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Leasing Work Bench (BETA)

Fail to Plan = Plan to Fail

Leasing | Plan & Propose

Beta test build. Use the Team Feedback button for anything broken, confusing, or missing.

1Unit Look Up

2Listing Queue

Owner adjustment requests, and BD listings to prepare in the next 30 days. Populate one to load it into the workbench.

3Priorities & Assignments

The recommended starting positions for the owner's sliders, plus who runs this listing. The owner can still move the sliders on the page.

4Confirm Utility Details

Flat fee + pass thru calculators (populate from Buildium), report preview / download / upload, and the Utility Listing Description.

5Confirm Unit Details

Scheduled move out, plus laundry, parking, EV, cooling, and heat from Property / Unit Settings. These are the facts the owner confirms first.

6Review Photos

Buildium photos load here for the meets / does-not-meet call. A fail flags the photo subtask on the Lease Up task.

7Determine Market Rent

Confirm beds, baths, and square footage, then run the report: the previous lease amount, market rent, and comp grid load here. The rent you set is the market rent everywhere.

8Create Listing Plan

Target rent, target days vacant, initial terms, the 6 week adjustment plan, and agent comments.

9Create Turn Over Plan

The move in inspection: populate it from the Buildium unit files, or paste a link.

10Create Listing

The draft listing builds here: generate, edit, copy, or post to Buildium.

11Finalize & Send

Prepared By, the disclaimer, and the push that writes everything to Listing Settings and returns the owner's Leasing Plan URL.

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1Review Queue

Every vacant property: active listings by days on market, then turnovers in progress and move-ins pending. Every one gets a weekly report. Populate one to run the loop on it.

Loading active listings...

2Verify Listing

Open Zillow and Redfin, confirm the listing shows correctly, and mark each one. A fail creates a troubleshoot subtask on the Lease Up task.

3Review Activity

The agent's latest weekly report, with the weekly series and cumulative totals.

4Adjust Listing

This week's activity against the approved Adjustment Plan; the current DOM row is highlighted. Enter any modifications here. Changed fields turn yellow; nothing saves until step 5.

5Apply Changes

What Buildium currently shows, including the live listing text. Edit anything, then one click submits it all to Buildium and records the modifications on the LU task with the modified date.

6Comp Review (Optional)

Pull fresh comps when considering a price move. Selected comps can ride along in the owner report.

7Owner Leasing Report

Preview the weekly email, then one click opens it addressed from listings@sagareus.com and posts the copy to Asana.

1New Applications

Applications waiting for a screening run. Upload documents straight to the task, contact applicants from the templates, or Generate to run the screening.

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2Screen + Report

Generate reads the application documents and drafts the screening report. Check the figures against the documents, edit if needed, then submit for manager review.

3Manager Review

Submitted screenings waiting on a decision. Pick the outcome, preview the applicant email, then file the decision to Asana and finish the send in Gmail.

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4Sign

Approved applications waiting on a signed lease. Marking signed writes Lease Signed and Move in Date to the Lease Up task, which flips the unit to Move In Pending across the leasing benches, then files the application to Complete.

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Move Out and Turn Over Dispatch