Pre-PMS owner acquisition

This is your Thursday morning.
Three owners, already ranked.

Oratia is the layer that sits before your PMS — where owner leads become signed management agreements. It logs every conversation, email, and text on its own, prioritizing each lead into an actionable calendar, and lets you focus on winning clients instead of admin.

oratia.app · Power Queue · 8:47 AM
Good morning, Tom.
You have 3 high-priority actions.
MRMarcus ReynoldsHotSeaside duplex · $34k est. annualAsked for the net-revenue math on Tuesday and hasn't been sent it. Prefers SMS first.94
SRSarah RodriguezDecides FridayCoastal Retreats · 28 propertiesAgreement out for 4 days. Last call talk ratio 62% — open with the Mountain View case study.88
DKDana KowalskiGoing coldTwo units · Orange BeachNo activity in 11 days after a strong first call. Cheap re-open: send the Q3 occupancy report.71
How that queue got there

Nobody typed any of it.

A nine-minute call is happening on the left. On the right, the owner record is writing itself — persona, objections, hot buttons, deal risk, and the next move, pulled from what was actually said.

oratia.app · Marcus Reynolds · live callRecording
Inbound call · 14:32
MRMarcus ReynoldsSeaside duplex · Gulf Shores
“Honestly the 18% is the sticking point. And I've heard switching managers mid-season is a nightmare…”
Nobody is typing. Nothing is being logged by hand.
The record fills itself
PersonaAnalytical · risk-averse
ObjectionsFee vs 15%Switch risk
Hot buttonNet revenue, not gross
Deal riskLow · momentum up
Next best actionSend the Gulf Shores net-revenue comparison, then propose Friday 10:00. Lead with the mid-season transition checklist — that's his real fear, not the fee.
What it does

Three jobs, none of which your PMS does.

01

It captures, so you don't

Calls, SMS, email, and calendar events attach themselves to the owner record. Persona, objections, hot buttons, and risk are extracted automatically.

Zero manual data entry, by design.
02

It decides who's next

The Power Queue ranks owners by urgency, intent, risk, and channel preference — and shows the reason next to each name, so you can disagree with it.

You start from a queue, not a blank screen.
03

It makes you better at it

Every real call gets scored. Every objection you fumbled becomes a rep you can practice against an AI owner persona before the next one.

No other VRM tool does this at all.
One owner · 34 days · signed

Most owner deals don't die. They just go quiet.

Here is one deal end to end — a duplex owner in Gulf Shores — and what Oratia did at each step you would normally forget.

Day 0
Tuesday

A spreadsheet row becomes a person

Marcus Reynolds, seaside duplex, Gulf Shores. Imported with 340 other rows from a realtor referral list — no cleanup, no field mapping marathon.

Oratia did this
Enriched the record, estimated $34k annual revenue potential from comparable units, and dropped him into the queue at position 61.
Day 3
First call

Nine minutes on the phone, nothing typed

A decent first conversation. He's curious, cagey about fees, and mentioned his current manager twice.

Extracted automatically
Persona: analytical, risk-averse. Objections: fee vs a 15% competitor, mid-season switch risk. Hot button: net revenue, not gross. Queue position: 61 → 12.
Day 9
Silence

The week where deals normally die

Two turnovers and a broken HVAC. Marcus doesn't get thought about once.

Risk flagged
Amber: 6 days no contact on a warm deal. Recommended a low-effort re-open — send the Gulf Shores net-revenue comparison, no ask attached.
Day 16
Practice

The fee objection, rehearsed first

Before the second call, five minutes in the Sparring Ring against a risk-averse owner persona running the exact 15%-competitor script.

Coach feedback
Score 78. You anchored on net revenue instead of defending the rate — keep it. Talk ratio 41%. Weak spot: you never named the transition risk out loud.
Day 22
Second call

The real fear surfaces

It was never the 18%. It was losing summer bookings during a handover.

Next best action
Send the mid-season transition checklist with the two references who switched in July, then propose Friday 10:00 — his calendar is open and he answers SMS first.
Day 34
Signed

Management agreement executed

$34k annual revenue added. Zero notes written by hand across the entire deal.

Handoff
Owner and property data exported to Guesty in one click. Interaction history stays in Oratia for the renewal conversation.
Signed · handed to Guesty
Nobody logged a single note by hand for 34 days.

Owner and property data exported to the PMS in one click. The conversation history stays in Oratia, where the next renewal conversation will start.

Why not the tools you already have

“Can't I just use my PMS? Or HubSpot?”

Fair question. Here's the honest answer.

Can itYour PMSGeneric CRMOratia
Hold an owner lead before the property existsYesYes
Log calls, texts, and email with no data entryPartlyYes
Know why a deal is stallingYes
Recommend the next move, with evidenceYes
Score and coach the rep on real callsYes
Understand management agreements and door economicsAfter the winYes
Run operations once the property is liveYesHands off
A generic CRM can hold an owner record. It can't tell you that Marcus is stalling because of transition risk rather than price — and it doesn't know what a management agreement is.
Who it's for

Built for operators who carry growth themselves.

50 to 500 doors. One person doing everything, or a small team starting to formalize it.

Wearing every hat

You are the growth team

Guest issues, turnovers, and maintenance win every scheduling argument against follow-up. Oratia keeps the owner side moving while the day gets loud.

First hire

You just hired a rep

They inherit your instincts as a system instead of reverse-engineering them — and when they leave, the owner relationships stay.

Small team

Two or more reps

Pipeline and queue visibility across everyone, without pulling the team into a meeting to find out where deals actually stand.

Pricing

Per seat, priced by what you actually use.

No migration, no setup fee, cancel any time.

Assist
You are the growth team.
$29/ user / mo
Start free trial
1 seat, unlimited owner recordsCRM & pipeline, email & calendar syncAI email intelligence & revenue estimates
Most operators
Communicate
You've hired, or you're about to.
$69/ user / mo
Start free trial
Everything in AssistVoice & SMS, call transcriptionAI practice calls & manager viewsPipeline visibility across reps
Communicate Pro
Full acquisition and coaching stack.
$99/ user / mo
Start free trial
Everything in CommunicateCall scoring & rubricsSentiment & objection detectionSpeech analytics

Better homeowner acquisition starts before the PMS.

Try the full CRM free for 14 days — no card required. Voice, SMS, and call coaching unlock on a Communicate plan.

No migration required. Works alongside the PMS you already run.