When Daylight renewal pricing is approved, it is sent to Yardi immediately through the API. From there, the renewal process lives in Yardi — offers are not automatically delivered to residents. Your team will need to generate a renewal batch, approve the terms, and produce renewal letters before anything goes out.
Renewal workflow
■ Daylight
■ Yardi (PMS)
■ CRM
1
Daylight
Approve renewal prices
Renewal pricing recommendations are reviewed and approved in the Daylight workflow.
2
Daylight
Send pricing to Yardi
Approved prices are pushed to Yardi immediately via the API integration. No manual export required.
3
Yardi (PMS)
Generate renewal batch
In Yardi, initiate the renewal batch process using the received pricing. Offers do not go to residents automatically — this step requires manual action.
4
Yardi (PMS)
Approve offer terms
Review and approve the renewal offer terms in Yardi using the pricing received from Daylight.
5
Yardi (PMS)
Generate renewal letters
Generate renewal letters in Yardi from the approved terms. Letters reflect the pricing pushed from Daylight.
6
CRM
Deliver to residents
Renewal offers are delivered to residents through your in-place CRM process.
Note: Steps 3–5 are completed entirely within Yardi's renewal workflow. The CRM delivery step (step 6) applies if your organization uses a CRM to communicate with residents — this step follows your in-place process.
