# Portfolio Performance Review Scheduling — Real Estate AI agent | Mihu AI

Real Estate · Investor

# Portfolio Performance Review Scheduling

Run periodic portfolio performance reviews with multi-property owners proactively.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Schedules a periodic review call for owners with multiple properties, tracked via the property management reporting module, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Prepares a performance summary (occupancy, rent growth, maintenance spend) ahead of the call.

Surfaces underperforming properties against their comparable set for discussion.

Logs action items from the review to the CRM for follow-up.

## Data sources

Portfolio performance reporting Comparable market data

## What it targets

Scheduled reviews completed on cadence Target 90%

Underperforming properties identified and actioned Target 100%