One operating system for property managers toclose landlord clients

A CRM built for property managers.

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Everything an owner relationship needs

Track every owner from first question to renewal.

  • Owner lead tracking

    Every owner who asks about management lands in one list, with their property, how they found you and where things stand.

  • Intro call booking

    Owners book a call at a time that suits them, and your notes from the call stay with their file for everyone on your team.

  • Management proposals

    Send a proposal built from what you heard on the call, with your fees and services, and see when the owner opens it.

  • Online agreement signing

    The management agreement is prepared from the proposal they accepted and signed online by every owner on title.

  • Owner check-ins and renewals

    Fundus reminds you when an owner is due a check-in or their agreement is coming up for renewal, so they hear from you first.

Take owners from first inquiry to signed agreement

You can see where every owner lead is at a glance.

  1. Inquiry
  2. Intro call
  3. Proposal
  4. Follow-up
  5. Agreement signed
  6. Onboarding

Hand owner leads to an AI teammate, if you’d like

It can take an owner from the first inquiry to a signed agreement.

FromLinda Chen
ViaYour website, Thursday at 9:14 pm

Hello, we own a duplex on Locke Street in Hamilton and we’re looking for a property manager. One unit is empty right now.

Evie is replying

Tomorrow at 10 works!

New owner leadSaved by Evie

Name
Property
In your area
Units
Ready to lease
Today
Ready to switch
FRI21Intro call with EvieFriday, 10:00 to 10:30 am, video call

Invite sent to Linda

Evie
LCLinda Chen
0:00

Evie Thanks for making the time, Linda! How’s managing the duplex going?

Linda We’ve done it ourselves, but it’s getting to be a lot.

Evie That’s what we’re here for. Is Unit B still empty?

Linda Since September. How do your fees work?

Evie It’s 8% of the rent we collect. I’ll send you a proposal today.

Call notesWritten by Evie

  • Wants rent collected and repairs handled
  • Unit B has been empty since September
  • Asked how the fees work
  • Next step: send a proposal today

Management proposalPrepared for Linda Chen, 48 Locke Street

Management fee
8% of rent collected
Leasing fee
Half a month’s rent
Repairs
Up to $500 without a call
Owner payouts
By the 10th of each month
Proposal for LindaSend

Sent to Linda

  1. Linda opened the proposal
  2. She opened it again

What happens if a tenant stops paying?

That’s what I needed. Let’s do it!

Management agreement48 Locke Street, starting December 1

Linda Chen, owner
Priya Shah, for your company

Signed by Linda and your team

Welcome aboard, Linda
  • Linda moved from lead to client
  • 48 Locke Street and both units set up
  • Unit B listed on 10 sites
  • Owner portal invite sent to Linda

A new client in 6 days. Nobody on your team had to make a call.

How we’d love to work with you

We bring your owners into Fundus with you, so no conversation gets dropped on the way.

  1. We learn how you win owners today

    Where your owner inquiries come from, what you send them after the first call and what your management agreement says.

  2. We set Fundus up around it

    Your fees, your proposal and your agreement, plus every owner you’re already talking to, brought across and checked with you.

  3. We stay close

    We check in after your first few new owners, fix what isn’t working and keep improving things as you go.

Let’s bring on your next owner

Bring an owner lead you’re working on, and we’ll show you how Fundus would handle it.

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