The document outlines the importance of collecting demographic data to understand customers better, guiding business decisions such as product development and service strategies. It details the required data fields for collecting demographic information and emphasizes the need for accuracy in reporting these demographics. The document also discusses integration exceptions and the process for running demographic reports through the MCRT company portal.

1. Demographic
Reports

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

3. Who is our customer?
Demographic 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

9. Personal Information
• Telephone number
• Date of birth
• Social security
• Driver license
• State Issued
Required Data

10. Current Address
• Street address
• City
• State
• Zip
Required Data

11. Employment
Required Data
• Company • City
• State • Zip
• Occupation • Gross Monthly
Income

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

16. Resident Demographic Summary
Resident Demographic Detail by Unit
Demographic Reports

17. Resident Demographic Summary
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

20. Let’s review the process and the
reports!
Demographic Reports