YOUR AI AGENT
A clear job. Defined responsibilities.
Your Onboarding Agent helps organize incoming documents and flag missing information against your checklist. The agent assigns tasks and follows up with the right owner, resident or team member.
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Onboarding Agent
The management agreement is signed. Get the property ready.
Your Onboarding Agent coordinates the work after a management agreement is executed, collecting required property information and tracking what is missing before management takeover.
Onboarding AgentWORKFLOW EXAMPLE
REQUEST RECEIVED
“The management agreement has been executed.”
RIZEON AI HANDLES THE NEXT STEPS
Management agreement executed
Rent roll received
Deposit records for review
Your team stays in controlRent roll & property data collected
ReviewTHE WORK BEHIND THE PROCESS
New business should not become a hunt for missing documents.
What your agent handles
- Collect owner, property and vendor information
- Track leases, rent rolls and required documents
- Coordinate deposit-record and access-detail review
- Prepare resident communication and takeover tasks
A CLEAR NEXT STEP
How your agent handles the work
- 01
Management agreement executed
- 02
Rent roll & property data collected
- 03
Lease & deposit records reviewed
- 04
Resident communication prepared
- 05
Ready for management takeover
We agree the sequence, approvals and exception paths before building. Your existing software remains the source of record.
YOUR TEAM
The decisions stay with you.
Your team verifies agreements, lease data, deposit records and trust-accounting requirements. People approve the takeover and any movement of funds.
START WITH ONE AGENT
A focused first step. A clear way to expand.
We identify the biggest bottleneck, define your first agent’s responsibilities and connect the systems it needs. Once the agent is working reliably with your team, we review the results before adding another agent.
How implementation worksBUILD ON WHAT YOU ALREADY USE
Already running your portfolio in AppFolio or Buildium? Keep it.
Rizeon AI builds the automation layer around the systems your team already uses. We help coordinate the repetitive workflows, follow-ups and communication between your PMS, inbox, vendors, residents, owners and team.
Your accounting, trust accounting, leases, resident ledgers, owner statements and core property data stay in your property management software. We assess connection options before agreeing the build.
How we keep you in controlSOFTWARE WE WORK WITH
FIND YOUR STARTING POINT
How much repeat work is still landing on your team?
Check six areas of your operation and see which ones are worth automating first.
Find my automation opportunities
3 steps. No email required.