AI owner statement sender for property managers · James AI
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For property managers

Owner statement sender

Sends each property owner their monthly statement with a short note on repairs, vacancies and rent.

  • AppFolio
  • Gmail
  • Google Drive
Hire this James

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery month on the 10th
  2. 1Pull each owner's statement from AppFolioAppFolio
  3. 2Read the month's work orders and vacanciesAppFolio
  4. 3Write a short plain note for each owner
  5. 4Ask you first before sending the statementsHe asks you first
  6. 5Email each owner their statement and noteGmail
  7. 6Save a copy in the owner's folderGoogle Drive
  8. 7Text you any owner question that comes back
  9. What you getEvery property owner gets their statement with a plain note on what happened at their place that month.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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