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Prospect Screening & Resident Onboarding

Prospect Tracking & Management System

Description

Convert prospects into residents - capture, manage, and track critical data about prospects from the first point of contact through move-in.

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Increase Occupancy by Converting Prospects into Residents 

  • Field, report, and follow-up on calls, emails, and visits from prospects 

  • Create, assign, and manage tasks for company-wide or community-specific prospect tracking use 

  • Utilize industry-best tools and templates to ensure that prospects receive the highest level of service and attention across your communities 

  • Improve productivity and simplify workflow upon move-in with automated transfer of prospect data directly into online resident records 

  • Fully integrated prospect communication workflow including: automated (and one-off) outbound emails based on specific prospect criteria and associated, pre-designed campaign strategies and templates

 

Leverage Detailed, Real-Time Reporting Platform to Exceed Company Goals

  • Review dashboard display highlighting key statistics with data organized by property, division, and task status to keep discussions in process until deals are closed 

  • Provides real-time month- and year-to-date statistics on: 

    • Traffic​

    • Prospects

    • Converted leads

    • Overdue tasks

  • Dynamically updates statistics for detailed sales forecasting based on live data  

  • Includes comprehensive, ready-to-print web reports (both stock and custom) with drillable detail which can be converted to, and opened directly in, Excel 

 

Maximize Your Marketing Dollars 

  • Integrates with third-party sales and marketing websites that automatically feed leads directly into the Prospect Tracking and Management System 

  • Seamlessly route prospect requests from third-party websites to your sales staff based on customized lead categorization parameters  

  • Trace leads back to the source of advertising to determine the return on marketing initiatives

Prospect Screening & Resident Onboarding

Resident Screening by origEn services

Description

Custom-designed for manufactured housing community owners and operators, this full-service resident screening suite includes credit and criminal background checks, optional eviction searches, and complete residency document generation, with information automatically filled in. E-Signature option is available via DocuSign integration, with completed residency documents stored online.

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Key Features

  • Convenient Online Service: Fully automated to deliver credit and background information available while you wait. All data and documents are stored on our secure servers. Fully-integrated with ManageAmerica, so onsite users enter the data one time into a user-friendly interface-no redundant data entry.​

  • Consistent Objective Decisions: Approval criteria uniformly applied to all applicants based on client-predetermined criteria and requirements​

  • Automated Lease Document Package Production: The same data used to screen the resident is auto populated into your package of residency documents, such as community lease and guidelines.​

  • Electronic Signature: Lease packages and other documents can be made available for “e-signature” closings and renewals.

  • Version Control: All documents necessary for the move in process, from application to pet agreements, can be controlled to ensure the currently-approved version is in use.​

 

Lease Document Package

  • Client-specific package of documents

  • Auto-populated with applicant- and community- specific data

  • On-site personnel can print client-approved lease package documents

  • Renewal Lease Document Service with ManageAmerica Integration

  • E-Signature configurable for either in-person or remote signing

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Online Screening Platform and Reporting Suite

  • State-of-the-art online software allows you to view your application pipeline 24/7

  • Provides client the ability to enter applicant information for lot rental only, or combine with data for home rental, lease to own, or a home loan.

  • Robust reporting provides crucial monitoring of significant trends, approval rates, and activity data

 

Credit Reports 

  • FICO scores included

  • Vantage Data Scores available

  • SSN Year of Issuance Verification Included

  • High Risk Fraud Alerts Included

  • TransUnion CreditVision Score available

  • Credit Report Summary Included

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Criminal Background Reports

  • National: instant results

  • State: instant results

  • County: non-instant results

  • Employment and landlord verifications

  • Ability to manually run additional searches, as needed

 

Non-Instant Notification 

  • Alerts client that “instant” background checks are not available when applicant currently lives and/or had lived in a “non-instant” area

  • No need to “remember” non-instant areas at data entry

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Eviction Search

  • National: instant results

  • State: instant results

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Identity Theft, Social Security Year of Issuance (for “Red Flag” compliance) and High Risk Fraud Alerts

  • Address Mismatch

  • Social Security Variation/Validation

  • Consumer Alerts

  • Alerts you when certain data elements and/or applicants’ information has been used in suspect/fraudulent activities

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