Owner & Property Intake Agent
Get a new owner set up with less chasing.
The agent reads the signed agreement, checks for existing records, and collects the documents your team needs. Fees, reserves, and unclear details come to you for approval.
This is a starting design that we adapt to your company. Before we agree on a plan, we confirm what the agent can access, your approval rules, and what the finished task looks like.
You can see in one place what’s ready and what’s still missing.
It starts with
- A signed agreement arrives
- A countersigned PDF lands
- Your team starts an intake
- Reads the agreement
- Flags unclear agreement details
- Checks for a duplicate
- Requests missing owner documents
You get
- Owner setup records prepared
- Documents filed
- Fee schedule stagedasks first
- Portal invitation sent
This is how the agent works once it’s set up and approved. If a record is missing, a connection fails, or a person needs to decide, it goes to your team. It isn’t marked done until the agreed result is confirmed.
What the agent can access
Reads only
- The signed agreement
- Owner contact and entity
- W-9 and insurance certificate
- HOA rules and warranty
- Keys, codes and access details
Can change
- Owner and property records
When the agent stops and asks
Within your approved rules
- Document chase messages
- Filing and upload
- Creating records on a clean duplicate check
Asks you first
- Every fee schedule and reserve fieldalways
- An ambiguous duplicate match
- Unclear ownership or company details
- A clause it does not recognise
Never, at any stage
Set up or change bank accounts or payouts.
Your team handles bank details and payouts separately. The agent prepares the property file, not instructions to move money.
Where this can save your team time
It saves the time your team spends copying details from agreements and following up on missing documents.
Agents that work alongside it
Questions about the Owner & Property Intake Agent
What does the Owner & Property Intake Agent do?
The agent reads the signed agreement, checks for existing records, and collects the documents your team needs. Fees, reserves, and unclear details come to you for approval.
What does the Owner & Property Intake Agent need access to?
It reads the signed agreement, owner contact and entity, w-9 and insurance certificate, hoa rules and warranty, keys, codes and access details. The only things it can change are owner and property records.
What will the Owner & Property Intake Agent never do?
Set up or change bank accounts or payouts. Your team handles bank details and payouts separately. The agent prepares the property file, not instructions to move money.
Tell us what’s taking up your team’s time.
On the first call, we’ll learn about your work and tell you about Openhour. We won’t talk about pricing yet. Then we’ll schedule a second call to walk you through a proposal.