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What is a merged property? Sometimes, it may be necessary to combine properties in Lisa's memory. This may be the result of new construction, or because of the proximity of existing properties. The #…
Updated 3 years ago by Ian Murray
How do I remove a property from Lisa?. If you need to be remove a property from Lisa the steps are very simple: the most important thing is to set an Offboard Date in advance... Lisa should take care…
Updated 4 years ago by Ian Murray
It's best to set the password for Lisa in your property management (PM), email, and calendar systems to never expire. If the password expires, Lisa will stop working until the engineers can update th…
Updated 5 years ago
Marketing sources advertise your properties to potential prospects. Most customers use their property management system and several Internet Listing Services (ILSs). Lisa supports most popular market…
Once Lisa identifies an operations contact, she will reach out to them to find out what she needs to know. She’ll ask two things: Details on your properties, and. To schedule Training call for the on…
Lisa works with a variety of software. For communication and scheduling, she can use: Google’s GSuite, including Gmail and Google Calendar , or. Microsoft’s Exchange or Outlook service.. Lisa can wor…
After Lisa has all your information, she can start responding to messages. So you can answer all her questions, Lisa launches on a Friday. This gives Lisa time to learn how to work for you. The marke…
Tell Lisa that you want to offboard a property. She’ll ask what day you want to set for offboarding and start the process. Until that day, she will schedule appointments normally. On the day of offbo…
Lisa expects that on-site agents will be at a property during their scheduled hours. They must have a lower showing order , e.g. 1st or 2nd, than off-site agents. To send appointments to the off-site…
Sometimes agents cover more than one property. Lisa needs to know where they’ll be so she can schedule appointments for them. If agents have distinct hours at multiple properties during the week, you…
To link up with your existing information technology, Lisa needs only a few things: Name-based emails for each employee and boss,. Access to your property management system. You’ll need to make sure…
Lisa needs your help bringing new properties on board. You will give Lisa the tools and information to communicate with you team. The process takes two weeks. Week 1: Information and Tools. What You…
Role-based emails, such as leasingoffice@property.com don’t work well: It’s uncertain who handles an appointment. They result in a lower reply rate. Many agents might accept the same appointment. Rol…
The first thing Lisa needs to know is who will be helping her to set up. Each person has a role in bringing your properties on board. She needs to know who is in charge of: Information Technology (IT…
Once Lisa knows who is in charge of marketing, she will reach out to coordinate. She will ask two things: For the full list of marketing sources, and. To switch marketing on the Thursday before launc…
Lisa relies on emails to communicate with your agents and managers. So, email addresses need to be for particular individuals. Name-based email addresses link feedback and scheduling to the right per…
Your Information Technology (IT) team can provision Outlook Exchange emails for $10/month. GSuite emails are inexpensive as well. You can also preserve a former employee's mailbox by following these…
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Updated
by Ian Murray