Urbanise Gets You Running an Efficient Operation. Merlo AI Takes It Further. Urbanise already gives your business a modern, cloud-based platform to manage your portfolio at scale. Merlo AI builds on that — automating the admin work a team member would otherwise be doing manually on top of Urbanise, from answering routine owner emails to keeping the roll up to date. The platform gives you the foundation; Merlo removes the manual layer sitting on it.
Your AI Co-Worker, Wired Straight Into Urbanise
Strata managers already live in Microsoft Teams and Outlook. Merlo sits inside that environment and reads directly from your Urbanise account — your plans, owners, levies, arrears and meeting records — so every answer it gives is pulled from the same data you’d otherwise have to log into Urbanise to find. Available on desktop and mobile, 24 hours a day.
No More Typing Out the Same Emails
Levy queries, arrears follow-ups, and owner requests get drafted in Outlook using the live figures sitting in Urbanise – not a guess, not a template.
Stop Logging Into Urbanise to Answer a Simple Question
Plan details, lot owner contacts, levy balances and arrears status – pulled from Urbanise the moment you ask, without opening the platform.
Never Re-Read a Document Twice
Drag in inspection reports, proposals, by-laws or meeting minutes stored against the plan and get a straight answer, not a summary you still have to interpret.
Committee-Ready Quote Comparisons
Upload contractor quotes tied to a Urbanise-managed plan and Merlo produces a clear, committee-ready comparison email in seconds.
AGMs That Run Themselves in the Background
Merlo plans the AGM, books the meeting, sends notices and chases reminders – using the plan and owner data already in Urbanise, so nothing needs re-entering.
Committee Decisions Without the Chasing
Create a digital ballot for any decision, and Merlo sends the voting emails, tracks who’s responded, and delivers ballot minutes upon completion.
Meeting Invites With the Right Details, Every Time
Teams invites go out with the correct plan and contact details pulled straight from Urbanise – no manual copy-paste and no need for manual meeting creation.
Compliance That Doesn’t Rely on Someone Remembering
Insurance renewals, AFSS and AGM deadlines get tracked and flagged before they’re missed – checked against what’s already recorded in Urbanise.
Strata Roll Updates Without Touching Urbanise Yourself
Tell Merlo what changed — a new owner, a plan detail, a contact update — and it updates your Urbanise roll for you, the same way a staff member would.
Built for Urbanise Customers Who Want to Grow Without Adding Headcount
Urbanise already gives you the platform to scale a portfolio without a matching rise in overhead. Merlo removes the manual layer sitting on top of it — the emails, the lookups, the re-typing — so the capacity Urbanise gives your business actually turns into fewer hours worked, not just more data in one place. When your whole team uses Merlo, that saved time compounds across every manager, every plan, every day.
Two-Way Access to Your Urbanise Account
Merlo doesn’t just read Urbanise, it can fetch records and push updates back, so your Urbanise data stays current without manual re-entry.
Connected to SharePoint & OneDrive
Access, retrieve and file documents from your document management system through a simple chat message, alongside your Urbanise records.
Works on Mobile from Anywhere
Full access to your Urbanise data through the Merlo AI Teams app, on-site or between meetings via Microsoft Teams eco system.
More Ways Merlo Works With Your Urbanise Portfolio
The Urbanise integration is one part of a wider AI co-worker for strata management. Explore how Merlo’s core tools — Teams, Email, Insurance Renewals and Fire Compliance — work alongside your Urbanise data to save your team even more time.
Teams Assistant
Your AI co-worker inside Microsoft Teams — draft emails, pull data from Urbanise, and manage tasks from your desktop or phone.
Email Assistant
Clear up to 20–30% of your inbox. Merlo drafts replies to routine owner and tenant emails using your live Urbanise data, right inside Outlook.
Insurance Renewals Automation
Automates up to 90% of the renewal workflow — from outreach to proposal comparison to updating Urbanise — for every plan in Urbanise.
AFSS Compliance Automation
Drop the spreadsheet. Merlo tracks AFSS and fire compliance inspections against your Urbanise plans and automates the follow-up.