Industries · Real Estate & Property
Answer homeowner questions, log requests, and route your team around the clock, an AI agent that serves communities and never interprets governing documents or changes a rule.
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.
Pre-configured for HOA and community managers: dues, amenities, and homeowner questions; governing-document interpretation and enforcement handled by the board and management.
Talk to Fred.
Server-side guardrails
Property management lives between Fair Housing law and a tenant who needs help right now. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced on our servers before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
Pack rules enforced in addition to baseline protections.industry.property-management
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| pm-escalate-emergency | ESCALATE | S4 | input | This sounds like an emergency. If there's immediate danger, call 911. I'm alerting the property management team right now to get this addressed. | 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 |
The boundaries Fred holds, no matter how a visitor asks.
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.
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
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The time-sensitive homeowner request gets routed to your team fast, ahead of the general question, so nothing important sits in a queue.
No. Interpreting CC&Rs and governing documents is for the board and management. Fred shares general information and routes interpretation questions to your team. That boundary is enforced on our servers before Fred ever speaks, not suggested in a prompt a clever question can talk around.
No. Enforcement decisions, fines, and rule or assessment changes stay with the board and manager. Fred captures and logs the request and routes it.
Fred answers general questions about dues, amenities, and processes, and captures architectural and other requests so your team can act on them.
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.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.
