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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