Address: 1-H Spindrift Cir, Parkville, MD 21234, USA
Shop Date:
General Questions
Date of Phone Call:
Time of Phone Call:
Length of Phone Call:
Date of Onsite Visit:
Time of Onsite Visit:
Length of Onsite Visit:
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SHOPPER INFORMATION :
Shopper Name Given (Telephone):
Shopper Name Given (Onsite):
Guest Accompanying Shopper:
Relationship to Shopper:
Shopper's phone number given:
Shopper's email address given:
How you heard about the property:
Apartment size needed:
Date home needed:
Pets:
Number of occupants:
Reason for moving:
Special preferences or needs:
Number of people in the rental office at time of visit:
Where you shown a model and/or a vacant?:
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A NOTE ABOUT OUR SCORING SYSTEM::
OUTSTANDING : 95% TO 100%
ABOVE AVERAGE: 88% TO 94.9%
AVERAGE: 78% TO 87.9%
BELOW AVERAGE: 77.9% OR BELOW
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EXECUTIVE SUMMARY:
Leasing Professional's overall attitude and impression:
Leasing Professional's strongest points:
Leasing Professional's weakest points:
Overall Comments:
Uploaded Materials
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Telephone - 100 points possible
1. Were you able to reach a Live Leasing Professional on your first attempt? Please state in the comment box the dates and times you called before you were able to speak to a Leasing Professional.Please Select0/0
2. Did the Leasing Professional answer with the name of the community? (State the exact greeting in the comment box at the end of the section).Please Select0/3
3. Did the Leasing Professional identify him/herself?Please Select0/3
4. Did the Leasing Professional obtain your name during the telephone presentation?Please Select0/3
5. Did the Leasing Professional effectively use your name in conversation? (If so, please state in the comment box how many times they used your name in conversation)Please Select0/3
6. Did the Leasing Professional convey a warm and inviting attitude? (Please explain in the comment box at the end of the section.)Please Select0/3
7. Did the Leasing Professional ask for your telephone number? Please Select0/15
8. Did the Leasing Professional ask for your email?Please Select0/3
9. Did the leasing agent ask for your preferred method of contact?Please Select0/3
10. Did the Leasing Professional ask how you knew about the community?Please Select0/3
11. Did the Leasing Consultant determine apartment size?Please Select0/3
12. Did the Leasing Consultant determine move-in date?Please Select0/3
13. Did the Leasing Consultant determine number of occupants?Please Select0/3
14. Did the Leasing Consultant determine if you had any pets?Please Select0/0
15. Did the Leasing Consultant determine your price range?Please Select0/3
16. Did the Leasing Professional determine specific needs (i.e. w/d connections, up/downstairs, fireplace)?Please Select0/3
17. Did the Leasing Professional ask your reason for moving?Please Select0/3
18. Did the Leasing Professional ask what you liked about the floor plans and/or pictures on the company website?Please Select0/3
19. Did the Leasing Professional describe apartment features and/or amenities? (Please explain in the comment box at the end of the section.) Please Select0/3
20. Did the Leasing Professional create a sense of urgency?Please Select0/3
21. Did the Leasing Professional extend an invitation for you to visit the community?Please Select0/3
22. Did the Leasing Professional try to set a specific appointment? (Please explain in the comment box at the end of the section.)Please Select0/15
23. Based on the Leasing Professional's presentation, were you motivated to visit the community? Please Select0/8
24. Did you feel valued by by the Leasing Professional? (Please state how you felt in the comment box).Please Select0/8
Total:0/100
0
0
Community information
1. Did you easily locate the community?Please Select0/0
2. Were the main community signs clear, visible and in good condition?Please Select0/0
3. Was an "OPEN" flag banner displayed? Please Select0/0
4. Were there adequate signs directing you to the community?Please Select0/0
5. Was the leasing office easy to find?Please Select0/0
6. Were the lawns and landscaping neat and trim, and free of all trash?Please Select0/0
7. Was the general appearance of the parking area in good condition and free of trash?Please Select0/0
8. Was the leasing office clean, neat, and orderly?Please Select0/0
9. Did the leasing office communicate warmth and welcome?Please Select0/0
10. Was your first impression of the community and curb appeal a positive one?Please Select0/0
Total:0/0
0
NAN
Greeting - 20 points possible
1. Did the Leasing Professional greet you with a smile, or if busy, acknowledge you immediately?Please Select0/2
2. Did the Leasing Professional introduce him/herself?Please Select0/2
3. Did the Leasing Professional obtain your name during the visit?Please Select0/2
4. Did the Leasing Professional continue to use your name in the conversation?Please Select0/2
5. Did the Leasing Professional ask you to sit down?Please Select0/2
6. Did the Leasing Professional make a positive first impression and appear genuinely interested in helping you?Please Select0/3
7. Was the Leasing Professional professionally dressed (i.e. business casual or uniform)? Please Select0/2
8. Did the Leasing Professional remember your telephone call?Please Select0/2
9. Did the Leasing Professional reiterate/review your guest card information from your phone conversation?Please Select0/1
10. If the phone agent was out, was someone else able to help you from the information previously taken over the phone? (Please explain in the comment section below.) Please Select0/0
11. Was the Leasing Professional prepared for your appointment having remembered you from your phone call?Please Select0/2
Total:0/20
0
0
Indentify Needs - 26 points possible
1. Was a guest card completed on paper or electronically? (State who filled out the guest card in the comment box at the end of the section.) Please Select0/3
2. Did the Leasing Professional determine how you knew about the Community?Please Select0/3
3. Did the Leasing Professional identify size of apartment you needed?Please Select0/1
4. Did the Leasing Professional identify your move-in date?Please Select0/1
5. Did the Leasing Professional identify number of occupants?Please Select0/1
6. Did the Leasing Professional identify phone number and/or email address?Please Select0/3
7. Did the Leasing Professional identify price range or budget?Please Select0/1
8. Did the Leasing Professional identify if you have any pets?Please Select0/1
9. Did the Leasing Professional identify where you live now?Please Select0/1
10. Did the Leasing Professional ask why you were moving?Please Select0/1
11. Did the Leasing Professional determine if you had any specific needs or preferences (i.e. location, etc.)?Please Select0/1
12. Did the Leasing Professional create rapport while attempting to determine your needs? (Please explain in the comment box at the end of the section). Please Select0/2
14. Did the Leasing Professional discuss the features and benefits of the model apartment? (Answer based on an actual tour of a model or using a floorplan/brochure.)Please Select0/3
15. Did the Leasing Professional request you to provide your identification before taking you to a vacant apartment? Please Select0/3
Total:0/25
0
0
Demonstrating - 19 possible points
1. Did you view a vacant or model? Please Select0/0
2. Did the Leasing Professional take a scenic yet convenient route to the vacant?Please Select0/1
3. Did the Leasing Professional ask if your move date was flexible?Please Select0/1
4. Did the Leasing Professional take control of the presentation and exhibit enthusiasm?Please Select0/1
5. Did the Leasing Professional try to learn more about you throughout the tour?Please Select0/2
6. Did the Leasing Professional mention the professional management?Please Select0/1
7. Did the Leasing Professional mention 24-hour maintenance services?Please Select0/1
8. Did the Leasing Professional discuss features and benefits of the apartment? (Pleas explain in the comment box at the end of the section.)Please Select0/2
9. Did the Leasing Professional discuss and/or point out community facilities? (Please explain in the comment box at the end of the section.)Please Select0/2
10. Did the Leasing Professional discuss neighborhood facilities (i.e. shopping, restaurants, entertainment) or neighborhood conveniences?Please Select0/1
11. Did the Leasing Professional get you actively involved in conversation during the tour?Please Select0/1
12. Did the Leasing Professional show an apartment that was clean and made ready? If not, please explain in the comment box at the end of the section. Please Select0/3
13. Did the Leasing Professional effectively overcome your objection(s)? Please explain in the comment box at the end of the section. Please Select0/2
14. Did the Leasing Professional begin asking closing questions early in the presentation? Please explain in the comment box at the end of the section. Please Select0/2
Total:0/20
0
0
Closing - 30 points possible
1. Did the Leasing Professional invite you back to the leasing office following the tour?Please Select0/1
2. Did The Leasing Professional discuss rental rates positively and confidently?Please Select0/1
3. Did the Leasing Professional create a sense of urgency? If you answered "Yes" to one of the following two questions then check "Yes" in this box for full credit. Please Select0/2
4. Did the Leasing Professional mention current specials?Please Select0/0
5. Did the Leasing Professional make you feel welcome at the community? (Please explain in detail in the comment box following this section.)Please Select0/2
6. Did the leasing professional attempt any of the following closes? A maximum of 8 points can be earned if the leasing consultant asked two of the four questions. If two of the four questions were answered, then check “Yes” in this box for 8 points. If no, then check this box “No” and no points will be earned. Please Select0/8
7. Did the Leasing Professional ask you to fill out an application?Please Select0/0
8. Did the Leasing Professional ask you question that generated a yes or no answer? Please Select0/0
9. Did the Leasing Professional use assumptive phrases (ex: "your apartment", "you'll love living here", etc.?Please Select0/0
10. Did the Leasing Professional use a closing technique not listed above? (Please specify in the comment box at the end of the section.)Please Select0/0
11. Did the Leasing Professional attempt to schedule another visit to the community?Please Select0/0
12. Did the Leasing Professional provide you with any promotional material (business card, brochure, floor plans, etc.)?Please Select0/2
13. Did the Leasing Professional suggest you visit the company website?Please Select0/0
14. Based on the Leasing Professional's presentation, would you have leased an apartment?Please Select0/10
15. If unable to meet your needs, did the Leasing Professional refer you to another community?Please Select0/2
16. Did the Leasing Professional do or say anything to make your visit "extraordinarily" memorable? (Please explain in the comment box at the end of the section.)Please Select0/0
17. Did the Leasing Professional ask permission to keep in touch?Please Select0/2
Total:0/30
0
0
Fair Housing
1. Did the Leasing Professional say or do anything to discourage you from leasing due to any issues that could have been perceived as discriminatory? Please Select0/0
2. When ask about the majority types of people that live in the community did the Leasing Professional say "We rent to anyone that qualifies" or something similar?Please Select0/3
3. When you asked, "What kind of security do you have?" or "Is this a safe area?", how did the Leasing Professional respond? (Please answer in the comment box at the end of the section.)Please Select0/2
Total:0/5
0
0
Follow Up - 24 Hours - 15 Possible Points
1. Did you receive a follow-up thank you call and/or email within 24 - 48 hours of your visit?Please Select0/10
2. Did the leasing consultant follow up again within 5 business days?Please Select0/5