The prospective resident inquiry sheet or PRI is extremely important. This is a form in M1 used to pre-qualify prospects. (Found on the tree under leasing, new prosp resident). Make sure you open a PRI on the computer the moment a client sits down at your desk or speaks to you over the phone. This is your tracking system for each client and the entry point into the Customer Relationship Management (CRM) system. Using a form like thePRI will also exhibit your professionalism to the client. The PRI will expedite your work and ensure you ask the proper questions up front. It will assist you in the pre-qualifying process. Why waste both yours and the client’s time if you will not be able to assist them in their search for a home due to some issue you have identified in your pre-qualifying procedure?

• After the client has left the office, now what do you do with the PRI?
• If an application has been accepted on a home does the status of the PRI change?
• If the client has left without opening an application, the PRI must be saved so that you can readily access it.  There are two reasons for this:
  • If the client comes back in, you need to be professional and have their PRI available, and ready to work with them.
  • Tomorrow, if the client has not come back in, you need to call the client and offer to assist them in their search for a home.  Have a couple of homes that they can rent today.  Invite them back into the office to see the new list of homes.  
• You MUST call the client back three days in a row. They came to our company to rent a home. If you wait and don’t call them back and invite them to rent from you, they WILL rent from SOMEONE ELSE!!