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Tenant placement and leases — built on the Real Estate core template and adapted to how your rental agency actually operates. Run your store with stock, sales and the team working from one workspace built for how real estate operates.
A rental agency handles a continuous flow of applicants, placements, lease renewals and end-of-tenancy processes — often across many landlords who each expect timely updates and proper financial accounting. The agency that operates with clear, documented workflows retains both landlords and quality tenants far longer than those operating reactively.
Leasing staff are processing applications, scheduling viewings, verifying references and preparing lease documents while also managing existing tenancies. Landlord payments happen monthly but the reconciliation — matching rent collected against agent commissions, maintenance deductions and disbursements — takes hours to do accurately. When a tenancy ends, the bond return and condition report process is often the most contentious and time-consuming step.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a rental agency actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Start from the Real Estate core (shared capabilities, terminology, workflows) then configure for rental agency: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your rental agency business and the way your team prefers since.
One workspace, your way
Starts from the Real Estate core — shared capabilities, terminology and workflows — then configures for rental agency: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
Keep orders and revenue moving through the business.
Run day-to-day work without things slipping.