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Document Management

Instant property readiness, zero backlog

SurfaceAI's Document Management agent takes on the manual work of getting documents into your PMS during a takeover or acquisition. From abstraction and classification to resident matching, our AI agent does the work so your team doesn't have to.
Document Management
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This AI just works like magic, every time. Our teams are no longer in the dark after a takeover and can find everything they need in the PMS.

Emily Carter

, VP Operations

Document Management
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Why Document Management AI Agent
Deliver cleaner transitions and faster readiness. SurfaceAI automates document classification, matching and PMS upload, giving your team accurate files in record time - from any PMS to any supported PMS.
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With SurfaceAI

  • Agent automatically classifies and labels all documents
  • Agent matches each set of documents with residents
  • Verified uploads happen seamlessly into your PMS
  • Full migration completed in a fraction of the time

Without SurfaceAI

  • Manually review rent roll and documents
  • Staff classify documents one by one
  • Hours spent matching documents to leases
  • Uploads require human oversight
  • Weeks of manual cleanup
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How it works

5 steps to seamless document management

PMS-agnostic automation — migrate documents from any PMS to any supported PMS.

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SurfaceAI has slashed hundreds of manual hours out of each property transition with their document management and due diligence AI. It's a game changer for the industry.

Aaron Blake, Transitions Director

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Upload document folders; the agent automatically scans for completeness.

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AI categorizes each document (lease, addendum, notice, etc.) in seconds

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Each document is paired with the correct lease and resident

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Your team reviews the migration report and exceptions, if any

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Documents are synced to your PMS, fully mapped and ready to manage

How It Works

Red flags, flagged early

Review lease documents for completeness

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Correctly classify all documents

Classify Documents

Match each lease document with each resident

match Documents

Approve the document upload

Upload

Seamlessly upload all documents to your PMS

PMS
Blog - The Hidden Cost Of Lease Audit Backlogs In Multifamily Operations
Insights

The Hidden Cost of Lease Audit Backlogs in Multifamily Operations

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It used to be so time consuming to upload resident documents during a property takeover that we rarely did it - and our site teams suffered. Now SurfaceAI's AI agent just organizes and uploads them without our team lifting a finger!
Logan Wright, COO
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Just one of many SurfaceAI agents

Document management shouldn’t be a full-time job — unlock full visibility from lease accuracy to revenue recovery.

If it holds insight, SurfaceAI finds it

SurfaceAI integrates with your core systems and cloud storage tools to unify data from every corner of your operation — whether it’s a rent roll, a lease PDF, or an email thread.

Integrations
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