PM Assist for Managing Agents
Managing agents oversee building operations on behalf of owners and investors, often across diverse portfolios. PM Assist gives you instant access to building documentation across all your managed properties, so you can respond to owner queries, coordinate contractors, and manage compliance efficiently.
Managing Documentation Across a Portfolio
Managing agents typically oversee portfolios of commercial properties on behalf of institutional investors, property companies, and private landlords. Each property has its own set of building documentation including O&M manuals, compliance certificates, service contracts, and maintenance records.
Keeping track of documentation across multiple properties is challenging. Different buildings may have been acquired at different times, with varying levels of documentation quality. Staff turnover means institutional knowledge about specific buildings' documentation is frequently lost.
Instant Answers for Property Managers
PM Assist allows managing agents to upload documentation for each property and search it with AI. When a property manager needs to answer a question about a specific building — whether from the owner, a tenant, or a contractor — they can search PM Assist and get a source-cited answer instantly.
This reduces the time property managers spend on documentation queries and improves the quality of responses. Instead of forwarding questions to site teams and waiting for answers, property managers can find the information themselves.
- Search building documentation across your entire portfolio
- Respond to owner and tenant queries faster
- Brief contractors with accurate building information
- Reduce dependency on site-based staff for documentation queries
Supporting Compliance and Reporting
Managing agents have reporting obligations to building owners and are often responsible for ensuring statutory compliance. PM Assist helps by making compliance documentation searchable, so you can quickly verify certificate status and answer owner queries about building safety and compliance.
During property acquisitions and disposals, searchable building documentation also supports the due diligence process by allowing you to quickly assess the state of documentation for a building in the portfolio.
Related pages
Frequently asked questions
Search Your Portfolio's Building Documentation
Upload documentation for each property and give your team instant AI-powered search across the whole portfolio.
- Upload and organise building documentation
- AI-powered search across all your manuals
- Source-cited answers for every query
- Team collaboration and access control
- No credit card required to start