Platform
Automations & reminders
Verna does the chasing for you. Follow-ups surface before leads go cold, schedules invoice themselves as items fall due, SLA clocks escalate slipping jobs, and approvals land on the right desk without anyone forwarding an email.
The busywork, handled
Follow-up reminders
Set the next follow-up date on any lead and see everything due in the coming week. Hot leads stay in front of the agent who owns them instead of dying in a list view.
Approval routing
Submitting a record routes it to the roles allowed to approve it, per entity and per level. Approvers work from one inbox; nothing waits on a forwarded email or a hallway ask.
Self-invoicing schedules
Payment schedules generate from the plan on the deal or lease, and a daily job invoices items as they fall due. Nothing bills early, and nothing due gets missed.
SLA timers & escalation
Maintenance work carries response and resolution targets from the matching policy. At-risk work is flagged before it slips, and breaches escalate to the configured role automatically.
Status-driven lifecycle
Leases activate on their start date and expire past their end date. Offers lapse when validity runs out. Records move themselves so your data reflects reality without manual sweeps.
Email & push notifications
Assignments, approvals, visit responses, and breaches notify the people involved by email and mobile push, so the next action is always in someone’s pocket.
Get started
Ready to stop running the process by hand?
Let reminders, routing, and schedules carry the routine while your team sells.