Finance · Live demo
Owner statement and payment query line for property managers
Answers property owners who ask what is on their statement and when they will be paid, resends statements, and passes corrections, fee queries and bank detail changes to the finance manager.
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
Owners ring their property manager every payment day to ask why their payment is lower than last time. Property managers look up statements between inspections, and fee queries bounce between them and finance.
How it works
- Looks up the owner's latest statement and explains each line: rent received, management fee and invoices paid
- Says when the next payment is due and what it is waiting on
- Resends statements and annual statements on request
- Passes statement corrections and fee queries to the finance manager with the reason
- Never changes bank details from an email and explains the call-back check instead
What it connects to
- Graham (property owner)Hi, my payment for 32 Rongotai Road was much lower this time. What happened?
- AgentHi Graham, it's Ari from Capital Coast accounts. Your 15 October payment was NZD 1,046.20. It included rent of NZD 1,300, less the management fee of NZD 119.60 including GST, and a plumber's invoice of NZD 134.20 for the kitchen tap on 6 October.
- Graham (property owner)I didn't know about the plumber. Was I meant to approve that?
- AgentIt was under your NZD 300 maintenance limit, so it went ahead without approval. If you think the charge isn't right, I can pass it to Natalie Fong, our Finance Manager, and she'll reply within 2 working days.
- Graham (property owner)No, that's fine. When's the next payment?
- AgentMonday 2 November, as the 1st is a Sunday. It normally reaches your account the next working day.
Illustrative conversation. Names, numbers and details are made up.
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