Adding a Guest Card (2-6)

Other Resident vs. Co-Resident (6)

Sharing a Guest Card (7-8)

Phone log (9-10)

Searching for Prospects (11-15)

Filtering Prospect Search (14)

Prospect Follow Up Actions (16-18)

PROSPECTING

• Click the menu link to access the Menu

• Click “Residential Management”

2

ADDING A GUEST CARD

ADDING A GUEST CARD

Click “Add a Guest Card”

3

ADDING A GUEST CARD

Fill out the necessary information and click “Save”

4

Selecting the leasing agent ID is important

because this will identify you as the agent

responsible.

ADDING CO-RESIDENT(S)/OCCUPANT(S)

5

Enter additional Occupant Information

Occupants can be an Other Resident or a Co-Resident

• Co-Residents – financially responsible for lease; must be

screened

Click Detail

Click Save/Next

“OTHER RESIDENT” VS. “CO -RESIDENT”

The “Guarantor” box becomes available when “Co-Resident” is selected.

6

This screen is where you must activate if the co-resident is a Guarantor

Sharing a Guest Card will allow multiple properties in a group (such as Big Creek, Cobblestone, Pine Ridge or Huntington Green) to view the records

SHARING A GUEST CARD

7

SHARING A GUEST CARD

Check the “Share”

box to share the

Guest Card across

Property ID’s

8

PHONE LOG

To Create a Phone or Email Lead, use the Phone Log

*NOTE- A phone log will not be

recorded as a Walk-in, and thus

will not effect traffic counts for the

week.

9

Click the Main

Menu Button to

access the

Residential

Management

Menu.

PHONE LOG

Note that you can

select Initial Contact

Type – a phone call or

email. These are

important distinctions.

Always ensure this

information is entered.

From this screen you can

schedule a follow-up

appointment for a tour.

This will appear on your

calendar in MRI. Clicking

save will create the

appointment on the

calendar10

You are able to change property ID

by clicking Property ID.

PHONE LOG

Clicking Save will save

the record

Clicking Save and Next will

save the current record

and create a new blank

phone log to fill out. (used

for multiple consecutive

entry)

11

• Click the ‘washboard’ link to access the Menu

• Click “Residential Management”

12

SEARCHING FOR PROSPECTS

SEARCHING FOR PROSPECTS

Click “Select a Prospect”

13

SEARCHING FOR PROSPECTS

Checking the “Show Global Guest Cards” box will

show all Shared Guest Cards from multiple properties

Clicking the Funnel Icon will allow you to filter Prospects

Enter Prospect information

and click “Search”

14

FILTERING PROSPECT SEARCH

These are the options

available for filtering

Prospects

15

SEARCHING FOR PROSPECTS

Click the blue link to

navigate to the

Resident Guest Card

16

PROSPECT FOLLOW UP ACTIONS

To create a Follow Up with a Prospect select “Appointment”

from the “Quick Actions” drop-down menu

*Appointments will show on the Calendar*

*See “Calendar Functions” Module for details*

17

PROSPECT FOLLOW UP ACTIONS

*Appointments will show on the Calendar*

*See “Calendar Functions” Module for details*

18

The appointment will launch a window. Fill out details. This

will appear on the calendar.

PROSPECT FOLLOW UP ACTIONS

The appointment can now be found on calendar, cancelled

and completed.

19

You can navigate to the calendar through the Main

Residential Management menu – click Calendar (daily or

weekly)