Property Viewing Prioritization Template

More real-estate-property-management templates

Manage your property viewings with ease using the Property Viewing Prioritization template. This tool helps leasing consultants prioritize their tasks based on urgency and importance, ensuring that high-priority viewings are handled promptly and efficiently.

With clearly defined tasks and subtasks, this template assists in organizing and streamlining the property viewing process, ultimately enhancing client satisfaction and operational efficiency.

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Property Viewing Prioritization for Priority Matrix

Property Viewing Prioritization in Priority Matrix

Prioritize property viewings efficiently using a Priority Matrix to ensure high-priority tasks are attended to first.

You can start using Property Viewing Prioritization or other Real-Estate-Property-Management Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Urgent & Important

  • Client consultation due in 1 day
    ☐ Prepare client profile ☐ Review property options ☐ Coordinate meeting
  • Team meeting due in 1 day
    ☐ Prepare agenda ☐ Notify team members
  • Luxury Apartment Viewing due in 2 days
    ☐ Prepare property details ☐ Coordinate with client ☐ Arrange transportation
  • Client feedback review due in 2 days
    ☐ Collect feedback forms ☐ Analyze feedback
  • Lease signing due in 2 days
    ☐ Prepare lease agreement ☐ Coordinate with client
  • Commercial Property Viewing due in 1 week
    ☐ Collect property documents ☐ Prepare presentation ☐ Notify property manager

Important, Not Urgent

  • Research new properties due in 2 weeks
    ☐ Online search ☐ Contact real estate agents ☐ Visit potential properties
  • Review market trends due in 2 weeks
    ☐ Research online ☐ Attend webinars ☐ Read industry reports
  • Prepare property reports due in 3 weeks
    ☐ Compile viewing data ☐ Analyze feedback ☐ Create report
  • Revise leasing contracts due in 3 weeks
    ☐ Review current contracts ☐ Update terms and conditions ☐ Get approval from legal

Urgent, Not Important

  • Follow-up with clients due in 3 days
    ☐ Prepare feedback form ☐ Send follow-up emails
  • Update property photos due in 3 days
    ☐ Coordinate with photographer ☐ Plan photo shoot
  • Update property listings due in 1 week
    ☐ Check property status ☐ Update property details ☐ Upload new photos
  • Property maintenance check due in 1 week
    ☐ Coordinate with property manager ☐ Inspect property ☐ Arrange for repairs if needed
  • Website update due in 1 week
    ☐ Review current content ☐ Update property listings ☐ Update contact information

Neither Urgent Nor Important

  • Update client database due in 2 weeks
    ☐ Check client details ☐ Update contact information
  • Training on new property management software due in 1 month
    ☐ Enroll in training ☐ Complete training
  • Networking event due in 1 month
    ☐ Register for event ☐ Prepare business cards ☐ Plan networking strategy
  • Team performance review due in 1 month
    ☐ Prepare performance metrics ☐ Conduct review meetings
  • Client appreciation event due in 2 months
    ☐ Plan event ☐ Send invitations ☐ Coordinate with vendors