Lead Tracking | Overview

To help you improve your occupancy rates, Rentec Direct offers an easy-to-use Lead Management feature that will help you match tenant prospects to available properties. This feature goes beyond traditional tenant lead tracking systems and automatically matches a prospective tenant to your available properties based on their interests and rental preferences and can even email you a list of prospective tenants when a property becomes vacant.

Before the system offers you or the prospective tenant the option to create a Guest Card you will need to activate the tracking system in your settings.

Start using your Rentec Direct Lead Management in four quick steps:

1. Activate Lead Tracking Features
2. Add Leads Leads can be added by you and prospective tenants based on their Rent Requirements, Desired Location, and preferred Facilities
3. Set the property information for Leads to match with
   1. Verify Rent Amount
   2. Update property Marketing Info including Bedrooms & Bathrooms, Search Criteria (Rental Assistance (HUD/Section 8, etc), and Search City 
4. Match Property and Move-In Leads

How Lead Tracking Works

Lead Tracking in Rentec Direct is a straightforward and user-friendly process designed to make your job easier.

1. A list of Leads will be created based on their preferences, entered by you and/or potential tenants.
2. When tenants are moved out of your software or you have an upcoming vacancy, set the Marketing Info to Publish Online Listings, and your Rentec Direct software will automatically indicate matches on the Property and Lead Cards.
3. Move-In Leads, converting them to Tenants

Pro Tips: 

* Have your selected Lead/s complete a quick Online Rental Application and complete your Tenant Screening Reports through your Rentec Direct software to have your rental filled quickly

* Incorporate your internal prescreening process for quicker tenant selection.

Identifying and Communicating with Leads

Rentec Direct simplifies and streamlines identifying and communicating with Leads, making you more productive. 

Identify Leads 

There are three ways to identify Leads and the properties they match. 

1. Automatically Receive an Emailed List of all matching Leads when a property becomes vacant.
2. Review vacant Property Cards 
   1. In your Rentec Direct account:
      1. Click on Summary
      2. Click on Vacancies
      3. Click on the Property
      4. Click on the number of Matched Leads on the Property Card to see the list of individuals
         
         
         
         
         
3. Review Lead Cards to Match Property
   1. In your Rentec Direct account:
      1. Click on Tenants
      2. Click on Leads List
      3. Click on the Lead
      4. Click on the number of Matched properties on the Lead Card to view a list of properties that can be printed or emailed 
         
         

Communicating with Leads

Rentec Direct software ensures efficient communication with leads, even initiating your first contact. When potential tenants add themselves as Leads, they will receive a welcoming email response immediately, providing them with the support they need. (See the example below)  

⭐ Notify These Leads and Notify All Leads options to send a broadcast email to applicable Leads 

⭐ Convert to Tenant moves an individual from the Lead List to the Tenant List, preserving the individual data and notes & history

⭐ Click directly on an email address or phone number to contact the individual

⭐ Right-click on a Lead to see communication options to:

• Send an Email or Text
• Send the Lead a notification of a property match
• Log contact notes
• Add a Sticky Note
• Review Notes & History          

Tip: Rentec Direct has partnered with Tenant Turner to provide you with more Lead Management options and create a portfolio of prequalified potential tenants. Learn more about  Tenant Lead Scheduling | Tenant Turner.