Agents help property management businesses stay on top of their properties and keep owners, tenants, and vendors in sync.
Send approved lease agreements to their signers.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Put photographed building notices into property work orders.
Get the wording from posted notice photos on your work order cards, with unclear passages marked for office review.
Send tenants details of approved maintenance visits.
Your customers know when to expect the crew and how to prepare, while dispatch keeps a copy of every confirmation.
Add travel time before property visits and tenant meetings.
Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.
Show changed vendor bill dates during property expense reviews.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
Deny repeat ACH requests for paid maintenance invoices.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
Send approved replies to tenant texts and hand off unresolved questions.
Your customers get a text reply from the wording you choose when it fits, while your team sees questions that need a person.
Draft replies to tenant questions using their account notes.
Give your team a customer service reply draft in the chat, with relevant account context ready for review before anyone sends it.
Show paid property vendor bills on open review tasks.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
Hold recurring bills for property services already invoiced once.
Catch overlapping supplier charges before payment. Your AP clerk sees the recurring bill on hold with the matching one-time bill and a reason to review.
Record renters' ad inquiries on one contact for leasing follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
Schedule tenant follow-up texts and note when a text is held.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.