Systems for Storage Facilities

Streamline Leasing and Collections for Storage Facilities

Storage facilities make money by maximizing net rentable square feet and maintaining high physical occupancy across unit mixes. Income leaks occur when gate codes remain active for delinquent tenants, move-ins are delayed by manual paperwork, or inquiries go unanswered during off-hours.

Real Estate & Property

  • Missed Call Text Back
  • Contactless Move-In Workflows
  • Delinquency Automation
  • AI Web Receptionist
  • Document Follow-Up

Also for: Storage Facilities

How the business actually works

How the work flows, start to finish.

  1. 01

    Inquiry

    A prospect searches for unit sizes and climate controlled options online or via phone.

  2. 02

    Unit Selection

    The lead selects a specific locker or drive-up unit based on current inventory levels.

  3. 03

    Lease Execution

    The tenant signs the rental agreement and provides insurance documentation electronically.

  4. 04

    Access Issuance

    The system provides the unique gate code and facility map for a contactless move-in.

  5. 05

    Ongoing Billing

    Monthly rent is collected through recurring payments with automated notices for failed cards.

  6. 06

    Delinquency

    The facility manages overlocking and lien notices if the account falls behind on payments.

  7. 07

    Move Out

    The tenant vacates the unit and the space is inspected and returned to the available pool.

Where it leaks

Common problems for self storage facilities.

01

Unanswered Inquiries

Prospective tenants often call multiple facilities and rent from the first one to answer the phone. If your manager is busy on-site or it is after hours, that lead is lost to the competitor down the street.

02

Manual Payment Chasing

Tracking down delinquent tenants manually takes hours of administrative time every month. Without automated reminders, small balances quickly turn into costly lien sales and unit auctions.

03

Paperwork Friction

Requiring a tenant to visit the office during business hours to sign a lease limits your market reach. Modern renters expect to secure a unit and receive their gate code entirely from their mobile device.

04

Insurance Tracking

Keeping track of which tenants have provided proof of insurance or are enrolled in the protection plan is a constant burden. Lapses in coverage create significant liability for the facility owner.

05

Rate Management Gaps

Failing to communicate scheduled rent increases to existing tenants leads to confusion and customer churn. Inconsistent communication regarding price adjustments prevents you from keeping pace with market rates.

What LATTICE can build

Systems built around how you work.

Missed Call Text Back

Immediately sends a text to any prospect who calls the facility, allowing them to start the rental process via chat when the office is closed.

Contactless Move-In Workflows

Automates the delivery of digital lease agreements and gate access instructions once the first month and deposit are paid.

Delinquency Automation

Sends a series of escalating SMS and email reminders to tenants with past-due balances before the overlock period begins.

AI Web Receptionist

Answers common questions about unit sizes, gate hours, and security features directly on your website to convert traffic into leads.

Document Follow-Up

Automatically pings tenants who have not yet uploaded their required insurance documents or photo identification.

Review Generation

Requests a public review from tenants shortly after a successful move-in to boost your facility visibility in local search.

Rate Adjustment Notices

Deploys professional, multi-channel notifications to tenants regarding upcoming street rate changes to ensure compliance and transparency.

Example systems

What it looks like in practice.

After-Hours Rental Lead

  1. 1Prospect calls at 9 PM and leaves no voicemail
  2. 2System triggers immediate text with unit availability link
  3. 3Prospect selects 10x10 unit and completes e-sign
  4. 4Automation sends gate code and welcome PDF instantly

Automated Collections Cycle

  1. 1Payment fails on the first of the month
  2. 2SMS notification sent with secure payment link
  3. 3Second reminder sent on day five with late fee warning
  4. 4Payment received and account cleared without staff intervention

Move-Out Documentation

  1. 1Tenant submits move-out notice via client portal
  2. 2System sends instructions for vacating and lock removal
  3. 3Manager marks unit as clean in the dashboard
  4. 4Automation sends final account statement and deposit receipt

Have a different problem?

Tell us what's slowing the business down. LATTICE can build around the way your business operates.

Questions from self storage facilities

How does this handle different unit sizes and types?

The system organizes your inventory by unit mix, including climate-controlled, drive-up, and vehicle storage. You can set specific workflows for different types, such as requiring registration for RV parking before a lease is generated.

Can we automate the gate code delivery?

Yes, once a tenant completes their digital signature and initial payment, the system can trigger the delivery of access credentials. This allows for a completely contactless experience for the tenant while ensuring all legal requirements are met.

What happens when a tenant's credit card expires?

The platform monitors payment success and can proactively reach out to tenants whose cards are nearing expiration or have recently failed. This reduces the number of accounts that fall into delinquency due to simple clerical issues.

Can I manage multiple facility locations from one place?

The dashboard is designed to provide a bird-eye view of all properties in your portfolio. You can toggle between locations to see lead volume, occupancy trends, and collection status without logging into different accounts.

How do we handle insurance requirements?

You can set mandatory fields for insurance proof during the onboarding workflow. If a tenant does not provide their own policy details, the system can ensure they are enrolled in your facility protection plan as part of the rental agreement.