Less email flood in property management, more time for your mandates.

AI CONSULTING FOR REAL ESTATE SMES

Less email flood in property management, more time for your mandates.

As your Swiss boutique consultancy, we help property management firms, condominium (STWEG) administrators, and brokerage agencies pragmatically automate maintenance triage, assembly minutes, applicant checks, and exposés.

YOUR AI ORIENTATION
01FOCUS & APPLICATION AREA

AI means so many things. Which AI do you actually need? What is your specific area of application?

02FROM EXPERIMENT TO ENTERPRISE

We help - from short-term pilot projects and rapid experiments all the way to enterprise solutions.

03DISCOVER THE POSSIBILITIES

Simply streamline daily workflows or transform an entire business unit with autonomous agents? Discover the possibilities with us.

Tailored for Swiss Real Estate SMEs

Legal certainty & data sovereignty in Switzerland.

Integration with Rimo R5, ImmoTop2, Garaio REM & Abacus Immo

Vendor-neutral technology & architecture selection.

Aligned with Swiss Tenancy Law (CO), FADP & SVIT Practice

Strategy, process automation & custom software.

Consulting Offer

Strategy, Governance & Implementation

We combine strategic foresight with industry-specific compliance and technical process implementation.

Level 1: Property & Condominium (STWEG) Management

Tenant Communication, Maintenance & Assemblies

Before we install technology, we create clarity.

  • AI Damage Triage & Contractor Dispatch: Structured intake including appliance plate photo, minor-repair check under Swiss CO, and work-order draft.
  • STWEG Minutes & Regulation Assistant: Rapid creation of condominium assembly minutes and instant lookup of deeds of division and house regulations.
  • Rent & Ancillary Cost Correspondence: Legally sound replies to tenant inquiries regarding reference interest rate adjustments, CPI indexing, and heating bills.

Level 2: Brokerage & Initial Lettings

Exposé Automation & Applicant Screening

Innovation without risk. We make your AI audit-ready.

  • 4-Language Multi-Portal Listings & Exposés: Target-group-specific property descriptions generated from floor plans, location data, and building specs.
  • Dossier & Solvency Pre-Check: Automated verification of rent-to-income ratios, debt register extracts, and completeness in compliance with Swiss FADP.
  • 24/7 Viewing & Lead Qualification: Instant pre-qualification of prospective tenants and buyers including automated viewing scheduling.

Level 3: Property Accounting & Agency Management

Accounts Payable Coding & Owner Reporting

This is where value is created. We integrate AI deeply into your value chain.

  • Contractor Invoice Parsing & Coding: Automated extraction of contractor invoices including property assignment and maintenance vs. capex classification.
  • Concise Owner & Mandate Reports: AI-assisted preparation of quarterly and annual summaries for private and family property owners.

AI Solution Horizons

From Quick Wins to Transformation

Structured implementation steps tailored to your industry value chain.

Short-Term

Phase 1: Immediate Leverage (Weeks 1–4)

Immediate relief in day-to-day property management and brokerage. Generate exposés at the push of a button and triage tenant inquiries automatically.

  • Exposé Generation: Automatic creation of tailored property listings (DE/FR/IT/EN) from floor plans and building specs.
  • Maintenance Triage: Structured capture of tenant damage reports including minor-repair checks and contractor work orders.
  • STWEG Assembly Minutes: Rapid drafting of condominium owners' assembly minutes and agenda packages.

Medium-Term

Phase 2: Process Integration

Seamless connection to Rimo R5, ImmoTop2, Garaio REM, or Abacus Immo. We automate applicant dossier screening and utility bill checks.

  • Applicant Dossier Pre-Check: Automated review of tenant applications, debt register extracts, and income-to-rent ratios.
  • Utility & Heating Bill Audit: AI-assisted plausibility and invoice checks before sending annual ancillary cost statements.
  • Regulation Assistant: Instant answers from house rules, STWEG bylaws, and Swiss tenancy law (CO).

Long-Term

Phase 3: Scalable Mandate Growth

Manage more properties per portfolio manager without burning out your team through 24/7 tenant self-service and automated owner reporting.

  • 24/7 Tenant Self-Service: Multilingual answers to recurring questions on forms, key orders, and house regulations.
  • Owner Reporting: Automated summaries of vacancies, maintenance budgets, and refurbishment recommendations.
  • Energy & Renovation Prep: Structured preparation of GEAK and consumption data for private property owners.
Swiss Tech & Data Architecture

Lean PropTech Architecture for Swiss Real Estate SMEs

We securely connect email inboxes, tenant forms, and document pipelines with your existing property management ERP.

Integrations & Standards:Rimo R5ImmoTop2Garaio REMAbacus ImmoW&W ImmoSwiss FADP / CO

Structured Document Extraction

Reliable parsing of Swiss lease agreements, land register extracts, contractor invoices, and solvency records.

Swiss FADP Privacy Compliance

Strict mandate isolation and automated retention/deletion workflows for rejected applicant files.

Daily Relief for Property Managers

Reduces repetitive email and phone interruptions in day-to-day management by up to 50%.

Collaboration

Tailored to Your Needs

Whether a clearly defined project or agile support – you have full cost control.

Project Package

Maximum Planning Certainty

Ideal when the goal and scope are clearly defined. We agree on a fixed outcome at a fixed price. Scope, milestones, and acceptance criteria are bindingly defined before the project starts. Any changes are coordinated with you before implementation.

  • Result GuaranteeWe deliver until the agreed goal is achieved.
  • Budget SecurityYou know exactly what it costs. No surprises.

Expert-on-Demand

Agile Support & Interim

Book our experts flexibly as needed – whether as a strategic advisor for a few hours or as an integral part of your team.

  • Interim-SupportWe work hands-on operationally to bridge bottlenecks.
  • No OverheadFull flexibility without long-term staffing commitments.

Approach

What Are the Next Steps?

Initial Consultation (Free)

We discuss your goals with you and clarify without obligation where AI has the greatest leverage in your company. Together we define the framework for a potential collaboration.

1
2

Deep Dive Audit

We analyze your data and processes to uncover concrete automation potentials. We prioritize the use cases that deliver the highest ROI.

Pilot Phase

Instead of pure theory, we implement a working pilot project in a selected area. This proves measurable value risk-free before larger investments are made.

3

Scaling

We roll out the solution, empower your team through training, and establish Swiss FADP-compliant guidelines for sustainable, secure operation.

SCIENTIFIC EVIDENCE & SWISS MARKET DATA

Research and guidance in context

Research can help identify useful applications. It does not replace testing the outcome in your own business.

75 %2024

AI use among surveyed knowledge workers

In the international 2024 Work Trend Index, 75% of surveyed knowledge workers reported using AI at work. This is not a representative figure for all Swiss employees and does not measure the effect of our training.

DSG

Data protection also applies to AI

The FDPIC explains that Swiss data-protection law also applies to AI processing of personal data. Appropriate measures depend on the data, purpose and service used; choosing a business licence alone does not establish compliance.

Consulting FAQ

Answers for Decision-Makers

01

How should small and mid-sized real estate agencies get started with AI?

  • The most effective starting point is a compact process audit across property management and brokerage: we identify the biggest time sinks (typically damage triage, STWEG minutes, and dossier checks) and deploy the first production workflow at a fixed price within 4 to 6 weeks.
02

Can commercial leases and STWEG regulations be searched automatically?

  • Yes. Our secure RAG and extraction pipelines parse leases, addenda, and condominium bylaws, delivering the exact clause with source citations in seconds.
03

Do we need to switch our existing real estate ERP (e.g., ImmoTop2, Rimo R5, or Abacus)?

  • No. We bridge the exact media breaks between your email inbox, PDF documents, and your existing property management ERP.
04

How do you ensure sensitive applicant dossiers remain protected under the Swiss FADP?

  • We deploy isolated Swiss and European cloud or on-premise environments with zero training on public models, combined with automated deletion routines for rejected applicant files.

Artificial Intelligence tailored to your department

We are happy to assist you in consulting on your business processes and within your selected areas of the value chain:

Sales & Distribution

Sales & Distribution

Boost your conversion rates in sales: We show you how to leverage intelligent lead scoring and deeper customer insights to unlock hidden revenue potential.

Opportunities & Risks

Sales & Distribution

Risks

  • -Complex system and CRM integrations
  • -Poor data quality for forecasting
  • -Acceptance among sales staff
  • -Impersonal customer approach at scale

Opportunities

  • ✓Automated lead scoring models
  • ✓Predictive sales and precise revenue forecasts
  • ✓Personalized sales pitches in real time
  • ✓AI-supported sales call analysis
Marketing

Marketing

Minimize wastage in your marketing budget: We help you deploy hyper-personalized campaigns and dramatically accelerate your content creation using AI.

Opportunities & Risks

Marketing

Risks

  • -Violation of brand guidelines (Brand Safety)
  • -Data protection and compliance violations
  • -Quality and authenticity of generated content
  • -Dependence on AI algorithms

Opportunities

  • ✓Automated content generation
  • ✓Real-time personalization (Segments of One)
  • ✓Predictive analytics for budget allocation
  • ✓Scaling of creative processes
HR & Personnel

HR & Personnel

Relieve your HR department of administrative burdens. We guide you in building AI-supported workflows for faster, more accurate recruiting.

Opportunities & Risks

HR & Personnel

Risks

  • -Bias and discrimination in AI processes
  • -Data protection for sensitive personnel data
  • -Lack of human intuition in recruiting
  • -Resistance to performance tracking

Opportunities

  • ✓Automation of routine administrative tasks
  • ✓AI-supported matching of candidate profiles
  • ✓Prediction of fluctuation rates
  • ✓Personalized training programs
Customer Service & Support

Customer Service & Support

Provide premium 24/7 support without increasing headcount: We assist you in implementing smart, empathetic conversational AI assistants.

Opportunities & Risks

Customer Service & Support

Risks

  • -Frustration due to inaccurate chatbot answers
  • -Loss of human empathy
  • -Challenges with complex inquiries
  • -Data protection in customer communication

Opportunities

  • ✓Intelligent ticket categorization
  • ✓24/7 support via conversational AI
  • ✓Automated answering of standard questions
  • ✓Sentiment analysis to detect customer mood
Finance & Controlling

Finance & Controlling

Optimize your liquidity and cash flow forecasting. We support you in eliminating manual data entry and establishing precise real-time financial reporting.

Opportunities & Risks

Finance & Controlling

Risks

  • -Security vulnerabilities in automation
  • -Wrong decisions due to false assumptions
  • -Transparency of AI decisions (Black Box)
  • -Regulatory compliance requirements

Opportunities

  • ✓Automated invoice processing
  • ✓Precise cash flow and revenue forecasts
  • ✓Intelligent anomaly and fraud detection
  • ✓Real-time dashboards and automated reports
Sales & Distribution

Sales & Distribution

Boost your conversion rates in sales: We show you how to leverage intelligent lead scoring and deeper customer insights to unlock hidden revenue potential.

Opportunities & Risks

Sales & Distribution

Risks

  • -Complex system and CRM integrations
  • -Poor data quality for forecasting
  • -Acceptance among sales staff
  • -Impersonal customer approach at scale

Opportunities

  • ✓Automated lead scoring models
  • ✓Predictive sales and precise revenue forecasts
  • ✓Personalized sales pitches in real time
  • ✓AI-supported sales call analysis
Marketing

Marketing

Minimize wastage in your marketing budget: We help you deploy hyper-personalized campaigns and dramatically accelerate your content creation using AI.

Opportunities & Risks

Marketing

Risks

  • -Violation of brand guidelines (Brand Safety)
  • -Data protection and compliance violations
  • -Quality and authenticity of generated content
  • -Dependence on AI algorithms

Opportunities

  • ✓Automated content generation
  • ✓Real-time personalization (Segments of One)
  • ✓Predictive analytics for budget allocation
  • ✓Scaling of creative processes
HR & Personnel

HR & Personnel

Relieve your HR department of administrative burdens. We guide you in building AI-supported workflows for faster, more accurate recruiting.

Opportunities & Risks

HR & Personnel

Risks

  • -Bias and discrimination in AI processes
  • -Data protection for sensitive personnel data
  • -Lack of human intuition in recruiting
  • -Resistance to performance tracking

Opportunities

  • ✓Automation of routine administrative tasks
  • ✓AI-supported matching of candidate profiles
  • ✓Prediction of fluctuation rates
  • ✓Personalized training programs
Customer Service & Support

Customer Service & Support

Provide premium 24/7 support without increasing headcount: We assist you in implementing smart, empathetic conversational AI assistants.

Opportunities & Risks

Customer Service & Support

Risks

  • -Frustration due to inaccurate chatbot answers
  • -Loss of human empathy
  • -Challenges with complex inquiries
  • -Data protection in customer communication

Opportunities

  • ✓Intelligent ticket categorization
  • ✓24/7 support via conversational AI
  • ✓Automated answering of standard questions
  • ✓Sentiment analysis to detect customer mood
Finance & Controlling

Finance & Controlling

Optimize your liquidity and cash flow forecasting. We support you in eliminating manual data entry and establishing precise real-time financial reporting.

Opportunities & Risks

Finance & Controlling

Risks

  • -Security vulnerabilities in automation
  • -Wrong decisions due to false assumptions
  • -Transparency of AI decisions (Black Box)
  • -Regulatory compliance requirements

Opportunities

  • ✓Automated invoice processing
  • ✓Precise cash flow and revenue forecasts
  • ✓Intelligent anomaly and fraud detection
  • ✓Real-time dashboards and automated reports
Sales & Distribution

Sales & Distribution

Boost your conversion rates in sales: We show you how to leverage intelligent lead scoring and deeper customer insights to unlock hidden revenue potential.

Opportunities & Risks

Sales & Distribution

Risks

  • -Complex system and CRM integrations
  • -Poor data quality for forecasting
  • -Acceptance among sales staff
  • -Impersonal customer approach at scale

Opportunities

  • ✓Automated lead scoring models
  • ✓Predictive sales and precise revenue forecasts
  • ✓Personalized sales pitches in real time
  • ✓AI-supported sales call analysis
Marketing

Marketing

Minimize wastage in your marketing budget: We help you deploy hyper-personalized campaigns and dramatically accelerate your content creation using AI.

Opportunities & Risks

Marketing

Risks

  • -Violation of brand guidelines (Brand Safety)
  • -Data protection and compliance violations
  • -Quality and authenticity of generated content
  • -Dependence on AI algorithms

Opportunities

  • ✓Automated content generation
  • ✓Real-time personalization (Segments of One)
  • ✓Predictive analytics for budget allocation
  • ✓Scaling of creative processes
HR & Personnel

HR & Personnel

Relieve your HR department of administrative burdens. We guide you in building AI-supported workflows for faster, more accurate recruiting.

Opportunities & Risks

HR & Personnel

Risks

  • -Bias and discrimination in AI processes
  • -Data protection for sensitive personnel data
  • -Lack of human intuition in recruiting
  • -Resistance to performance tracking

Opportunities

  • ✓Automation of routine administrative tasks
  • ✓AI-supported matching of candidate profiles
  • ✓Prediction of fluctuation rates
  • ✓Personalized training programs
Customer Service & Support

Customer Service & Support

Provide premium 24/7 support without increasing headcount: We assist you in implementing smart, empathetic conversational AI assistants.

Opportunities & Risks

Customer Service & Support

Risks

  • -Frustration due to inaccurate chatbot answers
  • -Loss of human empathy
  • -Challenges with complex inquiries
  • -Data protection in customer communication

Opportunities

  • ✓Intelligent ticket categorization
  • ✓24/7 support via conversational AI
  • ✓Automated answering of standard questions
  • ✓Sentiment analysis to detect customer mood
Finance & Controlling

Finance & Controlling

Optimize your liquidity and cash flow forecasting. We support you in eliminating manual data entry and establishing precise real-time financial reporting.

Opportunities & Risks

Finance & Controlling

Risks

  • -Security vulnerabilities in automation
  • -Wrong decisions due to false assumptions
  • -Transparency of AI decisions (Black Box)
  • -Regulatory compliance requirements

Opportunities

  • ✓Automated invoice processing
  • ✓Precise cash flow and revenue forecasts
  • ✓Intelligent anomaly and fraud detection
  • ✓Real-time dashboards and automated reports
Sales & Distribution

Sales & Distribution

Boost your conversion rates in sales: We show you how to leverage intelligent lead scoring and deeper customer insights to unlock hidden revenue potential.

Opportunities & Risks

Sales & Distribution

Risks

  • -Complex system and CRM integrations
  • -Poor data quality for forecasting
  • -Acceptance among sales staff
  • -Impersonal customer approach at scale

Opportunities

  • ✓Automated lead scoring models
  • ✓Predictive sales and precise revenue forecasts
  • ✓Personalized sales pitches in real time
  • ✓AI-supported sales call analysis
Marketing

Marketing

Minimize wastage in your marketing budget: We help you deploy hyper-personalized campaigns and dramatically accelerate your content creation using AI.

Opportunities & Risks

Marketing

Risks

  • -Violation of brand guidelines (Brand Safety)
  • -Data protection and compliance violations
  • -Quality and authenticity of generated content
  • -Dependence on AI algorithms

Opportunities

  • ✓Automated content generation
  • ✓Real-time personalization (Segments of One)
  • ✓Predictive analytics for budget allocation
  • ✓Scaling of creative processes
HR & Personnel

HR & Personnel

Relieve your HR department of administrative burdens. We guide you in building AI-supported workflows for faster, more accurate recruiting.

Opportunities & Risks

HR & Personnel

Risks

  • -Bias and discrimination in AI processes
  • -Data protection for sensitive personnel data
  • -Lack of human intuition in recruiting
  • -Resistance to performance tracking

Opportunities

  • ✓Automation of routine administrative tasks
  • ✓AI-supported matching of candidate profiles
  • ✓Prediction of fluctuation rates
  • ✓Personalized training programs
Customer Service & Support

Customer Service & Support

Provide premium 24/7 support without increasing headcount: We assist you in implementing smart, empathetic conversational AI assistants.

Opportunities & Risks

Customer Service & Support

Risks

  • -Frustration due to inaccurate chatbot answers
  • -Loss of human empathy
  • -Challenges with complex inquiries
  • -Data protection in customer communication

Opportunities

  • ✓Intelligent ticket categorization
  • ✓24/7 support via conversational AI
  • ✓Automated answering of standard questions
  • ✓Sentiment analysis to detect customer mood
Finance & Controlling

Finance & Controlling

Optimize your liquidity and cash flow forecasting. We support you in eliminating manual data entry and establishing precise real-time financial reporting.

Opportunities & Risks

Finance & Controlling

Risks

  • -Security vulnerabilities in automation
  • -Wrong decisions due to false assumptions
  • -Transparency of AI decisions (Black Box)
  • -Regulatory compliance requirements

Opportunities

  • ✓Automated invoice processing
  • ✓Precise cash flow and revenue forecasts
  • ✓Intelligent anomaly and fraud detection
  • ✓Real-time dashboards and automated reports
Sales & Distribution

Sales & Distribution

Boost your conversion rates in sales: We show you how to leverage intelligent lead scoring and deeper customer insights to unlock hidden revenue potential.

Opportunities & Risks

Sales & Distribution

Risks

  • -Complex system and CRM integrations
  • -Poor data quality for forecasting
  • -Acceptance among sales staff
  • -Impersonal customer approach at scale

Opportunities

  • ✓Automated lead scoring models
  • ✓Predictive sales and precise revenue forecasts
  • ✓Personalized sales pitches in real time
  • ✓AI-supported sales call analysis
Marketing

Marketing

Minimize wastage in your marketing budget: We help you deploy hyper-personalized campaigns and dramatically accelerate your content creation using AI.

Opportunities & Risks

Marketing

Risks

  • -Violation of brand guidelines (Brand Safety)
  • -Data protection and compliance violations
  • -Quality and authenticity of generated content
  • -Dependence on AI algorithms

Opportunities

  • ✓Automated content generation
  • ✓Real-time personalization (Segments of One)
  • ✓Predictive analytics for budget allocation
  • ✓Scaling of creative processes
HR & Personnel

HR & Personnel

Relieve your HR department of administrative burdens. We guide you in building AI-supported workflows for faster, more accurate recruiting.

Opportunities & Risks

HR & Personnel

Risks

  • -Bias and discrimination in AI processes
  • -Data protection for sensitive personnel data
  • -Lack of human intuition in recruiting
  • -Resistance to performance tracking

Opportunities

  • ✓Automation of routine administrative tasks
  • ✓AI-supported matching of candidate profiles
  • ✓Prediction of fluctuation rates
  • ✓Personalized training programs
Customer Service & Support

Customer Service & Support

Provide premium 24/7 support without increasing headcount: We assist you in implementing smart, empathetic conversational AI assistants.

Opportunities & Risks

Customer Service & Support

Risks

  • -Frustration due to inaccurate chatbot answers
  • -Loss of human empathy
  • -Challenges with complex inquiries
  • -Data protection in customer communication

Opportunities

  • ✓Intelligent ticket categorization
  • ✓24/7 support via conversational AI
  • ✓Automated answering of standard questions
  • ✓Sentiment analysis to detect customer mood
Finance & Controlling

Finance & Controlling

Optimize your liquidity and cash flow forecasting. We support you in eliminating manual data entry and establishing precise real-time financial reporting.

Opportunities & Risks

Finance & Controlling

Risks

  • -Security vulnerabilities in automation
  • -Wrong decisions due to false assumptions
  • -Transparency of AI decisions (Black Box)
  • -Regulatory compliance requirements

Opportunities

  • ✓Automated invoice processing
  • ✓Precise cash flow and revenue forecasts
  • ✓Intelligent anomaly and fraud detection
  • ✓Real-time dashboards and automated reports

Initial consultation 100% free

Relieve your property managers and brokers noticeably

Book your free initial consultation now. We will show you how your agency can cut up to 50% of repetitive email and protocol work with pragmatic AI.

Request SME Consultation
AI in Real Estate