Partnerships
A conversation is just a conversation. A partnership is what actually moves units: the management company’s published units start appearing in the brokerage’s list, and its brokers get keys.
Proposing
Section titled “Proposing”Open the conversation with the firm and press Propose a partnership. Either side can propose, and the proposal turns up as a card in the conversation rather than on a screen of its own.
The card says what accepting does:
- the management company’s vacancies start flowing to the brokerage
- every change to them arrives as Needs review, so nothing publishes on its own
- the brokerage’s people can be given keys to that company’s lockboxes
While it’s waiting you can Withdraw proposal. The other firm sees Accept partnership and Decline.
What accepting does
Section titled “What accepting does”| The brokerage gets | It doesn’t get |
|---|---|
| The management company’s published units, marked Partner | Anything unpublished |
| Those units in its brokers’ portal | The company’s spreadsheets, deals, or team |
| Keys to the company’s lockboxes, set up automatically | Any keypad codes |
Keys are made for the brokerage’s people on every one of those lockboxes. For a large firm that’s a lot of keys, so it takes a few minutes rather than happening instantly. There’s nothing to do while it happens.
UnitBook tells your team and leaves a note in the conversation. Both firms pick up a Partner tag in the directory.
If you decline
Section titled “If you decline”Nothing changes and nothing is shared. The conversation stays open. Saying no today doesn’t rule out a partnership later.
Ending one
Section titled “Ending one”A partnership gives a brokerage the same access a management company can hand out from a lockbox, so it ends in the same place. The management company opens Lockboxes, picks a lockbox that’s on a unit, and turns the firm off under Brokerage access. UnitBook says how many keys that removes before it asks you to confirm.
When it ends, the units disappear from that brokerage’s list and its brokers’ portal, and their keys stop working. The record of who opened what stays in the history.
If you’re the brokerage, that switch isn’t yours. Ask the management company in the conversation you already have.
Where to go next
Section titled “Where to go next”Share your inventory with a brokerage covers the same access in more detail, including what a brokerage can and can’t do with your units.