Chase Tenant Referencing Packs via SMS, Text & WhatsApp from Salesforce
Your lettings negotiator has 11 tenancy applications in flight. Each one needs an employer reference, previous landlord reference, bank statements and ID. That’s 44 separate document chases. Your automated SMS, text and WhatsApp sequence handles 38 of them without her lifting a finger.
Why tenant referencing eats negotiator time
Your tenant says yes to the property. Your landlord is waiting to sign. Between the two sits a referencing pack, employer reference, previous landlord reference, 3 months of bank statements, proof of ID, right-to-rent documentation. Every document needs the tenant to either provide it or give you permission to request it from someone else.
Your negotiator chases each one. Day 1: email to tenant for consent. Day 2: call employer. Day 3: email previous landlord. Day 4: follow up with tenant about bank statements. A single application takes two hours of chase effort spread over a week. With 11 applications, that’s 22 hours a week lost to chase.
Automated SMS, text and WhatsApp chase per document
Your Salesforce Application object tracks the status of each required document: requested, received, pending review, approved. A scheduled Flow runs every morning and fires SMS, text or WhatsApp reminders for every document still outstanding after its target date.
Your tenant gets a message: “Hi Jamie, we’re still waiting on your employer reference form, your employer’s HR team hasn’t replied. Can you give them a nudge? Happy to send you a reminder template.” Agentforce AI agent replies if Jamie has questions, hands off to the negotiator if something’s off.
Requesting references from employers and previous landlords
Your employer references and landlord references don’t come from the tenant, they come from third parties. Your messenger fires SMS, text or WhatsApp directly to those third parties (with the tenant’s consent captured on the Salesforce record) requesting the reference.
Your message to Sarah: “Hi Sarah at Acme Corp HR, we’re referencing Jamie Patel for a tenancy. Could you confirm employment start date and salary via the secure form here? Takes 2 minutes.” The third party clicks the link, fills the form, and the reference attaches to the Salesforce Application record, no email ping-pong.
Right-to-rent document capture via WhatsApp
Your right-to-rent checks need original or certified copies of ID. Your tenant snaps a photo of their passport on their phone and sends it via WhatsApp to your lettings team’s messaging number. The photo attaches to the Salesforce Application record as a File. Your negotiator reviews and marks the check complete.
Your tenants find this easier than emailing a scan. WhatsApp is their default camera-to-other-person tool. Meeting them where they already are speeds up the hardest part of the referencing process.
What a compliant chase looks like
Your Lettings referencing touches personal data protected by GDPR in the UK and state-level privacy law in the US. Your Salesforce Application record captures consent before any SMS, text or WhatsApp goes to a third party. Every message logs with timestamp and delivery status. Every document storage respects your records-retention policy.
Your automation doesn’t cut corners on consent. It makes the consent capture part of the same fast workflow, so your negotiators stay compliant without slowing down.