Pipefy’s Property Rental Management Template is a simple workflow that can help any rental company manage each step in a rental process. With the Kanban view, you are allowed you to control rental demands, approvals, and contracts between owners and tenants.
See how this template is structured. As this is just an example, you can customize it.
1. Contact name
2. Email
3. Phone
4. World region
5. City
6. Corporate name
7. City area
8. Location type
9. Minimum square footage
10. Maximum square footage
11. Target monthly rent
1. Assigned broker
2. Can the request be met?
3. Notes
1. Phone contact
2. Notes
3. Property material
4. Visit date
5. Visit address
1. Feedback on visit
2. Opportunity temperature
3. Opportunity value
4. Property specs
5. Proposal
1. Was the proposal accepted?
2. Counterproposal
3. Negotiation details
1. Was the final proposal internally accepted?
2. Reason for decision
3. Agreed value
1. Attach agreement.
2. Legal Department review
1. Agreement validation
2. Lease start date
3. Signed agreement