Report For Claudia Ortiz at Prince Georgetown

Report For Claudia Ortiz at Prince Georgetown

Current Score
Average Score
  • 88%
  • 25%50%75%100%

Performance Evaluations


  • Was the telephone answered promptly?Yes1/1
  • Did the leasing consultant answer by identifying him/herself and the community?Yes1/1
  • Was their voice pleasant and professional?Yes1/1
  • Did the leasing consultant ask for your name?Yes1/1
  • Did the leasing consultant use your name throughout the conversation?Yes1/1
  • Did the leasing consultant ask you how you heard about the community?Yes1/1
  • Did the leasing consultant request your phone number?No0/4
  • Did the leasing consultant ask your desired move in date?Yes1/1
  • Did the leasing consultant ask for the number of occupants?No0/1
  • Did the leasing consultant ask If you were looking for any special features or had any specific preferences in mind?Yes1/1
  • Did the leasing consultant ask if you needed directions to the community?Yes1/1
  • Did the leasing consultant ask what size apartment you were looking for?Yes1/1
  • Did the leasing consultant ask If you had a specific price range?No0/1
  • Did the leasing consultant ask If you had any pets? Yes1/1
  • Did the Leasing Consultant describe the apartment features?Yes1/1
  • Did the Leasing Consultant describe the community amenities or local area conveniences?No0/1
  • Was a specific apartment described that met your needs?Yes1/1
  • Were the apartment features described before a price was given?Yes1/1
  • Did the Leasing Consultant create a sense of urgency?Yes1/1
  • Did the Leasing Consultant attempt to set an appointment with you?Yes5/5
  • Did the Leasing Consultant leave a positive impression about him/herself and the community?Yes1/1
  • As a result of the conversation were you looking forward to visiting the community?Yes1/1
  •  Total: 22/29

Please describe the Leasing Consultant's telephone presentation including greeting (state the exact greeting), prices, features, amenities, and how they persuaded you to visit the community (Please write the phone narrative from beginning to the end of the conversation): :

After the 3rd ring... “Thank you for calling Prince Georgetown Apartments and Townhomes this is Claudia, how may I help you?” I told Claudia I was looking for an apartment. She asked how soon I was looking to move. I told her the first week in April. She asked for my name and how I heard about them. I told her Chrissy and I found them on She asked me what size apartment and I told her I needed a two bedroom.

Claudia asked what special features that I needed, and I told her closet space and a lot of lighting was important. She said their apartments have a lot of natural light. She repeated my move date and confirmed I needed a two-bedroom apartment. She informed me for the time frame I was looking they do not have a two-bedroom available. They only have a one and three bedrooms available at that time, but she recommended their sister property. I told her I would consider a one-bedroom to see.

Claudia went on to describe the home along with the square footage and the amount of closet space the home had to offer. She told me the application process If I was interested in the home. She was very detailed.

She asked if I had any pets and I told her I did not.

Claudia invited me in for a tour and we agreed on a time the following day. She provided the address and asked if I needed directions. I said no, that I would just put it in WAZE.

Claudia did explain that she would be working at her sister community and that I would meet her there and then we could drive over to Prince Georgetown.

She thanked me for calling and we said our goodbyes.

Overall, Claudia was very upbeat and friendly. She seemed very genuinely interested in helping me find my new home from our phone conversation.

Site Observation

  • Was the community easy to locate?Yes0/0
  • Were the community signs quickly visible?Yes0/0
  • Were there enough directional signs to easily find the leasing office?Yes0/0
  • Were the signs in good repair and attractive?Yes0/0
  • Did you find the property trash fee and neat?No0/0
  • Was the landscaping attractive?Yes0/0
  • Was there any trash of furniture around the dumpsters?Yes0/0
  • Was the leasing office neat and inviting?Yes0/0
  • Were refreshments made available?No0/0
  • Were building entries clean and free of clutter?Yes0/0
  • Did you notice any siding/trim, etc. which needed painting and repair?No0/0
  • Were laundry rooms neat and clean? No0/0
  • Were common areas pool/playground etc. well maintained?Yes0/0
  • Was your overall impression a positive one?Yes0/0
  •  Total: 0/0

Please explain your answers, if necessary, to the questions related to the site observation: :

When I arrived, the property did have a lot of trash and furniture around the dumpsters. Claudia did apologize and said they were constantly making changes to the community to make it look nicer. All of that was easily put aside just because Claudia was such a pleasure to talk to during my visit.


  • Did the Leasing Consultant stand up to greet you with a smile and a handshake OR, if the Leasing Consultant was busy with someone else, did he/she acknowledge your presence and ask you to make yourself comfortable?Yes1/1
  • Was the Leasing Consultant dressed professionally?Yes0/0
  • Did the Leasing Consultant introduce him/herself to you?Yes1/1
  • Did the Leasing Consultant have a partially completed guest card available, fill one out to you, or invite you to fill one out?Yes1/1
  • Did the Leasing Consultant seem genuinely interested in helping you?Yes1/1
  •  Total: 4/4

Please describe how the Leasing Consultant interacted with you when you first arrived on-site? :

The guest card was partially filled out and we completed upon my arrival. Claudia was wearing black slacks, blouse, and a black sweater over the top.


  • Did the Leasing Consultant ask or confirm how you heard about the community?Yes1/1
  • Did the Leasing Consultant ask or confirm your move-in date?Yes1/1
  • Did the Leasing Consultant ask or confirm number of occupants?Yes1/1
  • Did the Leasing Consultant ask or confirm special or specific features?Yes1/1
  • Did the Leasing Consultant ask or confirm your phone number?Yes1/1
  • Did the Leasing Consultant ask or confirm the size apartment you needed?Yes1/1
  • Did the Leasing Consultant ask or confirm your current address?N/A1/1
  • Did the Leasing Consultant ask or confirm why you are moving? Yes1/1
  •  Total: 8/8

Please describe the process used by the Leasing Consultant to uncover your needs by qualifying during the on-site presentation::

Claudia covered all the qualifying questions.


  • Did you see a MODEL or a VACANT?Yes0/0
  • Was a convenient route taken to the vacant/model apartment? Yes1/1
  • Were any energy saving features discussed and/or explained? (i.e. New HVAC system; LED Bulbs; and/or electrical outlets). Yes1/1
  • Did the Leasing Consultant attempt to find out more about you while you walked to the vacant/model, during the presentation, or while reviewing floor plans?Yes2/2
  • Did the Leasing Consultant speak of the benefits concerning the Management Company?No0/2
  • Did the Leasing Consultant mention maintenance and their quick response?No0/2
  • Did he/she discuss or point out the amenities and facilities on the property or any area conveniences?Yes2/2
  • Were benefits or features in the apartment pointed out or discussed with you?Yes2/2
  • Was the presentation personalized by talking about your furniture/belongings and how they would fit in the apartment?Yes2/2
  • Did the Leasing Consultant spend enough time with you throughout the demonstration?Yes2/2
  • Were your objections overcome?Yes2/2
  • Was the vacant/model comfortable (lighting, temperature, clean)?Yes2/2
  •  Total: 16/20

Onsite Narrative (Please provide a detailed narrative of your visit and be specific. This is mandatory.):

When I arrived at the office Claudia was handling a resident on the phone that was having a maintenance issue. She apologized a couple of time to let me know that she would be with me shortly. She confirmed that I wanted a one bedroom, however, she was having a situation that the apartment was a little dirty and that it was being worked on. I told her that was fine. She just wanted me to know that this was an exception since I was coming from Baltimore.

As we walked up to the vacant, she started to describe the features of the community. When we walked in, she explained how my furniture would fit and how there was so much natural light, which is what I had requested. Claudia did a nice job going through all the details of the home.

When Claudia asked if I liked the home, I explained that I was not a big fan of gas or the long walk to the apartment once you've parked. She said since she has been working here for the last five months, she’s heard maybe a couple of concerns about the walking.


  • Did the Leasing Consultant invite you back to the office?Yes1/1
  • Did the Leasing Consultant ask you to fill out an application and discuss the application process?Yes10/10
  • Did the Leasing Consultant confirm your move in date?Yes2/2
  • Did the Leasing Consultant mention any specials or incentives that were currently being offered?Yes3/3
  • Did the Leasing Consultant create a sense of urgency?Yes2/2
  • Did the Leasing Consultant ask you why you were not interested in renting today? Yes2/2
  • If you stated that you had other places to see, were you asked where else you wanted to look before making a decision?No0/1
  • Was the Leasing Consultant knowledgeable about neighboring/competing properties?N/A1/1
  • Were you given a brochure?Yes1/1
  • Were you give an application? Yes1/1
  • Did you feel that the leasing consultant was giving the sale his/her best effort?Yes2/2
  • Did the Leasing Consultant attempt to overcome your objections in regards to why you are not ready to lease today and close again?Yes4/4
  • Based on the Leasing Consultant's performance would you have rented from him/her?Yes5/5
  •  Total: 34/35

Please briefly describe the Leasing Consultant's closing skills and techniques used ( This is a mandatory field. Be as specific as possible).:

Claudia really had a pleasant personality. She offered to take me back to the office to go over the application process along with completing the guest card. She really wanted me to lease from her today. She handed me another brochure and her business card. She realized that I had other properties to visit, but she knew that "I would love living at this property" as she stated.

Fair Housing/ Crime Supplement

  • Did the Leasing Consultant respond properly when you asked "What type of security do you have?" or "Is it safe here?"Yes0/0
  • Did the Leasing Consultant respond properly when you asked "What type of people live here?" No0/0
  • Was there anything the Leasing Consultant said or did that could have been perceived as discriminatory?No0/0
  •  Total: 0/0

Explain the Leasing Consultant's response to "What type of security do you have?" or "Is it safe here?" and "What type of people live here?" :

I asked if there were a lot of teenage kids living at the community because I had a 16 year-old son. She said, "No, not that many".

As we walked outside she pointed out how they had courtesy patrol and a police officer that lives onsite.

I also asked if there were any problems with bed bugs, and she said knock on wood she has not heard of any problems.

Performance Evaluation

Total Phone Score: 76%
On Site Score: 93%
Total Score: 0%

General Questions