# New Investment Property Onboarding — Real Estate AI agent | Mihu AI

Real Estate · Investor

# New Investment Property Onboarding

Onboard a new property into management smoothly.

Set up this outcome

## Apps this needs

Property Management Software AppFolio, Yardi, Buildium — leases, maintenance and rent ledger for the managed portfolio. Connect during setup

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

## How it works

Collects property details, existing lease information and owner preferences (reporting cadence, maintenance authorization limits), via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Coordinates the initial property inspection/condition documentation .

Sets up the property in the property management software with correct owner disbursement details, written via API.

Confirms onboarding completion and sends a welcome guide.

## Data sources

Property onboarding checklist Existing lease/tenant data

## What it targets

New properties fully onboarded within 5 business days Target 90%