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    Property Management automation

    Resident Referral Reward Tracking Automation

    A done-for-you property management automation built for the Marketing Coordinator, connecting Mailchimp so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. When a current resident refers a new tenant who ends up signing a lease, the referral is automatically tracked from the moment the new applicant names their referrer, and the promised reward, a rent credit or gift card, is issued automatically once the lease is signed, without the marketing coordinator needing to remember to follow up on a referral made weeks earlier.

    2. Residents who get their reward promptly and without having to chase it down are far more likely to refer again, turning word of mouth into a genuinely reliable, low-cost leasing channel instead of an informal perk that quietly stops working once follow-through gets inconsistent.

    Tools it connects
    • Property management platform (e.g., AppFolio or Buildium)
    • Zapier or Make.com
    • Mailchimp or email

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Done by hand, this depends entirely on a marketing coordinator remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.

    With this automation

    • Win-back sequences triggered by inactivity, not guesswork
    • Renewals and memberships that never lapse silently
    • Referral and loyalty programs that track themselves
    • Segmented campaigns built from actual purchase history