BDM Module

Turn Landlord Leads Into Managed Properties

A structured 8-stage pipeline that tracks each property management lead from first contact to signed agreement. No spreadsheets, no leads falling between the cracks.

BDM Pipeline24 Active Leads
New Lead8
Attempted Contact5
Spoken To4
Appraisal Booked3
Appraisal Complete2
Proposal Sent1
Under Management1
Pipeline Value$186,400 /yr

Unstructured BDM Processes Cost Agencies Landlord Leads

Agencies lose landlord leads when BDMs have no structured process to follow.

No Structured Follow-Up

Leads get a call, then nothing. Without a defined process, follow-ups depend on memory, and memory fails.

No Pipeline Visibility

Principals can't see how many leads are active, where they sit in the pipeline, or what revenue is at stake.

BDMs Flying Blind

Without clear daily priorities, BDMs spend time on admin instead of the high-value activities that grow your rent roll.

An 8-Stage Pipeline with Automated Handoffs

Each landlord lead follows a clear path from first contact to signed management agreement. Status advances automatically when your BDM logs a contact outcome.

1

New Lead

Landlord lead enters the pipeline from any source: referral, website, or cold outreach.

Auto-assigned to BDM with first contact task created
2

Attempted Contact

Your BDM has reached out but hasn't connected yet.

Follow-up task auto-created after each attempt
3

Spoken To

First conversation completed. Interest level qualified.

Status advances automatically when call outcome is logged
4

Appraisal Booked

Property appraisal scheduled with the landlord.

Microsoft 365 calendar event created automatically
5

Appraisal Complete

On-site appraisal done. Proposal ready to send.

Proposal task auto-created with due date
6

Proposal Sent

Management agreement proposal delivered to the landlord.

Follow-up task created to chase the decision
7

Under Management

Deal won. Property signed under your management.

Lead marked as converted. Revenue attributed to pipeline
8

Lost / Nurture

Lead didn't convert now, but stays in your nurture cycle.

Periodic re-engagement tasks auto-created

One Active Task Per Lead, Always

SyncID creates the next follow-up task each time your BDM logs a contact outcome. They open the app and see what to do.

Auto-Created Follow-Ups

Every call outcome triggers the next task, with no manual entry required.

One Task Per Lead, Always

No task pile-ups. Each lead has exactly one active task at any time.

Smart Due Dates

Tasks are scheduled based on the pipeline stage and urgency of the lead.

Active Tasks3 Due Today
Sarah Mitchell
Today
Follow up: appraisal proposal
Proposal Sent
James Cooper
Today
Call back: missed first attempt
Attempted Contact
Linda Nguyen
Today
Book appraisal time
Spoken To
Robert Clarke
Tomorrow
Send follow-up email
Appraisal Complete
Today ViewMon 13 Feb
Live
6
Due Today
2
Overdue
1
Appraisals
At-Risk Leads
2 leads have had no contact in 7+ days
Upcoming Appraisal
42 Park St, Sydney
Sarah Mitchell · 2:30 PM
In Calendar

The Today View: Your BDM's Execution Dashboard

Your BDM opens one screen and sees every task due today, overdue leads, and upcoming appraisals.

Today's Tasks at a Glance

See every task due today, sorted by priority and stage.

At-Risk Lead Detection

Leads going cold are flagged automatically so nothing falls through.

Microsoft 365 Calendar Sync

Appraisals sync directly into Outlook: no double-entry, no missed appointments.

Full Audit Trail

Every status change, task completion, and contact outcome is logged for accountability.

See Your Pipeline Value in Real Time

Know exactly how much revenue is sitting in your pipeline, where leads are converting, and which referral sources deliver results.

Conversion Rates

Lead to Contact78%
Contact to Appraisal45%
Appraisal to Signed62%

Pipeline Value

Total Pipeline$186,400
Estimated annual management fees
Appraisal Booked$72,000
Proposal Sent$48,000
Spoken To$66,400

Referral Sources

Website Enquiry
12 leads4 won
Sales Agent Referral
8 leads5 won
Owner Referral
6 leads3 won
Cold Outreach
15 leads2 won
Full audit trail on every status change

Build a Rent Roll with Structure Behind Every Lead

SyncID's BDM Module gives your BDMs a process, automated follow-ups, and pipeline visibility to convert more landlord leads into managed properties.