Case Study - Sherry Fitzgerald Lettings
How Sherry Fitzgerald Lettings Saved 25 Hours per Week with TenantFunnel
Sherry FitzGerald Lettings is an award-winning Residential Lettings & Management Property Company based in Dublin. The company strives to provide landlords and tenants with an unmatched level of service.
The Challenge
Sherry FitzGerald Lettings faced challenges in collecting tenant documents and data. Before tenants could move into a property, the team had to process various information, such as PPS numbers, financial history, landlord references, and utility bills. Previously, this data was collected via email and phone—a method that had become increasingly time-consuming.
As one of the most innovative companies in property management, Sherry FitzGerald Lettings sought a technology-driven solution to streamline tenant data collection.
The Solution
Sherry FitzGerald Lettings introduced TenantFunnel to simplify and enhance the tenant data collection and management process. The team was fully operational after a single kick-off session.
- Centralized Hub: TenantFunnel became the central location for requesting and managing tenant data.
- Automation: The tenant data collection process was automated, significantly reducing manual work.
- Data Purging: Tenant data from closed applications could now be automatically purged, with an email notification sent to inform tenants of the action.
Results
- No more chasing paperwork via email or phone.
- Instant visibility into the status of every application through the TenantFunnel dashboard.
- Eliminated the need to manually track missing tenant items.
- Reduced inbound inquiries as tenants could easily navigate TenantFunnel independently.
- Enhanced data security and full compliance with data protection regulations.
By adopting TenantFunnel, Sherry FitzGerald Lettings improved their operational efficiency, enhanced data security, and upheld their commitment to delivering exceptional service to landlords and tenants alike.
"Planet Verify saves us up to 25 man-hours a week – that’s like a part-time member of staff."
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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.
