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Geekly Media | Property Management Operating System (PMOS)

Lease Renewal Automation Case Study: How a 500-Door Property Manager Used HubSpot Automation to Save Over $100k Annually

Annual payroll savings
$109,000
from the renewals process alone
Portfolio
500+ doors, single-family residential, coastal South Carolina
Focus
Leasing, lease expirations and renewals
Timeline
90 days to rollout, 6 months to full implementation

Summary

303+ hours a month, eliminated

A single-family property management company in coastal South Carolina was spending more than 303 hours every month on lease renewal communication alone. Geekly Media rebuilt the expirations and renewals process as an automated pipeline in HubSpot. The company eliminated 910 manual owner and tenant touches per month, recovered the equivalent of 1.75 full-time positions, and saved $109,000 per year in payroll on the renewals process. As team members transitioned out of the business through natural turnover, the new system enabled the company to comfortably absorb the workload and operate efficiently without needing to backfill those positions.

Portfolio
500+ doors, single-family residential, coastal South Carolina
Team at start
11 employees
Focus
Leasing, lease expirations and renewals
Headcount outcome
5 positions absorbed, none rehired
Renewal communication
303+ hours per month, eliminated
Annual payroll savings
$109,000, from the renewals process alone
Timeline
90 days to rollout, 6 months to full implementation
  • $109,000

    Annual payroll savings, from the renewals process alone

  • 303+ hours

    Renewal communication per month, eliminated

  • 5 positions

    Absorbed, none rehired

The client

One owner-client per door

A 500+ door single-family residential property management company operating in coastal South Carolina, with an 11-person team at the start of the engagement.

The structural detail that made renewals so expensive for this company was that it managed roughly one owner-client per door. Almost every property in the portfolio belonged to a different individual owner, which meant that every renewal decision required a separate conversation with that owner. A company managing 500 doors for 50 institutional owners can batch those conversations. This company could not.

A meaningful share of the portfolio was academic-year housing, where renewal offers must go out roughly 9 months before lease end to hit the peak leasing window. Any automation built for this company had to run two different clocks simultaneously and understand their dependencies.

Before automation

What renewals actually cost them

The renewals process was functional. It was also entirely manual, tracked in spreadsheets, and dependent on individual people remembering to do things on specific days of the month.

The process in practice, in the company's own description of it:

  • On the first of every month, the senior property manager ran a 90-day lease-expiration report from the property management software, exported it to CSV, and hand-entered the same properties into two separate Google Sheets tabs. One tab for the property management team, one for marketing.

  • Renewal notices were sent to tenants and owners via manual mail merge. Twice, the company had attempted to automate this using its property management software. It failed both times due to technical limitations.

  • Follow-up notices were sent by hand on the 8th, the 15th, and the 22nd of each month, with status tracked in the shared spreadsheet.

  • Renewal paperwork was emailed from the assistant property manager to the senior property manager, sent for signature via a separate e-signature tool, and then had to be reattached by hand across multiple systems.

  • With manual tracking, verbally agreed-upon renewals were often never signed, and tenants moved out. When these unexpected move-outs occurred, units regularly missed the market because a tenant said they were renewing and then never signed. Nothing in the system caught the gap.

  • Owner net proceeds letters after a completed renewal, in the company's words, "sometimes do not get done." Nobody verified that they had been sent.

  • Renters insurance was collected at lease signing but never enforced or re-verified afterward.

For a property management company with 300 to 800 doors, none of this is unusual. At that stage, many firms establish a standard operating procedure and, as long as the team follows it most of the time, don’t focus on optimizing or measuring process performance.

However, when Geekly Media reviewed the process with the client, the numbers revealed significant inefficiency.

The math

The math on manual renewals

Before automation, the company was making more than 910 manual calls, texts, and emails to owners and tenants every month as they worked through the renewals process. At an average of 20 minutes per touch, that came to more than 303 hours a month.

Before automation
MeasureBefore automation
Manual owner and tenant touches per month 910+
Average time per touch 20 minutes
Total staff hours per month 303+
Total staff hours per year 3,636
Touches per individual renewal About 13
Staff time per individual renewal About 4.3 hours

Roughly 13 separate contacts to complete one lease renewal. That is what it takes when the owner has to be asked, reminded, and asked again; the tenant has to be offered, reminded, and offered again; the paperwork has to be chased; and every step has to be recorded by hand in a spreadsheet that four other team members are also using.

How we calculated the savings

303 hours per month equals 1.75 full-time equivalents (FTEs), based on a 173-hour work month. Valued at $30.00 per hour (approximately a $48,000 base salary in this market at the time of engagement), this totals $9,090 per month and $109,000 annually. This conservative model assumes all team members operate with complete efficiency—accounting for all 8 hours of their workday—without interruptions from other duties.

Spread across the five team members who had a role in the renewals process, 1.75 full-time equivalents worked out to roughly 35% of each person's week. Renewal communication was consuming about a third of five people's time.

Geekly Media’s Solution

The Expirations and Renewals Pipeline

To help the team automate and optimize, Geekly rebuilt the renewals process using HubSpot Sales Hub and a Deal Pipeline. As every renewal represented a chance to retain or increase revenue, Deal management was the right fit. Each stage carried its own automated communications, documentation, and handoff points, ensuring all departments that depend on a renewal outcome had the right information at the right time. Using a deal pipeline allowed the team to track renewal opportunities and associated revenue (annualized rent), win and loss reasons, and more. It also allowed multiple renewal deals to be associated to individual tenants over time, so it was easy to track engagement.

The pipeline consists of nine distinct stages, utilizing the client’s lease expiration report to initiate the workflow through to either a signed renewal or a completed move-out.

  1. Stage 1: New

  2. Stage 2: Working (Contacting Owner)

  3. Stage 3: Owner Approved Renewal

  4. Stage 4: Working Renewal (Offer Sent to Tenant)

  5. Stage 5: Offer Accepted (Drafting Renewal)

  6. Stage 6: Renewal Sent for Signature

  7. Stage 7: Renewal Signed (Working)

  8. Stage 8: Renewal Complete

Non-renewal path

Owner or tenant does not renew
  1. Stage 9: Expiration Complete

  • Future move-out status
  • Move-out deal
  • New leasing deal
  • Make-ready ticket
  • Inspection ticket

Inside the pipeline

Each stage has specific triggers and automation

  • The 90-day expiration report is extracted from the client’s property management software, then automatically matched and uploaded to HubSpot via Geekly Media’s middleware solution, which also creates the deal and contact records. The double spreadsheet entry is gone, along with the two Google Sheets tabs it fed.

  • Owner communications start automatically once a new rental rate is established. Via email, the owner is asked to choose one of three options: Approve, Deny, or Schedule a Call. The call button links directly to a live calendar integrated through HubSpot Meetings. This single feature eliminated most of the back-and-forth phone calls across the process. For owners who check email less frequently, an automated SMS is also dispatched with the same response options.

  • If owners don’t respond to the initial communication, automated drip reminders are dispatched. Staff no longer need to track follow-ups manually on the 8th, 15th, or 22nd, as the system continues following up until the owner responds.

  • Upon the owner's approval, the tenant receives the same treatment: an email and a text with the offer, including three buttons: Accept and Renew, Do Not Renew, or Schedule a Call with the property manager.

  • Upon tenant acceptance, the renewal document is automatically generated. Contact and property data populate the agreement via a custom PandaDoc integration. The updated agreement is sent for electronic signature; once countersigned, the property management software is updated with the new lease terms and the executed document is attached to the lease file.

  • On non-renewal, the downstream work creates itself. The tenant is set to “future move-out” status, and the system opens a move-out deal, a new leasing deal, a make-ready ticket, and an inspection ticket automatically. This is the direct fix for units missing the market because a tenant said they were renewing and then did not.

  • Academic-year leases run on a separate branch built around the nine-month clock, so the college portfolio hits the peak leasing window without anyone tracking it separately.

Geekly Media’s Solution

The Leasing Pipeline

Renewals do not exist in isolation. Every non-renewal becomes a leasing file, so the leasing process was rebuilt in the same engagement, across nine stages:

  1. Stage 1: New Lease Deal

  2. Stage 2: Pre-Listing

  3. Stage 3: Property Listed

  4. Stage 4: Drafting Lease

  5. Stage 5: Lease Sent to Tenants

  6. Stage 6: Lease Signed and Working

  7. Stage 7: Move-In Scheduled

  8. Stage 8: Tenant Move-In and Setup

  9. Stage 9: Lease and Move-In Complete

While this is happening, service tickets branch off the pipeline for pre-listing work, make-readies, showings, applications, and move-in inspections, each assigned to the person responsible and each closing back to the parent deal. Owner communication that used to depend on the team remembering a step needed to happen or cross-referencing a standard operating procedure now fires automatically based on the stage change: leasing process started, property listed, weekly listing updates, application approved, lease signed, move-in complete, net proceeds letter sent.

The Owner Net Proceeds letter, which was previously missed on occasion, is now generated and sent automatically with complete delivery tracking.

The results

Cost-Savings and a Seamless Client Transition

  • $109,000 saved annually

    From the renewals process alone, at $9,090 per month.

  • 5 roles transitioned

    Five team members naturally transitioned out of the business over the course of the implementation. With new automation, their positions did not need to be backfilled.

  • 1.75 full-time equivalents recovered

    Roughly 35% of the five team members' weeks were returned to the business to focus on more meaningful, revenue-driving work.

  • 303+ hours per month eliminated

    That’s 3,636 hours of renewal communication every year, fully automated with Geekly Media’s PMOS solution.

  • 910+ manual touches removed

    About 13 owner-and-tenant contacts per renewal, automated.

  • Owner communication now verifiable

    Net proceeds letters and weekly listing updates go out every time, with a record.

  • 90 days to rollout

    Six months to full implementation.

Performance details

Five roles absorbed through natural turnover

The reduction in headcount represents a natural transition rather than a structural downsizing. Over the six-month implementation period, five team members departed for independent personal and professional reasons. Through the efficiencies gained from automation, the company seamlessly absorbed their core responsibilities without needing to rehire, allowing operations to continue without interruption.

The $109,000 cost savings and the five absorbed roles highlight two distinct dimensions of performance. The financial return reflects savings within the renewals workflow, specifically calculated in terms of recovered staff hours. In contrast, the absorbed positions reflect the broader operational impact across leasing, move-outs, inspections, ticketing, and owner communication combined.

Why it worked

Operations built inside HubSpot

Rather than simply attaching communication tools to existing property management software, Geekly Media architects core property management operations directly within HubSpot. Major workflows—including sales, client onboarding, leasing, collections, lease expirations, and renewals—are structured into dedicated deal pipelines. Sub-processes like make-readies, property inspections, move-ins, and accounting tasks are managed through automated tickets and action items. Operating within a single unified platform provides comprehensive reporting, giving leadership complete visibility across the entire operation from a single, centralized dashboard.

This architectural approach is especially effective for lease renewals. A renewal is rarely just a documentation task; it is a time-sensitive coordination puzzle involving multiple parties, strict deadlines, and downstream dependencies like make-ready schedules, listings, and move-out logistics. HubSpot deal pipelines are specifically designed to orchestrate and streamline these multi-step processes seamlessly.

FAQ

Frequently Asked Questions

Can lease renewals be automated?

Yes. The owner approval, the tenant offer, the follow-up sequence, the renewal drafting, the signature routing, and the update back into the property management software can all run automatically. In this engagement, automating the renewals process removed more than 910 manual touches and 303 hours of staff time per month.

How much staff time does a manual lease renewal take?

For this company, about 4.3 hours of staff time per renewal, spread across roughly 13 separate calls, texts, and emails with the owner and the tenant.

How many touchpoints does a lease renewal require?

About 13, when the process is manual. The owner has to be asked for a decision, reminded, and asked again. The tenant has to be sent an offer, reminded, and re-sent. The paperwork has to be chased on both sides, and every step has to be logged somewhere.

What is a lease renewal pipeline?

A lease renewal pipeline is a set of defined stages that every expiring lease moves through, with automated communication and documentation attached to each stage. This company's pipeline runs from the 90-day expiration report through owner approval, tenant offer, renewal drafting, signature and completion, with a separate branch for non-renewals that automatically opens the move-out, leasing and make-ready work.

How long does it take to automate a property management renewal process?

This implementation reached initial rollout in 90 days and full implementation in six months. Timeline is dependent upon specific business needs and operational preferences, with some implementations wrapping up within 30 days.

Does automating renewals mean cutting staff?

Not necessarily, and it did not here. This company did not lay anyone off. Five people left over the course of the implementation for their own reasons, and the company found it did not need to replace any of them because the work had been absorbed by the system.

What software is required to automate lease renewals?

This build used HubSpot as the operating layer, with PandaDoc for document generation and signature, SMS and automated calling for tenant and owner contact, a rent comparison tool for the suggested renewal rate, and an integration back into the company's existing property management software. The property management software was not replaced.

Related case study

See the Collections Side of This Work

Geekly Media applied the same approach to rent collections and evictions for a Texas property management company, reducing its collections department from 4 individual team members to half of one virtual assistant’s time.

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