Having a solid lease renewals workflow ensures resident retention and customer satisfaction. With an Aptly subscription, you’ll have access to our Best Practices Lease Renewal Board. For details on setting up the Lease Renewals Workflow, check out our free Mastermind Course: Lease Renewals.
In this article, you will learn:
- About the lease renewals workflow
- How to install it from the template gallery.
- How to enroll in the Lease Renewals course.
Lease Renewals Workflow
How to Install the Lease Renewals Template Board
You’ll start on any board. Under the board picker, select + Add a Board > Create from Gallery. You’ll be installing 2 boards - Owner Renewals and Renewals (Renter).
- Follow the steps listed in this article: How to Install a Template Gallery Board
- Once the boards are installed, you’ll need to set up Board Filters, Card Sources, Communication Templates and Forms as well as understand the workflow and automations. We go into detail about this in our Lease Renewals Course.
How to Enroll in Lease Renewals Mastermind
With your subscription, you have access to our Course Community. In order to join, you’ll first need to sign up through this link: Aptly Academy. The course will lay out how to set up each part of the Lease Renewals workflow.
- Enroll in Lease Renewals.
- Join the Community.
- Take the course and ask questions in our community.