Case Study - DF Properties
How DF Properties Streamlined and Secured their Tenant Onboarding Process with TenantFunnel
DF Properties is a letting and property management agency based in Limerick, Ireland. Their goal is not just to secure the best rental income but also to find the very best tenants for their landlords. Owner Dorothea Fahy is proud to run her business with the guiding principle that “her clients are king,” ensuring a top-class service for all.
The Challenge
DF Properties faced a significant challenge due to the high volume of email inquiries whenever they advertised a property online. The team was overwhelmed with sorting through emails, identifying the most suitable tenants, and responding to other inquiries. This process also led to numerous follow-up phone calls, diverting the team from their core business activities. They needed a more efficient way to manage tenant inquiries.
The Solution
Step 1: An integration was set up to capture tenant inquiry emails from Daft.ie and automatically respond to tenants, prompting them to complete a TenantFunnel data request. This request gathered essential tenant information, such as their name, number of tenants, and more.
Step 2: The data collected through TenantFunnel became visible on the dashboard. The DF team could immediately see which inquiries were complete or incomplete, allowing them to quickly shortlist suitable tenants. Both the application form and the original email content were accessible on the TenantFunnel dashboard, enabling the agent to thoroughly evaluate tenant credentials.
Step 3: The DF team could easily sort through applications on the TenantFunnel dashboard. Unsuccessful applications were marked off, and automated emails were sent to inform applicants of the outcome.
Results
- Time Savings: Instead of spending hours sorting through ad-hoc email responses, the DF team could efficiently manage and organize new applications using the TenantFunnel dashboard.
- Improved Screening Process: Previously, serious and non-serious applicants entered the system through the same channel. With TenantFunnel, non-serious inquiries were instantly identifiable, saving the team valuable time by reducing the need for individual responses.
- Increased Security: Tenant data is now stored in TenantFunnel’s cloud-based, two-factor authenticated platform, eliminating the need to collect information via email.
- GDPR Compliance: Tools like automated data purging for successful applicants help DF Properties stay fully compliant with GDPR regulations.
- Enhanced Client Experience: Clients receive a professional, branded series of emails as they submit data and documents via TenantFunnel, further enhancing the agency’s reputation.
TenantFunnel transformed how DF Properties managed tenant inquiries, helping them streamline operations and deliver a superior experience to their clients.
"We find that PlanetVerify has significantly improved our time management. By keeping all tenant applications together, it has saved our team having to search through countless emails to find the correct application and reference document."
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This consultation is perfect for:
- Companies who are still using legacy tools like email to collect sensitive tenant documents.
- Companies who want to implement an automated tenant verification process.
- Companies looking to improve their Tenant onboarding experience.
- Companies looking to secure their internal processes and ensure data compliance.
