AUTOMATED RENTAL ASSISTANT

CLOUDSERVIZ
4 min readFeb 24, 2018

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How many tenants of yours are moving out in the next 30 days and 60 days?

We will give you 3 seconds to remember...

1…

2..

3.

Time’s up!

That kind of mental exercise is exhausting and unnecessary, but many rental professionals (brokers, agents and managers) still burden themselves with exactly that!

The reality in the ground is, majority of rental professionals in the Philippines still rely on their:

  1. mobile phone reminders…

2. cork board reminders…

…notebooks, MS Excel files and at worst, mental notes, to remind themselves of this simple, but very important event.

There are only a few rental professionals that use specialized apps or software like Intuit Quickbooks.

Even that is a challenge. In order to use Quickbooks, one has to pay for the monthly fee and has to commit a good amount of time to learn the basics of the software. Valuable time that people like yourself, does not have the luxury of.

IT’S TRUE…

Even very organized individuals still fall for the trap of forgetting move out events. With so many people from both sides of the business (landlords, tenants & co-brokers/agents) vying for your attention, it’s so easy to lose track of a move out event, and that’s why you need an automated assistant. A free one at that.

ENTER CLOUDSERVIZ AUTOMATED ASSISTANT THAT WILL CONSTANTLY REMIND YOU…

We created this feature so that you don’t miss move out events. Obviously.

A forgotten move-out event will make you look extremely unprofessional to all parties involved.

HOW WOULD IT KNOW WHEN TO REMIND YOU IN THE FIRST PLACE?

Simple. Whenever you add a new ‘Customer Record’ for rentals…

…your ‘Assistant’ will automatically check the ‘Move in Date’ & ‘Move out Date’ fields.

Date Fields

After your assistant has the data, it will constantly create notifications reminding you of the tenants that will move out with the next 30 days and 60 days.

Reminder Icon

The ‘Reminder Icon’ will inform you on the number of move out events and will quickly show you the names of your tenants and their accompanying details.

Move Out Alerts Menu

THE ‘MOVE OUT’ ANATOMY

Clicking on the ‘See All Alerts’ button will take you to the Move Out Alert Dashboard.

The dashboard features two tabs; the current month & the succeeding month. The title of those tabs include the specific number of move out events.

In this example, there would be four in February and two in March.

The first column in the table is the most important one. It will show you the number of days before the actual move out. We love it because it provides a quick sense of urgency.

Move! Move! Move! Can you feel the urgency?!

Columns two to eleven will show the complete details of the transaction.

The last column is dedicated for your ‘Follow Up’. You need to ask your tenants if they would renew their contract of lease, right? That’s money in the bag! A renewed contract means another set of commission!

Once you’re done with your ‘Follow Up’, all you have to do is click on the ‘-’ dash box, after that, it will change into a ‘✓’ check box.

Follow Up Column

We believe you only need two follow ups to get a concrete answer from your tenant, if s/he will renew or not. If it takes a third try, then you have a problem.

SEE?

It’s that easy! No need to do mental gymnastics to figure out how to properly do your property management / rental management business. Your assistant is here for you.

MORE, SOON.

We will improve your assistant by allowing it to send SMS reminders, sync calendars with other co-brokers and many more!

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//CLOUDSERVIZ IS A FREE RECORD KEEPING & LEAD GENERATION SOFTWARE. WE WANT TO CHANGE HOW REAL ESTATE PROFESSIONALS STORE THEIR CUSTOMER RECORDS (MOVE FROM EXCEL, SPREADSHEETS, NOTEBOOKS, WHITEBOARDS, MENTAL NOTES TO THE CLOUD!) AND HELP THEM GENERATE MORE REVENUE IN THE PROCESS.

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