Less manual research for mandates and valuation preparation.
Useful agency information sits across market sources, documents, software and client conversations. Cytria helps scope a workflow that brings it together and prepares work for your brokers, with suitable review points.
No confidential data required for the first conversation.
Three concrete workflows designed for your sector
Each workflow builds on your existing tools and methods to prepare outputs your team directly verifies.
Spot mandate opportunities from official publications
Finding new mandates requires regular tracking of the FAO and official transfer or planning notices. Together, we define the geographic criteria and property types relevant to your agency. The resulting workflow could prepare a summary sheet of recent signals with their official references; the broker reviews each signal before deciding on any outreach.
Gather property records and comparables to prepare a valuation
Gathering property characteristics, finding comparable sales and structuring a valuation dossier takes time on every prospective mandate. We define the permitted data sources and your standard report template together. The workflow could assemble available facts and draft the valuation document; the real estate agent verifies price assumptions and sets the final figure.
Turn market shifts into planned commercial follow-up
Completed transactions, price-per-square-metre trends and local listings often stay scattered across separate property portals. Together, we define the market indicators relevant to your local position. The workflow could prepare a periodic briefing with suggested follow-up actions; agency management decides which steps to take and approves every external message.
How your team stays in control
For each selected workflow, we define together the permitted sources, access boundaries and human review checkpoint. No final decision or external communication happens without explicit sign-off from your team.
Other workflows for your team
Concrete applications sharing the same principle of human review before any decision or communication.
Owner and parcel research
Research owners, parcels and transaction context from approved public registers and planning sources before initial broker contact.
Review: The broker verifies parcel validity and confirmed owner representation.
Zoning and official gazette monitoring
Scan FAO, official gazettes and zoning notices for potential mandate and development opportunities.
Review: Commercial qualification of the opportunity prior to committing resources.
Buyer criteria and search qualification
Classify inbound property search criteria, buyer inquiries and valuation requests.
Review: Agency lead confirms assignment to the relevant specialist broker.
Owner outreach and market briefings
Draft targeted local market briefs and property owner updates for broker review.
Review: Explicit broker sign-off before electronic or mail distribution.
Tenant and co-owner inquiry handling
Match recurring tenant and co-owner inquiries with building regulations and lease records.
Review: Property manager reviews draft responses and handles contentious issues.
Listing mandate dossier completeness
Audit required listing documents (floor plans, building registry extracts, AGM minutes).
Review: Broker verifies legal integrity and title deed consistency.
Broker onboarding and method guide
Quick retrieval of agency templates, commission schedules and negotiation playbooks.
Review: Managing broker validates competency milestones.
Cantonal zoning and tenancy knowledge base
Rapid semantic retrieval across tenancy laws, cantonal directives and building permits.
Review: Legal interpretation remains under qualified professional discretion.
Property listing and valuation form optimisation
Identify common buyer questions to enrich online property presentations and intake forms.
Review: Broker approval of marketing copy before portal publishing.
Start with your current tools
Using Immomig, Apimo, SweepBright or another environment? We verify available features and connections for the selected workflow. Depending on the context, an initial test can use documents or exports before broader integration.
How we could proceed
We first agree what needs to change and what is already known. We test a workflow when that will help us decide; if the scope is already clear, we can propose delivery directly.
Scope the work
Review the task, existing tools, available information and the decision to make next.
See the starting options →Test if needed
Try one agreed workflow, review the results with your team and decide whether to continue, adjust or stop.
See the focused test →Put it into use
If the scope or test supports it, agree the production work, responsibilities and support before implementation.
See deployment →Discuss a concrete workflow for your organisation
Describe one recurring search, valuation preparation or commercial follow-up task. We define the necessary information, expected outcome and how to evaluate practical benefit.
We define the information the workflow may use, who can access it and which actions need review. Hosting, external services and handover conditions are specified for the selected deployment. The first conversation does not require confidential client, employee or beneficiary files.