Owner CRM & Property Onboarding

Turn owner acquisition into a consistent, measurable growth process.

What We Do

We align your owner intake and onboarding into a single, professional system — clear handoffs, complete documentation, and dependable follow-up from first contact to active management.

Property Management Value

Owner growth stalls when leads slip through the cracks or onboarding drags. This implementation creates a predictable pipeline: faster decisions, cleaner data, and a better owner experience that drives referrals.

Boards Implemented

Owner Leads

Capture, qualify, and route new owner inquiries automatically. Standardize follow-up, track touchpoints, and keep leadership visibility on pipeline health.

Owner/Property Onboarding

Guide every new account through a defined checklist with documents, signatures, and tasks. Ensure nothing is missed and get properties revenue-ready faster.

Key Deliverables

  • Lead capture, qualification, and routing logic

  • Follow-up templates and cadence design for sales professionalism

  • Onboarding checklists with document and e‑signature routing

  • Data mapping for PMS sync (e.g., RentVine)

  • Pipeline and onboarding status dashboards

Ready to grow with clarity?

Ready for Worry-Free Automations?

Let’s create, automate, and sustain processes that run smoothly
so you can run your business, not your systems.

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