One place for every appraisal request
The form collects the information the business development manager needs to take the next step.
TRIED AND TESTED / UNBOUND PROPERTY MANAGEMENT
From first enquiry.
To a property under management.
Every appraisal request captured. A clear next step for the business development manager. And when a lead became a customer, the right work went straight to the right people.
150
new properties under management
in 24 months at Unbound Property Management
94%
customer retention
Built and used by Orsym founder Matthew Fordyce in his previous property management business.
01 / THE PROBLEM
A new enquiry is only
the start of the work.
An appraisal request needs a follow-up. A meeting needs booking. And once the customer signs, someone needs to list the property, set it up in the systems and arrange billing. Each step creates another commitment to keep.
At Unbound, the system joined these steps together, giving the team a clear path from the first enquiry through to onboarding.
02 / HOW IT WORKED
One request.
A clear path forward.
Turn the enquiry into a conversation
The business development manager follows up, books the appraisal meeting and works towards converting the lead into a customer.
The handover starts automatically
Once the lead is sold, new task lists are created on the relevant team members’ boards, with work matched to their roles.
Onboard the property
The property manager receives the tasks needed to bring the property on board.
Get the customer set up
The administrator receives the tasks to set the property up across the business systems.
03 / WHAT IT CHANGED
Less remembering.
More following through.
A consistent starting point
Phone and website enquiries entered one process, giving the business development manager the information needed to follow up.
A clear handover
Winning a customer triggered the next stage of work. The team did not have to recreate task lists for every new property.
Work matched to each role
Listing, system setup and billing landed on the relevant team members’ boards, making it clear who needed to do what.
THE ORSYM APPROACH
Capture the request.
Make ownership clear.
Keep the next step moving.
This is a commitments system in practice: connect the moment someone asks for something with the work needed to deliver it. At Unbound, that meant a repeatable process supporting 150 new properties under management in 24 months.
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