Occupancy + Lease Expiration
Next 120 days by month
May · expiring8 leases
Jun · expiring14 leases · heavy
Jul · expiring22 leases · cliff
Aug · expiring6 leases
Units. Leases. Work orders. One source.
RevenuePoint builds Salesforce for property managers and real estate operators — with a live occupancy heatmap, lease renewal pipeline, maintenance work-order console, and resident ledger. Fully managed by RevenuePoint.
The pain · in numbers
22%
of resident turnover could be prevented with 60-day renewal visibility.
NAA turnover benchmark
30 days
typical renewal visibility at growing-business PMs — too late to save the lease.
RevenuePoint discovery
$1,400
average turnover cost per unit — more than a month of rent.
NAA benchmark
3 systems
a PM leader opens for one portfolio review: ledger, maintenance, leasing.
RevenuePoint discovery
A clean Salesforce record page
Property · Rivercrest Apartments
This is the Lightning record page RevenuePoint builds for properties teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Salesforce|Real Estate Cloud
JT
HomePropertiesReportsDashboardsMore ▾
P
Property›Rivercrest Apartments · 142 units · Portland
Rivercrest Apartments · 142 units · Portland
Owner: Rivercrest Holdings · Class B · stabilized
Occupancy
94.4%
Trailing NOI
$218K/mo
Renewals next 60d
22
Delinquent $
$14.8K
Open WOs
11
Last inspection
04/02 · pass
RelatedDetailsNewsActivity
Pulls from: Yardi
Renewal Pipeline
By unit · with renewal probability
| Unit | Expires | Ask | Status |
|---|---|---|---|
| B-214 | 06/30 | +4.0% | Sent 05/01 |
| C-108 | 07/15 | +3.5% | No response 14d |
| A-302 | 07/28 | +5.0% | Countered at flat |
| B-119 | 06/14 | +3.0% | Signed 05/02 |
Maintenance · Work Orders
Active · by trade
- WO-8812 · HVAC · B-214Vendor assigned · ETA 05/07
- WO-8810 · Plumbing · C-10848h SLA · 6h remaining
- WO-8806 · Pest · A-302Escalated · resident case
- WO-8804 · Appliance · B-119Completed 04/28
Resident Ledger · Delinquency
0–30 days$6.2K · 4 units
31–60 days$5.1K · 2 units
61–90 days$2.4K · 1 unit
90+ days · legal$1.1K · legal
1
Occupancy + Lease Expiration
Forward-looking occupancy with lease expirations stacked by month. Asset managers see the cliff before it forms.
Source: Yardi
2
Renewal Pipeline
Every lease expiring in the next 120 days with a renewal probability, rent-change ask, and outreach status.
Source: Salesforce + Yardi
3
Maintenance · Work Orders
Open work orders by trade and unit, with SLA timer and vendor assignment.
Source: AppFolio
4
Resident Ledger · Delinquency
Delinquency aging rolled up from the ledger to the property, with automated resident outreach status.
Source: Yardi
Data model
The objects we build on. The objects we add.
Sales + Service Cloud at the core, extended with property, unit, lease, and work-order objects. Yardi, AppFolio, or RealPage stays the ledger of record.
Standard Salesforce
AccountContactOpportunity (Lease)Asset (Unit)Case
Custom — built by RevenuePoint
Property__cUnit__cLease__cWork_Order__cInspection__cVendor__cTurnover_Cost__c
Integrations
Every system connected. Salesforce is where you work.
The property management platform (Yardi, AppFolio, RealPage) stays authoritative for ledger and accounting. Salesforce is where leasing, renewals, maintenance, and owner communication happen.
YA
Yardi
PM platform
Ledger, accounting, rent roll, unit data.
AP
AppFolio
PM platform
Ledger + work-order feeds for growing-business PMs.
RE
RealPage
PM platform
Enterprise PM platform path.
BU
Buildium
PM platform
Smaller-portfolio alternative.
ST
Stripe
Payments
Rent, deposits, and application fees.
DO
DocuSign
Agreements
Lease signing from the Lease record.
8X
8x8
Communications
Leasing call center and resident support.
MA
Mailchimp
Resident comms
Newsletters and community updates.
Lightning components
Integrations, rendered inside Salesforce.
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Renewal Risk Score
Model-scored renewal probability for the unit, with contributing signals.
Pulls from: Foundry + Yardi
Renewal probability
48%
at risk
Ledger signal
One late
Mar · 6d late
Maintenance signal
Elevated
3 WOs · 6mo
Ask gap
−2.0 pts
below market
DocuSign · Lease in flight
Renewal packets and new lease documents with signature status.
Pulls from: DocuSign
- Renewal · B-214Sent 05/01 · signed 05/02
- Renewal · C-108Sent 04/18 · not opened
- New lease · A-410Sent 04/30 · partially signed
Stripe · Rent Collection
Rent, late fees, and deposits collected via Stripe with method mix.
Pulls from: Stripe
| Month | Collected | Method | Late fees |
|---|---|---|---|
| May MTD | $186K | ACH 72% / Card | $340 |
| Apr | $198K | ACH 74% / Card | $520 |
| Mar | $201K | ACH 70% / Card | $740 |
Vendor Scorecard
Vendor performance across this property — SLA hit rate, cost, and re-dispatch.
Pulls from: Work_Order__c
| Vendor | Trade | SLA hit | Re-dispatch |
|---|---|---|---|
| Cascade HVAC | HVAC | 96% | 2% |
| Pacific Plumb | Plumbing | 84% | 8% |
| Clean Co | Janitorial | 98% | 0% |
Signature use cases
Three problems we solve in the first quarter.
i
Renewal pipeline — 90 / 60 / 30 days out
Renewal conversations start 30 days before expiry — too late to save a unit that has already decided to leave.
How it works
- αLease expirations sync from Yardi into Lease__c with the projected renewal date.
- βPipeline opportunities are generated 90 days out with a renewal risk score.
- γAutomated DocuSign packets go out at 60 days; escalations fire at 30 days unopened.
Outcome
Renewal visibility extends to 90 days, and lapse rate drops because the right leases get human attention early.
ii
Maintenance SLA that leadership can see
Work orders sit in the PM platform; residents call and complain when SLA is missed — nobody sees the pattern until an owner asks.
How it works
- αWork_Order__c syncs from AppFolio with SLA timer and trade category.
- βLightning component on the property shows active WOs and vendor hit rate.
- γFoundry dashboards compare vendor SLA performance across the portfolio.
Outcome
Missed SLAs become a managed metric, and vendor rotation decisions have data behind them.
iii
Owner reporting without the Monday scramble
Owner reports take two days at month-end because data is pulled from the ledger, maintenance, and leasing separately.
How it works
- αFoundry reads Yardi, maintenance, and leasing data on a schedule.
- βPrism writes a monthly owner report with NOI variance, occupancy, renewal pipeline, and narrative.
- γAsset managers review a draft the morning of the first.
Outcome
Owner reporting drops from two days to two hours of review.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
Every system you run, on one warehouse.
We wire Yardi, AppFolio, RealPage into a managed pipeline so Property Mgmt data matches on every side.
II · Illuminate
Live dashboards. Overnight AI analysis.
Portfolio occupancy and rent roll dashboards by property and region
III · Act
Agents watch, decide, and execute.
Lease expiration watchers with renewal-outreach triggers
A Property Management & Real Estate agent, running todayWatcher
Lease Expiration Watcher
Tracks every lease expiration across the portfolio. Fires renewal-outreach triggers at 90, 60, and 30 days with resident contact info and current market-rate context.
RunsDaily at 7:30 AMSuccess100%Avg34s
22%
NAA turnover benchmark
The problem
About 22% of resident turnover at growing-business PMs could be prevented with earlier renewal visibility. Most PMs do not see expirations beyond 30 days — which is after residents have already decided.
What we do
We sync lease expirations 120 days out, score each for renewal risk, and fire DocuSign packets plus staff outreach at 60 and 30 days. Foundry surfaces the portfolio-level pipeline every Monday.
Outcome
Renewal visibility extends to 90 days. Preventable turnover turns into saved leases and steadier NOI.
How we package the work
Fully managed by RevenuePoint. Three tiers.
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Property Management record page with the signature components live.
- Discovery and current-state review
- Clean record page build with the custom components
- Core object + field cleanup
- Two primary integrations wired
- Named administrator for the life of the engagement
Most chosen
Rebuild
8–12 weeks
A full Property Management rebuild — objects, components, automations, integrations.
- Everything in Foundation
- Custom object + permission model
- Four to six integrations (ERP, payments, comms, marketing)
- Flow and agent automation for the core workflows
- Foundry hook-up for live intelligence across systems
- User training and adoption workshops
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
- Named administrator with monthly review cadence
- Integration maintenance when source systems change
- New components and reports on request
- Release and security updates handled by RevenuePoint
- Flat monthly fee — no hourly billing
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
Before you book a session.
See Property Management & Real Estate on a clean Salesforce.
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.