How It Works

From owner request to ready-to-follow-up lead.

The Rental Analysis flow gives property owners a helpful branded report while giving your team the lead details and rental context needed for a better sales conversation.

1

Owner submits the Rental Analysis form

A property owner enters their contact information and property details, including address, property type, bedrooms, bathrooms, and other relevant information.

2

Property data is analyzed

The system reviews the submitted property details alongside relevant rental-market and comparable-property information to estimate rent and range.

3

Lead enters your CRM

The owner’s contact details, property information, lead source, and key Rental Analysis data are sent to your CRM or lead-management system.

Lead Handoff

Your team gets the right details quickly.

If the contact already exists, the system can update the existing record rather than unnecessarily creating a duplicate.

04

Internal notification is sent

Your team receives a notification when a new property owner requests a rental analysis, including contact details, property details, estimated rental information, and submission context.

05

Branded report is generated

A professional rental analysis report is created with company branding, property details, rent estimates, comparable rentals, market information, contact details, and a clear call-to-action.

Branded Report

The report feels like part of your company’s service.

The report is white-labeled for the property-management company, so the owner sees a helpful rental analysis that keeps your company front and center.

Company branding and contact information

Property details, estimated rent, and rental range

Comparable rental properties and market information

Clear call-to-action for the owner’s next step

6

Report is sent to the owner

The completed rental analysis is delivered through a client-branded email, keeping the property-management company front and center.

7

Lead is ready for follow-up

Your team has the owner and property information in its system and can continue with its normal sales process.

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Next steps begin

Follow-up can include calls, emails, team assignment, pipeline updates, and additional follow-up automations.

The Rental Analysis does more than calculate rent.

Owner submits Rental Analysis, property data is analyzed, lead enters your CRM, team is notified, branded report is generated, owner receives report, and your team follows up.

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