Reports

It is important that all reports be completed and turned in on time. This will keep you on track daily, weekly, monthly and provide information to management to evaluate your performance.  

DAILY (These are turned in daily by 5pm to your manager):

- PTLED ledger. Make sure all the numbers are calculated correctly as this data is used by the manager to calculate your completed lease totals weekly and monthly.  This report will be available in M1 in the future. A sample of the form is found in M1-Forms/Leasing/Pros tenant ledger.xls.

- Cash Log (if you have one for the day) is placed in the deposit drawer.

WEEKLY (These are turned in every Friday by 5pm to the manager):

-Internal Leasing report (ILR) with how many properties you have personally seen.

  1. Print out the Internal Leasing report, circle the properties you have viewed, and calculate the percentage of viewed properties.

-Weekly calendar with how many appointments, showings, and applications taken.

  1. Print out your weekly calendar, to show the number of appointments scheduled, how many showed, and any applications taken

**Every Tuesday blinds emails are sent out to prospective tenants (See page 47 above for the process)

**Every Thursday- Owner updates are to be done.

  1. Run the Owner Leasing Report for status “For Rent”
  2. Call all owners for properties that are up for rent and update them on the activities for the week. This is an opportunity to give them feedback on the property as well. If you need more advertising dollars from them, now is a great time to request those as well.
    1. Example: Mr. Smith your property located at 1234 Elm Street has been on the market for 25 days, we had 10 calls, and I have shown it 3 times this week. The feedback has been positive/negative.
    2. Reports can be printed or emailed to owner

Monthly: (These reports are turned in on the first day of each month for the previous month):

  1. Properties rented- print a resident move in report using the “date rented” field, enter the dates from the previous month (i.e. for properties that rented in March you would enter 03/01/2011 to 03/31/2011).
  2. Application Log-  make a copy of the application log and turn in to the owner/operator or manager.

These reports and their deadlines may change according to performance and management’s decisions.  They may also be revised as deemed necessary by Management One.