Customize or Automate Your Owner Reporting
This guide will show you how to generate and personalize leasing reports for your clients.
To get started
- open the Leasing Pipeline tab
- choose the property
- click Generate Report
Generate & Edit PDF Reports
Custom Agent Comments (w/ AI assist)
This is where you can share your feedback with the owner, highlight specific data and request suggest a price reduction.
Our AI will automatically pre-fill the Agent Comments based on the data and lead benchmarks. Then you can review and edit as needed.
Edit showing feedback
You get to decide how much showing feedback you share with clients. Edit and remove easily with the checkboxes
One-click Sending
When everything looks good, send the PDF report in one-click to your client. And any replies will come direct to your email inbox.
Automate your reports
If you don't need to review/edit before sending, you can automate the owner reports to send out automatically every Monday morning.
When activating a new property, just add the client's email address and click the checkbox to "Send weekly leasing report automatically"
Note: automatic reports will not include Agent Comments or Showing Feedback