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Lesson 4: Reporting & Property Management

Provide regular updates to landlords on leasing activity, market trends, and occupancy rates.

Hailey Good avatar
Written by Hailey Good
Updated over 2 weeks ago

Goal

Manage and track enquiries from prospective tenants in a structured way.

Why

Provide updates to landlords on leasing activity to ensure transparency, optimise decision-making, and enhance property performance.


Organise, Manage and Report

Move requirements to the relevant status, be that Enquiries, Viewing, Negotiating or Removed:

Check in on messages sent previously and chase up any you're waiting to hear on:

Add match comments and viewing comments to pull through to your report:

After speaking to the agent, if you have an idea of who they're acting on behalf of, you can add this as below to pull through to your report:

Now you are ready to export the Interest Schedule!
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Hit 'Download' on the top right hand side and pick which statuses you want to pull through to the report:

The interest schedule opens into Word or Excel where you can do some more fine tuning.

See here how the report uses the order we set and the comments added.

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