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This page summarizes which features are available in mory. It does not replace a guide but shows you at a glance what mory can do.
As of September 2026, updated continuously. Individual features may differ depending on your organization’s configuration.

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Dashboard & deadlines

  • Property management dashboard with key figures (properties, units, open cases, vacancy rate, deadlines within 30 days).
  • Sections for rental income & vacancy, important tasks, lettings, deadlines & indices, and condominium (STWEG) planning.
  • Filters by Mandant (client) and property manager.
  • Deadlines are created automatically from contracts (expiry, option, index, step rent) and maintenance dates of Ausstattung (Equipment), and shown under Meine Fristen (My deadlines).

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Tasks & workflows

  • Task list with tabs Meine Aufgaben (My tasks), Meine Fristen (My deadlines), Alle Aufgaben (All tasks) and Archiv (Archive), grouped by time, with search, sorting and filters.
  • New task via the assistant with workflow type and type-specific required fields.
  • Mory AI card: email proposals with the option to undo sending, Weiter (Next) and Skip, manual takeover at any time.
  • Damage handling with multiple quotes: collect quotes, recommendation by mory, owner approval above the Kompetenzsumme (approval limit), award and decline, one-click accept or decline for contractors.
  • Invoice check and tenant liability decision, contractor suggestion, switch and creation.
  • Further workflows: tenant move-in, tenant move-out, tenant change, refurbishment & renovation, property marketing, owners’ association resolutions with subtasks, insurance case, general request, private notes.
  • Activities with emails, calls including transcript, comments with @mention and actions by mory; templates (.docx) filled automatically; time tracking; linking tasks and subtasks.

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Inbox & calendar

  • Posteingang (Inbox) with tabs Wichtig (Important), In Bearbeitung (In progress), Sonstiges (Other) and Mehr (More), plus channel filters (email, WhatsApp, phone, letter).
  • Automatic sorting and task creation, Done and Snooze, deleted folder.
  • Verfassen (Compose) with To/Cc/Bcc search, bulk sending, draft by mory, signature and choice of sender account.
  • Swiss spelling and appropriate salutations in drafts.
  • Calendar with Google and Outlook: read, create, edit and delete events, colors by source.

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Property management

  • Liegenschaften (Properties): detail page with tabs for overview, activity, units, equipment, partners, documents, finances and financing; comments; approval limit; GWR import and address search; rent roll as PDF.
  • Einheiten (Units): Mietverhältnis (Tenancy) tab with automatically determined contract status, gross rent from net rent and additional costs, owner per unit, standard equipment on creation.
  • Ausstattung (Equipment): grouped by category, type and specification, condition and lifespan, automatic creation from emails and documents, merging duplicates.
  • Personen (People) and Unternehmen (Companies): roles and relationships, duplicate detection and merge, companies as tenants or owners, portal status in the list.

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Database

  • Document processing with text recognition and detection of type, amount, date and assignment.
  • Automatic assignment to property, unit, equipment and task; manual reassignment.
  • Smart folders, filters by client, organization and property, search, preview for .docx.
  • Fields valid from/to, period and task number; editable title; delete.
  • Sharing individual documents with the tenant and owner portal.

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Channels & portals

  • WhatsApp with organization numbers: messages become tasks.
  • Phone assistant: calls create tasks with a transcript.
  • Tenant portal: overview, documents, reports, invitation from mory.
  • Owner portal: invitation from mory.
  • Handover protocol app: reads master data from mory and returns the protocol as PDF.
  • mory Chat: questions across all data, document search with link, export as Excel or PDF, translation.

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Administration

  • Einstellungen (Settings) with organizations, user management (invite, deactivate, delete) and roles & permissions.
  • Connected accounts for Google and Microsoft with a warning when a connection expires.
  • Absence with substitute and bulk reassignment of tasks, personally and by team leads.
  • Email signature and WhatsApp configuration.
  • Workflows adjustable per organization: steps, agent instructions, check criteria, import and export.