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VaultRE logo VaultREReal estate AI integration

AI automation across VaultRE and the rest of your software.

Ask Horizon across approved VaultRE records, then prepare supported sales or property-management work for review.

Enquiry follow-up worklist

An illustrative Microsoft Teams thread for VaultRE: Priya N. asks, Horizon works through VaultRE and Microsoft Teams, and returns: An enquiry follow-up worklist.
VaultRE · Real estate
PN Priya N.8:41 AM @Horizon, show me new enquiries that have not received a follow-up and the property involved.
HorizonAPP8:41 AMOn it. Checking VaultRE now.Property checked in VaultRECross-checked and compiled into one list
An enquiry follow-up worklist.

Listing briefing

An illustrative Microsoft Teams thread for VaultRE: Marcus D. asks, Horizon works through VaultRE, Outlook and Microsoft Teams, and returns: A joined listing briefing.
VaultRE · Real estate
MD Marcus D.9:12 AM @Horizon, brief me on this listing using its VaultRE activity and recent Outlook conversations.
HorizonAPP9:12 AMOn it. Checking VaultRE and Outlook now.Activity checked in VaultRELatest client emails read in OutlookCross-checked and compiled into one briefing
A joined listing briefing.

CRM update

An illustrative Microsoft Teams thread for VaultRE: Ella R. asks, Horizon works through VaultRE and Microsoft Teams, holds every change for review, and returns: A checked CRM update.
VaultRE · Real estate
ER Ella R.11:26 AM @Horizon, prepare the contact note and next activity for this enquiry, but wait for approval.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadDraft contact and activity prepared for VaultRENothing saved in VaultRE until you approve
A checked CRM update.
Connect with
Property portalsXero logoXeroHomelyMicrosoft 365 logoMicrosoft 365
The connection

How does Horizon actually get into VaultRE?

Horizon connects through VaultRE's official API. Your organisation approves the account, records and actions in use before the workflow is built.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
VaultREYour approved records
01 · See

What Horizon can see

In VaultRE, Horizon can work with contacts, properties, listings, activities, enquiries, tenancies and other supported agency information.

02 · Prepare

What Horizon can prepare

Horizon shows your team each proposed VaultRE change before anything is saved. Supported contact, property or activity changes stay behind agency approval.

03 · Start

How work can start

For VaultRE, Horizon can respond to documented VaultRE changes and reconciles the agreed records on a schedule.

What we confirmed about the VaultRE connection

  • VaultRE publicly documents both the records and a way to react to selected changes.
  • The authorised agency controls the available data.
  • Horizon can prepare follow-ups and updates, while staff remain responsible for every client action.

Checked against official VaultRE information on .

Day to day

Use VaultRE without jumping between systems.

VaultRE stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Agency principal8:42 AM “Show me new enquiries that have not received a follow-up and the property involved.” An enquiry follow-up worklist.
Sales agent11:18 AM “Brief me on this listing using its VaultRE activity and recent Outlook conversations.” A joined listing briefing.
Property manager3:06 PM “Prepare the contact note and next activity for this enquiry, but wait for approval.” A checked CRM update.
Common questions

Using Horizon with VaultRE, answered.

What could our team ask Horizon to do with VaultRE?
Ask Horizon across approved VaultRE records, then prepare supported sales or property-management work for review. Typical results include an enquiry follow-up worklist, a joined listing briefing, and a checked CRM update.
Can our team use VaultRE from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved VaultRE information and connected systems, then returns the answer or proposed action for review.
Can Horizon use VaultRE with Outlook, SharePoint or our other software?
Yes. We design one workflow around VaultRE and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in VaultRE, not just answer questions?
Yes, where VaultRE supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in VaultRE?
We start with one useful, controlled request such as: @Horizon, show me new enquiries that have not received a follow-up and the property involved. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
VaultRE issues access for an authorised account and agency. We confirm the offices, data set and permitted actions before connecting live records.
Does Horizon replace VaultRE?
No. VaultRE remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the VaultRE workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
VaultRE integration session

Show us what you want VaultRE connected to.

We will confirm the access path, the systems in scope and the safest first workflow.

30 min with our Director. No sales rep, no follow-up.