It's a ground-up redesign based on your feedback and watching how teams use their leasing data to make decisions.
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What is new in Intelligence 3.0
Five pages and global filters - Set a filter once and every page, chart, and report follows it
Custom scorecards - Pick the 6 metrics you actually track
Activity heatmap - See exactly when your busy season starts
Agent performance - measure which agents are most effective
AI performance - what AI is handling and where your team steps in
Scheduled reports - Email any report to anyone, on your cadence
Chat history in Intelligence AI - Reopen any question you asked last we
Set your KPI scorecards
The main page's scorecards are now fully customizable and you can select which metrics are most important to you.
These 6 blocks are now customizable and can show the metrics most important to your business.
Click on the settings icon next to the “Leasing Performance” heading and pick any 6 from the full metric list:
Active Units and Active Prospects per Unit
Leased DOM and Aged DOM
Five funnel conversion rates
Time to showing scheduled, showing complete, and application submitted
Application processing time
Average response time
AI performance
Percentage of missed calls
The metrics you select will load every time you open the page. Each user can also set their own 6 scorecards.
Where to find it: Intelligence > Leasing Performance > Settings icon
Select your scorecards from the Display Options drawer.
Custom scheduled reports
Every report table in Intelligence can now be scheduled to send by email on a daily, weekly, or monthly cadence.
Each scheduled report uses the filters you have set, so it keeps sending the same slice of data you need.
Where to find it: Intelligence > Leasing Performance > Choose a Report > Click the paper plan icon > set up the report schedule and recipients.
Schedule a report from the Units page. You can schedule multiple reports.
Monitor agent performance
Agent activity and performance now lives in a dedicated dashboard. You can track: Performance by Agent: This view ranks your agents on one metric at a time. Toggle between Days on Market, Active Prospects, Showings Scheduled, Showings Complete, Messages Sent, Calls Made, average response time, agent feedback, cancellations, and Prospect to Application Submitted.
Conversion Rate by Agent draws one line per agent across new prospects, showing scheduled, and showing complete. Every agent starts at 100 percent of their own prospects, so you can compare drop-off instead of volume. In other words, you compare the conversion rate of your busiest agent and newest agent on the same scale.
The Agent Performance report carries over from the previous Intelligence page and sits below both with a totals row.
The page only lists agents with activity in your current filters. If you filter to a specific subteam, the data will only reflect that team’s agent performance.
Where to find it: Intelligence tab > Agents.
Track agent performance and activity in the new Agent dashboard.
A dedicated AI dashboard now shows you what RentEngine AI handled across your portfolio including numbers of texts and calls, time saved, and two cards below them show how much the AI finishes on its own. “Showings Scheduled” and “Applications Received” each give you the share that went through with zero human touch.
Below that, a Call Outcomes chart breaks voice calls into Success, Escalated, and Failure, and two more charts show the most common questions and escalation reasons from text conversations.
The new AI dashboard, showing a full breakdown of RentEngine AI's activity.
See your busy season in a new heatmap
A new heatmap shows your weekly and daily activity levels, giving you insights into when your real “busy season” is.
You can toggle between weekly and daily granularity, and between the heatmap and a line-chart view. On the heatmap, blocks read like a calendar: oldest tile is top left and this week is bottom right. You can hover any tile for the full count.
You can also filter to a single funnel stage or see all of them at once. Switch to a line chart to put several funnel stages on the same axis and compare them.
The new Activity heatmap on the Intelligence Overview page.
Where to find it:Intelligence > Leasing Performance page > Activity card, toggle between "Blocks" and “Lines” view
Track application processing
RentEngine Applications also get their own page, opening on three numbers: number of submitted households, median processing time per application, and your approval rate.
A funnel below that runs Started to Submitted to Approved, so you can see where applicants drop out. Next to it, a chart shows your top 5 reasons for rejection.
Where to find it:Intelligence > Applications.
The new Applications page, with its conversion funnel and rejection-reasons breakdown
Intelligence AI remembers your questions
Intelligence AI now saves the queries you asked before. Your question from Monday about the underperforming units is still there on Friday, with the answer under it. You can easily pick it back up, ask a follow-up, and keep the conversation going.
Intelligence AI now saves your queries.
Intelligence AI also answers inside your current filters, e.g. filter to three subteams and you get an answer only about those three subteams and not your whole portfolio.
Where to find it:Intelligence > Leasing Performance page> Intelligence AI
Questions or feedback? Give us a shout via the Chat!
