Agents help property management businesses stay on top of their properties and keep owners, tenants, and vendors in sync.
File signed client agreements and email the team both links.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Reply to common client questions and flag requests needing personal care.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
Send approved client agreements and record each request's status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Draft client replies that keep prior requests in view.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Send approved client agreements and copy their owners.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.