Inbound lead qualification
Every request — web form, email, portal — is read, qualified and routed to the right advisor with a structured summary.
Our offer
One agent, two tracks: rental-application triage, and your tenant back-office.
The agent prepares — triage, acknowledgements, follow-ups, drafts, shortlist. Your managers approve. Nothing goes out without their click, and your data stays in Switzerland.
Delivered in 7 days · Guarantee 8 files out of 10, or refunded.
Track 1 — Rental-application triage
The full loop, not half of it.
Automate the triage but keep chasing documents and refusals by hand: that moves the work, it doesn't remove it. The agent covers all five steps — and your manager keeps control of each one.
Step 1
Triage and ranking
Every incoming file is read and scored on objective, auditable criteria — effort ratio, completeness, debt-collection register extract. Never on name, nationality, age or marital status.
Step 2
Acknowledgement
The applicant hears back the same day. Your firm looks responsive — because it is.
Step 3
Chasing missing documents
The agent spots what each file is missing and prepares the follow-up. No more incomplete files left lingering.
Step 4
Courteous draft rejections
Rejection letters are prepared, ready to approve. None goes out without your manager's click.
Step 5
Shortlist to the owner
The best files, summarised and documented, sent to the owner. The mandate moves forward.
Watch the agent sort, live → The demo runs in your browser, on fictional files. All demos →
The final decision stays human at every step (art. 21 nFADP): the agent proposes, your manager reviews and decides. Details in the FAQ and on the security page.
Track 2 — Your tenant back-office
The day-to-day that won't wait for the next letting.
Lack of responsiveness is the number-one complaint made about property firms. The same agent, the same supervision — applied to the daily flow.
Tenant requests
Every request is read, categorised, prioritised — with a draft reply ready to approve.
Follow-ups and reminders
Missing documents, pending replies, deadlines — the agent prepares the follow-ups at the right moment.
Repetitive correspondence
Confirmations, acknowledgements, standard follow-ups — generated as drafts, sent after approval.
What you receive
Everything's included. Nothing extra to buy.
- The triage agent, all five steps — the equivalent of a part-time sorter: ~CHF 35'000/year.
- The tenant back-office, included at launch — normally billed separately.
- The impact assessment (DPIA, art. 22 nFADP), handed over at every deployment — at a compliance firm: CHF 3'000–6'000.
- Dry run + rollback plan — nothing goes out before your validation.
- Audit log + documented workflows that belong to you — zero lock-in: the operation can be brought in-house without us.
- The free audit with a written estimate — yours, whether you work with us or not.
Price
Setup from CHF 2'900, delivered in 7 days — then a fixed monthly subscription from CHF 690.
The subscription is announced in advance and cancellable monthly — no surprise invoices. It covers ongoing supervision, compliance (impact assessment included) and infrastructure costs. No software licence, no hidden fees. The exact figure, in writing, at the free audit — before any commitment.
And the budget already exists: finding a tenant is billed to the owner (special letting fees). Fidenix reduces the cost of producing that service — not your margin.
At a typical firm's volumes, the setup pays for itself in under a month — check it with your own figures on the calculator.
Double guarantee
At 30 days: if the agent doesn't correctly handle at least 8 out of 10 test files, the setup is refunded in full. At 60 days: not convinced? You stop — and you're refunded.
A measurable test, no grey area — then two months to judge on your real files. The risk sits with us, not with you.
Working frame
A scope defined together, not a black box.
Every engagement begins with an audit, is built on a contracted scope, and is rolled out with human approval at each step. Always included:
- Audit of your existing processes included
- Access scope defined by contract before any development
- Mandatory dry run before going to production
- Audit log that can be consulted and exported
- Rollback plan defined in advance
- Data protection impact assessment (DPIA) handed over at every deployment
What comes next
Nine extensions, same doctrine.
Once the agent is in place and trust is established, the same frame — human approval, audit log, contracted scope — extends to the rest of your back-office. Quoted in writing, before any commitment.
Email triage and replies
The agent reads, categorises and generates draft replies tailored to the context. Your team member approves with one click.
Document extraction
Contracts, receipts, certificates — the agent extracts the key fields and indexes them in your CRM. Zero manual entry on standard documents.
CRM updates
Contact records, mandates, statuses — updated from emails, forms and documents. Every mutation is logged.
Tenant communication
Reminders, confirmations, follow-ups — generated and sent at the right moment according to defined, validated rules.
Appointment booking
Coordinating availability, sending invitations, managing confirmations. Integrates with your existing calendar.
Weekly reports
Leads, conversions, mandate statuses, email volume — consolidated automatically in the format of your choice.
Task routing
Every task analysed and assigned to the right team member according to transparent, editable rules.
Data deduplication
Duplicate contacts, mandates, addresses — detected, flagged, merged according to validated rules. No deletion without confirmation.
Detailed examples
Concrete examples, not promises.
Target figures, based on public benchmarks and our audits — not yet on client deployments. Refined during the free audit; they vary with monthly volume, data quality and the stack in place.
Example 01
Automatic qualification of inbound leads
Example 01
Automatic qualification of inbound leads
Every day, a mid-sized firm receives 20 to 50 enquiries — email, portal, web form. A team member has to read them one by one, assess how serious they are, log them in the CRM and route them to the right advisor. This process takes between 2 and 3 hours a day.
Before
Email received → team member reads it → copies the information into the CRM → assesses relevance → forwards to the team. No structure, risk of oversights, processing time that varies with the workload.
After
The agent reads the email, extracts the key information (property wanted, budget, availability), creates or updates the CRM record, generates a summary and forwards it to the right advisor with a suggested reply. The team member approves with one click.
~2h / day
Target time saved
94%
Target extraction
< 2 min
Target processing time
Authorisation model
Read access to the shared mailbox. CRM write limited to new or incomplete contact records. No deletion. Every creation logged.
Example 02
Email triage and replies
Example 02
Email triage and replies
Property firms' mailboxes are heterogeneous: viewing requests, complaints, documents, follow-ups, information. Sorting and replying takes up a significant share of the team's time, often repetitively.
Before
Every email is read individually, categorised mentally, then handled. Replies are written from scratch or from non-standardised templates. Urgent emails can get buried in the volume.
After
The agent categorises each email (viewing, complaint, document, other), assigns a priority level, generates a suitable draft reply and places it in the approval queue. The team member sees a sorted list with pre-written drafts.
1–2h / day
Target time saved
~91%
Target correct categ.
>80%
Target drafts accepted
Authorisation model
Read access to the mailbox. Write limited to drafts. No send without explicit approval. Rejected drafts are archived for audit.
Example 03
Document extraction and indexing
Example 03
Document extraction and indexing
Firms receive and generate dozens of documents a week: leases, receipts, insurance certificates, payslips, handover inspections. Indexing them manually is slow, incomplete and error-prone.
Before
Document received → logged by hand in the directory or CRM → key information entered manually → filed in the tenant's or property's folder. Prone to oversights and naming inconsistencies.
After
The agent reads the document (PDF or image), extracts the key fields (name, date, amount, property, type), proposes a filing and a CRM update, then waits for validation before writing anything. The team member confirms or corrects.
0
Target manual entry
~96%
Target extraction
12+
Types supported
Authorisation model
Read access to the incoming documents directory. CRM write limited to document fields. Every write conditional on human approval. Full log.
Not sure what you need?
The free 30-minute audit identifies the highest-potential processes in your firm — with no commitment.
If we don't find measurable potential, we say so.
Book a free audit30 min · You leave with a written figure of YOUR lost hours · Nothing to prepare
We install one régie per month — supervision is artisanal, not industrial.