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On-Demand Resources

Learn when you want, how you want.

TPA

How to Correct Unknown Employee Records

Do you see an "Unknown Employee" in your TPA Scored Calls report? You may be missing an employee code for one of your team members. Follow the steps in this guide to correct the issue!

How-To Guide
CallTrack

Implementation Checklist: CallTrack

This checklist is your path to getting started with CallTrack. Use this checklist to keep track of each task assigned to you for a fast, simple and successful implementation process!

Implementation
TPA

Implementation Checklist: TPA (Telephone Performance Analysis) / Agent Performance

This checklist is your path to getting started with LeaseHawk. Use this checklist to keep track of each task assigned to you for a fast, simple and successful implementation process!

Implementation
ACE AI

Implementation Checklist: ACE AI Voice and Chatbot

Refer to this checklist to get started with ACE AI, LeaseHawk's AI voice and chatbot leasing assistant. Use this checklist to keep track of each task assigned to you for a fast, simple and successful implementation process!

Implementation
LeadScore AI

Implementation Checklist: LeadScore AI

This checklist is your path to getting started with LeadScore AI. Use this checklist to keep track of each task assigned to you for a fast, simple and successful implementation process!

Implementation
CRM

Implementation Checklist: LeaseHawk CRM

This checklist is your path to getting started with the LeaseHawk CRM. Use this checklist to keep track of each task assigned to you for a fast, simple and successful implementation process!

Implementation
Agent Performance

Set Up Instructions: Agent Performance and Agent ID

During your implementation process, refer to these instructions for proper setup of Agent AI and Agent ID. Evaluate how your leasing team handles all first-time prospect calls with Agent AI, and automatically identify the leasing professional on every call with Agent ID.

Implementation
TPA

Telephone Performance Analysis (TPA)

The prospect calls are coming in, but how effectively is your team handling them? Utilize TPA reports to track performance, company rank, and to identify strengths or challenge areas. TPA is vital for coaching your team to success and for performance reviews and incentive plans. Learn about TPA reports here.

Article
CRM

CRM Basics Part 1: Login, Overview and Homepage

Get started with an informative overview of the CRM and it's communication and relationship management features.

Video
CRM

CRM Basics Part 2: Missed Communications, Guest Cards and Relationships

Part two of a three-part series teaches users how to use the CRM app to manage missed inbound communications, guest cards and relationship changes.

Video
CRM

CRM Basics Part 3: Answering Communications, Walk-Ins, Tasks and Appointments

Learn how to answer a call, email or text, handle walk-ins and add tasks and appointments in LeaseHawk's straightforward CRM.

Video
CRM

CRM iOS Download Instructions

The basic version of your CRM app is available for your mobile phone or tablet through the app store. Search here for simple instructions for the IOS download.

Article
CRM

CRM Quick Start Guide

Check out these simple tips and best practices for getting started with your new CRM.

How-To Guide
CRM

CRM Basics

Follow these simple daily guidelines to use the CRM like a pro.

How-To Guide
Agent ID

Set Up Instructions: Agent ID

Agent ID uses voice biometrics to automatically identify the leasing professional on every call. During your implementation process, refer to these instructions for proper setup.

Implementation
HawkEye

HawkEye Business Intelligence

Need full transparency into the performance of your entire portfolio quickly? On your computer or on your mobile device, HawkEye is the industry's most powerful tool for a birds-eye view of your data.

Article
CRM

PMS Integration Guide: Resman

This guide provides instructions on how to integrate LeaseHawk with your Resman Property Management System (PMS). Learn about version requirements, what LeaseHawk will need from you, and all the standard integration components.

How-To Guide
CRM

Set Up Instructions: Custom Email Templates

LeaseHawk can create custom email templates within the CRM that can be used to quickly communicate with your clients. Follow these instructions to get started on your custom templates.

Implementation
CRM

PMS Integration Guide: MRI

This guide provides instructions on how to integrate LeaseHawk with your MRI Property Management System (PMS). Learn about version requirements, what LeaseHawk will need from you, and all the standard integration components.

How-To Guide
ACE AI

Set Up Instructions: ACE (Answer Calls Every time)

ACE (Answer Calls Every time) is the virtual assistant from LeaseHawk that answers calls, sets appointments and collects guest cards. During your implementation process, refer to these instructions for proper setup.

Implementation
CallTrack

Set Up Instructions: Dynamic Number Insertion (DNI)

Get step-by-step instructions on how to set up Dynamic Number Insertion (DNI) on your property websites. DNI is a snippet of code that is added to your website that will generate your unique tracking phone numbers based on the user's original ad source.

Implementation
CRM

PMS Integration Guide: RealPage

This guide provides instructions on how to integrate LeaseHawk with your RealPage Property Management System (PMS). Learn about version requirements, what LeaseHawk will need from you, and all the standard integration components.

How-To Guide
CRM

PMS Integration Guide: Yardi

This guide provides instructions on how to integrate LeaseHawk with your Yardi Property Management System (PMS). Learn about version requirements, what LeaseHawk will need from you, and all the standard integration components.

Implementation
ACE AI

PMS Integration Guide: ACE Pricing and Availability

This guide provides instructions on how to integrate ACE, the virtual leasing assistant, with your PMS (Property Management System) for access to pricing and availability data. Available PMSs include Vaultware, Yardi, RealPage, MRI and ResMan.

Implementation
CRM

Release Notes: Pushing Tour Information to RealPage/OneSite

All tours and tour notes logged in the LeaseHawk CRM will push to the LeaseHawk "Tours" report and OneSite reporting. Follow these simple steps to push Walk-in and Appointment tours to OneSite's Activity and Units Shown reports.

Release Note
LeadScore AI

LeadScore AI Product Introduction

Utilize LeadScore AI to successfully review every call and track marketing effectiveness.

Article
TPA

TPA Frequently Asked Questions (FAQs)

Get started on the right foot with everything you need to know to about TPA and call scoring.

Article
Reporting

LeaseHawk Best Practices Guide

Get started on the right foot with CallTrack, LeadScore AI, TPA, CRM and ACE. By following a few simple steps and suggestions, you and your team will be set up for leasing success. Even if you're a LeaseHawk pro, you might learn something new here!

Article
CRM

Set Up Instructions: Website Forms to Guest Cards

Get step-by-step instructions on how to set up your website forms, so they will automatically create Guest Cards for you in the LeaseHawk CRM.

Implementation
TPA

Telephone Performance Analysis Standard Leasing Survey

Telephone Performance Analysis (TPA) utilizes trained analysts that evaluate and review your employees’ calls with actual prospects. In this guide, learn how each call is scored using a weighted survey of best practices.

Implementation
CallTrack

CallTrack Product Introduction

Keep track of which ad sources are bringing in calls and then efficiently analyze the call recordings, volume and data.

Article
CRM

Release Notes: Filter By Point Person

The latest release for the LeaseHawk CRM, available January 23, 2019. Filter CRM buckets by Point Person to simplify your communication plan.

Release Note
CRM

Release Notes: AI (Artificial Intelligence) Call Transcriptions

The latest release for the LeaseHawk CRM, available April 12, 2019. View call transcriptions within the CRM.

Release Note
CRM

Release Notes: Ability to Change Point Person

The latest release for the LeaseHawk CRM, available October 20, 2017. This new enhancement allows users to easily change the Point Person for CRM contacts.

Release Note
Reporting

Release Notes: HTML Export & Timeline Notes Reporting

The latest release for the LeaseHawk CRM, available March 26, 2018. Learn the simple way to download and add timeline reports from the LeaseHawk CRM.

Release Note
CRM

Release Notes: Real Time Pricing & Availability

The latest release for the LeaseHawk CRM, available December 22, 2017. Take advantage of the LeaseHawk CRM to instantly produce real-time unit information.

Release Note
CRM

Release Notes: Point Person Filter Enhancements

The latest release for the LeaseHawk CRM, available February 22, 2019. Adjust the settings for the Point Person Filter in the CRM.

Release Note
CallTrack

Call Recording Acknowledgment

Starting to use LeaseHawk for the first time? Make sure your employees are aware of call recording.

Implementation
Reporting

System Requirements

Whether you're using Windows, Mac or a mobile device—this helpful guide can assist you to make sure you're using the browsers and systems for the best LeaseHawk experience.

Implementation
CRM

OneSite Users Only:  Real Time Pricing & Availability

RealPage OneSite users can review real-time pricing and availability and generate quotes in the CRM.

Video
Reporting

LeaseHawk Login Troubleshooting

You'll need a username and password to access LeaseHawk reporting, HawkEye BI, the CRM and training. Here's how it works.

How-To Guide
Reporting

How To Schedule Reports

Learn how to schedule any LeaseHawk report for regular email delivery.

Video
CRM

CRM Desktop Download Instructions

Installing the LeaseHawk CRM onto your desktop computer is fast and easy. Find a step-by-step guide here, including information on adding it to your task bar.

How-To Guide
CRM

CRM Report Descriptions

Learn about your CRM reports and where to go for monitoring your team's communications, response time and conversion rates.

Article
CRM

Learn How To Inactivate Contacts in the CRM

Learn the simple steps to deactivate former resident contacts or those that are no longer viable prospects.

Video
CRM

Set and Manage Tasks in the CRM

Tasks can be assignments for team members or follow ups for your own contacts. Learn how to create, manage and complete a task in the CRM, including setting reminders.

Video
CRM

How To Search in the CRM

Easily search for contacts using basic information or key words in communications, notes or voicemail transcriptions.

Video
CRM

Learn How To Respond To Communications in the CRM

People communicate in many ways and with the CRM you will be able to call, email or text from the convenience of your computer or mobile device.

Video
CRM

How To Log Calls in the CRM

A step-by-step guide on how to manually log a call made outside of the CRM.

Video
CRM

Set and Manage Appointments in the CRM

Appointments can be created with pop-up reminders within the CRM. You can also see your team's appointments and assist with those as needed.

Video
CRM

Log Tours in the CRM

Add tours and unit numbers in the CRM to keep your reporting records up-to-date.

Video
CRM

Adding Contacts in the CRM

Need to add a walk-in or a resident into the CRM? Or someone who called or emailed you directly? Adding a contact guest card is simple with this step-by-step video.

Video
CRM

Managing Contact Relationships in the CRM

Managing your property's sales funnel is key to success. Learn how to identify and manage the contact's relationship status as you move them through the leasing process.

Video
CRM

Merge Contacts in the CRM

Create a master contact by merging duplicate contacts and streamline your guest card data within the CRM.

Video
ACE AI

ACE (Answer Calls Every time)

ACE (Answer Calls Every-time) is your back up for busy days or after-hours calls. She answers common leasing questions, creates guest cards and schedules appointments. Learn how ACE notifies you through email or the LeaseHawk CRM.

Article
TPA

TPA Performance Tips

Discover tips and insights that put you in the driver's seat when it comes to handling leasing calls.

Article
TPA

TPA Mentoring and Coaching

Coach to performance excellence with these Telephone Performance Analysis tips and strategies.

How-To Guide
TPA

TPA Conversation Guide

Refresh your employees call conversations with this guide to the most helpful questions to ask prospects.

How-To Guide
LeadScore AI

LeadScore AI Report Descriptions

These report descriptions will give users a more detailed look into how to take advantage of LeadScore AI and which features are best suited for their needs

Article
CallTrack

CallTrack Report Descriptions

Get to know your call details here--who's calling and when, audio files and how your team is doing answering the phones.

Article
CRM

Yardi Users Only: How To Push Walk-In Tours

Take these simple steps to push a walk-in tour into Yardi.

How-To Guide

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