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Demographic
Reports
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
Who is our customer?
Demographic Data
What is their family situation? Where do they
work? What do they do? What is their
income range?
Demographic Data
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
This data influences where we invest, the type of product
we build and how we ultimately service our prospects and
residents.
Demographic Data
We need to be able to provide accurate and timely
demographic data to our internal and external partners.
Demographic Data
Demographic data is collected when a
prospect fills out an application.
Demographic Data
APPLICATION
DATA
Personal Information
• Telephone number
• Date of birth
• Social security
• Driver license
• State Issued
Required Data
Current Address
• Street address
• City
• State
• Zip
Required Data
Employment
Required Data
• Company • City
• State • Zip
• Occupation • Gross Monthly
Income
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
Once a lease has been executed in PSI, you must
log into Yardi and update this field on the
application form.
Integration Exceptions
And on each roommate’s application form.
Integration Exceptions
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
Resident Demographic Summary
Resident Demographic Detail by Unit
Demographic Reports
Resident Demographic Summary
Demographic Reports
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
Use the Resident Demographic Detail by Unit
report to identify and investigate.
Demographic Reports
Let’s review the process and the
reports!
Demographic Reports

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Demographic Reporting

  • 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
  • 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

Editor's Notes

  1. 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!
  2. Income Range, Household Size, Marital Status, Occupation, Age Range, # of Vehicles, # of Pets, Top prior zip codes.