Leasing Funnel

Harbor Point · 1030 · 07/08/2026 – 09/05/2026
60-day window
New guest cards
145
prospects created in 60 days
Lease executions
8
approved applicants with a signed lease
Conversion
5.5%
8 executions / 145 guest cards
Missed followups
69
12.6% of 548 due
Follow-up is the clearest operational issue.69 missed followups, 44 of them on Deborah Rivera; unresponsive is the leading lost reason.Review workload

Leasing pipeline

last 60 days · matched prospect cohort
New guest cards145
Appointments56
Shows48
Applications27
Approvals8
Lease executions8
Move-ins6
0145 prospects
35Calls
101Web leads
9Walk-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. 1,084 activity-register events in the window.

Why prospects did not rent

90 lost in the window
Prospect Unresponsive63
Insufficient Income7
Unsure of Move-in Date4
Applicant Ungrouping4
Other reasons12

63 of 90 (70.0%) are unresponsive. 11 applications were denied.

Campaign lead volume

prospects per tracking number · top eight
Property Website · 844296676019 / 0
Property Website · 855387829417 / 1
Property Website · 844632957816 / 0
Google Business Profile · 844506216615 / 0
Apartments.com · 866936108714 / 0
RentCafe ILS · 833422638914 / 1
Google Business Profile · 844251524811 / 1
Zillow · 84471357559 / 0

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 Website5211.9%
Google Business Profile2613.8%
Zillow1500.0%
RentCafe ILS1417.1%
Apartments.com1400.0%
Walk-In800.0%
Resident Referral700.0%
Facebook500.0%
Signage200.0%
Reply Email100.0%
Craigslist100.0%

Leads by weekday

prospects created
050SunTueThuSat

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

Lead quality

53 invalid leads · 26.8% of raw inbound
Duplicate25
Hang-up18
Vendor Call6
Wrong Number3
Spam1

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

Agent workload

prospects assigned in the window · followups due to date
AgentProspectsAppointmentsShowsRentalsFollowupsCompletedMissed
Linda Haddad772823130628521
Deborah Rivera522219219815444
ILS system822018171
Property Website system511014122
Not Assigned system333012111

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
2 Bed / 2 Bath722434.2%
1 Bed / 1 Bath562100.0%
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
Omar Foster
p0001186
09/05/2026Property WebsiteDeborah Rivera1 Bed / 1 BathEmail · 09/05Active
Fatima Rogers
p0001006
09/05/2026Property WebsiteLinda Haddad2 Bed / 2 BathCall · 09/05Active
Rebecca Williams
p0001198
09/04/2026Apartments.comLinda Haddad2 Bed / 2 BathEmail · 09/04Active
James Baker
p0001197
09/04/2026Property WebsiteLinda Haddad2 Bed / 2 BathWeb · 09/04Active
Priya Murphy
p0001184
09/04/2026Google Business ProfileDeborah Rivera2 Bed / 2 BathEmail · 09/04Active
Laura Watson
p0001187
09/03/2026Google Business ProfileDeborah Rivera1 Bed / 1 BathEmail · 09/03Active
Marcus James
p0001183
09/03/2026Reply EmailDeborah Rivera2 Bed / 2 BathShow · 09/05Active
Natalia Williams
p0001103
09/03/2026Google Business ProfileLinda Haddad1 Bed / 1 BathCall · 09/05Active
Debra Castillo
p0001057
09/03/2026Property WebsiteLinda Haddad3 Bed / 2.5 BathEmail · 09/03Active
Helen Ruiz
p0001024
09/03/2026Google Business ProfileProperty Website2 Bed / 2 BathEmail · 09/03Active
Jorge Gomez
p0001014
09/03/2026FacebookDeborah Rivera2 Bed / 2 BathSMS · 09/03Active
Michelle Johnson
p0001173
09/02/2026ZillowDeborah Rivera2 Bed / 2 BathEmail · 09/04Active
Richard Guzman
p0001044
09/02/2026Property WebsiteDeborah Rivera1 Bed / 1 BathSMS · 09/02Active
Jorge Torres
p0000999
09/02/2026FacebookLinda Haddad2 Bed / 2 BathSMS · 09/02Active
John Harris
p0000992
09/02/2026Property WebsiteDeborah Rivera2 Bed / 2 BathApplication · 09/05Applied
Sandra Castro
p0001031
09/01/2026RentCafe ILSLinda Haddad1 Bed / 1 BathCall · 09/01Active
David Hill
p0001018
09/01/2026Property WebsiteLinda Haddad2 Bed / 2 BathSMS · 09/01Active
Hiro Baker
p0001000
09/01/2026FacebookILS1 Bed / 1 BathSMS · 09/01Active
Samantha Osei
p0001156
08/31/2026Google Business ProfileDeborah Rivera1 Bed / 1 BathCall · 08/31Active
Samantha Myers
p0001079
08/31/2026Property WebsiteNot Assigned3 Bed / 2.5 BathAppointment · 09/04Active
Rosa Parker
p0000990
08/31/2026Apartments.comILS3 Bed / 2.5 BathWeb · 08/31Active
Rachel Ross
p0001190
08/29/2026Google Business ProfileLinda Haddad2 Bed / 2 BathCall · 08/29Active
Susan Hill
p0001127
08/29/2026Resident ReferralDeborah Rivera2 Bed / 2 BathEmail · 09/01Active
Dmitri Young
p0001070
08/29/2026Property WebsiteDeborah Rivera2 Bed / 2 BathEmail · 08/29Active
Laura Romero
p0001049
08/29/2026Google Business ProfileLinda Haddad1 Bed / 1 BathSMS · 08/29Active
Luis Hughes
p0001163
08/28/2026Property WebsiteLinda Haddad3 Bed / 2.5 BathSMS · 08/28Active
Olivia Rivera
p0001083
08/28/2026Property WebsiteDeborah Rivera2 Bed / 2 BathEmail · 08/28Active
Brenda Osei
p0001113
08/27/2026Property WebsiteLinda Haddad3 Bed / 2.5 BathWeb · 08/27Active
Mateo Morgan
p0001058
08/27/2026Apartments.comILS1 Bed / 1 BathEmail · 09/03CancelledProspect Unresponsive
Janet Rivera
p0001052
08/27/2026ZillowLinda Haddad3 Bed / 2.5 BathEmail · 08/27Active
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.