Payment built in
Customer completes
Property Assessment Deposit
$99
The configured payment is collected before the customer leaves the flow.
Shown when the saved customer condition is met
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OWNER CONSULTATION AUTOMATION
Also available in the Property Management Client & Resident Suite packageCollect the property, portfolio, and pain-point context a property manager needs before recommending the right service and next step.
This blueprint is your starting point. Keep the design and make a few changes, or customize the questions, content, and workflows for your business.
Our setup guarantee
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
Thissystemdoesmorethancollectasubmission.Thecustomercanchooseatimeandcompletetherequiredpaymentwhiletheirintentisstillhigh.
Revenue is part of the workflow
The valuable next step happens before the customer leaves for another tab or another day.
The commercial path
Connected to the submissionCustomer completes
$99
The configured payment is collected before the customer leaves the flow.
Shown when the saved customer condition is met
Customer reserves
Shown when the saved customer condition is met
One connected commercial journey
The business receives the submission, payment status, and appointment context together without matching records across separate tools.
Preview payments and bookings are simulated. Live use requires the owner’s Stripe and calendar connections.
System instructions
These instructions capture the intended customer experience, business context, and next-step workflow. Copy and adapt them, or add the complete system to your workspace above.
Owner portfolio context, service routing, and an optional configurable paid on-site assessment path.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepspaymentandbookingconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Converts
Completes payment and secures the booking
Continues
Runs the configured follow-up after submit
9
Automatic actions
Active in this starting system
2
Delivery channels
Email · Workspace priority
9
Messages and internal actions
7 customer messages · 1 team alert · 1 workspace action
Nothing hidden behind “automation”
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
Thanks, Owner First Name — Business Name received your request
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, Thank you for sharing details about Property Address. Property Manager Name is reviewing what you sent and will follow up based on you...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Owner inquiry: Owner First Name Owner Last Name — Property Address
AuraForms automation
Delivered automaticallyto Internal Alert Recipient
Owner First Name Owner Last Name · Mobile Number · Email Address Property: Property Address (Property Type) Properties: Number of Properties...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
Your consultation request is confirmed
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, Property Manager Name will confirm your requested time shortly.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Reminder: your consultation with Property Manager Name
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, this is a reminder about your consultation with Property Manager Name today. Reply if anything has changed.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Reminder: your on-site assessment today
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, this is a reminder that Property Manager Name is visiting Property Address today for your on-site assessment. Reply if anything has ch...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Your on-site assessment at Property Address
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, your on-site assessment deposit has been recorded. Onsite Assessment Terms
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Following up on Property Address
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, just checking in. Property Manager Name is happy to answer questions or schedule a consultation whenever it's useful.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Information about Business Name
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, here is an overview of how Business Name supports property owners. Reach out any time you're ready to talk.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
Property owner inquiry, portfolio context, and management consultation preparation
Owner inquiries often leave the property manager to uncover portfolio size, current management arrangement, and operational pain points before offering a useful recommendation.
The property manager normally gathers property and portfolio context manually. The first confirmation and consultation instructions are otherwise sent manually. Actual savings depend on portfolio complexity and inquiry readiness.
Illustrative estimate based on the manual steps this system can replace. Actual time saved depends on inquiry volume, configuration, and the property manager’s current process.
Customer journey
The owner shares the property address, type, unit count, and occupancy status.
The experience gathers current management arrangement, services needed, and operational problems.
The owner chooses a phone call, video call, or on-site property assessment.
The owner receives a relevant confirmation and the property manager receives a structured opportunity brief.
Immediately after submission
Professional customization
Questions
Preview the owner journey, add it to your workspace, or have a specialist configure the questions, consultation paths, and alerts.
Walk through the finished setup with your specialist. Check your branding, messages and next steps before you approve publishing.
Have a question once you’re using your setup? Open Contact Support in your workspace. Send the details to our team and get a reply by email.
Use as the primary owner inquiry CTA.
Share the AuraForms link or embed it on an owner landing page.
Use in owner-focused campaigns and referral partner outreach.
Create a recipient link with known property details already filled in.
Use the public link broadly or create a recipient link with known property and contact details already filled in.
No. Payment only appears on the on-site assessment path, and the amount and terms are configurable business defaults shown clearly before checkout.
No. Booking and payment only occur after the owner explicitly selects a real slot or completes the deposit step; nothing is falsely pre-confirmed.
Yes. The system adapts its branching and internal alerts based on the number of properties reported.
