Admissions & Intake
New Tenant Inquiry Intake
Capture and qualify incoming tenant inquiries through web forms, phone calls, or broker submissions. Automatically create a lead record, assign a leasing agent, and trigger an initial needs assessment checklist.
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Capture inquiry source and basic contact details
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Assign to intake team or leasing agent based on property/location
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Trigger pre-screening checklist (budget, space requirements, timeline)
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Schedule property tours if qualified
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Hand off to leasing or property management after qualification
Outreach & Referral Relations
Lease Management & Renewal
Manage active residents by tracking lease milestones, sending renewal notices, and coordinating lease amendments. Automate renewal offers and escalations if a response is not received within set timelines.
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Track lease expiration dates
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Auto-notify residents and agents 90/60/30 days before lease end
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Send renewal options with dynamic terms based on occupancy goals
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Create tasks for negotiation or documentation updates
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Flag units for marketing if residents decline renewal