Quick overview of the flow of events:
Lead prequalifies for the rental
Lead schedules the viewing appointment for the rental
Tenant Turner sends the lead an appointment confirmation request the day before
Lead replies to the email or text confirming their appointment
Tenant Turner sends the lead the viewing instructions
Lead gets to the rental during their appointment time and replies to the message from Tenant Turner with the serial number of the lockbox on the rental
Tenant Turner gives the lead the randomly generated code
When you have self access viewings available, you not only offer convenience for prospective tenants, you make your leasing process more efficient as well! If you still have questions about the self-access experience, this article walks you through step by step.
Step 1: The lead inquiries via your leasing line or from the online listing. They go through the qualification process and if they meet the requirements set by your team for that rental, they move forward with scheduling their viewing!
Step 2: Based on the availability settings for your self access viewings, the lead will see a list of options for appointment times to choose from.
After selecting their preferred date and time, if you have 'set appointments' selected for the viewing approval, the next page will confirm their selection. Here is an example of what that page will look like:
If you have 'take requests' set as the viewing approval for the rental, the assigned user for that rental will need to approve or decline the request in order for the lead to move forward. Here is the screen leads will see once they have selected the appointments to request for approval:
Step 3: The time has come for the lead to view the home! They have confirmed their viewing appointment and so this is what the conversation looks like the day of the viewing:
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