Enterprise DNA

Client operations · Live demo

Inspection report follow-up for rental property owners

Sends owners their routine inspection report, answers questions about what was found and when the next inspection is due, and passes repairs that need the owner's approval to their property manager.

EmailOutboundYour data Answers from your dataSummariesHuman handoff
Live demo

Talk to Ari at Capital Coast Property Management

Capital Coast Property Management is made up. Ari is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Inspection reports land in owners' inboxes with no one to ask. Owners email questions that sit behind 60 other properties, repairs found on the inspection wait weeks for approval, and owners feel ignored.

How it works

  1. Emails the owner when their inspection report is ready, within 2 working days of the visit
  2. Answers questions about what the report shows and when the next inspection is due
  3. Lists any repairs found and whether each needs the owner's approval
  4. Passes approvals and questions about the tenant to the property manager
  5. Passes anything urgent to the senior property manager the same day

What it connects to

  • Inspection Express
  • Palace
  • Shared accounts inbox
Sample email thread
  1. AgentHi Peter, it's Ari from Capital Coast. The routine inspection report for 9 Lyall Parade is attached. The property is in good order. Two things were noted: some mould on the bathroom ceiling and a loose handrail on the back steps.
  2. Peter (property owner)Thanks. Is the handrail dangerous?
  3. AgentI can't judge that myself. I've passed it to Lucy Bell, the senior property manager for Wellington City, who decides on anything that might be a safety issue. She'll come back to you today.
  4. Peter (property owner)And the mould?
  5. AgentYour property manager will send you a quote for treating the ceiling. If it's over your NZD 300 limit, they'll need your written approval before it goes ahead. The next inspection is due in 13 weeks, in late January.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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