Apartment Leasing and Marketing Compliance Monthly Audit Checklist
This apartment leasing and marketing compliance monthly audit checklist provides a structured evaluation of the leasing operation that drives revenue and occupancy. Leasing compliance encompasses both operational performance (lead response times, conversion rates, tour quality) and legal compliance (fair housing consistent presentation, accurate advertising, and screening consistency). Monthly audits identify training gaps, operational inefficiencies, and compliance risks before they impact fina
- Industry: Property Management
- Frequency: Monthly
- Estimated Time: 1-2 hours
- Role: Property Manager / Regional Manager / Marketing Director
- Total Items: 28
- Compliance: Fair Housing Act (Equal Treatment in Leasing Process), FTC Truth in Advertising Standards, FCRA Fair Credit Reporting Act (Screening Compliance), State Advertising Disclosure Requirements, NAA Apartment Leasing Professional Standards
Lead Response and Management
Evaluate lead response compliance and tracking.
- All leads responded to within 1 hour during business hours (industry standard)?
- After-hours leads responded to first thing next business day?
- All leads (calls, emails, walk-ins, online) entered in CRM or PMS?
- Lead source accurately tracked for all leads (organic, paid, ILS, referral)?
- Consistent follow-up cadence applied to all prospects (not just hot leads)?
Tour Process and Presentation
Evaluate tour quality and fair housing compliance.
- Consistent tour process followed for all prospects (same presentation regardless of perceived demographics)?
- Model unit and tour units clean, staged, and show-ready at all times?
- All qualified prospects shown all applicable available units (not selectively offering)?
- Accurate pricing and fees disclosed consistently to all prospects?
- Concessions offered consistently per current specials policy (not selectively)?
Advertising and ILS Accuracy
Verify advertising listings are accurate and compliant.
- All ILS listings (Apartments.com, Zillow, etc.) reflect current availability, pricing, and amenities?
- Property photos current and accurately representing current property condition?
- All required fees (admin, pet, parking) disclosed in advertising where required?
- Equal Housing Opportunity statement or logo on all advertising materials?
- Property website information current and matching ILS listings?
Screening Process Compliance
Review applicant screening process for consistency and legal compliance.
- Written rental criteria applied consistently to all applicants?
- Screening service FCRA compliant with required disclosures and adverse action notices?
- Criminal screening policy reviewed for HUD guidance compliance (individualized assessment)?
- Source of income policy compliant with local law (many jurisdictions prohibit discrimination based on housing vouchers)?
- All application denials documented with specific business-reason basis?
Documentation and Training
Maintain leasing compliance documentation.
- All leasing staff current on fair housing training within last 12 months?
- Mystery shop conducted within last 6 months to evaluate fair housing compliance?
- Monthly conversion metrics (leads to tour, tour to app, app to move-in) tracked and reported?
- Guest cards and leasing logs retained for minimum 3 years?
- Monthly leasing compliance audit filed in marketing records?
- Marketing spend ROI tracked by channel (cost per lead, cost per lease)?
- Economic vacancy loss calculated monthly (days vacant x daily market rent)?
- Pricing strategy reviewed weekly against market to optimize occupancy and revenue?
Related Property Management Checklists
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- Property Management Data Security and Privacy Annual Compliance Audit Checklist
- Apartment Sustainability and Green Operations Annual Audit Checklist
- Apartment Property Marketing and ILS Management Monthly Audit Checklist
- Apartment Smart Building Technology Monthly Inspection Checklist
- Apartment Preventive Maintenance Program Quarterly Audit Checklist
- Apartment Renovation and Capital Project Progress Inspection Checklist
- Property Management Employee Performance and Training Quarterly Audit Checklist
Related Administrative Compliance Checklists
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- Apartment Property Fair Housing Compliance Self-Audit Checklist - FREE Download
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Why Use This Apartment Leasing and Marketing Compliance Monthly Audit Checklist?
This apartment leasing and marketing compliance monthly audit checklist helps property management teams maintain compliance and operational excellence. Designed for property manager / regional manager / marketing director professionals, this checklist covers 28 critical inspection points across 5 sections. Recommended frequency: monthly.
Ensures compliance with Fair Housing Act (Equal Treatment in Leasing Process), FTC Truth in Advertising Standards, FCRA Fair Credit Reporting Act (Screening Compliance), State Advertising Disclosure Requirements, NAA Apartment Leasing Professional Standards, ILS Platform Accuracy Requirements (Apartments.com, Zillow), UK Consumer Protection from Unfair Trading Regulations 2008, Australia Australian Consumer Law - Misleading Advertising. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Apartment Leasing and Marketing Compliance Monthly Audit Checklist cover?
This checklist covers 28 inspection items across 5 sections: Lead Response and Management, Tour Process and Presentation, Advertising and ILS Accuracy, Screening Process Compliance, Documentation and Training. It is designed for property management operations and compliance.
How often should this checklist be completed?
This checklist should be completed monthly. Each completion takes approximately 1-2 hours.
Who should use this Apartment Leasing and Marketing Compliance Monthly Audit Checklist?
This checklist is designed for Property Manager / Regional Manager / Marketing Director professionals in the property management industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.