Leasing Funnel

All properties · 07/08/2026 – 09/05/2026
60-day window
New guest cards
1,737
prospects created in 60 days
Lease executions
115
approved applicants with a signed lease
Conversion
6.6%
115 executions / 1737 guest cards
Missed followups
974
14.6% of 6,666 due
Follow-up is the clearest operational issue.974 missed followups, 161 of them on Alejandro Perez; unresponsive is the leading lost reason.Review workload

Leasing pipeline

last 60 days · matched prospect cohort
New guest cards1,737
Appointments633
Shows518
Applications239
Approvals115
Lease executions115
Move-ins80
01,737 prospects
451Calls
1,199Web leads
87Walk-ins and email

Every stage is a count of distinct prospects with that dated event, so the funnel is monotone and every move-in in the window traces to a prospect and the lease it produced. 12,795 activity-register events in the window.

Why prospects did not rent

990 lost in the window
Prospect Unresponsive711
Insufficient Income67
Applicant Ungrouping40
Unsure of Move-in Date33
Other reasons139

711 of 990 (71.8%) are unresponsive. 103 applications were denied.

Campaign lead volume

prospects per tracking number · top eight
Google Business Profile · 855323377170 / 3
Google Business Profile · 833391244366 / 0
Google Business Profile · 833431201862 / 2
Zillow · 866336463243 / 1
Apartments.com · 866723024941 / 2
Apartments.com · 866294622441 / 0
Google Business Profile · 866635572241 / 0
Zillow · 877889829840 / 1

Bars are prospects created in the window; the small figure is rentals from that campaign. Campaigns are tracking numbers (or a reply address) per source.

Lead sources

leads and rentals
SourceLeadsRentalsLead → lease
Property Website446122.7%
Google Business Profile379102.6%
Apartments.com26251.9%
Zillow24241.7%
RentCafe ILS13221.5%
Facebook6900.0%
Walk-In6822.9%
Resident Referral5100.0%
Instagram3800.0%
Signage2100.0%
Reply Email1900.0%
Craigslist1000.0%

Leads by weekday

prospects created
0500SunTueThuSat

Traffic skews Tuesday to Thursday and is near zero on Sundays, as the source reports show.

Lead quality

650 invalid leads · 27.2% of raw inbound
Duplicate292
Hang-up236
Vendor Call73
Spam29
Wrong Number20

Dismissed leads by reason. Raw inbound = prospects created + invalid leads.

Agent workload

prospects assigned in the window · followups due to date
AgentProspectsAppointmentsShowsRentalsFollowupsCompletedMissed
Katherine Cooper16357443610471139
Alejandro Perez14552431533372161
John Mitchell11538312460342118
Shirley Gutierrez10848383436317119
Michelle Baker923329440530897
Ana Richardson782015027326112
Linda Haddad772823130628521
Rosa Patel732420027425816
Debra Edwards682922423421717
Sandra Price672623028627115
Joseph Thompson631917124022515
Carolyn Chavez611915121720710
Pamela Roberts592622221520510
Luis Wilson562519022220418
Susan Herrera541915022020911
Rachel Sanchez541814019913366
Janet Vargas541815222221111
Patricia Chavez532217220719017
Deborah Rivera522219219815444
Wei Allen521713318317211
Carlos Cook48141321821757
ILS system512316120218715
Property Website system502221118917613
Not Assigned system4487015314211

System agents (Property Website, ILS, Not Assigned) hold leads nobody has picked up. Highlighted row is the agent carrying the most missed followups.

Conversion by unit type

leads to rentals
Unit typeLeadsShowsRentalsLead → lease
1 Bed / 1 Bath704215142.0%
2 Bed / 2 Bath551156132.4%
2 Bed / 1 Bath1795421.1%
3 Bed / 2 Bath772022.6%
1 Bed Loft561911.8%
Studio491724.1%
2 Bed Loft39700.0%
Loft Studio28700.0%
2 Bed / 2 Bath Furnished19700.0%
1 Bed / 1 Bath Furnished18615.6%
3 Bed / 2.5 Bath17300.0%

Pipeline definitions

Guest cards are prospects by created date. Appointments, shows, applications and executions are distinct prospects with that dated event in the window. Approvals, lease executions and move-ins are prospect status: every approved applicant in this data has a signed lease, so executions equal approvals, and an approval can predate the window while its move-in falls inside it. Missed followups are due before the as-of date and not completed.

Conversion here is executions over guest cards in the same window, a reporting ratio, not a longitudinal lead-to-lease probability.

Prospect ledger

most recent 30
ProspectCreatedSourceAgentInterestLast eventStatusLost reason
Susan Foster
p0002633 · 1070
09/05/2026Property WebsiteShirley Gutierrez1 Bed / 1 BathEmail · 09/05Active
Kwame Castro
p0002589 · 1070
09/05/2026RentCafe ILSShirley Gutierrez1 Bed / 1 BathEmail · 09/05Active
Hiro Herrera
p0002540 · 1070
09/05/2026Apartments.comShirley Gutierrez1 Bed / 1 BathWeb · 09/05Active
Brian Edwards
p0002430 · 1070
09/05/2026Google Business ProfileAna Richardson1 Bed / 1 BathEmail · 09/05Active
Deborah Long
p0002271 · 1070
09/05/2026Property WebsiteAna Richardson1 Bed / 1 BathEmail · 09/05Active
Robert James
p0002122 · 1060
09/05/2026ZillowRachel Sanchez2 Bed LoftEmail · 09/05Active
Cynthia Murphy
p0002033 · 1050
09/05/2026RentCafe ILSMichelle Baker1 Bed / 1 BathCall · 09/05Active
Omar Roberts
p0002000 · 1050
09/05/2026Apartments.comMichelle BakerStudioEmail · 09/05Active
Sandra Howard
p0001997 · 1050
09/05/2026ZillowMichelle BakerStudioWeb · 09/05Active
Susan Aguilar
p0001837 · 1050
09/05/2026ZillowMichelle BakerStudioEmail · 09/05Active
Wei Reyes
p0001768 · 1050
09/05/2026InstagramWei Allen1 Bed / 1 BathEmail · 09/05Active
Camila Vargas
p0001760 · 1050
09/05/2026Reply EmailSusan Herrera2 Bed / 2 BathCall · 09/05Active
Gabriel Davis
p0001699 · 1040
09/05/2026Apartments.comAlejandro Perez1 Bed / 1 BathEmail · 09/05Active
Jorge Nguyen
p0001691 · 1040
09/05/2026Apartments.comPatricia Chavez1 Bed / 1 BathSMS · 09/05Active
Stephanie Gomez
p0001597 · 1040
09/05/2026ZillowAlejandro Perez2 Bed / 2 BathEmail · 09/05Active
Gabriel Long
p0001417 · 1040
09/05/2026ZillowCarlos Cook2 Bed / 1 BathEmail · 09/05Active
Dmitri Kim
p0001381 · 1040
09/05/2026Apartments.comJanet Vargas2 Bed / 2 BathSMS · 09/05Active
Joseph Ross
p0001303 · 1040
09/05/2026ZillowPatricia Chavez2 Bed / 1 BathWeb · 09/05Active
Nancy Jackson
p0001288 · 1040
09/05/2026Google Business ProfileJanet Vargas1 Bed / 1 BathEmail · 09/05Active
Omar Foster
p0001186 · 1030
09/05/2026Property WebsiteDeborah Rivera1 Bed / 1 BathEmail · 09/05Active
Fatima Rogers
p0001006 · 1030
09/05/2026Property WebsiteLinda Haddad2 Bed / 2 BathCall · 09/05Active
Jennifer Jimenez
p0000893 · 1020
09/05/2026Walk-InKatherine Cooper2 Bed / 2 BathSMS · 09/05Active
William Kelly
p0000866 · 1020
09/05/2026Google Business ProfileKatherine Cooper1 Bed / 1 BathEmail · 09/05Active
Ana Mendoza
p0000754 · 1020
09/05/2026Google Business ProfileSandra Price2 Bed / 2 BathSMS · 09/05Active
Joseph Robinson
p0000656 · 1020
09/05/2026Google Business ProfileDebra Edwards2 Bed / 2 BathCall · 09/05Active
Elena Foster
p0000608 · 1020
09/05/2026Google Business ProfileKatherine Cooper1 Bed / 1 BathEmail · 09/05Active
Camila Kim
p0000587 · 1020
09/05/2026Property WebsiteNot Assigned2 Bed / 2 BathCall · 09/05Active
Karen King
p0000371 · 1010
09/05/2026Google Business ProfilePamela Roberts2 Bed / 2 BathSMS · 09/05Active
Kwame Young
p0000370 · 1010
09/05/2026Property WebsiteJohn Mitchell2 Bed / 2 BathWeb · 09/05Active
Rachel Reyes
p0000191 · 1010
09/05/2026Google Business ProfileCarolyn Chavez1 Bed / 1 Bath FurnishedCall · 09/05Active
Definitions & report reconciliation

Unlike aggregate Yardi exports, every row here carries a prospect id, so the pipeline is a matched cohort: guest cards ≥ appointments ≥ shows ≥ applications ≥ approvals ≥ move-ins holds for every property, and the verify script asserts it. Rentals by Source, Property Performance and Team Performance by Agent are all views over the same prospect and event rows, so their counts agree.

Invalid leads are dismissed inbound contacts (duplicate, hang-up, vendor) and are not prospects. Campaign counts are prospects per tracking number; a prospect belongs to exactly one campaign.