Information
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Document No.
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Audit (Property)
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Region
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Conducted on
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Prepared by
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Address
Drive By Observations:
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Drive by curb appeal.
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Signage and flags appearance.
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Landscape, plants, flower presentation.
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Clubhouse entrance areas/CWS mats fresh.
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Office Presentation Observations:
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Leasing desks clean and organized.
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Fitness Room presentation.
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Business Center presentation.
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Pool presentation.
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Cabana/BBQ area.
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Office Readiness & other areas of amenities.
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Tour Route Observations:
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Tour Route presentation
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Model presentation.
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Leasing and Office Review:
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Follow-up activity.
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Urgency and Focus on customers and guests.
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Leasing Goal Board in use and effective.
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Mini models being used in high vacancy units.
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Market Survey complete/Pricing accurate.
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Closing Standards Phone and in Person week.
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Daily Market Checklist current.
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Staff in-person comp shops recent.
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Review recent shop scores.
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G5 review current.
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Review advertising rates current/specials.
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Review Internet lead process.
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Sales Meetings current/written agenda used.
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Business Development & MTF.
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Write off and Bad Debt process.
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Is Ellis review current (within last 3 days)?
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Make Ready/Exterior Review:
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Vacant #1 make ready status.
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Vacant #2 make ready status.
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Vacant #3 make ready status.
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Vacant #4 make ready status.
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Grounds cleanliness.
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Parking Lot cleanliness.
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Make ready sheets being utilitzed.
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Building and Breezeway presentation.
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Personnel/Maintenance/Safety
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Review RiskConsole for current incident reports. Are reports being entered as they occur?
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Is property free from trip hazards, sidewalk/concrete issues?
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Have all employees hired or transferred within the last 30 days had initial site specific training (followup from NHO)?
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Is property addressing moisture/mold issues correctly/promptly?
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Does property have any open insurance claims/lawsuits? Reported timely to Risk?
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Are quarterly community inspections up to date? Monthly Golf Cart Inspections? Monthly Playground inspections?
Miscellaneous Observations:
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Review Employee Lease files for compliance.
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Review A/P process prompt payment invoices.
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Revenue, Expense, Capex Review.
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Ensemble Receipts, Time Sheets, Bonus Sheets.
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RM approval on all paycards/expense reports.
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Staffing and Deployment adequate:
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Employee performance issues.
Overall Visit Impressions:
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Light Maps current (weekly with work orders completed)?
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Renter's Insurance Report.
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YieldStar
YieldStar Follow Up Visit CHECKLIST
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Ensure all guest cards have been entered electronically only.
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Check Offered Rates tab in YieldStar for Updated market survey info.
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Print "Leasing Activity Report" and check recent # of quotes and review follow-up using the quote, check 5 prospects under the "Prospect Activity" tab for quote follow-up activity.
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Review 5 most recent resident scheduled billing for correct entries (rent coded to RENT, CWS Corporate Housing coded to "CORPRENT")
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Review "recommendation Dashboard" & Reasons for Performance.
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Review "Executive Dashboard" & Reasons for Performance.
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Print "Lease Compliance Report" from YieldStar for past 30 days & review.
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Discuss w/CD & MD "Managing Make Ready Dates", Print "Availability" from YieldStar or OneSite and check make ready dates have been entered.
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Discuss Shopping Report Changes, review compliance on recent shops.
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Discuss 1-15 month lease offerings, waitlists, no holds on apts and timely entry of all activity by EOB.
