Lettings Desk
From viewing enquiry to keys in hand
By LUCY·Letting agents and landlords
For letting agents and landlords. Every enquiry is answered and a viewing task is created; two days later the applicant is asked how the viewing went; when a tenancy is agreed they get the next steps and your team gets the referencing and check-in tasks. Use it instead of Speed to Lead, not as well.
What you get
- A reply to every enquiry, and a task to arrange the viewing
- A "how was the viewing?" follow-up two days later
- Clear next steps for the tenant once a tenancy is agreed
- Referencing and check-in tasks created for your team
about 8 hours saved a month
How it works
Exactly what each automation does, in order. You can change all of it after installing.
viewing enquiry
When a new lead is added
Email: "Thanks for your interest"
Create a task: "Arrange a viewing for [name]"
Wait 2 days
Email: "How was the viewing?"
tenancy agreed
When a deal is won
Email: "Next steps for your tenancy"
Create a task: "Start referencing for [name]"
Create a task: "Arrange check-in for [name]"
Notify your team: "Tenancy agreed: [name]. Referencing and check-in tasks have been crea…"
Before you switch it on
- Install this instead of Speed to Lead, not as well, so a new enquiry does not get two replies
- Check the next-steps email against your own process and the documents you actually require
- Decide who handles referencing and who handles the check-in
Questions
Do I need a LUCY account?
Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.
Can I change it?
Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.
Can I get a refund?
Yes, any time before you install it.