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Podio for Property Mgmt-Training 3
In this episode, Nick Baldo introduces listeners to the property management workspace in Podium, explains how to manage multiple people within one tenant, and discusses using the app as a CRM. He also covers setting up renter profiles, scheduling appointments, automated reminders, calendar integration, and document handling. The next episode will delve into the application process and tenant confirmation.
End to End Podio Training: https://www.incomedigs.com/pcc
Check out our Podio Templates: https://bit.ly/3pE4DBt
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
NOTE - This video relates specifically to a purchased Podio template. Learn the fundamentals for this supercharged Podio template. This training digs into Renters
(0:00) Introduction to property management workspace in Podium
(1:20) Managing multiple people within one tenant and communication
(3:44) Using the app as a CRM: Handling inquiries and entering new prospective tenant's information
(5:32) Setting up renter profile and scheduling appointments
(7:26) Automated reminders and calendar integration
(9:07) Document handling: Sending and integration with right signature
(9:44) Preview of next episode: Application process and confirmation of tenant
View all episodes
By Nick BaldoIn this episode, Nick Baldo introduces listeners to the property management workspace in Podium, explains how to manage multiple people within one tenant, and discusses using the app as a CRM. He also covers setting up renter profiles, scheduling appointments, automated reminders, calendar integration, and document handling. The next episode will delve into the application process and tenant confirmation.
End to End Podio Training: https://www.incomedigs.com/pcc
Check out our Podio Templates: https://bit.ly/3pE4DBt
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
NOTE - This video relates specifically to a purchased Podio template. Learn the fundamentals for this supercharged Podio template. This training digs into Renters
(0:00) Introduction to property management workspace in Podium
(1:20) Managing multiple people within one tenant and communication
(3:44) Using the app as a CRM: Handling inquiries and entering new prospective tenant's information
(5:32) Setting up renter profile and scheduling appointments
(7:26) Automated reminders and calendar integration
(9:07) Document handling: Sending and integration with right signature
(9:44) Preview of next episode: Application process and confirmation of tenant