New Prospective Resident Call / PRI

Dialogue/Script & Documentation when a prospective client calls:

"...which property were you interested in?"

"Sure, let me bring that up on the computer..."

Open the Prospective Resident Detail/PRI

Open the Prospective Resident Detail / AIS

From the Tree View:

  1. Expand the Leasing Section
  2. Click on Add Prosp. Resident

Gather Contact info and Preferences of the Prospect

Gather Contact info and Preferences of the Prospect

... as you fill in the Prospective Resident Detail / PRI

  1. "May I have your name?" (As you bring it up…)
  2. "When were you looking to move 'Joe' ” (State their Name)??
  3. "May I get your phone number in case we get disconnected."
  4. "By the way, may I get your email in case something special comes up?"
  5. Then, click SAVE
  6. "In which price range are you looking for (High/Low)?"
  7. "Also, do you have indoor pets?"
  8. Then, click SAVE
  9. "What is the reason that you are looking for a rental Home?"
  10. "By the way, are you renting right now or do you own your own home?"

a. If they say they own, ask "Is everything current and in good standing now?"

b. If they say "yes", tell them that you would need to qualify their income for both, their house payment and the rental property they are interested in.

Gather the Prospect's Property Search Criteria and Promotion Information

Gather the Prospect's Property Search Criteria and Promotion Information
  1. "In which City do you want to live in?"
  2. "How many bedrooms and bathrooms does your family need?"
  3. "Were you looking for a two car garage or more?"
  4. "Is a fireplace and central air important?"
  5. "Did you prefer a one or two story home?"
  6. Then, click SAVE
  7. "Anything else I need to know?"

a. They might say they want a pool or need to be as near to freeway as possible etc.?

  1. "Can I get your email, so I can send you updates as homes become available?"
  2. "How did you hear about this property?"

Qualifying the Resident Over the Phone or in Person

Qualifying the Resident Over the Phone or in Person

"Now that I have some information on what you are looking for, let me go over some of our qualifications….."

  1. "You said you were looking for a home for $1400 a month, correct?"
  2. Enter Rent Rate,
  3. then click CALCULATE (the value of 3 x the rent rate will appear -highlighted in red)

a. "Your income would need to be at least $4200 a month, of verifiable income. Does that fit within your finances?"

THEN BE QUIET AND LISTEN…

If they do not answer “yes” right away, then that is a Red Flag

4. REVIEW QUALIFICATIONS

  1. "Have you had any judgments or foreclosures within the last 3 years?"
  2. "Have you had any bankruptcies within the last 2 years?"
  3. "Have you had any evictions within the last 7 years?"
  4. "We will also run a credit check to verify you have a more positive than negative credit rating."

What We Offer

What We Offer
  • "We have numerous homes to choose from"
  • "We have personal leasing representatives that will work with you to find the home you need"
  • "We have photos of each property available"
  • "There is no charge for our list of homes"
  1. Fill in Search Criteria based on their prospective Move In Date and the Amenities they disclosed that they need.
  2. Then Click SEARCH
  3. Review the List that Generate in the Leasing Log Section and Check-mark any properties you discuss with them
  4. Select a log status from the Dropdown Menu to document the activity on the property (CALL; AT-APP TAKEN; AQ-QUALIFIED; AD-DENIED; PS-PERSONAL SHOW; TS-RESIDENT SHOW)
  5. Then click ADD
  6. These Properties will save below in the Properties of Interest Section