Scheduling a showing with a prospect is a crucial step in the property management process. Here’s a simple guide on how to do it effectively through the Mi Property Portal.
Steps to Schedule a Showing
Access the Prospect Details Page: Begin by navigating to the details page of the prospect you wish to schedule a showing with.
Scroll to the Activity Section: Scroll down to the bottom of the page until you reach the ‘Activity’ section.
Locate the Schedule Option: In this section, look for a green box labeled ‘Schedule A Showing’.
Select a Date: Click on the green box, and you will be prompted to choose a date for the showing.
Save the Date: After selecting your preferred date, make sure to save it on the Mi Property Portal calendar to confirm the appointment.
Yes, you can create a lease directly from the Prospect Management page. Follow these simple steps:
1. Navigate to the Prospect Management page.
2. Click on the details page of the specific Prospect.
3. Look for the Action section on the right side of the page.
4. Select the Create Lease option to initiate the lease process.
This streamlined approach allows you to efficiently transition prospects into tenants by generating leases directly from their profiles.
Sending a screening request to a prospect is a straightforward process that can be completed in just a few steps. Here’s how to do it:
1. Navigate to the Prospect Management Page: Start by accessing the ‘Prospect Management’ page within the portal.
2. Select New Prospects: Click on the ‘New Prospects’ tab to view a list of potential tenants.
3. Access Prospect Details: From the rightmost column, select the detail page of the prospect you wish to screen.
4. Initiate the Screening Request: On the prospect details page, locate the ‘Action’ button on the right side. Click this button, then select the ‘Send Screening Request’ option.
By following these steps, you can efficiently send a screening request to your prospective tenant. For additional information about how the screening process works, please go to our detailed guide.
Adding a new prospect is a straightforward process that can be completed in just a few steps. Here’s how to do it:
1. Access the Prospect Management Page: Begin by navigating to the ‘Prospect Management’ section within the portal.
2. Click on Add Prospect: At the top of the page, locate the green box labeled ‘Add Prospect’ positioned beneath the page title. Click on this button to initiate the process.
3. Fill Out Prospect Details: You will be guided through a series of windows where you will need to enter various details about the prospect.
4. Navigate Through the Windows: Click ‘Next’ to move from one window to the next, ensuring that all required information is provided.
5. Submit Your Prospect: Once you have filled out all necessary details, click ‘Yes, Submit’ to complete the process.
By following these steps, you can efficiently add a new prospect to your management system, streamlining your tenant recruitment efforts.