Apartment Pros

Your Workspace

Lead Flow ·  My Board
Invoicing · Completed Closed Leads
Web Leads · Live Routing
Users · Team Directory
Photos, phone numbers, and license numbers feed guest cards, invoices, and the website team page. Use the arrows to set the display order (alphabetical by default). Edits stay local until you click Save. Agents see only their own boards; admins and accounting can view this page, and only the owner can make changes.

Coming Soon

This section is on the way — everything will live right here.

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Add New Lead

New leads land in the New Leads group — status, follow-up, tour date & priority are set later.

Contact
Housing Preferences
Qualification
Background
Closed Deal & Invoice Details

Priority / Category Options

Your custom categories — they appear on the Priority / Category pill alongside High, Medium & Low.

Click a color square to change it. Deleting a category doesn't clear it from leads already using it — built-in High / Medium / Low can't be edited.

Email

Sent through your Gmail — replies land in your inbox and show here.

Reason Lost

Saved to the lead's record, log, and the Lost board.

Lease Structure

This lead has additional occupants — how is the lease set up?

⚡ New Web Lead

Reserved for you — accept before the timer runs out.

5:00
If you don't respond in time, the lead moves to the next agent.

🏃 Leads Up For Grabs

These went through the rotation unclaimed — first to accept gets the lead.

Delete Web Lead

The web lead moves to the Web Leads trash (kept 90 days). The lead already on the agent's board is not affected — if it's spam or a duplicate, the agent or an admin can delete it from the board separately.

Move Web Lead

Position Photo

Drag to position — the circle is exactly what shows in the CRM and on the website.

Web Lead

Web Lead Routing Settings

Hours, offer window, and the agent rotation for incoming website leads.

Notifications

An ongoing log of everything that needed your attention.

Agent Owed

Paid invoices add the agent's cut — recorded payouts subtract from it.

Activity Log

Guest Card

Preview — download it as a PDF or print it.

Invoice

Preview — email it to the property, download it as a PDF, or print it.

Invoice Setup

The payment address and default note printed on every invoice. Agent license numbers live on the Users page.

Mail Payment To — shown at the top of every invoice
Default Note — goes in every invoice's note section unless a custom note is written

Updates

All updates are time & date stamped.

Set Date

Google Calendar

Your upcoming schedule — tours & follow-ups from the CRM sync here.

Open in Google Calendar ↗