Each prospective tenant needs document verification, background checks, and employer verification. Process takes 5-7 days, losing good tenants to faster competitors.
Contract Renewals Forgotten
Lease agreements expire without notice. You realize only when tenant asks or when it's time to collect rent. Lost opportunities to negotiate better terms.
Handle more properties, automate tenant communication, and delight owners
1
Instant Owner Inquiry Response
RuleStarter+ $29
When a property owner reaches out, instantly share your services, pricing, service areas, and the onboarding process.
Hi, I have a 3BHK in Leblon. Looking for property management.
Hi! Thanks for reaching out to PropCare Management Services!
We handle complete property management across Sรฃo Paulo.
OUR SERVICES:
- Tenant sourcing & screening
- Rent collection & reminders
- Maintenance coordination
- Monthly owner reports
- Legal documentation
PRICING: 8-10% of monthly rent
SERVICE AREA: Sรฃo Paulo (all zones)
PROPERTIES MANAGED: 500+
I'm Maria from PropCare. Let me understand your requirements!
What's your property location and current status?
Just now
TRIGGER: Any new message
ACTION: Send company intro with services & pricing
THEN: Tag contact as "Owner Inquiry"
THEN: Notify property manager for follow-up
How it works: Sets clear expectations immediately - owner knows what you offer, your pricing structure, and service areas. Reduces back-and-forth questions. Team can focus on understanding specific needs rather than explaining basics.
Workflow tip: Include case studies or testimonials in the welcome message to build instant credibility.
2
Tenant Screening Process Automation
JourneyStarter+ $29
Guide prospective tenants through document submission, verification, and approval with automated step-by-step process.
Hi Lucas! Great that you liked the property at Jardins.
Let's complete your application. Please share:
STEP 1: ID Proof
- Aadhaar card (front & back)
- PAN card
[Document photos uploaded]
Received! Now for STEP 2:
EMPLOYMENT DETAILS:
- Company name
- Designation
- Monthly salary
- HR contact number
Just type the details, I'll note them down.
How it works: Step-by-step document collection prevents confusion. Tenant knows exactly what's needed and what's next. All documents stored in one WhatsApp thread for easy access. Screening that took 5-7 days now happens in 24-48 hours.
Workflow tip: Set up auto-reminders if tenant doesn't respond within 12 hours to keep the process moving.
3
Lease Agreement Signing
JourneyStarter+ $29
Send digital lease agreement, collect signatures, and store signed copies - all via WhatsApp.
Hi Lucas!
Your application is approved! Welcome to PropCare family.
NEXT STEPS - Lease Signing:
Property: 3BHK, Jardins
Rent: Rs.35,000/month
Deposit: Rs.1,05,000
Duration: 11 months
Start date: 1st December
Your lease agreement is ready!
[Download Lease Agreement PDF]
Please:
1. Review the document
2. Sign on each page
3. Upload signed copy
4. Transfer deposit to proceed
Questions? Ask me!
Reviewed. Uploading signed copy.
Signed copy received!
DEPOSIT PAYMENT:
Account: PropCare Management
A/C: 123456789
IFSC: HDFC0001234
Amount: Rs.1,05,000
PIX: propcare@hdfcbank
Share payment screenshot after transfer.
Keys ready for handover on 1st Dec!
How it works: Eliminates the need for tenants to visit office for signing. Digital process is faster, trackable, and environmentally friendly. All documents stored in conversation history for easy reference. Move-in happens faster.
Workflow tip: Use digital signature tools that integrate with WhatsApp for legally valid e-signatures.
4
Automated Rent Collection Reminders
SequenceStarter+ $29
Send rent reminders on 28th, 3rd, and 7th of every month with payment options. Reduce late payments by 80%.
Hi Lucas!
Friendly reminder from PropCare Management.
Your rent for December is due on 1st Dec.
Amount: Rs.35,000
Property: 3BHK, Jardins
PAYMENT OPTIONS:
PIX: propcare.koramangala@upi
Bank Transfer: [details]
Online: [payment link]
Pay early = No late fees!
Thanks for being a great tenant.
28th of month
SEQUENCE: Rent Reminders
DAY 28: Advance reminder (3 days before due)
DAY 1: Due date reminder
DAY 3: Gentle follow-up (if unpaid)
DAY 7: Firm reminder + late fee notice
DAY 10: Final notice + owner escalation
EXIT: When "rent-paid" tag added
How it works: Automated sequence means no manual tracking needed. Tenants get timely reminders without staff having to call. Escalation is automatic - from gentle to firm. Late payments drop dramatically. Owners happy with timely rent collection.
Workflow tip: Include PIX ID in every reminder for instant payment. Track which tenants always pay on time for future reference.
5
Maintenance Request Handling
JourneyStarter+ $29
Capture maintenance requests with details, photos, urgency level, and auto-assign to vendors. Track until resolution.
Hi, kitchen tap is leaking badly.
Hi Lucas! I'll help you with this.
For quick resolution, please share:
1. Photo of the issue
2. How urgent? (Can wait / Need today / Emergency)
3. Best time for plumber visit
I'll arrange immediately!
[Photo of leaking tap]
Need today, morning 10-11 AM is best
Got it! I've assigned this to our plumber.
MAINTENANCE REQUEST #1234
Issue: Kitchen tap leak
Priority: High
Scheduled: Today 10-11 AM
Plumber: Ramesh (9876543210)
He'll call before arriving.
Cost (if any) will be shared for approval.
Updating you on progress!
UPDATE: Ramesh fixed the tap!
Work done: Replaced washer + tightened connections
Cost: Rs.350 (minor repair - covered in maintenance)
Status: RESOLVED
Please confirm everything is working fine.
Just now
JOURNEY: Maintenance Request
TRIGGER: Tenant reports issue
STEP 1: Ask for photo, urgency, timing
STEP 2: Create ticket, notify vendor
STEP 3: Confirm vendor assignment to tenant
STEP 4: Track work in progress
STEP 5: Share completion status & cost
STEP 6: Request tenant confirmation
How it works: Structured intake captures all needed info upfront. Auto-assignment to vendors speeds resolution. Tenant sees transparency - they know who's coming and when. All requests tracked with ticket numbers. Reduces follow-up calls by 90%.
Workflow tip: Tag issues by type (plumbing, electrical, etc.) to identify recurring problems and prepare better.
6
Property Inspection Scheduling
SequenceStarter+ $29
Schedule quarterly property inspections, send advance notice to tenants, and collect inspection reports.
Hi Lucas!
Time for our quarterly property inspection.
As per your lease agreement, we conduct inspections every 3 months to ensure everything is well-maintained.
INSPECTION DETAILS:
Date options:
Inspector: Suresh (Property Manager)
Duration: 30 minutes
We'll confirm 2 days in advance!
16th Dec Sunday 11 AM works
Perfect! Inspection scheduled:
Date: 16th December (Sunday)
Time: 11:00 AM
Inspector: Suresh
We'll check:
- General property condition
- Appliances & fittings
- Plumbing & electrical
- Any repairs needed
See you then!
Just now
SEQUENCE: Inspection Scheduler
QUARTERLY: Send inspection notice (15 days advance)
DAY -2: Confirmation reminder
DAY 0: "Inspector on the way" notification
DAY +1: Send inspection report to tenant & owner
THEN: Schedule next inspection in 3 months
How it works: Automated quarterly scheduling ensures no property is missed. Advance notice respects tenant's schedule. Reports shared immediately after inspection build trust. Owners see proactive property care. Issues caught early before they become expensive.
Workflow tip: Take photos during inspections and share with both tenant and owner for transparency.
7
Tenant Move-In/Move-Out Process
JourneyStarter+ $29
Guide tenants through move-in checklist and move-out inspection with automated workflows for smooth transitions.
Welcome to your new home, Lucas!
MOVE-IN CHECKLIST for 3BHK Jardins:
Please verify within 48 hours:
โ All lights & fans working
โ Plumbing (all taps, toilets, drainage)
โ Kitchen appliances (stove, chimney)
โ Door locks & windows
โ AC units cooling properly
โ Water heater functioning
IMPORTANT:
- Note any existing damages now
- Take photos if anything needs repair
- We'll fix issues within 5 days
UTILITIES TO ACTIICMSE:
- Electricity: [BESCOM details]
- Cooking gas: [Instructions]
- Wifi: [Recommended ISPs]
Questions? I'm here to help!
Enjoy your new home!
Move-in day
JOURNEY: Move-In Process
DAY 0: Send welcome + checklist
DAY 2: Remind to report any issues
DAY 7: Confirm all utilities activated
DAY 30: First month check-in
JOURNEY: Move-Out Process
DAY -30: Notice period confirmation
DAY -7: Schedule final inspection
DAY 0: Conduct inspection, note damages
DAY +5: Deposit refund after deductions
How it works: Clear checklists prevent disputes later. Photos document initial condition. Move-out inspection is structured - both parties know the process. Deposit refund is transparent with documented damages. Reduces conflicts by 95%.
Workflow tip: Create a damage assessment matrix with standard charges for common issues (broken fixtures, wall repainting, etc.).
8
Monthly Owner Reports
SequenceStarter+ $29
Automatically send monthly reports to property owners with rent status, maintenance activities, and expenses.
Hi Mr. Venkatesh!
Your monthly property report from PropCare Management:
PROPERTY: 3BHK Jardins
MONTH: November 2024
RENT COLLECTION:
Rent amount: Rs.35,000
Received on: 30th Nov
Status: โ Collected
MAINTENANCE THIS MONTH:
1. Kitchen tap repair - Rs.350
2. Bathroom exhaust fan - R$320
Total expenses: Rs.1,150
TENANT STATUS:
Behavior: Excellent
Rent payment: On-time
Issues: None
YOUR PAYOUT:
Rent: Rs.35,000
- Management fee (8%): Rs.2,800
- Maintenance: Rs.1,150
NET PAYOUT: Rs.31,050
Transferred to A/C ending 7890 on 5th Dec.
Property in excellent condition!
Any questions? Happy to discuss.
5th of month
SEQUENCE: Monthly Owner Report
DAY 5: Send detailed monthly report
THEN: Process payout transfer
THEN: Share transaction screenshot
QUARTERLY: Send property condition update
YEARLY: Send annual tax statement
How it works: Automated reports save hours of manual work. Owners receive consistent updates without asking. Transparency builds trust and reduces owner queries. Clear expense breakdown shows value of management. Happy owners = long-term contracts.
Workflow tip: Include photos from recent inspections in quarterly reports to show property care visually.
9
Emergency Response Protocol
RuleStarter+ $29
Handle urgent situations with 24/7 emergency response keywords that trigger immediate alerts and action.
EMERGENCY - Major water leakage from ceiling!
๐จ EMERGENCY REGISTERED
Hi Lucas, I've marked this as high priority!
IMMEDIATE ACTIONS:
1. Turn off main water supply (if accessible)
2. Move belongings away from leak
3. Place buckets to collect water
HELP ON THE WAY:
Emergency plumber: Ramesh
Contact: 9876543210
ETA: 30-45 minutes
I've alerted:
โ Property Manager - Maria
โ Owner - Mr. Venkatesh
โ Emergency plumber
Ramesh will call you in 5 minutes.
Updates coming every 15 minutes.
Stay safe!
Immediate
TRIGGER: Message contains "emergency" or "urgent" or "help"
ACTION: Tag as "PRIORITY-EMERGENCY"
THEN: Send immediate response with action steps
THEN: Alert property manager (SMS + call)
THEN: Notify emergency vendor
THEN: Inform property owner
THEN: Track resolution every 15 min
How it works: Keyword detection ensures emergencies never slip through. Instant acknowledgment calms panicked tenants. Multi-channel alerts (WhatsApp + SMS + Call) ensure someone responds. Pre-assigned emergency vendors respond faster. Real-time tracking until resolution.
Workflow tip: Create emergency contact cards for common situations (plumber, electrician, locksmith, security).
10
Contract Renewal Reminders
SequenceStarter+ $29
Automatically track lease expiry dates and trigger renewal conversations 60 days in advance.
Hi Lucas!
Hope you're enjoying your stay at Jardins!
Quick update: Your lease expires on 30th Nov (60 days from now).
Would you like to renew?
OPTIONS:
1. Renew for 11 months (same terms)
2. Renew with rent adjustment
3. Move out (need 30 days notice)
Please let me know your preference.
If renewing, we can:
- Keep current rent: Rs.35,000
- Prepare new agreement
- Smooth transition, no hassle
What would you prefer?
Yes, want to renew. Same rent fine.
Excellent! Glad to have you continue!
I'll prepare the renewal agreement:
- Duration: 11 months
- New period: 1st Dec 2024 - 31st Oct 2025
- Rent: Rs.35,000 (unchanged)
- Deposit: Transferred to new lease
Agreement ready in 3 days.
No additional deposit needed!
Thanks for being a great tenant!
Just now
SEQUENCE: Lease Renewal
DAY -60: First renewal inquiry
DAY -45: Follow-up if no response
DAY -30: Final decision needed (owner planning)
DAY -15: If renewing, send new agreement
DAY -7: Confirm all signatures & payments
DAY 0: Lease renewed seamlessly
IF NOT RENEWING:
DAY -30: Start finding new tenant
DAY 0: Schedule move-out inspection
How it works: 60-day advance notice gives time for decisions. If tenant isn't renewing, you have 30+ days to find replacement - zero vacancy period. If renewing, process is smooth with no last-minute rush. Owners appreciate proactive planning. Properties stay occupied.
Workflow tip: Track renewal rates by property to identify issues. Properties with low renewal need attention.
CRM
Your pipeline, pre-configured
Track every tenant from inquiry to renewal. See at a glance who needs screening, who's about to sign, and whose lease is expiring.
Inquiry
First contact
Property Visit
Viewing scheduled
Screening
Document check
Lease Signed
Agreement done
Active Tenant
Moved in
Renewal
Lease renewal
CRM Lite add-on: +$10/mo on Pro plan, included in Business