A large property management firm had fragmented tenant workflows across two systems that did not connect, with additional information scattered across Excel and manual workflows.
AI agents were created to connect and automate tenant due diligence, onboarding, compliance and ongoing account monitoring - including rent payments, documentation, background checks and arrears - surfacing exceptions for human review.
The firm can now manage a larger portfolio without adding administrative headcount at the same rate. Instead of spending time coordinating data and routine reviews, the team can focus on filling open units, resolving arrears and handling issues that require judgment, creating capacity to grow the business.
How it works
The Property Management Onboarding and RAG Agent runs as a pipeline of five MisaCores - modular building blocks from our platform. Each one owns a single stage, from ingestion to audit, and the whole pipeline reads from the firm's system of record without ever writing back to it.
Continuously ingests tenant, tenancy, document and payment data read-only from the firm's property management system of record, and consolidates it with data previously scattered across spreadsheets into a single governed source of truth.
Tracks every prospective tenant through the firm's onboarding stages (application → approved → active), showing each person's current stage and exactly what's outstanding.
Watches the full due diligence trail per applicant - required onboarding documents (ID, application forms, signed agreements) and third-party referencing and background-check status - flagging what's missing, unsigned or stalled.
Natural-language assistant over the firm's policies, procedures and tenant records. Tenant personal data is redacted before any AI model sees it, and every query and action is logged.
Logs every change to the tenant record with who and when - governance the previous spreadsheet workflow had none of.
