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Real Estate Management Template

Streamline property management with Workiom’s customizable template. Track property details, manage contracts, and automate tasks like renewals and maintenance to boost efficiency.

Use This Template

Whether you’re managing residential properties, commercial spaces, or a diverse real estate portfolio, this template can be easily customized to suit your specific needs. You can enhance its functionality by adding automations and integrating it with other Workiom apps, such as CRM, Task Management, and Accounting.

Additionally, you can set up workflows for tasks like lease renewals, property inspections, and tenant communication, making your property management process more efficient and automated.

Why use Workiom's Real Estate Management App?

Workiom’s Real Estate Management App is a comprehensive platform designed to simplify and optimize the management of your real estate assets, from property details to tenant communication, ensuring smooth and efficient operations.

Efficient Property Management: Oversee every detail of your real estate assets, including leases, maintenance schedules, and tenant information.
Centralized Data Platform: Manage all your real estate data in one place, keeping your team aligned and informed.
Customizable: Tailor the app to meet your specific needs, whether you manage a small or large portfolio.
Integrated Workflows: Seamlessly connect with other Workiom apps like CRM, Task Management, and Accounting.

How to use the Real Estate Management App

Navigate through your real estate management process with a template that captures and organizes every detail, from property management to tenant communication.

Step-by-step guide:

Manage Properties: Add and manage details for each property, including location, size, and amenities.
Manage Leases: Track lease terms, renewal dates, and rent payments.
Manage Tenants: Keep detailed records of tenant information, including contact details and rental history.
Manage Maintenance Requests: Log and track maintenance requests, ensuring timely resolutions.

Features

Featured automations:

Automated notifications for lease renewals.
Automated reminders for upcoming maintenance tasks.
Auto-generated reports on occupancy rates and rent collection.

Reporting dashboards:

Summary Report: Get an overview of key metrics, such as completed tasks or outstanding leases.‍
Bar Chart Report: Visualize lease renewals, rent due dates, and maintenance request statuses in a bar chart format for easy tracking.

Integrated features through Zapier:

Google Calendar for scheduling property viewings and maintenance appointments.
Slack for real-time communication with your team regarding property issues.
Dropbox for secure document storage and sharing, such as lease agreements and inspection reports.

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