Prospect

Tyler Brooks

tbrooks@gmail.com·(614) 555-0512
Source
chat_widget
Move-in
Aug 1, 2026
Pets
No
Received
3 days ago
Assigned To
BL
Brittany

Stage Automation

·App Started4 sent0 queued

Sent & Completed

task

{{first_name}} started their application for {{property}}. Monitor progress. Reach out proactively to offer assistance with any documents or questions.

Task completed 3d ago· Brittany
sms

Hi {{first_name}}! We noticed your application for {{property}} is in progress. Need any help completing it? I'm happy to walk you through the steps!

Text sent 2d ago
emailComplete Your Application for {{property}} — We're Here to Help, {{first_name}}

Hi {{first_name}}, We noticed your application for {{property}} is still in progress — we want to make sure you don't miss out! WHAT YOU'LL NEED TO COMPLETE YOUR APPLICATION: ☐ Government-issued photo ID ☐ Proof of income (pay stubs, offer letter, or bank statements) ☐ Employment verification contact ☐ Previous landlord reference (if applicable) ☐ Social Security Number (for background check) INCOME REQUIREMENT: 2.5–3x the monthly rent Having trouble? Reply to this email or give us a call — we're happy to help! {{agent}} Monarch Properties

Email sent 1d ago
task

72-HOUR ALERT: {{first_name}} has had an incomplete application for 3 days. Personal phone call required — identify blockers and assist with completion.

Task completed just now· Brittany

Conversation

Agent
about 5 hours ago
Hi Tyler! Brittany at Monarch. Your application for Unit #204 at Harrison Park is about halfway done. Need any help finishing it up?
Prospect
about 4 hours ago
Thanks! I'll finish it tonight — just need my landlord reference info.
AIAI DraftPending Review
about 3 hours ago
No rush! If you need help adding your landlord's contact info to the portal just let me know. Unit is still available.

Pipeline Stage

App Started

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Internal Notes

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BL
JS
AR
MD
JS
Jordan
@Brittany heads up — Tyler 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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