AI for real estate

AI for real estate operators

Investor reporting, lease management, and marketing that writes itself. 5x ROI in 30 days, or we work free.

  • Residential brokerage
  • Commercial brokerage
  • Property management
  • Strata management
  • Development

Teams we build for

  • Hoyes Michalos
  • Nurse Next Door
  • Fedi
  • UBC Sauder
  • Merchant House Capital
  • Picton Investments
  • Campbell Froh May & Rice LLP
  • Barnakl
  • Hungerford
  • Breez
01

Investor reports take a week a month.

Pulling numbers from five systems into one PDF, by hand, every month.

02

Lease admin never ends.

Renewals, escalations, and document chasing on a spreadsheet someone forgot to update.

03

The critical date has no owner.

The renewal option was in clause 14.2 the whole time. Nobody had read it since the lawyer sent it.

04

Every deal file is a paper chase.

IDs for the FINTRAC record, subject removals, the conveyancing package. Chased one email at a time, per transaction, forever.

05

Arrears surface at month end.

The ledger tells you late. The notice goes out later. The rent roll bleeds quietly in between.

06

Listings marketing is feast or famine.

Content ships when a deal closes and someone has an hour. Your inventory moves faster than your marketing does.

Real estate, before and after

FIG. 01

The manual path is dashed: Reports built by hand monthly, Lease dates on a spreadsheet, Marketing waits for a free hour. The system path replaces it, and a person approves before anything ships: Investor updates build themselves, Leases abstracted and tracked, Content ships on a cadence.

Before: by hand

  1. 01Reports built by hand monthlyhuman
  2. 02Lease dates on a spreadsheethuman
  3. 03Marketing waits for a free hourhuman

After: the system

  1. 01Investor updates build themselves
  2. 02Leases abstracted and tracked
  3. 03Your approvalhuman
  4. 04Content ships on a cadence
Real estate, before and after.REV 2026.08

The research

85% of AI-using property operators saw measurable lead-to-lease improvement (EliseAI survey, 2025).

EliseAI · 2025

Proof

A design and real estate firm runs five Advizr systems today, from an AI inbox to city permit scrapers. The build is in deployment, so the case below reports what shipped, not an outcome number yet.

We guarantee 5x ROI inside 30 days of deployment, in writing, measured against a baseline you sign before we build. If the system misses the bar, we keep working for free until it clears.

The numbers in real estate operators

85% of AI-using property operators saw measurable lead-to-lease improvement (EliseAI survey, 2025).

EliseAI · 2025

78% of small-business AI users feel pressure to adopt AI to keep up with competitors (PayPal, 2025).

PayPal · 2025 · 947 small businesses, May 2025

Who this is built for

Director of property management

Every critical date has a watcher

A renewal option missed by a week can cost a year of leverage. The system abstracts every executed lease, tracks the options, escalations and notice windows it finds, and cites the page it read them from. Your spreadsheet retires. The dates do not depend on anyone remembering.

Managing broker

The deal file papers itself

Every accepted offer opens the same chase. Identification for the FINTRAC record, signatures on the amendment, the conveyancing package for the notary. The system runs that chase inside your transaction platform, SkySlope or Lone Wolf or the folder structure you already use, and shows you which files are complete and which are one document short of closing.

Asset manager

Month end stops eating week one

Rent collected, arrears, occupancy, the month's work orders, pulled from the property management system into one owner package with every number citing where it came from. You review and sign. The week of copy-paste goes back to asset decisions.

Development principal

You see the permit before the for-sale sign

Municipal permit and rezoning activity is public weeks before it is visible from the street. Agents watch the portals on a schedule and open a proposal when something inside your criteria moves. You decide what to pursue. The system never makes an offer.

What stays human

  • You approve the notices
  • You call the renewal terms, the system papers them
  • You sign the owner report

The steps the day below leaves to a person, by design.

What we build for real estate operators

Own the portfolio

01

Investor reporting that assembles itself.

Numbers from your property systems into one update, monthly, without the week of copy-paste.

02

Portfolio dashboard.

Rent roll, arrears, occupancy. One glance.

03

Lease abstraction and management.

Key dates, escalations and obligations pulled from leases and tracked automatically.

Run the doors

04

Document chase for tenants and buyers.

Applications, IDs and signatures pursued until complete, with DocuSign routing when a signature is the missing piece.

05

CAM reconciliation prep.

Operating costs pulled against each commercial lease's recovery clauses into a draft reconciliation a person reviews. The spring scramble becomes a checklist.

06

Leasing inquiry follow-up.

Every prospect inquiry answered and worked until a showing books or they say no. Vacancy costs by the day, so follow-up cannot wait for Monday.

Read the market

07

Listings and investor marketing.

The content engine pointed at your inventory and your track record.

08

Permit and market monitoring.

Municipal permit and listing data watched continuously, surfaced when it matters to you.

A day on the rent roll, run this way

01

The arrears run finishes before coffee

Overnight the system reads the tenant ledger in your property management software, Yardi or Buildium or AppFolio, matches payments against the rent roll, and drafts the arrears notices with the correct dates already in them.

02

You approve the notices

human

Ten drafts wait. You strike one because the tenant paid by e-transfer last night, edit two, approve the rest. Nothing is served without a person deciding it should be.

03

Renewals inside ninety days surface with their clauses

The lease abstracts flag which doors have options coming, what the escalation clause actually says, and cite the page of the executed lease they read it from.

04

The document chase keeps running

Two applications missing ID, one unsigned amendment, an estoppel certificate a lender is waiting on. Follow-ups go out under rules your team set, and stop the moment the document lands.

05

You call the renewal terms, the system papers them

human

You decide what the two commercial renewals should say. Draft letters carry your terms and the clause references, then route for signature. Terms are a human call. They stay one.

06

The owner package assembles its first draft

Rent collected, arrears, occupancy and the month's work orders, each number citing the system it came from.

07

You sign the owner report

human

Ten minutes of review instead of an evening of assembly. It goes out under your name, because it is your report.

The economics

Before and after economics

Line

Owner and investor reporting

Before

A week a month assembling numbers from five systems into one PDF.

After

A first draft assembles itself. A person reviews and signs.

Manual coordination hours

Before

50 hours a week across the default desk: 5 people, 10 manual hours each, $60 loaded cost. $3,000 a week of manual load.

After

The chase, the assembly and the copy-paste run on a schedule. What comes back is measured against a baseline you sign before the build.

Critical lease dates

Before

Options and escalations live on a spreadsheet someone forgot to update.

After

Abstracted from the executed lease and watched, with the page cited.

Build footprint of the anchor engagement

Before

Five separate problems: inbox, vendors, knowledge, reporting, marketing.

After

Five running systems and 24 automation scripts, in deployment.

The dollar row is arithmetic on this page's calculator defaults (5 people, 10 manual hours a week each, $60 an hour loaded cost), which is $3,000 a week of manual load. The reclaimed share is stated qualitatively on purpose, and the calculator beside this table prices your own baseline. The build counts are the anchor engagement's shipped frontmatter figures. That engagement is in deployment and publishes no outcome numbers yet, so no row here is a client result.

Run your numbers.

Your operations

5
10
$60

Savings use the low end of our hours-reclaimed range. The math is conservative on purpose.

The math

Cost of manual work / yr$144,000
Recovered / yr$36,000 - $72,000
Hours back / yr600+
Hours back / wk13+

Calculated at the low end of every range.

Every first build is covered in writing: 5x ROI in 30 days. Or we work for free.

Where the data comes from

Property mgmt

Yardi, Buildium, AppFolio, MRI or Rent Manager holds the operating truth: the rent roll, the tenant ledger, work orders, unit inventory and arrears. The build reads it through the vendor's own API or scheduled report exports and reconciles it with everything the other systems hold.

Where it stops. Read-only. Tenant ledgers and personal information never leave your accounts, and nothing writes back to the system of record. Trust ledgers are never touched, only reported on.

Lease files

The executed leases, amendments, estoppels and, on the commercial side, SNDAs, wherever they live today. This is the corpus. Abstraction reads each PDF once and the answer cites the page for the rest of the hold period.

Where it stops. Originals stay in your document store. The abstracts and vectors live in your own database instance under row-level security, and API terms are no-training. Your lease language never improves anyone else's product.

Listing feeds

MLS data through your board feed, CoStar or Altus on the commercial side, and the municipal permit portals that have no API at all. Agents watch them on a schedule and open a proposal when something in your criteria moves.

Where it stops. Watching only. Browser automation reads portals, it never submits on them. No offer, no posting, no form ever goes out without a person, and feed data stays inside the terms of the agreement you hold it under.

How the system is built for real estate operators

See the full capability map

Retrieval

Leases, rent rolls and estoppels indexed so an obligation can be found by clause language or by what it actually commits you to. Abstraction reads the PDF once and the answer cites the page for the rest of the hold period.

  • pgvector
  • Full-text BM25
  • Document layout extraction

Agents and orchestration

Agents watch listings, permits and filings on a schedule and open a proposal when something in your criteria moves. Browser automation handles the portals that have no API. Nothing is offered or signed without a person.

  • agent-worker
  • browser-sandbox
  • Proposal queue

Evaluation

Lease abstraction is graded against documents your team has already abstracted by hand. Field-level accuracy on dates, escalations and options is a number, and it is checked before a change ships.

  • Eval graders
  • Field-level accuracy
  • quality-worker

Models

Document and layout models to pull structure out of scanned leases. Frontier models for the reasoning on top. Ordinary regression for rent and arrears trend, because a large model adds latency and no accuracy.

  • Document layout extraction
  • Frontier models, one gateway, routed per task
  • Regression forecasting

Data boundary

Portfolio data stays in your accounts, scoped per entity and per property at the database layer. Tenant personal information is handled under Canadian privacy law by design.

  • Supabase row-level security
  • Per-entity scoping
  • No-training API terms
FIG. 02

Property mgmt, Lease files, Listing feeds feed a hybrid index. The agent runtime works from that index, and every consequential action passes a human approval before it reaches Ask your brain, Workflow builder, Task board.

Your systems

  1. 01Property mgmt
  2. 02Lease files
  3. 03Listing feeds

The system

  1. 01Hybrid index
  2. 02Agent runtime
  3. 03Your approvalhuman

Where your team works

  1. 01Ask your brain
  2. 02Workflow builder
  3. 03Task board
Real estate: how the system fits together.REV 2026.08

What that means in practice

Agents and orchestration

AI that does the work instead of just answering: looks things up, calls your systems, completes multi-step tasks, and knows when to hand off to a human.

Where we stop. Multi-agent swarms are oversold; most jobs need one well-guarded loop. If a cron job and a script solve it, that is what we build, because 90 percent per-step accuracy compounds to 59 percent over five chained steps and no framework changes that arithmetic.

How we use it

Retrieval and RAG

Connecting AI to your actual documents so it answers from your knowledge, accurately and with citations, instead of making things up.

Where we stop. A dedicated vector database is justified by scale, not by default. Most of RAG quality is won or lost in chunking and indexing strategy, not in the model choice, and we have walked clients back from RAG to plain search when that was the honest answer.

How we use it

MLOps and infrastructure

The plumbing that keeps AI running in production: deployment, scaling, monitoring and retraining, so it does not quietly degrade after launch.

Where we stop. We do not park your system on infrastructure only we understand. If your platform team runs Kubernetes on AWS, we deploy there. The architecture has to survive us leaving; that is the point of it.

How we use it

FIG. 03

A day on the rent roll, run this way

Director of property management runs the day through the built system: The arrears run finishes before coffee, You approve the notices, Renewals inside ninety days surface with their clauses, The document chase keeps running, You call the renewal terms, the system papers them, The owner package assembles its first draft, You sign the owner report. Dashed steps stay with a person.

  1. 01Director of property managementhuman
  2. 02The arrears run finishes before coffee
  3. 03You approve the noticeshuman
  4. 04Renewals inside ninety days surface with their clauses
  5. 05The document chase keeps running
  6. 06You call the renewal terms, the system papers themhuman
  7. 07The owner package assembles its first draft
  8. 08You sign the owner reporthuman
A day on the rent roll, run this way.REV 2026.08

How we build it for real estate operators

Step 01

Abstract the leases you already abstracted.

The first build re-abstracts a sample your team did by hand, so field-level accuracy on dates, escalations and options is a known number before it touches a live portfolio.

Step 02

Turn the abstract into a watch.

Once extraction holds, the same records drive option and renewal alerts. The value is not reading the lease once, it is never missing the date for the rest of the hold.

Step 03

Add acquisition monitoring last.

Listing and permit watching is the easiest piece to build and the easiest to ignore, so it comes after the portfolio work that people open every day.

What we will not automate

Offers, signatures and anything that binds the entity. Browser automation reads portals, it does not submit on them.

Built around your rules

The regimes that govern real estate, what each demands, and how the system complies

Regime

FINTRAC obligations

What it demands here

Brokerages carry client-identification, record-keeping and reporting duties under federal anti-money-laundering law.

How the system complies

Automation prepares the records and flags missing identification or verification. Reporting decisions stay with your compliance officer.

Trust accounting under RESA

What it demands here

Brokerage trust accounts are held and reconciled under BCFSA rules.

How the system complies

We do not touch trust funds. Systems do read-only reporting around them: reconciliation prep, status, reminders.

CASL

What it demands here

Commercial electronic messages need consent, sender identification and a working unsubscribe.

How the system complies

Every marketing and outreach build tracks consent, identifies the sender, and honors unsubscribes.

BC PIPA and PIPEDA

What it demands here

Tenant and investor personal information collected, used and safeguarded under both statutes.

How the system complies

Personal information stays in your database instance, scoped at the database layer, under no-training API terms.

Payments

What it demands here

Card data must be protected to PCI-DSS.

How the system complies

Card data never touches our systems. Payment flows run inside Stripe, which publishes its attestation.

Residential Tenancy Act (BC)

What it demands here

Notice forms, service timelines and rent increase limits are set by statute for residential tenancies.

How the system complies

Drafts and date math track the statute. A licensed manager approves and serves every notice.

RECO and RECA

What it demands here

Licensee conduct, advertising and record rules under the Ontario and Alberta real estate regulators.

How the system complies

Built to respect them: advertising drafts carry the required brokerage identification and go out only after a licensee approves.

Tenant and investor personal information is handled to respect BC PIPA and PIPEDA, and trust accounts stay under human authority.

Read our full security posture

The objections

Our data is split across Yardi, spreadsheets and fifteen years of email. Nothing matches.

That is the normal starting state, not a disqualifier. The first build reads the systems as they are, the rent roll and the tenant ledger included, and reconciles them into one layer. You do not clean your data to get AI. The build is the cleaning.

An AI tool already invented a square footage in a listing description. Why would we trust it with a lease?

Because this is graded, and that tool was not. Lease abstraction is scored against documents your team already abstracted by hand, so field-level accuracy on dates, options and escalations is a known number before it touches a live portfolio. And every answer cites the page it came from, so checking takes seconds.

We piloted a leasing chatbot and killed it. Why is this different?

A leasing bot talks to prospects. This works your back office: reporting, abstraction, arrears, the document chase. Different failure modes, different value. And it ships against a written baseline with a 5x ROI guarantee in 30 days, which no chatbot pilot offered you.

Margins per door are thin. We cannot fund an enterprise AI project.

This is not one. Engagements are fixed scope, quoted after a free audit, and the guarantee carries the risk: 5x ROI in 30 days or we keep working free until it clears. If the numbers cannot work at your door count, the audit says so and nothing gets built.

Head office picked the software. We cannot change the stack.

You do not have to. The build sits on top of the property management system you are required to run and reads what it holds. Nothing is migrated and nothing is replaced.

Agents are 1099 contractors who barely open the tools we already pay for.

The build targets the desk, not the agent. Deal-file completeness, FINTRAC records, conveyancing chase and owner reporting run at the brokerage level. Agents feel it as fewer calls asking for documents, which is the one change they never resist.

Where your team works

Tour the platform

Ask your brain

Ask a question. Get the answer and where it came from.

Every answer cites the document behind it, so you can check the source yourself. When the brain does not have the answer, it says so instead of guessing.

Workflow builder

Describe the workflow. Watch it assemble.

Say what should happen in plain language and the builder assembles the automation on a canvas you can read, run, and change.

Task board

People and agents, working the same board.

Every piece of work lives on one shared board, whether a person or an agent owns it. Handoffs between the two are explicit, so nothing falls in the gap.

Cost per outcome

Every dollar of spend traced to the work behind it.

Outcomes delivered, cost per outcome, value attributed, return on spend. The same measurement the guarantee is settled against, live on one page.

The hard questions

Free · 3-5 days

Know your number in five days.

We map your operations, find the highest-ROI automations, and hand you a ranked plan with the payback math attached. Yours to keep, whoever builds it.

Prefer to talk first? Book 15 minutes with James. No pitch deck.

Free · no obligation · five minutes

The plan is yours to keep, whoever builds it.

5x ROI in 30 days. Or we work for free.