Month: July 2025

Property Management & Listing Automation

Automated updates for occupied/vacant status

July 7, 20251 min read

Lead Management & Customer Onboarding

Status updates to clients throughout the onboarding process

July 7, 20251 min read

Lead Management & Customer Onboarding

Scheduled follow-up reminders for leads

July 7, 20251 min read

Lead Management & Customer Onboarding

Notification to relevant agents for new leads

July 7, 20251 min read

Lead Management & Customer Onboarding

Document collection workflows (ID, proof of income)

July 7, 20251 min read

Lead Management & Customer Onboarding

Digital signature requests for agreements

July 7, 20251 min read

Lead Management & Customer Onboarding

CRM record creation and update for each new contact

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated pre-screening questionnaires for prospective tenants

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated client inquiry capture from website and email

July 7, 20251 min read

Lead Management & Customer Onboarding

Automated assignment of leads based on predefined rules

July 7, 20251 min read

Lead Management & Customer Onboarding

Auto-response emails to new inquiries

July 7, 20251 min read

Contract & Payment Automation

Security deposit collection scheduling and notifications

July 7, 20251 min read

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