Message inbox
Each rental should bring together applicants, questions, status, next action, and contact channel.
- New
- Visited
- Documents
- Approved
Rental management for Mexico
Make renting simpler: applications, messages, documents, visits, and availability all in one place.
How it fits into Ubica Casa
Leads
applicants per property
Docs
applications and requirements
Payments
future rent as a premium module
Each rental should bring together applicants, questions, status, next action, and contact channel.
Mexico requires adapting the flow to guarantor, co-signer, joint obligor, deposit, legal policy, and references.
Contracts, rent payments, and reminders can be integrated so managing is clearer and less manual.
Recommended path
Add the property, monthly price, deposit, maintenance, and availability.
Qualify applicants by documents, move-in date, and budget.
Record appointments and follow-up from the dashboard.
Mark the property as rented to keep inventory clean.
Explore more
Rental CRM
Managing a rental isn't just publishing. The real work comes after: inquiries, documents, visits, approval, signing and inventory. The Ubica Casa dashboard concentrates it all in one place with clear stages for each prospect and traceability per property.
Every prospect arrives in one inbox with name, preferred contact, the property viewed, tentative move-in date and message. No more losing them across personal WhatsApp, email and scattered forms.
Tag each inquiry by stage: new, no response, contacted, visit scheduled, documents pending, approved, closed or lost. The board sorts by priority and shows what needs doing today.
Request ID, proof of income, proof of address, references and guarantee (co-signer, guarantor, policy). Documents attach to the prospect's profile and stay available to review before approving.
Schedule appointments from the dashboard, with confirmation to the prospect and an automatic reminder. Mark attendance, notes and the next step so you don't lose track of those who visited without confirming.
Messages with each prospect stay in threads per person. Useful to resume a conversation, recall verbal agreements or clear up questions with the full history in view.
Pause the listing in one click when you receive an approval or close a deal. This stops new inquiries while you finalize signing. Reactivating after closing, or if the deal falls through, takes another click.
Checklist by stage
Who it's for
The free plan (For sale by owner) covers publishing and a basic inbox. To manage several properties with a full CRM, consider the Starter Agent or Pro plan depending on volume.
Premium or Agency plan to coordinate users, get occupancy metrics and export reports. Useful when you manage 10 or more units for your own portfolio.
Coordinate available inventory, inquiries and availability across several units at once. Bulk upload and per-property reports help keep a consolidated view of the building.
A professional plan with prospect assignment per agent, response-SLA metrics and reports by area. Built for teams where several people handle shared inventory.
Module roadmap
The MVP covers inquiries, documents, visits and availability. The module's next chapters expand into digital contracts, collection, maintenance and renewals. If you're interested in joining the beta for any of them, write to us.
The module's next step is letting you generate and sign the contract directly from the dashboard, with legally reviewed templates by state, electronic signature and automatic filing.
Monthly payment with automatic charge to the tenant or scheduled collection, digital receipts and delinquency reports. Useful for small and mid-size portfolios that today manage collections in spreadsheets.
A ticketing system for tenant reports (leaks, electrical faults, gas service), history per property, associated costs and recommended providers.
Increase calculation based on the consumer price index (INPC) or a contractual percentage, generation of a renewal addendum and sending for signature. Early reminders before the contract ends.
Start by creating your property's listing. The free plan covers one active property.
Go to publishWhat to ask prospects, which guarantees exist and how to protect the deposit from the contract.
Read guideCompare what each tier includes by property volume, CRM and professional tools.
Plans and pricing