The eight agents

What each one does, and where it hands off to your team.

101

Sales & Leasing

Answers every inquiry, quotes what is open, and books the tour.

Negotiation and special pricing go straight to your team.

  • Checks live availability and pricing before quoting anything
  • Asks your qualification questions one at a time and saves the answers
  • Books tours inside your office hours and confirms the address
  • Moves each lead through your pipeline stages
  • Sends a secure reservation link when someone is ready to commit
102

Support & Service

Handles resident questions without tying up the office.

Anything it cannot answer from your facts goes to a person.

  • Confirms identity before discussing any account
  • Looks up lease dates, balances, payments and open work orders
  • Answers from your own policies and FAQs
  • Sends secure payment links
  • Passes repairs to Maintenance and new-unit questions to Leasing
103

Maintenance

Triages every request and writes the work order.

Emergencies alert your on-call team by text and email at once.

  • Screens for emergencies first: fire, gas, flooding, sparks, no heat in freezing weather
  • Collects the problem, the location, and permission to enter
  • Writes a clean work order with a reference number
  • Sets a priority of emergency, high, normal or low
  • Tells callers to get safe and call 911 when it matters
104

Collections

Polite, timed reminders on overdue balances.

Disputes, hardship and payment plans go to your team.

  • Starts 3 days after the due date
  • Sends at most one reminder every 3 days, 6 in total
  • Only reaches out between 8am and 9pm local time
  • Records promise-to-pay dates and reopens a missed one
  • Stops the moment the balance is paid
105

Payments

Takes rent, balances and move-ins through a secure link.

Billing disputes go to your team.

  • Sends a Stripe Checkout link in chat, text or email
  • Texts the link during a phone call
  • Pulls the exact amount from your records, never a guess
  • Marks the balance paid when the money lands
  • Never asks for or sees card numbers
106

Renewals

Starts every renewal conversation 90 days out.

Price negotiation goes to your team.

  • Flags each lease 90 days before it ends
  • Quotes only the renewal offer you put on file
  • Records who is staying, undecided, or moving out and why
  • Alerts your team when someone accepts or declines
107

Customer Reviews

Asks at the right moment and catches problems early.

A rating of 3 or lower goes to a manager before it goes public.

  • Asks after a repair is finished and 14 days after move-in
  • Collects a simple 1 to 5 rating
  • Sends happy customers to your review page
  • Never offers an incentive for a review
108

Ask Your Data

Plain-English answers about your portfolio.

For your team only. It never talks to customers.

  • Answers from your own records, never an estimate
  • Covers leads, tours, work orders, collections, renewals and reviews
  • Filters by property and by date range
  • Shows the date range behind every answer