What if you could ask your rent roll a question in plain English, before you pick up the phone, and get the answer straight from your live PropertyMe data?
That is what Luis Sanchez, PropertyMe’s chief growth officer, showed at the third live session of Transform XIV, Elite Agent’s 30-day AI program. Samantha McLean introduced him as someone who has spent nearly 30 years at places like Xero, Intuit, JP Morgan and Visa.
PropertyMe thinks about its AI, called AiMe, in three ways. Assistive AI is already in the product, from Reply with AiMe to AiMe Comply. Connective AI is AiMe Connect, which links a PropertyMe portfolio to Claude or ChatGPT. Agentic AI comes next.
“To be very transparent, it is read only now, with access that you can control,” Luis says, “and we’ll have writing into PropertyMe coming soon.”
In the video
- 0:19 Meet Luis Sanchez
- 1:03 Three kinds of AiMe
- 3:46 The live demo in Claude
- 6:28 The end-of-month dashboard
- 8:04 Privacy and free plans
- 12:05 Plans, licences and which AI
- 15:02 What Xero taught him
- 16:47 Will AI replace property managers?
- 18:19 What’s next
Ask before you call
For the demo, PropertyMe set up a portfolio of 73 rentals with a few property managers and gave Transform students access to it. Luis asked Claude: “I’m about to call Charlotte Gallagher. Give me a rundown of what she could be calling about.”
AiMe Connect came back with the property she owns, the rent a full month behind, an open task for a vacating tenant, an overdue inspection report and a bond lodgement. “If I’m calling her, I’m completely in the know now,” he says.
He says some PropertyMe customers in the beta use it exactly this way, right before they ring an owner or tenant. He also showed a team leader’s view of the portfolio, and a prompt that flags every job, task, inspection and lease renewal open for more than 30 days or marked urgent, grouped by property.
The end-of-month report
The prompt Luis says “kicks major butt” builds an end-of-month portfolio dashboard – property count, occupancy, vacancy, average weekly rent, arrears, maintenance jobs, leases ending in the next 60 days and renewals in progress. It takes about four minutes to run.
Kym Cheney from Taplin in Adelaide used to spend about four and a half hours on her end-of-month report, Luis says. With AiMe Connect it takes her 30 minutes to an hour and a half.
AiMe Connect works with Manage PM, PropertyMe’s property management product. It isn’t connected to Grow CRM, the sales side, yet. You need to be on the Advanced plan.
Free plans and your data
Sam asked the question she says everyone asks her: how is PropertyMe looking at privacy?
“Your data is your data,” Luis says. “All we’re doing here is really connecting whatever LLM of choice you have with PropertyMe.” He recommends setting the right access and permissions inside your team, and setting up Claude or ChatGPT with the right guardrails from the start.
“If you’re using a free subscription on Claude or ChatGPT, chances are you are training the model,” he says. “But once you’re paying for a subscription, then you can define how the data is used.”
Sam added that all Transform students are on paid plans and turned data training off early on. She also reminded everyone that both ChatGPT and Claude are one person, one licence, on Team and Enterprise plans.
PropertyMe runs Claude across the whole business. Luis says ChatGPT is better for some things, like copywriting, but Claude is what the company uses.
Start small, use it daily
Luis says the PropertyMe customers getting real progress with AiMe Connect start small – often a head of property management, a head of operations or a principal – and roll it out once they find where it saves time. At Taplin, he says, people started asking how they could get access once they saw the difference it made.
Sam’s tip was to set it up even if you’re in sales. Luis suggested a question to start with: “Who are my longest-tenured owners?”
From his time at Xero, Luis says the accounting firms that got the most value from new software picked one system, learned it deeply and used it every day. At PropertyMe, he says, the best sales reps now connect Claude to Salesforce and Gong. “They are living out of Claude on a daily basis now.”
Will AI replace property managers?
Luis doesn’t think so. “We as PropertyMe have a pretty strong view that AI is just going to change what people are working on,” he says. “The relationship piece is… not going away.”
He says AI might help some property managers look after more properties, but the quality of the relationships is what matters. “Frankly, I think we’re just going to make property managers happier in their jobs.” PropertyMe hopes to help lift the average tenure of a property manager, which he hears is about nine months.
Next on PropertyMe’s roadmap is agentic AI – agents for areas like inspections and arrears. Write access for the MCP is also on the roadmap.
Key takeaways:
- Ask before you call. A quick rundown on an owner or tenant means you pick up the phone already knowing why they rang.
- Pay for your AI. On a free plan, chances are your data is training the model.
- Check your plan. AiMe Connect needs PropertyMe’s Advanced plan and works with Manage PM.
- Start with one person. Let a head of PM or a principal find where it saves time, then roll it out.
- Use it every day. Luis says daily use is what separates the businesses that get real value from new tech.
Read more about the launch in PropertyMe connects Claude and ChatGPT to the market-leading platform 6,500 real estate agencies run their business on.
Want Sam to take you through it step by step? The next Transform kicks off on Monday 16 November. Sign up at transform.eliteagent.com.
Transform XIV is supported by major sponsor PropertyMe and supporting sponsor BuySecure.