Leasing negotiation and closing techniques training
12
Software and tools training
13
Approval: Software and Tools Usage
14
Shadow a senior leasing specialist
15
Property site tour
16
Review property maintenance and repair policies
17
Review Fair Housing Act policies
18
Approval: Fair Housing Act Policies
19
Initial assignments with guidance
20
Approve initial assignments
Welcome meeting with HR team
In this task, the leasing specialist will have a meeting with the HR team to discuss their role and responsibilities. They will learn about the company culture, policies, and procedures. It is important for the leasing specialist to understand the expectations of the company and align their work accordingly. This meeting will set the foundation for a successful onboarding process.
1
Introductions
2
Company overview
3
Leasing department overview
4
Leasing specialist role and responsibilities
Introduce to the leasing department team
In this task, the leasing specialist will be introduced to the leasing department team. They will have the opportunity to meet their colleagues and learn about their roles and responsibilities. Building relationships with the team is crucial for a smooth transition into the new role. The leasing specialist will have the chance to ask questions and get to know their team members.
Provide an office tour
In this task, the leasing specialist will be given a tour of the office. They will be shown where different departments are located, where to find necessary resources, and where to ask for assistance if needed. The office tour will help the leasing specialist navigate their new work environment and feel more comfortable in their surroundings.
HR Policy Briefing
In this task, the leasing specialist will receive a briefing on HR policies. They will learn about important policies such as dress code, attendance, leave, and confidentiality. Understanding these policies is crucial for maintaining professionalism and adhering to company rules. The HR policy briefing will also address any questions or concerns the leasing specialist may have regarding HR policies.
1
Dress code
2
Attendance
3
Leave
4
Confidentiality
Approval: HR Policy
Will be submitted for approval:
HR Policy Briefing
Will be submitted
Assign company equipment and access rights
In this task, the leasing specialist will be assigned company equipment and granted access rights to necessary tools and systems. They may receive a laptop, phone, access cards, and login credentials for various software applications. Ensuring the leasing specialist has the required equipment and access rights is essential for them to perform their job effectively.
1
CRM system
2
Email system
3
Intranet
Basic leasing operations training
In this task, the leasing specialist will receive basic training on leasing operations. They will learn about the leasing process, including prospecting, touring, application processing, lease negotiations, and move-in procedures. Understanding the basics of leasing operations is crucial for the leasing specialist to effectively perform their job responsibilities.
1
In-person
2
Online
1
Prospecting
2
Touring
3
Application processing
4
Lease negotiations
5
Move-in procedures
Review leasing contracts formats
In this task, the leasing specialist will review different leasing contract formats. They will familiarize themselves with the structure, key terms, and clauses commonly included in leasing contracts. Understanding the different contract formats will help the leasing specialist effectively communicate lease terms to prospective tenants and facilitate the leasing process.
1
Residential lease
2
Commercial lease
3
Short-term lease
Review property listings and pricing
In this task, the leasing specialist will review property listings and pricing. They will become familiar with the available properties, their features, amenities, and pricing. Understanding the property listings and pricing is essential for the leasing specialist to effectively market and lease properties to prospective tenants.
1
Property A
2
Property B
3
Property C
Approach to prospective tenants training
In this task, the leasing specialist will receive training on how to approach prospective tenants. They will learn effective communication strategies, how to build rapport, and how to address potential tenant inquiries. Mastering the approach to prospective tenants is crucial for the leasing specialist to attract and convert leads into tenants.
1
Effective communication strategies
2
Building rapport
3
Addressing tenant inquiries
Leasing negotiation and closing techniques training
In this task, the leasing specialist will receive training on leasing negotiation and closing techniques. They will learn how to negotiate lease terms, handle objections, and close leasing deals. Mastering leasing negotiation and closing techniques is essential for the leasing specialist to secure leases and maximize the occupancy of properties.
1
Negotiating lease terms
2
Handling objections
3
Closing techniques
Software and tools training
In this task, the leasing specialist will receive training on the software and tools used in the leasing department. They will learn how to navigate the CRM system, manage leads, track leasing progress, and generate reports. Mastering the software and tools is crucial for the leasing specialist to efficiently organize and track leasing activities.
1
CRM system
2
Leasing software
3
Reporting tools
Approval: Software and Tools Usage
Will be submitted for approval:
Software and tools training
Will be submitted
Shadow a senior leasing specialist
In this task, the leasing specialist will shadow a senior leasing specialist. They will observe and learn from the senior specialist's daily activities, communication style, and problem-solving techniques. Shadowing a senior leasing specialist will provide the leasing specialist with real-world insights and practical knowledge to excel in their role.
Property site tour
In this task, the leasing specialist will go on a property site tour. They will visit different properties, explore their features, amenities, and learn about the surrounding neighborhood. The property site tour will help the leasing specialist become familiar with the properties they will be leasing and provide valuable information to potential tenants.
1
Property A
2
Property B
3
Property C
Review property maintenance and repair policies
In this task, the leasing specialist will review property maintenance and repair policies. They will understand the procedures for handling maintenance requests, emergency situations, and tenant responsibilities. Familiarizing themselves with property maintenance and repair policies will enable the leasing specialist to effectively address tenant maintenance concerns.
1
Maintenance request procedures
2
Emergency situation protocols
3
Tenant responsibilities
Review Fair Housing Act policies
In this task, the leasing specialist will review Fair Housing Act policies. They will understand the laws and regulations related to fair housing, discrimination, and tenant rights. Complying with Fair Housing Act policies is essential for the leasing specialist to provide equal housing opportunities and maintain legal compliance.
1
Fair housing laws
2
Discrimination policies
3
Tenant rights and protections
Approval: Fair Housing Act Policies
Will be submitted for approval:
Review Fair Housing Act policies
Will be submitted
Initial assignments with guidance
In this task, the leasing specialist will receive initial assignments with guidance. They will be given tasks related to leasing activities such as lead generation, property tours, lease document preparation, and tenant screening. The leasing specialist will receive guidance from their supervisor to ensure they understand the assignments and can complete them successfully.
1
Lead generation
2
Property tours
3
Lease document preparation
4
Tenant screening
Approve initial assignments
In this task, the leasing specialist's supervisor will review and approve their initial assignments. The supervisor will provide feedback, guidance, and make any necessary revisions to ensure the leasing specialist's assignments align with the department's goals and expectations. Approving initial assignments is an essential step in the onboarding process to ensure the leasing specialist is on track and ready to contribute effectively.
