Heimster Pro

Creates a listing as a draft (not public). Publish it later with publish_listing.

create_listing_draft

Creates a mailing as a draft and returns the edit link. It is never sent from here; sending stays a manual step in Heimster.

create_mailing_draft

Creates a viewing for an object, project or listing (open, series of individual slots, or private). Two steps when it sends e-mails (guest invitations, tenant notice for occupied objects): the call without a confirmation token returns a preview and a 5-minute token, the call with the token creates it. Times are Europe/Zurich; the organisation's approval and tenant-notice rules apply.

create_viewing

Creates a property (object) in the organisation – the record its listings, showroom and documents come from – like «Objekt erfassen» in Heimster: the address is checked, the caller becomes the contact person and public data (building, location, solar) is added in the background. Nothing is public until a listing is published. Check list_objects first so the same address isn't created twice.

create_object

A compact daily briefing in one call: today's viewings, the latest applications, acquisition leads under review and how many listings need attention.

daily_overview

Takes a listing offline (soft delete: status inactive; the record and its history stay).

deactivate_listing

Writes an e-mail as a draft into the agent's connected Outlook mailbox (Drafts folder) and never sends it; the agent reviews and sends it from Outlook. Without a connected mailbox the text is returned unsaved.

draft_outlook_email

Writes an AI-generated sales pitch for an object and saves it as a draft. Uses AI credits, so it only runs with confirm=true; without it you get a free preview of what would be created. Nothing is sent or published.

draft_owner_pitch

The verified facts for replying to an incoming enquiry: the linked listing or object (price, rooms, area, open viewings), whether the sender is a known contact, and for investment properties that prices are only shared under NDA.

enquiry_reply_facts

Who should be followed up because they went quiet: a read-only preview of the automatic follow-ups (open document requests, unanswered rental offers, data-room access granted but never opened), excluding cases already reminded. Sends nothing.

follow_up_preview

One CRM contact with details.

get_contact

One new-build project with details.

get_project

One application with its dossier (name, verification badges, compatibility, shared documents). The applicant's e-mail is only included when they consented.

get_application

One investment property with details.

get_investment_property

One property (object) with details.

get_object

One of the organisation's own listings with details.

get_my_listing

Triage across all investment properties: open data-room requests, unanswered enquiries, NDA signed but no data-room access yet, and undecided bids.

investment_actions_due

Deal funnel of an investment property (longlist → teaser → interest → NDA → data room → non-binding offer → binding) with stage cohorts and conversion, plus data-room activity and unused or revoked access.

investment_pipeline

Yield figures of an investment property from its rent roll: target rent per year, gross yield (rent ÷ purchase price), multiplier (purchase price ÷ rent) and the asset class. Yield and multiplier are n/a without an internal price anchor.

investment_property_metrics

Lists applications for the organisation's listings; filter by listing or status.

list_applications

The timeline of a CRM contact: notes, calls, e-mails, meetings.

list_activities

Lists the organisation's CRM contacts; search by name, e-mail or company.

list_contacts

Lists the organisation's investment properties.

list_investment_properties

Lists incoming leads (enquiries not yet handled).

list_leads

Lists the organisation's own listings; filter by status.

list_my_listings

Lists the organisation's properties (objects); search by address or internal reference, filter by status.

list_objects

Lists the organisation's new-build projects.

list_projects

Lists the organisation's viewings, optionally for one day.

list_viewings

Views, saves, enquiries and demand snapshots of a listing over time.

listing_analytics

Which active listings are not yet ready to show: checks each one against a completeness list (enough photos, current translations, tags, location scores, price, description) and lists those with the biggest gaps first.

listing_quality_check

Shows inbox messages not yet filed to a record and suggests, per message, the matching object, listing or project from Heimster's matching.

match_inbox_message

Anonymous demand for an object from the Heimster network: matching search alerts and profiles, strong dossiers, the weekly trend and how many people a pre-market alert could reach. Counts only, never identities.

object_demand

How engaged the interested parties of an object are: data-room logins and downloads, e-mail opens and clicks, portal sync status, contact requests, reach (page views and conversion) and the top interested parties by interest score (0–100). Flags anomalies such as unused access, portal errors or unanswered enquiries.

object_engagement

The interested parties of a property and their pipeline status.

object_interested_parties

The strongest evidence-based arguments for an object, e.g. to win a sales mandate – only signals above documented thresholds (building reserve, neighbourhood scores, sun, solar, taxes, active demand, scarcity in the building register). No generated text and no price estimate.

object_selling_points

Reverse matching: which objects fit a given contact – including pre-market objects not yet public and investment properties – using Heimster's matching score with travel-time correction, and marks where the contact is already in a process.

listings_for_contact

Which e-mails still need a reply: open threads where the last message came from outside and the team hasn't answered yet, oldest first, with sender, subject, days waiting and the suggested record. Needs the agent's own sign-in (personal mailbox).

open_inbox_enquiries

Owners in the organisation's CRM who need attention this week: stated intent to sell, mandates ending within 90 days, due follow-ups and self-managed lettings. Ordered by urgency from the CRM data.

owner_radar

Where the application funnel is stuck and needs a decision, across all listings: strong applications open for long, shortlisted without a viewing invitation, accepted without an offer, contract sent without signature. Grouped by urgency.

pending_application_decisions

Dry run of a portal export: shows which listings would be published or withdrawn on which portal right now, without sending anything, and reveals listings that would be skipped (e.g. missing price).

portal_push_preview