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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Contact name
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2. Email
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3. Phone
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4. World region
- Africa
- Asia
- North America
- South America
- Central America
- Eastern Europe
- European Union
- Middle East
- Caribbean
- Oceania
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5. City
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6. Corporate name
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7. City area
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8. Location type
- Street
- Galleries
- Malls
- Building
- House
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9. Minimum square footage
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10. Maximum square footage
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11. Target monthly rent
New opportunities
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1. Assigned broker
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2. Can the request be met?
- Yes
- No
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3. Notes
Contact with the client
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1. Phone contact
- Yes
- No
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2. Notes
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3. Property material
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4. Visit date
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5. Visit address
Proposal
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1. Feedback on visit
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2. Opportunity temperature
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3. Opportunity value
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4. Property specs
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5. Proposal
Negotiation
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1. Was the proposal accepted?
- Yes
- No
- A counterproposal was received
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2. Counterproposal
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3. Negotiation details
Internal approval
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1. Was the final proposal internally accepted?
- Yes
- No
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2. Reason for decision
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3. Agreed value
Lease agreement
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1. Attach agreement.
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2. Legal Department review
- Yes
- No
Signatures
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1. Agreement validation
- Tenant's signature
- Landlord's signature
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2. Lease start date
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3. Signed agreement