Industries · Real Estate & Property
Fred for HOA & community management.
Answer homeowner questions, log requests, and route your team around the clock. Configure guardrails for your business and reserve professional decisions for your team.
Answer the homeowner. Route the rest.
A homeowner has a question about dues, an architectural request, or a rule, often outside office hours. Fred answers the general questions, captures and logs requests, and routes them to your team, while interpretations, disputes, and enforcement decisions stay with the board and management.
What Fred does
- Answers dues, amenities, and general questions
- Captures and logs homeowner requests
- Routes architectural and rule questions to your team
- Connects homeowners to management fast
When Fred hands off to you
- An interpretation of governing documents
- A violation, fine, or enforcement dispute
- An assessment or special-assessment question
- Anything needing the board or manager
What Fred won’t do
- Interpret CC&Rs or governing documents
- Change a rule, fee, or assessment
- Decide a violation or enforcement matter
Pre-configured for HOA and community managers: dues, amenities, and homeowner questions; governing-document interpretation and enforcement handled by the board and management.
Community questions don’t wait. Neither does Fred.
Talk to Fred.
Server-side guardrails
Example rules to review and configure for your deployment.
Property management lives between Fair Housing law and a tenant who needs help right now. The panel below illustrates industry rules, custom rules, and intended boundaries. Configured checks target recognized patterns; they can miss context or flag harmless content. Confirm the active rules and test them for your deployment. Example messages are illustrative and must be adapted to your services and escalation workflow.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.property-management
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| pm-escalate-emergency | ESCALATE | S4 | input | If there is immediate danger, call emergency services. Contact property management through its published emergency channel; do not wait for a reply in this chat. | contains: no heat, water leak, mold +17 |
| pm-no-discriminatory-screening | DENY | S4 | input | We follow Fair Housing requirements for every applicant and screen based on lawful, non-discriminatory criteria. I can share our standard screening process and requirements. | contains: no families, only professionals, no kids +16 |
| pm-no-lease-changes | DENY | S3 | input | Lease modifications require direct handling by the property manager. Let me connect you so they can review your request. | contains: change my lease, extend my lease, reduce my rent +13 |
| pm-no-eviction-process | ESCALATE | S3 | input | Eviction matters involve specific legal procedures and timelines. Let me connect you with the property manager who can discuss the situation and your options. | contains: eviction notice, being evicted, evict my tenant +12 |
| pm-no-security-deposit-promises | DENY | S3 | output | Security deposit handling follows state law and lease terms. The property manager will provide a deposit accounting after move-out inspection. | contains: your deposit will be returned, full deposit back, deposit refund of $ +7 |
| pm-maintenance-escalate | ESCALATE | S2 | input | I'll log your maintenance request and get it to our team. Let me capture the details so we can get this taken care of. | contains: maintenance request, something is broken, need a repair +15 |
| pm-complaint-escalate | ESCALATE | S2 | input | I understand your concern. Let me connect you with the property management team who can address this directly. | contains: file a complaint, noise complaint, neighbor complaint +12 |
| pm-leasing-escalate | ESCALATE | S2 | input | We'd love to show you what's available. Let me connect you with our leasing team to schedule a tour and discuss options. | contains: looking for an apartment, available units, rent an apartment +15 |
| pm-disclaimer | DISCLAIMER | S2 | output | contains: lease, rent, eviction +12 |
Hard limits
Intended boundaries for the configured rules. Detection and handoff are not guaranteed.
- Do not screen applicants on anything but lawful, non-discriminatory criteria (Fair Housing)
- Do not modify a lease or promise a security-deposit outcome
- Do not run an eviction process over chat
- Configure routing for habitability emergencies to a person. Check receipt and follow-up.
Your custom rules
Layered on top of the pack, unique to your property. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that have nothing to do with your properties
- WARNbefore anyone is told a lease term can be changed
- LOGwhen a tenant reports a maintenance or habitability issue
These industry rules stack on top of the always-on baseline, your state’s fair-housing, landlord-tenant, and deposit rules, and macro overlays. See how the guardrail layers work
Know which lead to call back first.
With an enabled integration, Fred can send lead scores and conversation summaries to your system. For example, your team can prioritize the time-sensitive homeowner request. Delivery depends on your configuration and the receiving system.
HOA & community questions.
Will Fred interpret our governing documents?
No. Interpreting CC&Rs and governing documents is for the board and management. Fred shares general information and routes interpretation questions to your team. Configure and test the relevant rules; checks can miss phrasing or context.
Can Fred decide a violation or change a rule?
No. Enforcement decisions, fines, and rule or assessment changes stay with the board and manager. Fred captures and logs the request and routes it.
What can Fred answer for homeowners?
Fred answers general questions about dues, amenities, and processes, and captures architectural and other requests so your team can act on them.
Can it log requests after hours?
Yes. Fred captures and logs homeowner requests around the clock and routes them to your team, so nothing gets lost overnight. Direct integrations depend on the tools you run; our training videos show you how, or add a paid setup.
Answer every homeowner. Stay in your lane.
Choose a plan, configure Fred for your business, and test before launch. Or ask Fred a question in the corner of this page.