Back
Sales

Turn leasing inquiries into pipeline entries twice a day

Every prospect gets a case, a qualification score, and a drafted reply within the same half-day.

SalesleasingGestion VeloraWeekdays at 9am and 2pm
Prompt
Collect new inquiries from [Where inquiries arrive (mailbox, listing sites)]. For each, create or update a leasing case with unit, move-in date, and contact, score it against [Qualification rules (income ratio, move-in window, pets)], and draft a reply that proposes a visit slot or asks the missing qualifying question. Stage every reply for approval. Report the pipeline by unit with counts at each stage.
Works with
Use this template Save as workflow
How Company OS runs it

Drafts, then waits. Anything that leaves the company is staged for your approval.

Run details

Agent sofia · Approvals external communication · Output leasing pipeline update with a receipt · Weekdays at 9am and 2pm