Property Valuation System

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  1. Property Valuation System
  2. Agent assistance
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Put an AI agent to work in Property Valuation System

Give Proto a concrete property task while keeping business decisions with your team.

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 6 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

  • Valuation Coordinator: Find a unit, its lease and sale evidence for review.
  • Valuation Reviewer: Summarize the comparable price, area, source reference and adjustment reason for a named unit.
  • Property Manager: List leases in Review and show each linked unit and tenant.
  • Receipt Officer: Show a confirmed receipt beside its posted charge and remaining balances.

What stays with a person

  • A person decides whether a lease becomes Active, whether a payment reference is valid, and whether an adjustment reason and amount make sense.
  • Have the assistant show the source records and ask the named owner to make the decision.
  • A calculated adjusted value does not replace the valuation review.

A person decides whether a lease becomes Active, whether a payment reference is valid, and whether an adjustment reason and amount make sense. Have the assistant show the source records and ask the named owner to make the decision. A calculated adjusted value does not replace the valuation review.

Set up Property Valuation System 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