Lease Showing Tasks

Lease showing tasks are about creating great first impressions. This guide walks you through every step—from bookings and preparation to completing showings in the Collab App.

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Claiming Showing Tasks

What is a showing task?

A showing task is a task for you to show a rental unit to a prospective tenant on behalf of Collab.

When you complete a showing task, you are responsible for:

  • Attending the showing at the scheduled time
  • Giving the prospective tenant a walkthrough of the unit
  • Capturing required information after the showing
  • Submitting the task correctly in the Collab app

Showing tasks are created by Collab staff and made available to eligible Community Pros and Current Tenants.

Who can claim a showing task?

Only approved and active Community Pros (CPs) or selected current Tenants can claim showing tasks.

To be eligible, you must:

  • Be fully onboarded
  • Have an active CP status
  • Have all required app permissions enabled (location, microphone, notifications)
  • Not be restricted or suspended

If you do not see any showing tasks, it usually means:

  • No tasks are currently available, or
  • Your account is not eligible yet
How do I claim a showing task?

To claim a showing task:

  • Open the Collab App
  • Go to the Tasks section
  • Select an available Lease Showing Task
  • Review the task details
  • Tap Claim Task

Once claimed:

  • The task is assigned to you
  • You are responsible for completing it
  • Other CPs will no longer be able to claim it

Only claim a task if you are confident you can attend the showing as scheduled

What information should I review first?

Before attending the showing, always review:

  • Property address and unit details
  • Showing date and time
  • Special instructions from staff
  • Access notes or restrictions

Make sure you understand:

  • Where you need to be
  • When you need to be there
  • What is expected of you during and after the showing

If anything is unclear, contact support before the showing

What happens after I claim the task?

After you claim a showing task:

  • The showing task and related bookings are assigned to you
  • When a prospective tenant makes a new booking it will appear in the task immediately. You will also receive an email and calendar event for the booking
  • You are expected to attend the showing bookings
  • You will receive reminders before the bookings
  • You must complete all of the bookings and submit the required information in the app

Failing to attend or submit a claimed task may affect your ability to receive future showing tasks.

Completing Showing Tasks in the App

Step-by-step: completing a showing task

A showing task can include one or more bookings. You complete the task by completing the workflow for each booking until the unit is succesfully leased.

  1. Open your Showing Task in the Collab app
  2. Review:
    • Task details
    • Task instructions
    • Your list of bookings
  3. On the day of the showing, check in shortly before the prospective tenant arrives
  4. Select the relevant booking you are completing
  5. Follow the guided steps in the app:
    • Greet the guests and set the stage
    • Walk them through the unit (focus on their priorities and highlight key features)
  6. At the end of the showing, do a quick recorded recap using the questions provided in the task
  7. Wrap up the showing and remind them they can apply using the rental site or the link in the booking
  8. Submit / complete the booking in the app
  9. Repeat the process for any other bookings on the same task
What must be submitted?

To complete each booking properly, you must complete the task workflow steps and submit what the app requests, which typically includes:

  • Confirmation the showing was completed
  • The prospective tenant responses to the showing questions (captured via audio recording)
  • Any required notes or checklist items included in the task

If something required is missing, the app will prompt you before you can submit.

Bookings and Scheduling

How are showings scheduled?

Showings are scheduled automatically when a prospective tenant books a showing through Collab’s rental website.

Here’s how it works:

  • Collab staff create and assign a showing task to you
  • A prospective tenant books a showing online
  • The booking instantly appears inside your showing task in the Collab app
  • You also receive:
    • A booking confirmation email
    • A calendar invite for the showing

You do not need to create or manage bookings yourself, they will appear automatically in your task.

What can and can’t I change?

You can:

  • View all showing bookings assigned to your task
  • See booking dates, times, and prospective tenant details
  • Contact the prospective tenant if needed (using the details provided)
  • Check in and complete each booking using the app workflow

You cannot:

  • Change the booking date or time yourself
  • Cancel or reschedule a booking directly
  • Move a booking to a different day or time

All booking changes are handled through the Collab booking system or by Collab staff.

What should I do if a prospective tenant wants to reschedule?

If a prospective tenant asks to reschedule:

  1. Let them know bookings are managed through Collab
  2. Ask them to use the reschedule link in their booking confirmation email
    or
  3. Arrange new time/date with them
    • Contact Collab support directly in the booking chat on the App and request a new booking for the arrangement

Once the booking is rescheduled:

  • The updated time will automatically appear in your task
  • You will receive an updated email and calendar invite
What should I do if I need to reschedule?

If you are unable to attend a booked showing:

  1. Contact Collab support as soon as possible using the in-app chat
  2. Do not attempt to reschedule directly with the prospective tenant
  3. Wait for guidance from staff

Collab staff will:

  • Reassign the booking if needed, or
  • Coordinate a reschedule through the booking system

Late notice or missed bookings without communication may impact future assignments or disqualify you from reward.

What should I do if the prospective tenant cancels the showing?

If a prospective tenant cancels a booking:

  • You will receive a cancellation email and calendar update
  • The booking will be removed or marked as canceled in your task
  • No action is required unless instructed otherwise

If your task includes multiple bookings, continue with the remaining showings as normal.

If you are unsure whether a booking is still active, always check the task in the app before heading to the unit.

During the Showing

When should I arrive?

You should arrive at the unit 20 minutes before the scheduled showing time.

This gives you time to:

  • Make sure the unit is ready
  • Review the booking details in the app
  • Check in and select the correct booking
  • Be prepared to greet the prospective tenant on time

Always check the Collab app before heading to the unit to confirm the booking is still active.

What if I can’t access the unit?

If you arrive and can’t access the unit:

  1. Double-check any access instructions in the task
  2. Do not force entry or attempt unauthorized access
  3. Use the in-app chat immediately to contact Collab support
  4. Wait for guidance before taking further action

If the prospective tenant is present, let them know you are working with Collab to resolve the issue.

What should I do to prepare the unit for showing?

Before the showing starts:

  • Follow any preparation guidelines sent by email or included in the task
  • Open windows or turn on lights if appropriate
  • Make sure the unit looks presentable
  • Remove obvious clutter if it’s reasonable to do so
  • Ensure the space is safe and accessible

You do not need to deep clean or rearrange personal belongings, just aim for a clean, welcoming presentation.

What if the prospective tenant doesn’t show up?

If the prospective tenant does not arrive:

  1. Wait at least 15 minutes past the scheduled start time
  2. Check the booking status in the app
  3. If they still don’t arrive, complete the booking using the app steps
  4. Follow any prompts to record what happened

Do not leave early without checking in or completing the workflow.

What if the prospective tenant is late?

If the prospective tenant is running late:

  • Stay at the unit for up to 10–15 minutes
  • Check the app for any booking updates
  • If they arrive, proceed with the showing as normal
  • If they do not arrive within that window, complete the booking in the app and note the situation

If you’re unsure how to proceed, contact support using the in-app chat.

What if the unit is unclean?

If the unit is noticeably unclean:

  • Do not attempt major cleaning
  • Proceed with the showing if it’s still safe and reasonable
  • Focus on explaining the layout, features, and potential of the space
  • Mention the condition factually during your recap recording

After the showing:

  • Inform Collab staff using the booking chat in the app
  • Collab staff will handle any follow-up or remediation

Audio Recording and Consent

Why audio recording is required

Audio recordings help Collab:

  • Capture accurate feedback from showings
  • Ensure consistent information is shared with staff
  • Improve leasing outcomes and follow-ups
  • Protect both CPs and prospective tenants by keeping a clear record

The recording is not a sales call and does not affect the tenant’s application.
It is used internally to understand how the showing went.

How to record

After the walkthrough step you will be presented with the recording step.

  • Inform the prospective tenant that you will ask them a set of questions provided by Collab and the conversation will be recorded
  • Tap Record in the app
  • Use the questions provided in the app to guide the recap
How to delete and re-record

If you make a mistake or need to redo a recording:

  • You can delete the recording before submitting the booking
  • Tap the delete option in the app
  • Record a new recap using the same questions

Once a booking is submitted, recordings cannot be changed.

What happens if no recording is submitted

The app will not allow you to end the booking workflow without a recording.

If a blank recording is submitted:

  • The task may be re assigned to someone else and you might lose out on reward
  • Repeated missing recordings can affect future showing assignments

If something prevented you from recording:

  • Note it clearly in the app, and
  • Contact Collab support using the in-app chat

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