Prescreening

Communicate with the applicant coming from different leads. Reiterate the property info and our requirement. Understand their situation. Schedule a showing if fit.

• Once lead arrives, ask for phone number and email address
• Update the add records to rental applicant table in Airtable in the "Unscreened Tenant" view
• Click on "+ Add new record"
• Put in the name, email, and phone number.
• Make sure the phone number is in the Cell Phone # not in Work Phone #
• Back to the tenant window and put in the Applying Unit and Leads From

• Call the person during business hour. Right before calling the person, open the rental applicant table in Airtable.
• Open the pre-screening script
• Communicate with the applicant according to the script
• Update the record while talking, or write it down then update the record afterwards
• Before hanging up, double check if you have the following information:
  • Applicant's information
  • Showing date setup
  • Requirement like
    • credit score
    • income
    • non-refundable application fee
• Once hung up, update the airtable record
  • Change the status from "unscreened" to "Showing Scheduled"
• Send house showing confirmation on calendly
• Create a task to show the property at a specific time

Showing