UpneXFrom the YouTube channel

Free templates from the videos

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Comment REPORTThe AI owner-report agent — free template
The monthly owner report, written by an AI agent from your own property-management data — and approved by a person before it sends.
Comment RENTLate-rent reminder templates — free
A 2-step late-rent sequence an AI agent drafts from your balances page — friendly first, firmer second, then it stops and hands off to a person.
Comment RENEWALLease-renewal agent template — free
Renewals that never get forgotten: the owner decides first, the tenant hears second, and the new lease is created in your software.
Comment SETUPProperty-management software setup checklist — free
Set up your software in the right order and every month-end report is already right: property → tenant → lease → money.
Comment SCREENTenant screening criteria checklist + AI summary template — free
Write your criteria before anyone applies, apply them the same way to everyone, and let a summary line each application up — while a person decides.
Comment FIXMaintenance triage rules + the 3 questions — free template
Sort every tenant request into emergency, urgent or routine, ask the three questions before you ever see it, and keep a person in charge of dispatch.
Comment AGENTAll three AI property-management agents — free templates
The owner report, late-rent reminders and lease renewals — one rule for all three: the agent drafts, a person approves, then it sends.