Need help refining pre screening process & tools

[Shane Marler]

We have a 95 lot mobile home park that we are rehabbing.  We are bringing in new units and used units that we are remodeling, adding concrete parking pads, resurfacing roads, etc. We have room for an additional 40 pads or so.

Our back ground is not real estate. Our other investments are allowing us to diversify. 

With that being said, I’m having a hard time establishing a workflow for handling inquires from prospect renters. All of this is very new to me.

These inquires are coming in via Facebook, Zillow, bandit signs, the community sign, etc.

I want to adopt a prescreening processes that asks very basic questions, such as house hold income range, credit score range, # of pets, etc.

I can create a a Google form and send it to tenants but i’m not sure where to push these forms for reporting purposes and also for team accountability. Meaning I’m not sure how set everything up to track which lead source is having the best results from a volume perspective and a quality of leads. Do I need to use a unique form for each source? What I mean about accountability, is I want the ability to quickly check that our team is using the process and following up with leads.

I believe what we need is a CRM.

Our other businesses already have a CallRail subscription so I created another company in the software and generated tracking numbers for each lead source. CallRail has forms capability but I have no experience with it.

Any advice is welcomed. I may be trying to reinvent the wheel on some of this.

I would also like to know how everyone is responding to the pre-saved messages on Zillow and Facebook Marketplace. “Is this still available?” Or “I am interested in property XYZ” or the occasional messages where they actually write something and instantly want to move to a showing.

[Drew Sygit]

Quote from @Shane Marler:

We have a 95 lot mobile home park that we are rehabbing.  We are bringing in new units and used units that we are remodeling, adding concrete parking pads, resurfacing roads, etc. We have room for an additional 40 pads or so.

Our back ground is not real estate. Our other investments are allowing us to diversify. 

With that being said, I’m having a hard time establishing a workflow for handling inquires from prospect renters. All of this is very new to me.

These inquires are coming in via Facebook, Zillow, bandit signs, the community sign, etc.

I want to adopt a prescreening processes that asks very basic questions, such as house hold income range, credit score range, # of pets, etc.

I can create a a Google form and send it to tenants but i’m not sure where to push these forms for reporting purposes and also for team accountability. Meaning I’m not sure how set everything up to track which lead source is having the best results from a volume perspective and a quality of leads. Do I need to use a unique form for each source? What I mean about accountability, is I want the ability to quickly check that our team is using the process and following up with leads.

I believe what we need is a CRM.

Our other businesses already have a CallRail subscription so I created another company in the software and generated tracking numbers for each lead source. CallRail has forms capability but I have no experience with it.

Any advice is welcomed. I may be trying to reinvent the wheel on some of this.

I would also like to know how everyone is responding to the pre-saved messages on Zillow and Facebook Marketplace. “Is this still available?” Or “I am interested in property XYZ” or the occasional messages where they actually write something and instantly want to move to a showing.

 What Property Management Software (PMS) are you using?

If you have 95 units and plan to add another 40, you'll need it!

Look into Buildium, Appfolio and Rentvine.

You can then look into CRM LeadSimple or Aptly that layer on top of the PMS for customization.