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Evaluation Services

Evaluation Services Built for
Multifamily Performance

Every service is designed not just to measure performance — but to give managers and trainers the coaching insights they need to improve it.

Every Shop Includes Free Customization — tailored to your company's goals, standards, and expectations at no additional cost.

Core Services

Eight Ways to Evaluate, Coach,
and Improve Leasing Performance

Click any service to expand the full evaluation criteria and scope.

01
Phone Shops
Evaluate every stage of the leasing call.

Our phone evaluations assess the full leasing call experience — from greeting and rapport-building to discovery, objection handling, appointment setting, and follow-up commitment. We measure not just what was said, but how it was said and what was missed.

What We Evaluate
Opening greeting and tone
Rapport and connection
Needs discovery and qualifying questions
Community presentation and value communication
Objection handling
Appointment setting effectiveness
Follow-up commitment and urgency
02
Onsite Leasing Shops
Experience the customer journey firsthand.

Our onsite evaluations put a trained evaluator in the shoes of a prospective resident — walking through the entire leasing experience from arrival to close. We assess the physical environment, the leasing presentation, and the team's ability to connect and convert.

What We Evaluate
Curb appeal and first impressions
Greeting and welcome experience
Needs assessment and discovery
Community and apartment tour quality
Closing techniques and urgency
Application process guidance
Overall customer experience
03
Video Mystery Shops
See what a score alone can't show you.

Video evaluations capture the full leasing experience on camera — giving managers and trainers a visual record of the interaction. This is one of the most powerful coaching tools available, allowing teams to see exactly what prospects see.

What We Evaluate
Body language and engagement
Tour presentation and storytelling
Closing confidence and technique
Non-verbal communication
Physical environment and staging
Team professionalism and appearance
04
Email & Text Response Evaluations
Measure the quality of every written touchpoint.

Digital communication is often the first impression a prospect receives. Our email and text evaluations assess response time, professionalism, personalization, value communication, and follow-up effectiveness across all written channels.

What We Evaluate
Response time and urgency
Personalization and tone
Value communication and differentiation
Call-to-action clarity
Follow-up cadence and persistence
Grammar, professionalism, and brand voice
05
Competitive Shops
Know what you're up against.

Understanding your competition is essential to positioning your community effectively. Our competitive evaluations assess nearby communities across the same criteria we use for your team — giving you actionable intelligence on pricing, presentation, and customer experience.

What We Evaluate
Competitor leasing experience quality
Pricing and concession strategies
Amenity and value presentation
Closing and urgency techniques
Follow-up effectiveness
Positioning opportunities for your community
06
New Construction Lease-Up Shops
Maximize performance during your most critical window.

Lease-up periods are high-stakes. Our lease-up evaluations are specifically designed for new construction communities, focusing on the unique challenges of selling a vision, managing prospect expectations, and converting interest into signed leases.

What We Evaluate
Vision selling and storytelling
Timeline and delivery communication
Prospect expectation management
Urgency and scarcity messaging
Reservation and deposit process
Follow-up during extended timelines
07
Follow-Up Shops
Measure whether coaching actually worked.

A follow-up evaluation conducted approximately 30 days after the original shop measures whether coaching, training, and action plans produced real improvement. This closes the performance loop and demonstrates ROI on your training investment.

What We Evaluate
Improvement in identified opportunity areas
Coaching implementation effectiveness
Sustained behavior change
Action plan execution
Overall performance trajectory
08
Shop Before The Shop Elevate Exclusive
A unique Elevate service.

Before an official evaluation, our "Shop Before The Shop" service identifies performance opportunities proactively — giving managers and trainers a heads-up on areas to address before a formal evaluation is conducted. It's a coaching-first approach to performance improvement.

What We Evaluate
Pre-evaluation performance snapshot
Proactive opportunity identification
Coaching preparation insights
Team readiness assessment
Priority areas for immediate focus
Optional Add-On Services

Enhance Any Evaluation

Add depth, accountability, and training alignment to any evaluation package.

🎙️
Phone Call Recording
Audio recordings of phone shop interactions for use in coaching sessions, training programs, and team reviews.
🎥
Video Recording
Full video capture of onsite leasing interactions — the most powerful coaching tool available for visual learners and team training.
📋
Manager Action Plan
A structured, written action plan delivered to the property manager outlining specific coaching priorities and accountability checkpoints.
📊
Leasing Team Performance Review
A broader review of overall team performance trends across multiple evaluations, identifying patterns and systemic coaching opportunities.
🎓
LMS Training Recommendations
Specific learning management system course recommendations tied directly to evaluation findings — connecting performance gaps to targeted training content.
📞
Coaching Call with Manager
A live 30-minute coaching session with the property manager to review findings, discuss action steps, and build accountability around improvement.
Included at No Additional Cost

Every Shop Is Customized
to Your Standards

Unlike companies that use a one-size-fits-all evaluation form, Elevate tailors every shop to reflect your company's specific goals, brand standards, and performance expectations.

This isn't an add-on. It's how we work — because a generic evaluation produces generic insights, and generic insights don't improve performance.

  • Your company's leasing standards and expectations
  • Brand voice and communication guidelines
  • Specific performance focus areas
  • Community type and market positioning
  • Evaluation scoring criteria and weighting
  • Report format and delivery preferences
"
A generic evaluation produces generic insights. Generic insights don't improve performance.
— The Elevate Difference

Every evaluation is built around your community's specific goals — not a template. That's what makes the coaching recommendations actionable and the results measurable.

Ready to Get Started?

Let's Build the Right Evaluation
for Your Team

Schedule a consultation and we'll identify the right combination of services, add-ons, and customization to match your community's goals.

Schedule a Consultation View Sample Report