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PropertyMe's AiMe Connect lets Claude or ChatGPT read your portfolio. Your team can ask a question about a property, a job or a renewal and get an answer from your real data. It's read only, so nothing in PropertyMe is changed.
The connection itself is quick. What I see trip agencies up is everything around it. Here's the order I'd work through.
1. Check your PropertyMe plan and settings
AiMe Connect sits on PropertyMe's Advanced plan. The Subscriber connects first and approves access for the portfolio, then ticks MCP Access for each person who should use it. Start with a small group rather than the whole office.
2. Set up the AI properly for the team
This is the step most often skipped. If everyone signs up for their own personal Claude or ChatGPT account, you have no control over who sees what, what's kept or what happens when someone leaves. Put the team on a business plan, run it from one admin account and check the data settings before anyone connects PropertyMe.
3. Permissions and security, with your IT provider
Each person only sees in AiMe what they can already see in PropertyMe. That's a good start, but it's not the whole picture once you add email, calendars and files. If you have an IT provider, bring them in early. Agree who approves new connections and how access is removed.
4. Teach the AI how your agency works
Out of the box, the AI knows PropertyMe's data but not your agency. Give it your tone, your standard answers, your fees and your procedures once. Every answer after that sounds like you.
5. Connect and test on real questions
Before the team relies on it, test it on questions you already know the answer to. Which renewals are due this month? Which jobs have been open longest? If the answers match, you can trust it with the ones you don't know.
6. Train the team
The tools that get used are the ones people were shown. Twenty minutes with real examples from your own portfolio beats any manual.
That's the whole job. None of it is hard, but the order matters. If you'd like a hand working through it, book a call.