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Lease Reminders in Housing Market CRM — Relet Before It Ends

Tutorial 119 of 181 · 46 s

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A lease you arranged two years ago is a lead you have already won once. Leases in Housing Market CRM, part of the Pro plan, keeps the tenancies you brokered and reminds you before each one ends: 90 days out, the tenant comes back onto your board as a lead and you are prompted to ask the landlord about relisting. This tutorial opens Leases, filters to the ones ending within 90 days, and reads what a lease records.

In this tutorial you will learn

  • What the Leases list is for
  • What happens 90 days before a lease ends
  • How to see only the leases ending soon
  • How this differs from property management

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Leases in the left menu.
  3. The tenancies you brokered — not the ones your agency manages.
  4. Ending within 90 days — the list to work each month.
  5. At 90 days the tenant returns to your board as a lead.
  6. And you are reminded to ask the landlord about relisting.
  7. Back to All leases.
  8. Ask the tenant about renewing and the landlord about relisting together —
  9. because one answer decides the other.
  10. Record the rent, so next time you know what the home really let for.