Every lease saved from the Document Assistant, with the dates that need action. A reminder email goes out 120, 60, 30 and 7 days before each deadline.
No renewal option, rent bump or notice deadline slips by. Every date from every lease is in one list, with an email before each one.
- Look over the dates below. Each one says what has to happen and by when; leases marked Sample are fictional.
- Click Import AppFolio rent roll, then use the sample. A rent roll export loads in seconds and fills the tracker with every occupied unit.
- To add a lease of your own, click Add a lease and drop in the PDF.
Test mode. Reminder emails go to Ben instead of TRI staff. Once it’s live, they go 120, 60, 30 and 7 days ahead to whoever TRI picks.
Import an AppFolio rent roll
In AppFolio: Reports → Rent Roll (add Tenant Email and Phone columns if you can) → export as CSV, then drop it here. The columns are recognized automatically. Occupied units become leases here, and owner reports gain occupancy and past-due figures.
To make this automatic: in AppFolio, open the rent roll report → Schedule → CSV, weekly, emailed to the Google account that runs TRI’s sheet. It’s imported within the hour.