Prospect

Jasmine Williams

jasmine.w@outlook.com·(614) 555-0287
Source
apartments_com
Interested In
The Monroe on Fifth #512 — $2,200/mo
Move-in
Jul 1, 2026
Pets
No
Received
about 3 hours ago
Assigned To
BL
Brittany
Original Message

Interested in the 1BR at The Monroe. What's the income requirement? I make about $85k/year.

Showings

Sunday, June 7 at 11:36 PM
The Monroe on Fifth #512
completed

Stage Automation

·Engaged4 sent0 queued

Sent & Completed

task

QUALIFY {{first_name}}: Confirm (1) desired move-in date, (2) budget/pricing comfort, (3) pet requirements, (4) bedroom needs, (5) any deal-breakers. Then schedule showing.

Task completed 3h ago· Brittany
sms

Great speaking with you, {{first_name}}! I'd love to set up a tour of {{property}} for you. What days/times work best?

Text sent 3h ago
emailLet's Schedule Your Tour at {{property}}, {{first_name}}!

Hi {{first_name}}, It was great connecting with you! I'd love to set up a tour of {{property}} so you can experience it firsthand. Here's what we can cover during your tour: • Full walkthrough of available units • Building amenities and common areas • Parking and storage options • Move-in process and timeline • Application requirements WHAT TO BRING: • Photo ID • Questions (we love those!) To schedule your tour, simply reply to this email with your preferred date and time, or call/text us directly. We look forward to seeing you! {{agent}} Monarch Properties

Email sent 3h ago
task

Book the showing for {{first_name}} in the calendar. Confirm unit availability. Send tour confirmation once scheduled.

Task completed 3h ago· Brittany

Conversation

Prospect
about 3 hours ago
Interested in the 1BR at The Monroe. What's the income requirement? I make about $85k/year.
AIAI Draft
about 2 hours ago
Subject: The Monroe on Fifth — Income Qualification Hi Jasmine, Great question — and great news: your income qualifies! For Unit #512 at $2,200/month, our income requirement is 3× rent = $6,600/month gross (~$79,200/year). At $85k you're at 3.2× — you're all set. Unit #512 details: • 1BR / 1BA · 750 sq ft · $2,200/month • Water, Gas & Trash included • Garage parking: $125/month (optional) • No pets policy • Available July 1st We also run a standard credit check (600+ preferred) and background/rental history check. I'd love to get you in for a tour — are you free later this week or over the weekend? The Monroe is a beautiful building and Unit 512 has a great city view. Brittany Lane Monarch Property Management

Pipeline Stage

Engaged

Changing stage cancels previous SOPs and triggers the new stage automation.

Internal Notes

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BL
JS
AR
MD
JS
Jordan
@Brittany heads up — Jasmine called in earlier, very interested. Said the unit is exactly what they're looking for.
about 1 hour ago
BL
@Jordan thanks — I'll follow up this afternoon.
30 minutes ago

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