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Understanding Lisa's Behavior

Removing and Firing Agents

What's the best way to remove a leasing agent from a property?. There are actually a few ways to remove an agent. Here, we'll run down what you may need to do, as well as the behavior you'd expect to…

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Why Does Lisa Ask for Feedback?

About one hour after a prospect's appointment, Lisa will write: Hello! How was your appointment at the property? Here's the link to apply: [a link to your property] The feedback prospects give are in…

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Why Did Lisa Say That?

Lisa is a learning system. Each conversation teaches Lisa how to best talk to new prospects: She optimizes her language to increase prospect conversion. Over time, Lisa gets better prospects for each…

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How Does Lisa Decide if She Can Make an Appointment?

If you're an AppFolio customer, use the "Ready for Showing On" field to tell Lisa when units are ready to be show. Lisa makes appointments if your showing policy indicates that a prospect will be abl…

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What Are Showing Policies and What Do They Mean?

If you're an AppFolio customer, you should use the "Ready for Showing On" field instead. If you don't use AppFolio, Lisa follows one of five showing policies: NOTICE makes appointments for units avai…

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Where Can I Get Transcripts of Lisa's Conversations?

Lisa records her conversations with prospects in transcripts. Many clients review these before their appointments. There are three places you can get them: Prospects.csv has a link to every conversat…

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How Does Lisa Use Machine Learning?

Lisa leverages the nearly one-million conversations she's had to best convert leads to prospects. She learns from every conversation. And, every language decision is tested and optimized to convert l…

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What Property Types Does Lisa Understand?

Lisa knows how to work with five different types of properties: Single-family residences (SFR) with four or fewer units,. Multifamily residences (MF) that are not student housing, senior housing, or…

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What Can Lisa Do? What Operational Changes Need to be Made?

Lisa is great at a lot of things. She respond to prospects, follows-up, schedules appointments, and answers questions. However, she’ll rely on you and your teams for some critical tasks. She works to…

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Where Does Lisa Get Her Availability?

Lisa gets availability every hour from your property management database. She finds the soonest availability for each unit type: studio, 1br, 2br, etc. She looks at whole single-family residences (SF…

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Is It Better to Offboard or Disable Lisa on a Property?

You might need to stop Lisa from making new appointments at a property. You can offboard the property or change the showing policy to disabled. Offboarding Lisa: if you sell a property or no longer w…

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When Does Lisa Cross-Sell Units and Properties?

If one property doesn’t have the type of unit that a prospect is looking for, Lisa will try to cross-sell to them. Lisa has two approaches to cross-selling: Finding units at nearby properties owned b…

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What Happens When Leads Message Lisa for an Offboarded Property?

Before the offboarding date , Lisa will respond normally and try to schedule appointments. At the offboarding date, Lisa will tell leads that she no longer works with your property. After that day, s…

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When Does Lisa Put a Prospect on the Waiting List?

If Lisa doesn’t have the type of unit available that interests a prospect, i.e. 1br, 2br, 3br, etc. she will try to cross-sell them on another unit or property with your firm. If that doesn’t work, s…

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When Does Lisa Quote the Rent?

Lisa queries your property management database to determine the range of rents available. When asked about rent, she quotes the lowest available rent for the type that interests a prospect. She expla…

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What is the Difference Between an AGENT, a BOSS, a PROSPECT, and the Other Roles?

Lisa works with different sorts of people in different ways. She messages: PROSPECT s to book appointments,. relies on AGENT s to answer questions and conduct showings,. checks policies with BOSS es,…

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Why Didn’t Lisa Reply Within Two Minutes?

Lisa normally replies within two minutes, but something else might be causing the delay. Check these things to make sure she can respond: Check that marketing has been switched to Lisa ,. Ask her if…

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How Do I Explain Who Lisa Is to Agents and Prospects?

Lisa works well with plain language. It’s best to treat her as an off-site agent who works remotely. Part of how Lisa helps convert leads to applicants is by providing good customer service that seem…

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Why Shouldn’t I Cc Lisa? Can Lisa Cc my agents?

Lisa doesn’t understand messages with "Cc" fields. She uses email addresses to decide what role a person has and tries to: Convert them to a showing,. Respond to their needs as an agent, or. Respond…

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What Happens if Someone Unrelated to Leasing Messages Lisa?

Certain people also message Lisa: Employers confirming residency,. confused maintenance people,. contractors,. third-party real estate investors, and so forth. Lisa’s job is to help prospects become…

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What Happens if an Applicant or Resident Messages Lisa?

Some applicants message Lisa to check on the status of their application. Residents also sometimes message Lisa with maintenance requests. Since leasing and maintenance is your business, she won’t be…

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