Free templates from the videos

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• Comment LEASINGLeasing inquiry follow-up system — free template

  Build a leasing follow-up that answers every inquiry and guest card within minutes, qualifies the same way every time, and books the showing — with a person approving anything unusual.

• Comment TURNUnit turn (make-ready) checklist + tracker — free

  Build a make-ready process that takes a unit from move-out to rent-ready on a schedule: one checklist, one tracker, one person who owns the date.

• Comment REPORTThe AI owner-report agent — free template

  The monthly owner report, written by an AI agent from your own property-management data — and approved by a person before it sends.

• Comment RENTLate-rent reminder templates — free

  A 2-step late-rent sequence an AI agent drafts from your balances page — friendly first, firmer second, then it stops and hands off to a person.

• Comment RENEWALLease-renewal agent template — free

  Renewals that never get forgotten: the owner decides first, the tenant hears second, and the new lease is created in your software.

• Comment SETUPProperty-management software setup checklist — free

  Set up your software in the right order and every month-end report is already right: property → tenant → lease → money.

• Comment SCREENTenant screening criteria checklist + AI summary template — free

  Write your criteria before anyone applies, apply them the same way to everyone, and let a summary line each application up — while a person decides.

• Comment FIXMaintenance triage rules + the 3 questions — free template

  Sort every tenant request into emergency, urgent or routine, ask the three questions before you ever see it, and keep a person in charge of dispatch.

• Comment KPIPortfolio KPI dashboard for AppFolio and Buildium — free checklist

  If getting one clear answer out of your PM software means hours of exporting to Excel, start here: the 9 numbers a property-management company owner should see every week, and where to find each one in AppFolio and Buildium.

• Comment CLAUDEUsing Claude with your property-management software: safe setup checklist

  You keep hearing “connect AI to AppFolio.” The fear is real: what if it emails a tenant or changes a ledger? Here is a setup built to avoid both: it starts read-only and nothing leaves without a person's yes.

• Comment AGENTAll three AI property-management agents — free templates

  The owner report, late-rent reminders and lease renewals — one rule for all three: the agent drafts, a person approves, then it sends.

• Comment OWNEROwner statement email template — free

  Build a monthly owner-statement email that goes out the same day every month: the numbers from your PM software, a plain-English note on anything unusual, and a person approving before it sends.

• Comment INCREASERent increase notice letter template — free

  Build a rent-increase process that checks the notice period, writes the letter from the lease data, and lets a person approve every notice. A template, not legal advice.

• Comment DEPOSITSecurity deposit return checklist + itemized letter — free

  Build a move-out deposit process that never misses the state deadline: inspection photos, itemized deductions, and the return letter, with a person approving the final amount.

• Comment FEELate fee policy and notice template — free

  Build a late-fee process that charges the same way every time: the grace period and amount from the lease, the fee posted in your PM software, and a clear notice to the tenant.

• Comment WORKWork order intake and vendor dispatch template — free

  Build a work-order flow where every request gets the same three questions, a priority, the right vendor and a follow-up until it is closed, with a person approving anything over your spending limit.

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