Roles

Resident Services

a property management professional who welcomes new residents, handles their requests and keeps their accounts and profiles up to date

Get demo Every workflow for this role

Your job, minus the screen work

You run the relationship after the lease is signed. Your day is a stream of small requests: a new car, a new cat, a roommate, a missing package. Most end in a record change or a message, and a few turn out to be something bigger that needs a careful person.

Where your week goes

Retyping portal and email requests into the property platformtask

Fixing first statements after new residents call about wrong chargestask

Sending welcome emails by hand from an old templatetask

Updating the parking list, towing list and gate system for every vehicle changetask

Searching three inboxes for one resident's opt-out requesttask

Explaining to accounting why a concession never postedtask

What an agent takes over

What stays with you

  • Every complaint and neighbor dispute

  • Accommodation requests and confidential survivor situations

  • Lease violation notices and disputed charges

  • Community events and the relationships renewals depend on

Apps you already juggle

AppFolio, Buildium or your property platform, the resident portal, text messaging, the call center log, Outlook, Excel, plus package lockers, parking lists and gate consoles. Product →

  • AppFolio
  • Buildium
  • property platform
  • resident portal
  • text messaging
  • call center log
  • Outlook
  • Excel
  • package lockers
  • parking lists
  • gate consoles

A week, before and after

Before

  • Open last week's first statements after residents call about errors.
  • Update the towing list and gate system by hand on Thursday.
  • Search inboxes for an opt-out on Friday.

After

  • Ledgers are verified before any statement goes out.
  • Vehicle changes land in every system the same day.
  • The desk's time goes to residents, not retyping.

See every workflow for your role

See every move-in, renewal, move-out and resident request workflow an agent can run.

Resident Services workflow catalog 44 property management

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