Unify helps real estate teams start with one workflow, give an AI teammate the context it needs, and turn repeated work into a shared operating layer. It reads documents, uses apps, moves between systems and learns where deeper connections are worth making reusable.
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.
Excel
Vantify
Google DriveUnify turns useful context into an operating layer.
As workflows prove value, the context they rely on can be promoted into shared, queryable infrastructure. Assets, units, leases, residents, enquiries, compliance actions and documents stay in the tools your teams already use; Unify maps only what is worth reusing.
MS FabricVantifyGoogle DriveStart with the minimum useful context.
AI teammates do not need the whole company connected before they can work. We scope one workflow with your team in the room, give the teammate the documents, apps and context it needs today, and connect deeper only where the win is worth making reusable.
Pick the first workflow
Start with one team, one slow workflow and the minimum context Sarah needs to do useful work.
lease follow-up · leasing north
read-only to start · confirmed by you
Give her sufficient context
Use conversation, files, existing app access or APIs. A shared data layer helps, but it is not the entry ticket.
SharePoint lease pack ↔ Salesforce tasks
Confirm? — yes
Connect deeper where it pays
When a workflow proves value, promote the useful context into shared tables, reusable memory and live syncs.
✓ Owners and actions normalised
✓ Review rules retained
The layer grows from use
Small team wins become the operating layer: versioned, governed and useful to the next teammate.
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 with document-heavy work like lease packs, valuation reports, compliance evidence, resident service or reporting. Once her remit is set, she gets her own browser, files, mouse, keyboard, inbox, calendar and app access.
| Source | Work item | Action | Status | |
|---|---|---|---|---|
| Lease pack | Critical dates | Review ready | ||
| Excel | Rent roll | Fees checked | Matched | |
| Word | Report draft | Populate section | Writing | |
| Browser | Market context | Source note | Queued |
She 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.
Vantifyflag 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.
Every workflow makes the next one easier.
Start with Sarah on one leasing workflow. The access model, review rules, useful joins and team memory from that first remit become reusable infrastructure. Marcus for compliance and Jules for reporting do not start from zero.
The first thing we'll do is listen.
Book a guided rollout session. We'll learn the workflow that's slow today, identify the minimum useful context, and propose a first AI teammate remit you can sign or shelve.