How Do I Manage Leads With TurboTenant?

Make it easy to manage your leads and prospective applicants interested in your property!

Tony avatar
Written by Tony
Updated over a week ago

We know landlord life is a busy one with a lot of responsibilities.

With that in mind, TurboTenant makes it simple to organize all of the leads that you collect when you market your listing with TurboTenant. Our Team has included a couple of resources to help you get started.

Are you a visual learner? We have a great video on our YouTube channel that will show how to manage your leads within your dashboard - check it out here!

The Basics (Explained)

What is a lead?

A Lead is a potential renter who expresses interest in your property listing.

They might have seen your listing on one of our partner listing sites and filled out a contact form or they could have seen your listing flyer and sent you a message to ask a few questions.

How does TurboTenant provide lead management?

TurboTenant makes it easier to find your next tenant by putting a Lead's information at your fingertips.

Instead of having information spread across emails, voicemails, or just a stack of sticky notes next to your phone, TurboTenant automatically consolidates all of your leads in the Leads tab of your dashboard.

When renters express interest in your property, you receive an email from us with the lead’s contact information. Then, you can instantly view the lead in your TurboTenant account.

Where do leads come from?

After you start marketing online through TurboTenant, here are a few places where leads are generated from within our platform:

  • Leads are automatically created as renters contact you from the dozens of third-party listing sites we list your property on.

  • You can manually add leads (as described above), which is a good option for any renters who reach out by phone or want to meet in person.

  • Leads are added when you share your TurboTenant property or pre-screener links.

  • When you invite someone to apply to your property, they are added as a lead so you can remember that you’ve invited them, but they haven’t completed their application yet.

Managing your leads on the web or desktop

Check out the different action items you can take within the Leads tab on the Desktop

Active - Displays the active leads.

Archived - Leads that have been archived. Please note, leads are automatically archived at 30 days if no action was taken.

Hide / Show Filters - This button hides or shows the filters that will allow you to search by name, phone number, or email address

Send Pre-Screener - This button will allow you to send the pre-screener to an individual lead

Add New - If you meet a potential lead outside of TurboTenant, you can manually add these organic leads by clicking Add New. You can then send these renters pre-screeners by clicking Send Pre-screener — you just need their name, email, and/or phone number to get started!

What do I do once I get a lead?

When a lead first comes in, you can Add Notes from any conversations you have with them. This will help you keep track of everyone and evaluate who might be a serious contender to rent your property.

If you want to keep track of the leads you've spoken with, you can mark them as Contacted within your Leads dashboard. This will help you keep track of all interested renters so no one falls through the cracks.

Manually Adding Leads

If you met a prospective renter outside of TurboTenant and would like to add them manually to send them the pre-screener questionnaire, you'll want to take the following steps:

1. Click on Leads on your dashboard (or the Leads tab in the blue column)
2. Click on Add New in the upper-right

3. Enter the details such as the rental property they are interested in, the renter's first and last name, email, and phone number.

4. If the prospective renter shared their basic information with you beforehand, you can select Add Info Manually or select Send Pre-Screener so that we can send them the free pre-screener questionnaire by email!

TurboTip: If you already have tenants and do not need to collect their basic information or have them go through the screening process, click here to learn how to skip this process and onboard them directly onto TurboTenant!

How do I invite leads to apply to your property?

To be confident interested tenants will be good tenants, take advantage of TurboTenant’s online application and screening report. Luckily, we've made inviting a lead to apply through TurboTenant simple.

On the Applicants or the Leads page, click the Actions button to see the dropdown menu and click Invite to Apply.

You can also click the Invite to Apply in the upper right-hand corner.

If you click Invite to Apply, this is the screen in which you will add the lead's contact information. They will be sent an invitation email from TurboTenant that links directly to our online application.

TurboTip: If you wish to utilize Income Insights, our tenant income verification tool, you must activate it before you request a screening report or online application. Here's how to do that.

How to archive leads

If a lead is no longer interested in your property or isn’t the right fit, you can archive them by clicking the Archive Lead option within the Actions dropdown menu to the right or by clicking into their lead profile and clicking Archive Lead!

The archived lead can be unarchived, if necessary. If an archived lead applies to your property, their application will still be shown on your Applicants page.

Best practices suggest it’s ideal to respond promptly (i.e. within a few days) to leads in order to answer any questions they may have. This is also an opportunity to encourage them to apply to your property.

If you do not hear from the lead after your initial message, we’d recommend giving them a call a couple of days later to double-check they don’t have any questions. Also, feel free to utilize the Activity Log to manually record any offline conversations or notes you'd like to keep in mind!

If the lead doesn’t respond to any outreach within 7 days, it’s probably best to archive them so your view of active tenants remains organized!

Managing your leads on the mobile app

Curious how you can manage your leads when you're on the go? You can easily keep track of interested renters in our mobile app. The Leads list is automatically synced with our desktop software so you can switch between the two device types with ease.

Step 1: Click on the Renters icon at the bottom of your screen.

Then, click on the Leads tab to view all of the leads who have expressed interest in your property.

Step 2: Click on a specific Lead's name to view their profile.

Here, you can view their contact information and pre-screener information, if they have filled one out.

Step 3: Send the pre-screener questionnaire to learn more about the prospective renter, if necessary.

Or, you can invite the lead to apply to your rental by tapping Invite to Apply.

Lead Profile - Manually Added@2x

Step 4: Initiate a call, text, or email to the lead by selecting one of the options at the top of the profile.

If you've already sent the lead a pre-screener request and need to remind them to fill it out, you can tap Send Reminder as well.

Lead Profile - Waiting on Pre-screener@2x

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Still have questions? Reach out to our Support Team via chat or by email at [email protected].

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