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
Loading blueprint…
OWNER CONSULTATION AUTOMATION
Turn an owner inquiry into a prepared management consultation.
Collect the property, portfolio, and pain-point context a property manager needs before recommending the right service and next step.
Part of the Property Management Client & Resident Suite packageAn address alone is not a prepared owner conversation.
Owner inquiries often leave the property manager to uncover portfolio size, current management arrangement, and operational pain points before offering a useful recommendation.
Today, by hand
- Gathering portfolio and property facts manually
- Uncovering current pain points across follow-ups
- Coordinating phone, video, or on-site consultation logistics
- Preparing the first consultation conversation
With this system
What your customer experiences
In the order your customer sees it, on any phone, in your branding.
- 1
Property and portfolio context
The owner shares the property address, type, unit count, and occupancy status.
- 2
Current situation
The experience gathers current management arrangement, services needed, and operational problems.
- 3
Consultation preference
The owner chooses a phone call, video call, or on-site property assessment.
What happens automatically
Enabled actions run when their conditions match and the required accounts are connected. Staff alerts need a real destination and explicit activation during setup. Requests alone do not confirm bookings, payments or completed service.
Estimated 20-35 minutes of discovery and consultation preparation replaced per owner inquiry.
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 email
Immediately after submission
Email the customer: Thanks, Owner First Name — Harbourstone Property Management received your request
When Email Address is provided
Team email
Immediately after submission
Alert the team: Owner inquiry:
Revenue moment built in
Turn intent into a booked, paid next step.
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 submission Booking built in
Customer reserves
Owner consultation: Owner First Name Owner Last Name
Google Calendar30-minute availability
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.
What you get
In your inbox, every time
- Property and portfolio size
- Occupancy status and current management arrangement
- Operational problems and desired start date
- Tenant/lease and maintenance context
- Preferred consultation method
Use it yourself, or have us set it up
The blueprint is yours to customize. Prefer a hand? A specialist builds it with your branding, wording and connections, then walks you through it.
- Manager and business branding
- Portfolio and property questions
- Service-need and pain-point branches
- Consultation method and optional paid assessment path
- Customer email and manager brief
- Test submissions and publishing readiness
Our setup guarantee
Your system, ready in 48 hours.Or your setup fee back. In full.
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.
Questions before you launch
Does the on-site assessment always require payment?
No. Payment only appears on the on-site assessment path, and the amount and terms are configurable business defaults shown clearly before checkout.
Does this confirm a real appointment or charge before the owner submits?
No. Booking and payment only occur after the owner explicitly selects a real slot or completes the deposit step; nothing is falsely pre-confirmed.
Can I use it for a single-property owner and a large portfolio?
Yes. The system adapts its branching and internal alerts based on the number of properties reported.
Turn the next owner inquiry into a prepared conversation.
Preview the owner journey, add it to your workspace, or have a specialist configure the questions, consultation paths, and alerts.