Required Questions

Required Questions

Customer responses to the following required questions are essential in the calculation and in pre-qualifying customers.


Required Questions

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Income Calculator.
  3. The Income Calculator Details page opens.
  4. Scroll down to the Required Questions section.
    1. Question 1: Number of individuals who will live in your household? Max Response.
      1. Identifies how many people will live in the selected floorplan.
      2. Choose the number of people to display in the “Max Response” dropdown.​​​​​​ This drop-down allows a choice of 1 to 8 people.
    2. Question 2: What is your yearly income before taxes?
      1. Annual income must be entered. The Income Calculator module uses an annual or yearly calculation for rent. If the customer enters a monthly income value, the customer will be disqualified
    3. Question 3: What floorplan are you looking for?
      1. A drop-down displays the floorplans listed in the Floorplans section.
      2. The Maximum Allowable Rent rate is inserted into the calculation to determine if the customer's annual income meets or exceeds the income to rent and rent to income variables entered.  
  5. Click Save.

The text of the question can be adjusted; however, the answer must always conform to the application calculation requirements above.


    • Related Articles

    • Qualification Questions

      Select predefined questions or create custom questions to obtain more details about the lead, discover what the lead might be looking for, and where the lead is in their purchase journey. Prospects have 5 minutes to complete the Qualification ...
    • Predefined Questions and Answers

      Clients within the same business category or industry often seek to obtain similar details or information from customers prior to meetings or appointments. You can create predefined questions to save your clients some time. Predefined questions can ...
    • Lead Details Page

      Be Prepared. Dial-in on customer preferences and must-haves before they step foot in the door. The Lead Details Page includes customer contact information, each customer's unique journey, any Best Price Now recommendations, claimed offers, scheduled ...
    • Income Calculator Overview

      Pre-qualify customers based on custom qualification values and limits with three (3) quick questions: gross annual income, household size, and desired floor plan. Customers can be pre-qualified from the start! Simply enter the maximum income (100% ...
    • Text Formatting Toolbar

      Format the confirmation email text to match company branding.  The Text Formatting Toolbox ​ Text Size Choose from Heading 1, Heading 2, Heading 3, and Normal text sizes to customize the confirmation email. Bold Increase the font weight ...