REPS 101 - Online FAQ

REPS tips and ideas that can help you track and analyze the data that means the most to your bottom line.

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How to Enter Re-inquiries

Posted by Taylor Reporting Solutions, LLC on May 23, 2016 at 4:25 PM Comments comments (2)

What is a re-inquiry?

"Re-inquiry" is the label REPS uses to describe each time an existing lead reaches out to you in response to some sort of marketing tactic you've put into the market place. They may be responding to a post card, an ad they saw in the newspaper, or might be calling because their friend told them they should attend an event. Any time a lead who is already in your database calls you (or emails you) and says some version of "hey, I saw your name on that new [in...

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Adding Additional Contacts to a Lead

Posted by Taylor Reporting Solutions, LLC on March 22, 2016 at 11:05 AM Comments comments (1)

Once you've added a lead, at any time you may want to add another contact to their record. This could be an adult child, attorney, or geriatric care manager.

To add another contact, go to the lead record that you want to add the contact to. On the left side of the screen, under Leads, click on the Other Contacts tab. To add a new contact click Add on the right side of your screen.

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How to Add a new Source Code

Posted by Taylor Reporting Solutions, LLC on November 10, 2015 at 10:15 AM Comments comments (3)

1. Select the Admin module and within that tab, you will see Lead Sources. Click on Lead Sources.

2. Under Lead Sources, you have the option to add a Lead Source. Select Add.

3. The box below will appear for you to enter all pertinent Lead Source Information.

4. Source Codes can be...

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How to Export a List of Email Addresses

Posted by Taylor Reporting Solutions, LLC on October 22, 2015 at 10:35 AM Comments comments (2)

To get a list of leads’ email addresses, you'll need to export a report which includes the fields pertaining to email from your database.

Refer to the image as you read the five steps explained below.

1. From the Home screen, click on the Reports button.

2. From the list that pops up to the right, click on Contact Listing which will bring up a wind...

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Tracking Couples with the 2nd Person Box

Posted by Taylor Reporting Solutions, LLC on October 19, 2015 at 1:25 PM Comments comments (1)

Second Person Box

First, let's clarify just who the "2nd Person" is. Usually the second person is the spouse of the prospect. When adding the spouse’s name in the Prospect page, make sure you put it in the 2nd Person box (shown in red below.) Even though they seem like a unit, it will cause problems down the road if you make the mistake of putting both names (e.g. Betty and Don) in the First Name field on the Contact page.

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Entering Each Step of a Call

Posted by Taylor Reporting Solutions, LLC on September 23, 2015 at 11:45 AM Comments comments (0)

When a lead calls, how that unfolds should be divided into individual steps and each step should be entered as a separate activity:

Step 1. The lead calls and you chat

a. Click on Add an Activity

b. Record the call on the right in the Complete an Activity area and enter your notes about the content of the call below.

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Census Definitions

Posted by Taylor Reporting Solutions, LLC on August 12, 2015 at 10:05 AM Comments comments (1)

LOA (Leave of Absence)

Use this if someone leaves for a while but is coming back. Most communities do not use this at all. If you’re using REPS as your go-to source to know who is in the building at any given moment (like in case of an emergency), then you might want to use this, but for most, it’s overkill.



This should be used when someone is changing rooms but staying in the same care level. An example would ...

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Finding the People with Specific Apartment Preferences

Posted by Taylor Reporting Solutions, LLC on August 11, 2015 at 3:15 PM Comments comments (0)

Client's Question:

We need help trying to pull a report. We want to know who in our lead base prefers a specific type of apartment. More specifically, a report of who prefers 2BRs and so on.


I would pull a contact listing report (Reports -> Marketing -> Contact Listing).

On that screen you don’t have to add a...

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What to do When a Spouse Dies

Posted by Taylor Reporting Solutions, LLC on August 11, 2015 at 2:05 PM Comments comments (0)

Here’s what to do when one member of the couple passes away:

What you don’t want to do is delete or deactivate them because there could be historical activities or other notes associated with the person who passed away. There isn’t a standard way the system wants you to handle it, so I see two decent options for dealing with the death. In either case, you start by hitting “Swap 2nd Person” on the Prospect Page. You always need to h...

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Webinar Link: CCRC Industry Benchmarks

Posted by Taylor Reporting Solutions, LLC on August 5, 2015 at 2:25 PM Comments comments (0)

In case you missed it, here is a link to our webinar from July 31st.

Susan Dolton from Love & Company joined us again for an updated version of our CCRC Industry Benchmarks webinar, where we discussed current trends and averages, plus how you can translate the data into new strategies that will help you make more sales.

It will be helpful to have your

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