AI for a real estate agency: which tasks can an agent handle?

At an agency, the days go into qualifying buyer enquiries, completing sale files before the preliminary contract and, on the lettings side, answering emails from tenants and landlords who all want a reply. Saména builds custom agents connected to your sales or property management software, your email and your documents: they sort enquiries, put files together, draft listings and mandates, and follow up. Price, fees and anything that commits the agency or the landlord stay with your negotiators and property managers.

Examples of agents we build for real estate agencies

Each agent is custom-built on your tools; a few examples:

  • The inbound enquiries agent: reads emails from property portals and your website, qualifies the buyer and matches them to listings in your software.
  • The sale file agent: lists the documents received and missing before the preliminary contract and chases the seller until the file is complete.
  • The listing agent: works from the photos, viewing notes and surveys to write the listing and the property sheet.
  • The viewings agent: the negotiator records a voice note after the viewing, and the agent updates the property sheet and drafts the report to the seller.
  • The meeting minutes agent: reads the building's general meeting minutes and pulls out works voted or planned, with the page reference.
  • The tenants agent: reads incoming emails, opens the request in your property management software and drafts the reply from the lease.
  • The rental applications agent: checks the documents in each application, flags what is missing and chases the applicant.
  • The end-of-lease agent: compares the move-in and move-out inventory reports, photos included, and lists the differences room by room.
  • The deadlines agent: tracks mandate end dates, rent reviews and lease renewals, and warns you before the date.
  • The weekly update agent: prepares for management the status of mandates, viewings, pending sales and reported rent arrears.

Can it complete a sale file before the preliminary contract?

Title deed, mandatory surveys, condominium documents, ID: a sale file comes together piece by piece, as the seller's emails arrive. The agent files what comes in, lists what the notary will expect and what is missing, and chases the seller until the file is complete.

It also reads the minutes of the building's general meetings and pulls out the works voted or planned, each point linked to the page it comes from, so the negotiator can answer the buyer without rereading fifty pages.

Can it draft mandates and listings?

From the photos, viewing notes and surveys, the agent prepares the mandate in your template and the listing, ready to review before it goes out on the portals.

France's Hoguet law requires every mandate to be entered and numbered in the agency's mandate register. The agent checks current mandates against the register and flags a mismatch or a mandate about to expire.

Can it answer tenants and landlords?

A rent receipt, a proof of tenancy letter, a question about the annual service charge reconciliation, a notice to leave, a leak: the agent identifies the unit, opens the request in your property management software and drafts the reply from the lease, the inventory report, earlier emails and your agency's procedures, citing its sources.

For a rent receipt or an acknowledgement, it can reply on its own if you have chosen so. Disputes and rent arrears always go through the property manager.

Can it track rental applications and end-of-lease checks?

For a rental application, the agent shows what has arrived and what is missing, and chases the applicant. At the end of a lease, it compares the move-in and move-out inventory reports, photos included, and lists the differences room by room.

The inventory report is what justifies any deduction from the deposit: the property manager decides the amount starting from the agent’s list, instead of comparing two documents line by line.

Can it keep anti-money laundering files in order?

Under anti-money laundering rules (AML/CFT), an agency must identify its clients and their beneficial owners, verify their identity and keep the evidence; in France, the DGCCRF checks these obligations. The agent reads each file, lists the documents on file and the ones missing, and chases the client before signing.

Risk assessment and any report to Tracfin, the French financial intelligence unit, stay with the professional.

Where do our clients' files go?

ID documents, tax notices, payslips: your files hold personal data. They stay in SharePoint, OneDrive or Dropbox; Saména reads them in read-only mode and keeps no copy.

What Saména retains is encrypted with a key unique to your agency. Processing servers are in France, the database is in the European Union. You choose the model: Claude, models from OpenAI, or Mistral if you prefer a French model. It runs in Europe and keeps none of your data. If your requirements call for it, Saména can be installed on your own infrastructure, and everything can be deleted on request.

Where do we start?

It starts with a thirty-minute call: we look at how your agency works, from taking on a mandate to managing rentals, and which tools you use.

Our engineers then build the agents around the way you work, connected to your documents, your email and your sales or property management software. A first agent is usually running two weeks after the call, in the Saména app, on WhatsApp or from Claude, ChatGPT or Copilot.

We then stay on to evolve your agents and add new ones. There is a one-time setup fee, then a monthly subscription; we share the amounts on the call.

Frequently asked

Does Saména already work with real estate agencies?
Saména works today in consulting, environmental engineering and a network of car repair garages, and each agent is built around the way the company using it works. The first call is there to see what an agent would take over for you.
Can the agent connect to our sales or property management software?
Yes, that is the point of custom work: we connect to the tools you already use, whether your business software, email, property portals or shared folders. You don't change software.
Can the agent reply to a tenant on its own?
If you choose so, for simple messages such as sending a rent receipt or an acknowledgement. Everything else goes out as a draft, reviewed and approved by a property manager before it is sent.
Can we start with lettings and management only?
Yes. You can start with one department and a first agent, then extend to sales whenever you want.

Give us thirty minutes: we will look at your sale files, mandates and property management emails, and the agents we would build for you.

A 30-minute video call with Ange or Xisco. Clear idea or not, you leave with a plan.