Leasing Morning Checklist

Leasing Morning To-Do List:

  1.   Review list of Applications Tasks
    1. Check Outlook and Appfolio for any new Applications
    2. Go to Appfolio
    3. On the left hand side click on Leasing
    4. A menu will drop down and click on Applications
  2.   Review Applications for Properties
    1.  Click on Name of Applicant to go to Applicants page
    2. Scroll down to Up Coming Activities
    3. Check tasks to see if activities are Complete
    4. If Apps are complete and in line to screen: send to screening.
  3.   Check Trello for status of applications that are being screened
    1.   Login to Trello
    2.   Go to Applications Board
    3.   Review Current Apps list for apps that are being screened
    4.   Review Apps that are Pending Agent Review
    5.   Review Portfolio board for Apps with Hold Agreements out.
  4.  Lead Follow Up: Any messages from prospects
  5. Help Scout Follow Up
  6. Showing Check
  7. Check in with Leasing Director for updates
  8. Check in with Leasing Specialists for prospect feedback and listing suggestions

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