Use cases by role

Agent FM for property managers

Month-end runs the same ritual: the rent roll against payments, the owner statements checked line by line, and renewal offers that were due to tenants two weeks ago.

Owner statements and tenant notices come out drafted and checked against the ledger, and none of them send without you.

The plays

Rent roll reconcile

Monthly it pulls the roll from AppFolio, works it against the master sheet, and flags every variance with the likely cause written next to it.

Reconcile the rent roll and flag every varianceView →Owner statement prep

It preps each statement, checks maintenance charges against work orders and fees against the contract rate, and flags anomalies before anything goes out.

Prep the monthly owner statements and flag the anomaliesView →Renewal offer batch

It finds leases expiring inside your window, matches each unit to the renewal rate sheet, and drafts the offer email per tenant for your sign-off.

Draft renewal offers for the leases expiring in 90 daysView →Monday portfolio brief

Every Monday it pulls delinquencies and open work orders from AppFolio and briefs you worst first, payment plans and past-SLA vendors noted.

Brief me Monday on delinquencies and open work ordersView →

The collection

Pull the rent roll from AppFolio, reconcile it against the master sheet, and flag variances.
Prep owner statements for [portfolio]: pull from AppFolio, check the charges, flag anomalies.
Find leases expiring inside [window] and draft a renewal offer email for each tenant.
Pull delinquencies and open maintenance from AppFolio and brief me, worst first.
Screen the [role] applicants on Indeed against our must-haves and shortlist the interviews.
Pull sales and rent comps for [address] and draft the BPO value range with evidence.

The job goes back to owners, tenants, and buildings instead of ledgers and mail merges. Get early access and put the month-end pass first in line when access opens.

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