For property operations: post tenant SEPA details instantly

Operations coordinators miss tenant banking details, delaying SEPA setup and risking missed rent. Post tenant IBAN and rent details to the ops channel so finance can begin SEPA setup.

Overview

Property operations risk delayed SEPA setups when tenant banking details are scattered across systems. This workflow posts formatted tenant contracts and IBANs directly into the ops channel, eliminating manual lookups and enabling finance to begin SEPA setup immediately. The result is faster handoffs and zero missed follow-ups between ops and finance.

Notable Features

Post formatted tenant banking details
Notify finance and operations channels
Attach contract and payment summary