Real Estate ERP

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  1. Real Estate ERP
  2. Proto assistance for property work
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Put an AI agent to work in Real Estate ERP

Prepare lease reviews and collection checks while the operating team retains decisions.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Property Manager: Prepare the selected lease's unit, tenant, dates and rent for review, including competing Active or Notice agreements on the same unit.
  • Property Reviewer: Organize the agreement information and active staff identity checks needed for the lease activation decision.
  • Finance Officer: Explain the tenant's Posted charges and eligible allocations from Confirmed receipts, with unallocated money shown separately.
  • Property Coordinator: Prepare the assigned service queue or summarize buyer reservations needing an outcome update.

What stays with a person

  • Property Reviewer remains responsible for approving or rejecting lease activation.
  • Finance Officer needs payment evidence before confirming money.
  • The assistant must use the acting person's permissions and the configured decision path.
  • Review the target records before making a change.

Property Reviewer remains responsible for approving or rejecting lease activation. Finance Officer needs payment evidence before confirming money. The assistant must use the acting person's permissions and the configured decision path.

Review the target records before making a change. Preserve earlier development evidence when investigating another submission attempt. Keep connection credentials in the approved service settings and have the responsible person review uncertain external results.

Set up Real Estate ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started