Renewals
Your rules. Your incentives. The agent's words.
You define the playbook — when to offer a discount, how much, what concessions are okay, what triggers a human escalation. The agent runs the conversation verbatim, every time.
Pricing rules - Standard rate, retention discounts, regional adjustments.
Term flexibility - 12-month, month-to-month, short-term — what you allow
Incentive ladder - Free month, upgrade credit, lock-in bonuses
Escalation triggers - complaint history, large balance, complex ask
Spotting the window. Reaching out at the right moment.
01 · Scanning
Continuous PMS sync
The agent watches your property management system in real time — flagging every lease or membership approaching its renewal date. No spreadsheet, no manual list.
90 / 60 / 30-day windows
Custom rules per property
Auto-updates on lease changes
Real-time PMS sync
02 · Outreach
Multi-channel cadence
Once a renewal window opens, the agent launches a customizable sequence — email, SMS/WhatsApp, voice — to engage the tenant and gauge their intent before it becomes urgent..
SMS/WhatsApp
Voice
Customizable per segment
Whatever they decide, your team knows first
Renewing
Direct link or human close
The agent shares a renewal link straight to your portal, or hands off to your rep to close — either way, the intent is captured and the renewal is in motion.
Portal link sent
Rep handoff with context
Renewal queued in PMS
Status visible to team
Not renewing
Team notified, turnover started
The agent captures intent the moment it's clear and notifies the relevant team members so they can prepare — list the unit, plan turnover, schedule walk-through.
Intent flagged in CRM
Team auto-notified
Turnover window started
Listing alert sent
