A leasing call scorecard, 100 points.
Points are illustrative. Fit them to your properties and the fair housing training your agents complete.
| Criterion | Observable behavior | Points |
|---|---|---|
| Property identified | Names the property and offers help in the greeting | 10 |
| Needs captured | Records bedroom count, preferred move date, and budget | 20 |
| Fair housing phrasing | Asks only permitted qualifying questions and uses approved language | 25 |
| Tour offered | Offers a tour or application with a specific day and time | 20 |
| Contact confirmed | Repeats the caller's name and phone number | 15 |
| Closing | States the next step and thanks the caller | 10 |
| Total | 100 |
Illustrative review flags
- Any question about familial status, national origin, disability, religion, or another protected class
- Steering the caller toward or away from a property or unit
- A maintenance emergency taken without the urgency confirmed
