Automation Builder

Automate dozens of site tasks with our revenue workflow templates synced with your PMS.

Automation Templates

Renewal Intent (30, 60 or 90 Days)

90 days before the lease renewal date, an SMS is sent to the resident to collect their intent to ren...

Renewal

Rent Reminder

When rent is upcoming and due, and the resident is not enrolled in autopay, a message is sent to the...

Rent Collection

Late Rent Fee Notice

When rent is late by a certain number of days, a personalized SMS or email is automatically sent to ...

Rent Collection

Change in Balance Owed

When the upcoming balance differs from the previous month’s rent, a personalized SMS or email is sen...

Rent Collection

On Time Payment Thank You

After a resident pays their rent on time for more than a specified number of months, a thank you mes...

Rent Collection

Promise to Pay

When rent is overdue by a certain number of days, a promise to pay plan is offered to the resident, ...

Rent Collection

Verify Renters Insurance

When a new resident moves in, ensure they added renters insurance coverage to ensure compliance with...

Support

New Lease Welcome

When a new resident moves in, they receive information and support regarding their move-in process t...

Support

Inbound Assist

When a resident needs help with something, they can SMS or email a designated number/address, which ...

Support

Balance Owed Reminders

When a resident moves out with a balance owed, a series of communications is sent to remind them abo...

Receivables

Move Out Survey

When a satisfied resident does not renew their lease, they are asked to review their experience at t...

Receivables

Balance Payment Plan

When a resident moves out with a balance owed, they are offered an opportunity to split their outsta...

Receivables

Contact Info Update Request

When a resident decides to move out and has a balance owed, their updated contact information is col...

Receivables

Refund Status Tracking

When a resident is owed money and moves out, updates about the status of their refund are sent to th...

Receivables

Settlement Offer

When a debtor is severely late in paying their balance, a customizable discount is offered via SMS o...

Receivables

Pay or Quit

When a resident is past the grace period for rent payment, the standard pay or quit notices are auto...

Rent Collection

Satisification Check In

120 days after a new resident moves in, an automated check-in is performed to ask about any needed w...

Support

Work Order Follow Up

After a work order is completed, an automated message is sent to the resident to ensure the work was...

Support