Property rental management

Template

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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Contact name
  2. Email
  3. Phone
  4. World region
    • Africa
    • Asia
    • North America
    • South America
    • Central America
    • Eastern Europe
    • European Union
    • Middle East
    • Caribbean
    • Oceania
  5. City
  6. Corporate name
  7. City area
  8. Location type
    • Street
    • Galleries
    • Malls
    • Building
    • House
  9. Minimum square footage
  10. Maximum square footage
  11. Target monthly rent

New opportunities

  1. Assigned broker
  2. Can the request be met?
    • Yes
    • No
  3. Notes

Contact with the client

  1. Phone contact
    • Yes
    • No
  2. Notes
  3. Property material
  4. Visit date
  5. Visit address

Proposal

  1. Feedback on visit
  2. Opportunity temperature
  3. Opportunity value
  4. Property specs
  5. Proposal

Negotiation

  1. Was the proposal accepted?
    • Yes
    • No
    • A counterproposal was received
  2. Counterproposal
  3. Negotiation details

Internal approval

  1. Was the final proposal internally accepted?
    • Yes
    • No
  2. Reason for decision
  3. Agreed value

Lease agreement

  1. Attach agreement
  2. Legal Department review
    • Yes
    • No

Signatures

  1. Agreement validation
    • Tenant’s signature
    • Landlord’s signature
  2. Lease start date
  3. Signed agreement

Signed contracts

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