Demographic data is a critical component to understanding who our customer is, where and how they live, work, and how their lives are changing. Learn how to print the demographic reports, analyze the data and update the information.
2. Objectives
• Why do we collect demographic data?
• What information is required?
• How do we collect this data?
• Integration exceptions
• Printing & analyzing the reports
• Fixing the data
4. What is their family situation? Where do they
work? What do they do? What is their
income range?
Demographic Data
5. Demographic data is a critical component to
understanding who our customer is. Trends in
this data affect our business on a daily basis.
Demographic Data
6. This data influences where we invest, the type of product
we build and how we ultimately service our prospects and
residents.
Demographic Data
7. We need to be able to provide accurate and timely
demographic data to our internal and external partners.
Demographic Data
8. Demographic data is collected when a
prospect fills out an application.
Demographic Data
APPLICATION
DATA
12. Occupation is one field that PSI is unable to
update in Yardi.
This is a very important key demographic that you
must manually update in Yardi.
Integration Exceptions
13. Once a lease has been executed in PSI, you must
log into Yardi and update this field on the
application form.
Integration Exceptions
14. And on each roommate’s application form.
Integration Exceptions
15. The demographic reports can be run from the MCRT
Company Portal.
URL: http://portal.mcrtrust.com/
The reports are only compatible with Internet Explorer and
you must be on the MCRT network.
Demographic Reports
18. REVIEW FOR ACCURACY!
For example, if you allow 2 heads/bed and your largest
floor plan is a 3 bedroom, then your largest household
size should be 6.
Demographic Reports
19. Use the Resident Demographic Detail by Unit
report to identify and investigate.
Demographic Reports
Paper applications should NEVER be accepted. However, if you have to accept a paper application, enter this information directly into PSI. NEVER enter screening information directly into into First Advantage!
Income Range, Household Size, Marital Status, Occupation, Age Range, # of Vehicles, # of Pets, Top prior zip codes.