PAI-DOC-17
2026-07 · Sectors
AI for real estate: your leases can answer, your service charges reconcile.
In real estate, AI can make leases, mandates and rules queryable in natural language, prepare listings and reminders, and reconcile service-charge invoices, fund calls and payments received.
Every prepared action goes through human approval: the machine reads and reconciles, the manager decides.
These use cases are possibilities, not promises: the scope that applies to you is framed during the diagnostic, on your real volumes.
01
Real estate is a business of long documents, and they lie dormant.
Listings
A listing can be drafted from the mandate and the diagnostics, in your style, reviewed before publication.
Queryable mandates
Mandates, sale agreements and diagnostics can become a queryable base: a clause is found in natural language.
Reminders
Buyers waiting, missing documents, valuations left hanging: reminders can go out prepared, on time.
Reconciled service charges
Each service-charge invoice can be reconciled against the contract and the voted budget, any discrepancy flagged before allocation.
Fund calls
Fund calls and payments received can be reconciled automatically, unpaid amounts flagged with their history.
Requests
Co-owners' requests can be sorted and pre-qualified; the manager decides, with the file in view.
Queryable leases
Leases, inventories and amendments can answer in natural language: the indexation, the deposit, the clause, without reopening each file.
Rent reviews
Rent reviews and service-charge adjustments can be prepared with their supporting documents, approved before sending.
Tenant reminders
Late payments and missing documents can trigger prepared, graduated reminders, approved by the manager.
Fig. 01 · Three profiles, possibilities: the exact scope is framed during the diagnostic.
Leases, mandates, sale agreements, diagnostics, co-ownership rules, fund calls, service-charge invoices: real estate produces long, structured documents, consulted for years. It is ideal material for augmented search and reconciliation.
The use cases above read by profile, in your vocabulary. They describe possibilities: what applies to you is decided during the diagnostic, on your volumes and your business software.
02
A queryable portfolio can give back the hours lost to searching.
The most mundane task is also the most profitable: finding a clause, an indexation date, a security deposit or an inventory by asking in natural language, instead of reopening file after file.
This is the principle of private AI: a self-hosted model that indexes your leases, mandates and rules and answers from your own documents, without any of them leaving your walls. Thirty seconds for what today takes long minutes, file open.
Confidentiality is not negotiable in this business: personal data of tenants and co-owners, financial situations, disputes. The model runs on your premises, and no client data goes to a US API.
03
Reconciling service charges and fund calls is a standard circuit.
Service-charge invoices reconciled against contracts and voted budgets, fund calls reconciled against payments received, discrepancies and unpaid amounts flagged with their history: this is the document processing circuit applied to property management and lettings.
The regulatory deadline concerns it directly: from 1 September 2026, every company established in France must be able to receive electronic invoices, under the reform led by the French tax administration (DGFiP). Supplier invoices will arrive as structured data, ready to reconcile.
The rule stays the same everywhere: the machine reads, reconciles and alerts; decisions stay human. An allocation or a reminder never goes out without approval.
04
Unframed usage is the real risk in the sector.
A French Odoxa survey finds that 12% of employees already use AI at work, and nearly one in two have never been trained for it. In an agency or a property management office, that can mean leases or tenancy situations pasted into a public assistant, on a personal account.
The first step is a written framework: an AI-usage register, a signed one-page policy, company accounts. It is also what the EU AI Act has required since February 2025: demonstrable AI-literacy measures.
If you expose a conversational agent to the public, on your website or your listings, the transparency obligation of 2 August 2026 will apply to you: it must disclose that it is one.
05
A real estate project follows the protocol: proof before risk.
Everything above describes possibilities; the diagnostic turns them into decisions, on your figures. The five-stage protocol applies: Diagnostic, Scoping & compliance, Pilot, Deployment, Managed operations.
The pilot is chosen small and reversible: one building, one lease type, one invoice flow. We are paid for the project, never for reselling licences: the choice of components follows your situation, not a catalogue.
06
Continue
Go further
07
Commitments
Four commitments, on every engagement
These commitments are set out in our presentation deck. They hold for every engagement, from the diagnostic to managed operations.
- Contact
- Dedicated, end to end
- Progress point
- Weekly
- Environments
- Permanent access
- Reply
- Within 24 working hours
08
Decide
Two minutes to know where you stand.
A straight answer: what applies to you, and whether a project makes sense. If the answer is no, you leave with the answer.
Regulation (EU) 2024/1689 · PAI-DOC-17