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Project · Automation & AI agents

Property management that handles routine work.

For Zimmermann Immobilien, we built an AI-assisted property management platform: from initial enquiries and case handling to budgets and annual statements. The platform is live and connects daily management tasks in one continuous workflow.

Client
Zimmermann Immobilien
Project
AI property management
Implementation
Web & app
Status
Live project

Zimmermann Immobilien

Enquiry → Case → Draft → Approval

Management overview: incoming enquiries and approvals · Sample data
Management overview: incoming enquiries and approvals · Sample data

Starting point

Property management involves enquiries, contracts, property information and documents at the same time. Handling a case requires bringing this information together. Together with Zimmermann Immobilien, andyou built a platform that connects workflows and automates routine work.

The solution

Every incoming enquiry is assigned to a case. AI identifies the request and prepares a response or the next action. In the web application, the management team reviews the suggestion alongside the relevant information, then approves, adjusts or rejects it. The resident portal brings questions, damage reports, requests and documents together on a personal home screen.

A direct starting point for residents

Resident portal: enquiries, damage reports and documents · Sample data
Resident portal: enquiries, damage reports and documents · Sample data

From enquiry to annual statements

The platform connects communication with tenants and owners to the work that follows: from enquiries and damage reports to budgets and annual statements. Information is reused throughout the workflow. The finance interface puts open decisions first: what needs approval, what runs automatically and which deadlines are approaching? Budgets and statements show progress and the next step.

Finance: what needs my attention?

Finance overview: open decisions, automatic workflows and deadlines · Sample data
Finance overview: open decisions, automatic workflows and deadlines · Sample data

Budgets at a glance

Budget: planned costs, owner contributions and approvals · Sample data
Budget: planned costs, owner contributions and approvals · Sample data

Control in daily work

AI prepares suggestions. Binding actions are executed by deterministic software after approval. Personal information is replaced with placeholders before AI processing. Roles and permissions control access, while processing steps remain traceable. Residents see the information relevant to their ownership, tenancy or authorisation. Staff receive suitable role templates, areas of responsibility and approval limits. Finance and role interfaces continue to evolve together.

People and their relationships

People: ownership, tenancies and access · Sample data
People: ownership, tenancies and access · Sample data

Permissions suited to the task

Roles and permissions: responsibilities and approval limits · Sample data
Roles and permissions: responsibilities and approval limits · Sample data

The result

The AI-assisted property management platform is live at Zimmermann Immobilien. Enquiries, cases, budgets and annual statements share one platform. Automation handles routine work; the management team keeps an overview and makes decisions at the defined approval points.

What would make your business run more smoothly?

We start with a workflow that costs time today. Together, we identify what can usefully be automated.

Discuss your project