Rental management for Mexico

Manage rentals, applicants, documents, and availability

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

Message inbox

Each rental should bring together applicants, questions, status, next action, and contact channel.

  • New
  • Visited
  • Documents
  • Approved

Applicant documents

Mexico requires adapting the flow to guarantor, co-signer, joint obligor, deposit, legal policy, and references.

  • ID
  • Proof of income
  • References
  • Guarantor or co-signer

More order to grow

Contracts, rent payments, and reminders can be integrated so managing is clearer and less manual.

  • Contract
  • Rent collection
  • Receipts
  • Maintenance

Recommended path

A clear path to move forward

1

Publish the rental

Add the property, monthly price, deposit, maintenance, and availability.

2

Receive applications

Qualify applicants by documents, move-in date, and budget.

3

Schedule visits

Record appointments and follow-up from the dashboard.

4

Close or pause

Mark the property as rented to keep inventory clean.

Explore more

Connected routes to keep searching

Rental CRM

What the dashboard does for you

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.

A single inquiry inbox

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.

Prospect stages

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.

Prospect documents

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.

Visits and reminders

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.

Traceable communication

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.

Synced availability

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

What to do at each point in the process

Before publishing

  • Define monthly rent, deposit and maintenance separately
  • Agree on which guarantee you'll accept (co-signer, guarantor, policy)
  • Set clear rules for pets and modifications to the property
  • Decide whether you rent furnished or unfurnished, and what's included
  • Gather the deed, property tax and utilities all current
  • Take photos of the property's current condition

During the process

  • Respond to inquiries in under 6 business hours
  • Request the document package before scheduling a visit
  • Tag each prospect with a stage and next step
  • Keep a schedule of confirmed visits and attendance
  • Verify work references before approving
  • Set an approval deadline for the applicant

At signing and handover

  • Do a detailed inventory with signed photos
  • Record initial meter readings
  • Documented count and handover of keys and remotes
  • Keep a signed copy of the contract
  • Agree on the channel and day for rent payment
  • Pause the listing in the dashboard

Who it's for

Four profiles that get the most from the module

Owners with one to three properties

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.

Owners with a mid-size portfolio

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.

Building managers

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.

Rental agencies and agents

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

Future operations of the rentals module

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.

Digital contracts

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.

Rent collection and reminders

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.

Maintenance and reports

A ticketing system for tenant reports (leaks, electrical faults, gas service), history per property, associated costs and recommended providers.

Automatic renewals

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.