Leasing and resident experiences, tailored to fit.
Revitalize the customer experience with mobile-optimized, frictionless applications, leasing management, and resident interactions, tailored to fit your workflows – whether your operations are distributed or centralized.
Explore Leasing & CRM Workflows
Applications
Resident Documents
Lease Management
Renewals
Resident Portal
Powerful configuration & management
Alleviate manual processes and speed your application to lease timeline, with robust tools for configuring and managing applications.
Application Configuration
Configure lease applications down to the unit level and customize for different asset classes, usages, and regional requirements. Effortlessly supports market-rate and affordable applications, even on the same unit.
Online Applications
Most renters prefer filling lease applications on the go; give them a mobile-optimized experience they’ll love, speeding submissions and reducing vacancy days.
Applicant Portal
Keep applicants in the know and in control with real-time application status and payments, and dramatically improve the timeline from application to lease.
Application Management
Enable in-person applications onsite or centralized workflows with real-time dashboards, quick lead setup, and integrated lease documents.
Screening & Insurance
With enhanced applicant screening and automatic flagging of suitable individuals, you’ll more quickly identify the best matches for your communities.
Fees, Payments & Incentives
Set fees and deposits, collect payments with automated holds, and offer a range of incentives for maximum flexibility across your portfolio.
Permissions, Policies & Data
Restrict access to sensitive data with permissions, activate multiple approval levels with policies, and improve PII compliance with data management.
Integrated with your PMS
We work with Yardi Voyager and are adding more integrations based on customer demand. Yardi lease details on units available in inventory are automatically populated for error-free lease setup.
“Collaborating with HappyCo’s team has been an exceptional experience. They really took the time to understand our vision and objectives for the technology.”
Easy document setup & automated data entry
Create any signable documents with easy field mapping and automated data entry in your format, for fast configuration of resident documents.
Document Types
From leases, addenda, transfers, renewals, and more, create signable document templates to handle all your resident documentation needs in your format and configure down to the unit.
Document Preview
Preview your document with data mapped to fields, edit as needed prior to finalizing, and permit and restrict editing access by the leasing agent prior to emailing for resident signature.
Dropbox Sign Integration
Integrated with Dropbox Sign, resident and property signatories can easily sign documents from leases to addendum in an intuitive, digital workflow that ensures legal requirements are met.
Entire lease lifecycle management
Whether fixing a typo, adding a rentable item, or assigning a new lease, make changes confidently while keeping your current contract in place.
Leases Dashboard
Review leases in a single dashboard with KPIs including leases up for renewal, insurance missing, and requiring review; plus view lease details, search, and filter by property, status, and assigned team member.
Lease Overview
View individual lease details complete with status, term, effective date, move-in and end date, monthly rent, renter details, renewal information, lease changes, and renter lease history.
Lease Amendments
Update leases with new monthly rent, add leaseholders, guarantors, and rentable items, and apply application packages to send new applications or addendums in a few clicks.
Transfers & Assignments
Easily transfer residents to new units only collecting the information required and reassign leases to new applicants, maintaining the existing lease until the new lease is approved, ensuring no data is lost.
Lease History
View all lease history from monthly rent changes, rentable items and more. Because lease history is retained by tenant, you’ll enable smarter customer management for renewals – whether at the same property or across your portfolio.
“I am proud of what we have collectively been able to accomplish. I can’t thank you enough for all your dedication, patience, and willingness to listen and incorporate our feedback.”
“It’s very easy to access and export reports. Their dashboards feature maintenance to leasing and marketing. It has everything you need if you are into numbers and trend analysis!”
Flexible and complete renewal workflows
Retain the right residents with workflows for lease expiration tracking, offers, and communications, improving occupancy and lowering turn costs.
Renewal Offers
Identify leases that are ready for renewal soon from the Leases Dashboard and create multiple offers in a few clicks with offer details defined by unit in your PMS including incentives, market rent, and term.
Resident Options
Gauge resident renewal sentiment by sending multiple term options, plus the ability to select transfer units or; to move-out residents simply select the choice that suits them in the Resident Portal.
Renewal Details
Once an offer is created, agents can view offer details in the Lease Overview Renewal tab, including unit, lease start date, and whether an offer has been accepted by the unit’s residents.
Resident Re-qualification
Easily screen residents during the renewal process to verify current income and employment details; with our built-in Equifax integration, checks run automatically in the background.
Resident payments, messaging, and more
Deliver better resident experiences with a mobile and web portal for payments, messaging, surveys, amenity bookings, and more.
Service Requests
Seamless integration with our Service Request solution means better resident communications together with market-leading maintenance tools.
Payments
Reduce friction and maximize on-time payments with multiple payment methods and options including pre-authorizations and rent-splitting.
Amenity Booking & Management
Enable residents and property teams to book and manage amenities whether teams are distributed or centralized with online and mobile workflows.
Community Notices
Keep residents informed and ensure they never miss an important message with real-time broadcasts via the portal, email, or SMS.
Resident Insurance
Keep your properties compliant with a complete set of insurance management tools including integrated partner offers and expiration notices.
Resident Messaging
Centralize resident communications for distributed teams; and with automated messaging for lease amendments and renewals, improve speed rental timelines.
Surveys, Events, & Promotions
Improve resident experiences by collecting regular feedback and offering events and promotions to catapult resident satisfaction.
“Launching a resident portal was an important milestone. The platform was the perfect match; it provides an easy solution for residents while being robust enough to support our operations.”
“At CAPREIT we have integrated the Resident Portal with our SAP ERP system to provide a seamless resident platform. We were able to utilize the APIs, which we found to be very robust and easy to maintain.”