Real Estate · Lettings

Landlord Renewal & Retention

Retain managed properties by starting the renewal before the landlord shops around.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Agent picks up agreements entering the renewal window.
  2. Opens on the landlord's channel with the performance of their property.
  3. Answers the fee, term and notice questions from your agreed rules.
  4. Books a call with the portfolio manager where the landlord wants one.
  5. Flags any landlord signalling exit for a same-day human call.

Data sources

Management agreements Rent & arrears history Fee schedule

What it targets

  • Renewals opened in window Target 98%
  • Landlords retained Target 13%
  • At-risk landlords flagged Target 100%