Product prototype · Sample data only · Nothing is sent or stored

ENROLLMENT DESK

Good morning, Patricio.

TODAY'S OVERVIEW

Move the right homeowners forward.

Your enrollment agent has already gathered the details. You only step in where judgment is needed.

Open applications4Shown in this demo
Needs review2Operator judgment needed
Follow-up running2Waiting on a homeowner detail
Enrollment rate38%Last 30 days

Enrollment pipeline

AI-prepared applications, waiting for the smallest necessary human decision.

MC

Maria & Carlos Rivera

ES

Del Webb · Ave Maria, FL

✦
Agent assessment: Strong fit

Seasonal owners, six-month absence, standard home, and compatible smart-lock access already installed.

01Property & service fit
Property
2,180 sq ft · Single family
Away period
May 8 – November 2
Recommended plan
Seasonal Plus
Preliminary price
$199 / month
02Access readiness
⌑
Smart lock ready

Homeowner will create a unique scheduled-visit code. No owner or alarm master credentials requested.

READY
03Prepared communication
↗
AFTER APPROVALCreate customer in Home Watch IT

Property intake, plan, access status, and conversation summary will be included.

RUNNING QUIETLY

Automation handles the waiting.

↗
New inquiry responseReplies immediately in the homeowner's language
ON
⌑
Access-readiness remindersStops automatically when requirements are complete
ON
◫
Seasonal reactivationStarts 45 days before the homeowner's usual departure
ON