Leasing Funnel

Riverbend Lofts · 1060 · 07/08/2026 – 09/05/2026
60-day window
New guest cards
123
prospects created in 60 days
Lease executions
5
approved applicants with a signed lease
Conversion
4.1%
5 executions / 123 guest cards
Missed followups
86
18.5% of 466 due
Follow-up is the clearest operational issue.86 missed followups, 66 of them on Rachel Sanchez; unresponsive is the leading lost reason.Review workload

Leasing pipeline

last 60 days · matched prospect cohort
New guest cards123
Appointments40
Shows34
Applications15
Approvals5
Lease executions5
Move-ins4
0123 prospects
26Calls
88Web 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. 922 activity-register events in the window.

Why prospects did not rent

75 lost in the window
Prospect Unresponsive60
Insufficient Income5
Applicant Ungrouping4
Unsure of Move-in Date2
Other reasons4

60 of 75 (80.0%) are unresponsive. 8 applications were denied.

Campaign lead volume

prospects per tracking number · top eight
Property Website · 833538443024 / 0
Property Website · 833606619217 / 0
Property Website · 866514521716 / 1
Google Business Profile · 855566119911 / 0
Apartments.com · 87754392728 / 0
Zillow · 87797655338 / 0
Zillow · 85542810067 / 0
Resident Referral · 87742502967 / 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 Website5711.8%
Google Business Profile1700.0%
Zillow1500.0%
Apartments.com800.0%
Resident Referral700.0%
Walk-In600.0%
RentCafe ILS500.0%
Reply Email300.0%
Facebook300.0%
Signage200.0%

Leads by weekday

prospects created
050SunTueThuSat

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

Lead quality

42 invalid leads · 25.5% of raw inbound
Duplicate22
Hang-up13
Wrong Number4
Vendor Call3

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

Agent workload

prospects assigned in the window · followups due to date
AgentProspectsAppointmentsShowsRentalsFollowupsCompletedMissed
Joseph Thompson631917124022515
Rachel Sanchez541814019913366
ILS system3110871
Not Assigned system2110431
Property Website system100015123

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 Loft561911.8%
2 Bed Loft39700.0%
Loft Studio28700.0%

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
Robert James
p0002122
09/05/2026ZillowRachel Sanchez2 Bed LoftEmail · 09/05Active
Robert Silva
p0002161
09/04/2026Property WebsiteJoseph Thompson1 Bed LoftCall · 09/04Active
Camila Price
p0002204
09/03/2026Property WebsiteJoseph Thompson2 Bed LoftCall · 09/03Active
Angela Silva
p0002162
09/02/2026ZillowProperty WebsiteLoft StudioEmail · 09/04Active
Janet Cook
p0002158
09/02/2026ZillowRachel Sanchez1 Bed LoftSMS · 09/02Active
Sebastian Wood
p0002095
09/02/2026Walk-InJoseph Thompson2 Bed LoftCall · 09/02Active
Carol Romero
p0002169
09/01/2026Google Business ProfileRachel Sanchez2 Bed LoftSMS · 09/01Active
Emily Parker
p0002134
09/01/2026Property WebsiteRachel Sanchez1 Bed LoftAppointment · 09/04Active
Amanda Lopez
p0002099
09/01/2026Property WebsiteRachel Sanchez1 Bed LoftEmail · 09/01Active
Anthony Gray
p0002090
09/01/2026Property WebsiteJoseph ThompsonLoft StudioWeb · 09/01Active
Rachel Miller
p0002135
08/31/2026Property WebsiteJoseph Thompson1 Bed LoftSMS · 09/05Active
Kevin Cox
p0002205
08/29/2026Property WebsiteJoseph Thompson2 Bed LoftSMS · 08/29Active
Christine Stewart
p0002189
08/29/2026Property WebsiteRachel Sanchez1 Bed LoftCall · 08/29Active
Lisa Thompson
p0002108
08/29/2026ZillowJoseph Thompson1 Bed LoftSMS · 08/29Active
Amanda Clark
p0002093
08/28/2026Property WebsiteILSLoft StudioEmail · 08/28Active
Hiro Roberts
p0002060
08/28/2026Property WebsiteRachel Sanchez1 Bed LoftEmail · 08/28Active
Miguel Walker
p0002112
08/27/2026Property WebsiteJoseph Thompson1 Bed LoftWeb · 08/27Active
Janet Hughes
p0002197
08/26/2026Property WebsiteRachel SanchezLoft StudioSMS · 08/26Active
Emily Moore
p0002136
08/26/2026Reply EmailJoseph Thompson1 Bed LoftShow · 08/29Active
Lisa Taylor
p0002103
08/26/2026Google Business ProfileRachel Sanchez2 Bed LoftSMS · 08/26Active
Daniel Evans
p0002140
08/25/2026RentCafe ILSJoseph ThompsonLoft StudioEmail · 08/25Active
Nicole Ward
p0002072
08/25/2026Property WebsiteRachel Sanchez2 Bed LoftAppointment · 08/26Active
Michael Campbell
p0002085
08/24/2026FacebookJoseph Thompson2 Bed LoftEmail · 08/24Active
Jorge Sanders
p0002188
08/22/2026Property WebsiteNot Assigned2 Bed LoftAppointment · 08/24Active
Gabriel Green
p0002213
08/21/2026Resident ReferralJoseph ThompsonLoft StudioCanceled Guest · 09/03LostProspect Unresponsive
Sarah Chavez
p0002179
08/20/2026RentCafe ILSJoseph ThompsonLoft StudioCall · 08/22Active
Steven Rodriguez
p0002111
08/20/2026Apartments.comJoseph Thompson1 Bed LoftApplication Denied · 09/02DeniedApplicant Ungrouping
Wei Lee
p0002077
08/20/2026ZillowJoseph ThompsonLoft StudioAppointment · 08/21Active
Isabella Murphy
p0002194
08/19/2026ZillowJoseph Thompson2 Bed LoftSMS · 08/19Active
Steven Anderson
p0002160
08/19/2026Google Business ProfileJoseph Thompson2 Bed LoftEmail · 08/19Active
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.