Owner Maintenance Survey Form

Thank you for taking the time to share your feedback with us, we would like to confirm that these surveys are confidential and will not be shared with any other businesses. We will use these details to create the best system to assist your business with automation. This module is only regarding the workflow of prospect owners to existing owners, all other features to be send as the module is available for review to avoid confusion of our project timelines. If you would like to share more information, please upload any documents for any questions below.

Name(Required)

First Last

Agency Name(Required)

Email(Required)

Type of Agency(Required)

Holidays

Residential

Commercial

Strata

Sales

NEW FEATURE – PROSPECTING OWNERS

When sending a new prospect owner an appraisal, what software are you building data for your proposal?

Do you create your own prospect appraisals? If no, how are they produced?

How do you follow up prospects currently?

Do you use any other software for sales prospects? If so, which one and what features do you use this system for?

Would you use an all inclusive software solution for prospecting that is connected to your trust accounting software?

What type of communication do you send to Prospect Owners?

ENHANCED FEATURE – ADDING NEW OWNERS

Do you use checklists to assist with adding new owners to your portfolio?

Would you use an all inclusive software solution for prospecting that is connected to your trust accounting software?

What features would you like to see in Property Bee to assist with creating new Owners?

What kind of automation would you like to see for reviewing, adding or updating Owner data?

What type of communication do you send to New Owners?

What type of communication do you send to Existing Owners?

What type of reports would you like to have to review prospects, new owners, current owners or lost of business?

What manual processes have you created in your property management team to manage the workflow of owner management?

ENHANCED FEATURES – OWNER PORTAL

What other features would you like to see in the Owner portal?

Any other ideas / feedback?

Your feedback is greatly appreciated, we can’t wait to review in more detail.
We will be in touch once we have moved to the Property Maintenance module.

Kind regards,
Kristy

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Owner Maintenance Survey Form

NEW FEATURE – PROSPECTING OWNERS

ENHANCED FEATURE – ADDING NEW OWNERS

ENHANCED FEATURES – OWNER PORTAL

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