Prospect

Priya Patel

priya.p@gmail.comΒ·(614) 555-0634
Source
zillow
Move-in
Jul 1, 2026
Pets
No
Received
4 days ago
Assigned To
BL
Brittany
Original Message

Very interested in the Monroe unit. I'm a physician relocating from Chicago.

Stage Automation

Β·Approved5 sent0 queued

Sent & Completed

sms

Congratulations, {{first_name}}! πŸŽ‰ Your application for {{property}} has been approved! We'll be sending over your lease documents shortly.

Text sent 4d ago
emailπŸŽ‰ Congratulations! Your Application for {{property}} is Approved, {{first_name}}!

Hi {{first_name}}, Congratulations! πŸŽ‰ We are thrilled to let you know that your application for {{property}} has been APPROVED! NEXT STEPS: 1. Review and sign your lease documents (sent separately) 2. Pay your security deposit to hold your unit 3. Provide proof of renter's insurance 4. Set up utility accounts (we'll send you a list) 5. Schedule your move-in date and key pickup MOVE-IN COSTS DUE BEFORE MOVE-IN: β€’ First month's rent β€’ Security deposit β€’ Pet deposit (if applicable) Please review and sign your lease within 48 hours to secure your unit. We can't wait to welcome you to {{property}}! {{agent}} Monarch Properties

Email sent 4d ago
task

APPROVAL TASKS for {{first_name}}: (1) Send lease documents, (2) Collect security deposit, (3) Schedule move-in date, (4) Confirm utilities setup, (5) Coordinate key/access handoff.

Task completed 4d agoΒ· Brittany
sms

Hi {{first_name}}, just checking in! Let me know if you have any questions about your lease documents for {{property}}. Happy to walk you through anything.

Text sent 3d ago
task

48-HOUR ALERT: {{first_name}}'s lease has not been signed yet. Call directly to address any questions or concerns. Do not let this fall through.

Task completed 2d agoΒ· Brittany

Conversation

Prospect
4 days ago
Very interested in the Monroe unit. I'm a physician relocating from Chicago. What's the availability and move-in process?
AIAI Draft
4 days ago
Subject: The Monroe on Fifth β€” Perfect for Your Relocation! Hi Priya, Welcome to Columbus! Unit #512 is available July 1st β€” ideal timing for your move. As a physician you far exceed our income requirements (3Γ— rent = $6,600/mo). Move-in total: $4,400 first month + deposit, plus optional garage parking ($125/mo). Would you like a virtual tour while you're still in Chicago? Brittany Lane Monarch Property Management
Prospect
about 6 hours ago
This sounds perfect. I submitted my application yesterday. What are the next steps to get the lease signed before I fly out?
AIAI DraftPending Review
31 minutes ago
Subject: Approved! Here Are Your Next Steps Hi Priya, Fantastic news β€” your application has been approved! Next steps: 1. Lease review β€” I'll send the draft within the hour 2. E-sign via DocuSign (about 5 minutes) 3. Move-in payment: $4,400 due by June 20th via ACH or certified check 4. Key handoff: July 1st at 9am at the property Shall I send the lease now? Brittany Lane Monarch Property Management

Pipeline Stage

Approved

Changing stage cancels previous SOPs and triggers the new stage automation.

Internal Notes

Visible to your team only

BL
JS
AR
MD
JS
Jordan
@Brittany heads up β€” Priya called in earlier, very interested. Said the unit is exactly what they're looking for.
about 1 hour ago
BL
@Jordan thanks β€” I'll follow up this afternoon.
30 minutes ago

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