von Steve McDermott Vor 2 Jahren
79
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Lead sources
Provider
Questions
Sources
Questions
List of Questions
Send lead direct number to leasing agent.
Lead Further Interested?
Add them to monthly Mailer for future rental options.
Send Application link
App Filled out?
Internal Property MGT Review
Approved?
Suggest Self showing
Accepted?
Leasing agent to follow up with phone call to suggest an in person showing / gain more details as to why it was not accepted.
Leasing Agent to schedule in person showing if needed.
Send link to the self showing app
Showing Completed?
Lead interested in signing lease?
Send Link To complete credit and background check.
Check Complete?
Send Follow up email to complete check.
Leasing Agent to reachout to try and resolve any issues.
Internal Property Manager Approval
Lead Approved?
Property Manager sets up Buildium Account + sends link for pre move in steps
Pre Move in steps
Set up Buildium texting
Utility Set up and transfer completed
Pet Moving in?
Send link for pet leasing background check
Renters insurance policy selected + Paid
HVAC temp range selected.
Internet Speed level Selected.
Security Deposit option Selected and paid.
Steps Complete
Property Manager to follow up for tenant to complete + assist
Property Manager to draft Lease with correct inputs + send out
Signed?
PM Follow up +Email sent to tenant for self move in option + access codes + keys + internet codes + mail keys etc
Tenant moved in?
Send follow up email asking if there are any issues on move in.
Any Issues to address
Set Reminder to follow up in 30 days to see how tenants are doing. email / text / phone call.
PM to follow up and show tenant how to put in maint request into buildium / solve other issues.
PM to call and follow up on move in date.
Property Manager to follow up to have tenant complete.
Email sent + property manager reach out to explain why they were not approved. suggest alternative options if available.
Leasing agent to follow up as to why they are not interested + suggest other rental options+ add to monthly mailer for other rental apartments in the future.
Leasing agent to follow up as to why it was not done/ answer any questions or suggest in person showing.
Leasing agent to schedule in person showing if needed.
Send a follow up email stating why application was not approved. Suggest to re apply if conditions can be corrected.
No
Send follow up email + text 2X to re-engage + add to monthly mailer for future rental options. + Personal Call to follow up?