01
Incomplete files
Applications arrive by email, portal or paper — with missing documents, mixed formats and tight deadlines.
DossierRegie · Business AI agent
Your rental files. Verified in under 2 minutes.
Léa, PG Management's AI agent for property firms, checks application completeness, chases missing documents and prepares summaries for your managers — connected to your inbox and ERP, with human validation on every sensitive decision.
Files verified
Automatic reminders
Swiss data compliance
Human validation
business.dossierregie.ch
Validation queue — Léa
Agent activeApplication file verified
Approve
Complete documents, consistent income, guarantee OK — summary ready.
Missing documents reminder
Draft
Debt collection extract and employer certificate — friendly tone prepared.
Owner report assembled
Review
Movements, works and open items for building Rue du Rhône 12.
47files / week
<2 minper file
100%human-approved
The challenge
A property firm does not need another ERP. It needs a system that removes document triage.
Every week, the same tasks return: open files, check documents, chase, classify, reply, prepare reports. This is exactly where a well-scoped AI agent creates value — not a generic chatbot.
02
Tenant requests
Heating, concierge, claims: messages get lost between inbox, phone and ERP.
03
Owner reporting
Periodic reports are rebuilt manually every month, aggregating scattered information.
The PG Management difference
An AI agent that executes. Not another form.
As with CoWorking OS and our other industry agents: the AI connects to your real tools, with logs, guardrails and human validation on committing actions.
Before
×Files checked manually, 15–30 min each.
×Document reminders forgotten or sent too late.
×Tenant requests without a clear queue.
×Owner reports rebuilt in Excel every month.
With DossierRegie
✓Full verification in under 2 minutes per file.
✓Automatic reminders with exchange history.
✓Centralized tickets by building, topic and urgency.
✓Owner reports pre-assembled, ready to approve.
Features
Everything Léa and DossierRegie handle for your firm.
A system designed for Swiss property management firms: from rental applications to lease tracking, tenant relations and owner reporting.
01
Rental application verification
Completeness check, document consistency (income, guarantee, debt collection) and manager summary — in under 2 minutes.
02
Missing document reminders
Personalized messages, reminder tiers and visible history. Escalation stays with the manager.
03
Centralized intervention requests
Heating, concierge, claims: each request becomes a ticket linked to the building, with the usual supplier suggested.
04
Owner communication
Periodic reports assembled automatically: movements, works, open items — ready to review and send.
05
Lease tracking & deadlines
Indexation, termination, guarantees: key dates trigger planned actions. No more forgotten Excel spreadsheets.
06
Property inspections & defects
File prepared before the visit (readings, photos). After, defects become tracked tasks until resolved.
AI agents
Léa, your dedicated AI employee — plus custom workflows.
DossierRegie deploys Léa in production for document verification. PG Management can extend the system with additional agents based on your priority flows.
Léa
File verification agent
Rental application specialist: reads documents, detects gaps, checks consistency and produces an actionable summary for the manager.
✉
Tenant communication agent
Prepares replies to frequent requests (heating, access, noise) using your tone and rules — validation before sending.
📊
Owner reporting agent
Assembles building data into structured reports. The manager validates content and sending frequency.
Human guardrails
Automation does not mean losing legal control.
The system prepares and executes repetitive work. Sensitive decisions remain human-approved: allocation, litigation, indexation, termination.
✓
Approval before action
No committing letter or automatic allocation. The agent proposes, the manager decides.
§
Swiss data compliance
Tenant data processed with legal bases, role-based access and logs — architecture designed for Swiss SMEs.
⚿
ERP & inbox integration
Connected to your existing tools: no double entry, no extra silo.
Management workflow
From application to property inspection.
Application received
Email, portal or ERP import: the file enters the queue.
Léa verification
Completeness, consistency and summary in under 2 minutes.
Reminder if needed
Missing documents: message prepared, history tracked.
Manager decision
Allocation, rejection or visit: mandatory human validation.
Lease & follow-up
Deadlines, inspections and owner reports monitored.
FAQ
Questions property firms ask before automating.
Can the AI allocate a property alone?
No. Léa verifies, summarizes and chases — allocation remains a human decision by the manager or committee.
How long to verify a file?
Under 2 minutes for a complete file with Léa, versus 15 to 30 minutes manually.
Where to start?
The most profitable pilot: rental application verification — structured flow, high volume, measurable gain from week one.
Next step
We scope one useful agent for your property firm.
The right starting point: take one concrete workflow — file verification, reminders or tenant requests — and make it reliable before expanding.