Introduction to the Prospective Resident Inquiry / PRI - Orientation
New Prospective Resident- PRI
Open the Prospective Resident Inquiry / PRI
From the Tree View:
- Expand the Leasing Section
- Click on Add Prosp. Resident
Overview: Prospective Resident Inquiry / PRI
Prospective Resident Inquiry (PRI) Orientation
1. Tree Navigation
2. Header Navigation
3. PRI Information & Status Fields
- Created Date
- Status Change Reason
- SAVE button
Referred By Drop down list
- Classified
- Craigslist
- Direct Mailing
- Friend
- Internet
- Website
- Other
- Owner
- Pennysaver
- Phone Book
- Radio
- Real Estate Agent
- Rentals.com
- Resident
- Sign
- Trulia
- TV
- Zillow
Application Status Drop down list
- AT- Application Taken
- AQ - Application Qualified
- AD - Application Denied
- AM - Application Missed
- AB - Application Backed Out
Probability of Closing Percentage Drop down list
- 1-100%
Inquiry Status Drop down list
- ACTIVE
- DEPOSIT SCHEDULED
- SIGNED
- DISABLED
4. Primary Resident Contact Information Fields
- First Name
- Last Name
- Cell Phone Number
- Home Phone Number
- Work Phone Number
- Email Address
- Number of Occupants
- SAVE Button
5. Prospective Resident Needs / Requested Amenities
- Date needing to Move-in By
- City wanting to Live in
- Max Rent Rate$
- Min Rent Rate$
- Do they Need a place that takes Pets
- # of Needed Bedrooms
- # of Needed Bathrooms
- Square Footage
- Do they want a Fireplace
- Do they require Central Air
- # of Stories they prefer
- # of Car spaces needed
- SAVE Button
6. Screening Questions Checklist
7. Motivation Factor & 3xRent Calculator
- Motivation Drop down list
- Rent Rate
- Calculation of 3x Rent Rate
- CALCULATE Button
8. Search for Properties of Interest
- City
- Zip
- Map Grid
- Available From
- Available To
- Amenity 1
- Amenity 2
- Amenity 3
- SEARCH Button
9. Leasing Log (Generated List of Properties from Search criteria)
- Checkmark properties discussed
- ADD Button (will update Leasing Log)
Action Drop down list
- Call
- AT-Taken
- AQ- Qualified
- AD-Denied
- PS- Personal Show
- TS- Resident Show
10. Search for Properties of Interest (Used for Filtering Current Rental List to the Prospects Wants &/or Needs)
- City
- Zipcode
- Map Grid Number
- Availability Dates; From To
- Amenity 1
- Amenity2
- Amenity3
- SEARCH Button
11. Additional/Secondary Residents
- First Name
- Last Name
- Cell Phone
- Home Phone
- Work Phone
- ADD Button
- UPDATE BELOW Button
- List of Additional/Secondary Residents
12. Appointment History
- Appointment Time
- Appointment Date
- Appointment Status Drop down list
- Appointment History notepad
- SAVE Button
13. Notepad
14. History of Note Entries
- ADD Button