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Real Estate / Property Management

Property & Building Management Platform

A property management platform running more than 24,000 residential and commercial units, rebuilt from the legacy system it outgrew, with an AI tenant assistant handling the enquiries that used to fill a manager's day.

Role
Business analysis, platform development, data migration, QA, and long-term support
  • Angular
  • SMS and email messaging
  • Document management with full-text search
  • LLM tenant assistant
  • Tablet and mobile clients

The challenge

What the business was running into

  • Legacy software had grown brittle with years of workarounds, so maintenance requests got lost in email threads and accounting required manual reconciliation across systems
  • Residents had no self-service options, creating a support burden that scaled with the portfolio rather than being absorbed by technology
  • Tenant communication ran through personal phones and ad-hoc email, which left no record anyone else could pick up
  • Years of documents and financial history lived inside the old system, so any replacement had to bring all of it across without losing the audit trail
  • The existing system couldn't scale with a growing portfolio of residential and commercial properties without significant manual overhead

The approach

A real estate operator managing residential and commercial properties was running on legacy software held together by years of workarounds. Maintenance requests got lost in email threads, accounting required manual reconciliation, residents had no self-service options, and tenant messaging happened on whichever phone was nearest. The property portfolio was growing. The system underneath it was not.

We had built the operator's original platform, and when the portfolio outgrew it we rebuilt it rather than patching further. The second generation consolidated the whole operation into one system: service tickets with purchase orders attached, scheduled inspections and preventative maintenance that raise their own work orders, a communication center handling tenant SMS and email with templates and threaded history, document management with search across leases and contracts, lease charge codes and financial dashboards, and vendor invoice approval with an audit trail. Around eleven modules, each one replacing something that used to be a spreadsheet, a filing cabinet, or somebody's memory.

The unglamorous part decided whether any of it worked. Years of documents and financial records had to move from the old platform without losing the audit trail, and that migration was a project in its own right, planned and estimated separately from the build. A property system that cannot produce the signed lease from four years ago is not a replacement, it is a second system to maintain.

At the scale this operator runs, over 24,000 residential and commercial units, tenant communication is the constraint. Most enquiries are the same handful of questions, about a balance, a repair, or what the building allows, and every one of them used to occupy a manager. So a conversational assistant now sits on top of the platform with live access to the tenant's record, answers roughly seven in ten enquiries end to end, and escalates the rest with the conversation attached. Manager time on tenant communication fell by close to a third, and maintenance requests, raised and tracked in one place instead of chased by phone, now close around 30% faster.

The platform runs across desktop, tablet, and a resident mobile app. Tablets were treated as first-class rather than an afterthought, because an inspection either gets recorded while the inspector is standing in the unit or it gets reconstructed later from memory. Residents raise requests, check payment history, and follow community events themselves, which is why support volume stopped scaling with the number of doors.

Key capabilities

What the system does

  1. Service tickets and work orders

    Ticket creation, assignment, and lifecycle tracking with purchase orders attached, so the cost of a repair lives with the repair rather than surfacing separately at month end.

  2. Inspections and preventative maintenance

    Scheduled inspection appointments and recurring maintenance plans that raise their own tickets on schedule, which is the difference between planned upkeep and reacting to failures.

  3. Communication center

    Tenant messaging by SMS and email from inside the platform, with templates, scheduled sends, threaded history, and read tracking. Conversations belong to the property rather than to whoever happened to answer.

  4. Document management

    Documents filed against leases, tenants, and contracts, with full-text search across the archive. Staff find the signed page in seconds instead of asking who has the folder.

  5. Financial management

    Advanced accounting with automated reconciliation, lease charge codes with effective dates, transaction history, and real-time financial dashboards across the portfolio.

  6. Invoice approval

    Vendor invoices routed for approval with tax handling and an audit trail, so payment authority is explicit rather than implied by whoever forwarded the email.

  7. AI tenant assistant

    A conversational assistant answers the questions that fill a manager's day, covering balances, maintenance status, and building rules, with live access to the tenant's own record rather than a generic script. Anything it cannot settle is handed to a person with the conversation attached.

  8. Resident mobile app

    Self-service access to maintenance requests, payment history, and community events, reducing support volume while improving the resident experience.

  9. Built for tablets in the field

    The interfaces staff use while walking a building were tested on tablets as first-class devices, because an inspection gets recorded on site or it gets recorded from memory later.

  10. Roles and permissions

    Granular roles down to view-only access, so vendors, site staff, and finance each see the portfolio through the lens their job requires.

  11. Customizable workflows

    Per-property-type configuration ensures the platform matches each building's operational reality rather than the other way around.

Outcome

Operational efficiency, sharper decision-making, and improved resident satisfaction, delivered through a platform designed to grow with the business.

Results

What changed for the business

  • Reduced manual reconciliation

    Operations teams recovered hours previously spent reconciling data across disconnected legacy systems each week.

  • Faster maintenance response

    Residents reported higher satisfaction with transparent work order tracking and faster resolution times end to end.

  • Managers off the phone

    Roughly seven in ten tenant enquiries are now resolved by the assistant, cutting direct manager time on tenant communication by close to a third and leaving staff on the work that needs a decision.

  • Maintenance closed faster

    Requests raised and tracked through the platform rather than chased by phone reduced maintenance resolution time by around 30%.

  • Communication with a record

    Moving tenant messaging into the platform turned conversations that lived on individual phones into history any authorized colleague can pick up.

  • Nothing left behind in the migration

    Documents and financial history came across from the legacy system with the audit trail intact, which is what made switching off the old platform possible at all.

  • Seamless portfolio growth

    The platform scaled as the property portfolio grew, with no infrastructure changes required when new buildings were added.

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