Real estate, governed.
The memory of your buildings, kept alive. Two tools: day-to-day management, and selling your developments.
Palier, the operating platform for your buildings.
Rent collection, accounting, legal deadlines, interventions and works, owner reporting, acquisitions, valuation and asset decisions: Palier covers the full life cycle of the building in a single tool, installed on your own side. Bank statements import in CAMT, CSV, Excel or PDF, and Palier proposes the reconciliation; owners and tenants each get their own portal, and the assistant drafts the letters, the reminders and the statements. Nothing goes out without your approval.
The trade as it is practised here, in full.
A property-management tool is only worth what it knows of the ground. Palier was born in Swiss practice, and covers the building's life cycle: from rent collection to the statement handed to the owner, by way of the claim, the handover report and the condominium meeting.
What it knows of Swiss practice
Swiss QR-bill
Rent calls go out to the ISO 20022 standard, with the structured reference your bank reconciles without a phone call.
Service-charge statement
Advances, meter readings, allocation keys: the annual statement is prepared as the year goes, instead of in one week of January.
Condominiums (PPE)
Units, ownership shares, minutes, renovation funds: the memory of the co-ownership stays in one place, year after year.
Swiss tenancy law
Inspections, terminations, rent increases, works: every deadline is dated and documented, with the paperwork attached.
What it covers
The portfolio
Dashboard, buildings, units and floor areas, tenants and owners, valuation-potential analysis.
Accounting
Rent run, accounting and bank reconciliation, creditors, rent adjustments and debt recovery.
The building
Requests and interventions, claims and works, handover reports, bookable common spaces.
Third parties
Tenant and owner portals, online applications, condominium and cooperatives, mail merge.
The module-by-module detail is on the Palier page. Available modules vary with the plan.
Lotivio, the CRM that answers every prospect.
A lead arrives from a portal, a campaign or your website: Lotivio centralizes it, qualifies it through an AI-led WhatsApp conversation and lines up the genuinely matching units for your brokers, pitch already written. You step in at the right moment.
Capture
SMG, Homegate, immobilier.ch, Properstar, Meta Lead Ads, your website: every lead lands in a single queue, ready to work. For Meta and website leads, the brochure goes out automatically.
Qualify
The AI leads the WhatsApp conversation and extracts budget, rooms, area and timeline. One word from the prospect, and a human advisor takes over.
Match
A match score between every prospect and your developments, current and upcoming: the units that genuinely fit rise to the top, pitch already written.
Publish
A listing entered once goes out to SMG, Homegate, immobilier.ch, Properstar and your website, fields checked before release.
Steer
Pipeline from first contact to notary, scheduled follow-ups, team reports and ad-spend tracking.
Protect
Sovereign hosting: your data and your prospects never leave your company. Consent and opt-out honored, every AI decision logged.
From day-to-day management to the sale.
Meotis Real Estate is the real-estate division of Meotis, in Neuchâtel. Its practitioners work the trade and design the tools with the Technology division.
Property management
Rent collection, tenant relations, the daily follow-up: full management, kept day by day and readable at any moment.
Construction planning and supervision
From quote to handover: scoping the works, tendering, coordinating the trades, tracking costs and deadlines.
Property valuation
What a property is worth, and what it could be worth: rent roll, yield potential, works to undertake, costed scenarios.
Property sales
Preparing, presenting and running the sale: complete file, market launch, viewings and negotiation, through to signature.
Every building has a memory.
Augmented due diligence
Deeds, easements, leases, rent rolls, read, structured, linked. Nothing gets lost.
Continuous valuation
Rents, charges, works, market: value is no longer an annual snapshot.
Asset memory
The full history of a building, transferable at a sale or an inheritance.
"A building is passed on. Now, so is its memory."
What memory changes, for each party
For the management firm. A building's operational memory is created along the mandate, and it is exposed twice: when the mandate changes hands, and when the asset is sold. Attached to the building rather than to a person, it means a colleague leaving no longer empties the mandate of its substance, and picking up a file no longer starts from zero.
For the owner. A reliable, transferable record does not raise a price: it reduces the friction around the transaction. Shorter diligence, fewer rounds of information requests, less last-minute renegotiation, fewer warranties and holdbacks demanded, and a lower risk that the deal fails to close. The price forms on established facts rather than on blind spots.
For the building. What was decided, repaired, disputed and why stays attached to the asset. The knowledge leaves neither with a colleague, nor with a change of manager, nor with a sale.
The craft of property management, in your core.
Managers, technicians and tenancy specialists work with the same tool: a cognitive core installed on your side, running locally, learning from your files and sharpening your own ways of working, without know-how walking out the door. What it learns stays with you: joining Meotis Real Estate means drawing on the division's trade experience, never pooling your data.
The screens shown come from a demonstration environment: names, amounts and buildings are fictitious.
