Real estate

Client Onboarding Agent

The portfolio arrives with the gaps of the old system. They surface in the first billing run.

Produces a gap report on master data from a third-party system before the handover date.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

A new mandate brings 640 units and master data kept to someone else's standards.

The previous managing agent exports from their system; the fields have different names, and some do not exist there at all. The takeover still goes ahead on the agreed date, because rents and dunning runs carry on. The team enters anything that fails at import afterwards, contract by contract, alongside day-to-day operations.

640unitsThe new mandate covers 640 rental units from a third-party system instance.
23mandatory fieldsBilling and dunning need 23 fields filled for every unit.
87empty fieldsAfter the comparison, 87 fields have no value, most of them for deposits and index clauses.
4weeks to the handover dateThat is the time left to close the gaps before the takeover.

Four weeks before the handover date, the property manager has a list naming all 87 fields, and that window, while the previous managing agent can still be reached, is where the 60% less re-keying comes from.

The 60% reduction in re-keying is this agent's headline figure. The 640 units and 87 empty fields represent a mid-sized mandate from a third-party management system; they have not been counted from any real portfolio.

Three steps through the process.

The agent names what is missing from the transferred data, unit by unit and field by field; the property manager clarifies with the previous managing agent what goes into each empty field.

Map the export fields to the mandatory fields

The agent lines up the fields of the source export against the mandatory fields of your own management software. It lists fields with no counterpart separately.

Mandate M-6602, 23 mandatory fields, 4 source fields with no counterpart

Check the data against the mandatory fields

For each unit, the agent checks whether the mandatory fields are filled and consistent. It keeps empty and contradictory values apart.

640 units checked, 87 empty mandatory fields, 51 of them for the deposit

Hand over the gap report before the handover date

The agent sorts the open fields by unit, field and source and marks which ones are needed before the handover date. The property manager clarifies them with the previous managing agent.

luecken_M-6602.xlsx, 87 items, 29 of them needed before the handover date

What the agent does not do.

It does not create records in the target system itself.

It delivers the gap report and the proposed field mapping. The property manager is responsible for import and approval.

It does not recalculate a transferred index clause.

It shows the transferred value and where it appears in the contract document. Contract management recalculates it before the first billing run.

It does not sit at the table when the deposit documents are handed over.

Guarantee certificates and pledged savings books change hands there directly, without passing through any system. For the 51 units, it records which type of deposit the contract specifies, and the Head of Property Management ticks off this list item by item at the meeting.

Connected systems

  • Previous managing agent's source system
  • property management software
  • document management system

Operations

  • Deployment modelEU cloud or private cloud
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsProperty takeover, data management, IT

The questions that come up before the first meeting.

How quickly is the Client Onboarding Agent ready to use?

A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud or private cloud. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “60% less re-keying” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

Skip to content

Page footer