AI shaped around the way your agency works. Find the right information faster. Prepare property and client dossiers. Support more relevant prospecting. Keep your team in control. Give your team more time for clients.
Begin with one repeated task that consumes time, fragments information or slows client response.
Less time lost in paperwork, more time advising buyers and owners.
Real estate brokers spend hours cross-referencing property registers, drafting exposés, and qualifying buyer inquiries. We automate the repetitive assembly work while preserving your local expertise.
Property & Mandate Dossier Prep
Consolidate floor plans, land registry records, heating diagnostic notes, and past sale comps into a clean preliminary dossier.
Inbound Buyer Qualification
Filter portal inquiries against mandate criteria, preparing structured viewing schedules and verified response drafts.
Local Market Signal Briefs
Track public municipal permit notices and regional transactions to prepare sourced outreach for prospective sellers.
The agency director and listing agent retain complete editorial and pricing sign-off on all client-facing materials.
Client records, owner contacts, and financial details remain isolated within Swiss sovereign boundaries.
Three practical starting points for your agency
We always begin with a single workflow to prove value before expanding scope.
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.
The lead broker verifies details before any client dispatch.
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.
The lead broker verifies details before any client dispatch.
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.
The lead broker verifies details before any client dispatch.
Let’s discuss one specific process in your agency.
No confidential data or upfront financial commitment is required. We show you how to structure an initial pilot.