Portfolio Score
7.6
out of 10.0
+0.3 vs. prior period
Avg Response Time
4h 12m
First contact, all channels
+18 min vs. prior
Follow-Up Rate
68%
Properties with any response
+5% vs. prior period
Shops Completed
247
Across 15 properties
+42 vs. prior period
Est. Revenue at Risk
$1.2M
From missed/slow follow-ups
Needs attention
Portfolio Score
7.6
15 properties / ~4,000 units
Action Items 7
3 Critical
2 Warning
2 Suggestions
12 Resolved
Northgate Village: Zero response on all channels
Qualified inquiry (2BR, $1,800 budget) submitted Mar 28. No response on any channel during 7-day window.
Gateway Towers: 48+ hour response time persists
Third consecutive cycle where Gateway fails to respond within 48h. Auto-template only.
Lakeshore Landing: Score dropped below 4.0
Score fell from 4.2 to 3.5 over 30 days. Response time up, follow-up rate down.
Heritage Park: No after-hours coverage
42-hour gap on Friday evening inquiry. No auto-responder configured.
Queen's Gate: Pet policy unanswered in 2 evaluations
Staff failed to provide deposit amounts, breed restrictions, or weight limits.
Recent Evaluations
| Date | Property | Channel | Response Time | Quality | Score | Status |
|---|---|---|---|---|---|---|
| Mar 28 | Bayview Terrace | Web Inquiry | 2 min | 9.2 | 9.1 | Passed |
| Mar 27 | Gateway Towers | No reply | 0.0 | 1.2 | Failed | |
| Mar 27 | Pacific Heights | Web Inquiry | 14 min | 7.8 | 7.7 | Passed |
| Mar 26 | Queen's Gate | Phone | 3h 20m | 4.5 | 5.6 | Warning |
| Mar 26 | Cedar Ridge | SMS | 48 min | 5.2 | 4.8 | Warning |
| Mar 25 | Northgate Village | Web Inquiry | No reply | 0.0 | 1.2 | Failed |
| Mar 25 | The Maples | After-Hours | 8h 15m | 6.1 | 8.6 | Passed |
| Mar 24 | Bow River Residences | 6h 40m | 3.8 | 5.3 | Warning |
Deploy Agent Now
Run an immediate secret shop evaluation on any property. Results within 48 hours.
Recommended: Deploy during business hours for response-time accuracy. After-hours evaluations are best run evenings and weekends.
Schedule Recurring Shops
Automate evaluations on a recurring cadence. We recommend weekly for active optimization.
Active Schedules
| Property | Cadence | Channels | Time Window | Next Run | Status |
|---|---|---|---|---|---|
| All Properties | Monthly | All Channels | Random | Apr 1, 2026 | Active |
| Northgate Village | Weekly | Web + Email | Business Hours | Mar 31, 2026 | Active |
| Gateway Towers | Weekly | All Channels | Mixed | Apr 2, 2026 | Active |
Activity Log
Bayview Terrace - Web Inquiry evaluation complete
Mar 28, 2:18 PM
Pacific Heights - Email evaluation scoring in progress
Mar 28, 3:42 PM
Queen's Gate - Voicemail callback received, evaluation scored
Mar 26, 2:55 PM
Cedar Ridge - Agent deploying to web inquiry form
Mar 28, 2:10 PM
Gateway Towers - Email evaluation complete
Apr 1, 10:05 AM
Agent Roster
AI personas deployed across your portfolio. Each agent has a unique identity, writing style, and inquiry profile.
SC
Sarah Chen
Young Professional
42 shops completed
Active
MR
Marcus Rodriguez
Family (2BR)
38 shops completed
Active
JP
Julie Park
Senior/Downsizer
35 shops completed
Active
DW
David Wilson
Pet Owner
31 shops completed
Inactive
AT
Aisha Thompson
Student
28 shops completed
Active
+
Add Agent
Create custom persona
Report Templates
Executive Summary
High-level portfolio performance, trends, and key action items. Designed for C-suite and VP-level review.
Live Dashboard
Property Scorecard
Detailed evaluation results for each property. Channel breakdown, response quality, and improvement areas.
Live Dashboard
Competitive Benchmark
How your properties rank against competitors and market averages in each submarket.
Live Dashboard
Speed-to-Lead
Response time analysis across all channels. Identifies bottlenecks and after-hours gaps.
Live Dashboard
ROI Impact
Revenue recovered, concession savings, and implied portfolio value impact since Terris onboarding.
Live Dashboard
Custom Report
Build a custom report with the metrics, properties, and time ranges that matter to you.
Live Dashboard
Scheduled Deliveries
| Report | Recipients | Cadence | Next Delivery | Format |
|---|---|---|---|---|
| Executive Summary | j.carter@groundedinv.ca, m.liu@groundedinv.ca | Weekly (Monday 8am) | Mar 31, 2026 | PDF + Email |
| Property Scorecard | Regional Managers | Monthly (1st) | Apr 1, 2026 | |
| Speed-to-Lead | Leasing Directors | Daily (7am) | Tomorrow | Email digest |
Executive Summary
Portfolio-wide performance overview for C-suite review
Users
Groups & Access
Alerts & Notifications
Roles & Permissions
Integrations
Team Members
Manage your team's access to the Terris Scout platform. Each member is assigned a role that determines their permissions across the system.
JC
Jamie Carter
j.carter@groundedinv.ca
All 15 Properties
Active
ML
Morgan Lee
m.lee@groundedinv.ca
All 15 Properties
Active
TO
Taylor Osei
t.osei@groundedinv.ca
GTA Region (5 Properties)
Active
AD
Alex Drummond
a.drummond@groundedinv.ca
BC Region (3 Properties)
Active
NW
Nadia Weiss
n.weiss@groundedinv.ca
Alberta Region (3 Properties)
Active
SP
Sam Patel
s.patel@groundedinv.ca
Bayview Terrace (1 Property)
Active
RP
Rachel Park
r.park@groundedinv.ca
Gateway Towers (1 Property)
Active
KR
Kevin Ross
k.ross@groundedinv.ca
Riverside + Parliament (2 Properties)
Invited (Pending)
4 Roles: Executive (full platform access + user management), Director (full data access, can manage agents and goals), Regional Manager (access to assigned region's properties, can deploy agents and create goals), Leasing Manager (read-only access to assigned properties with limited actions)
Portfolio Goals
Track progress toward organizational leasing performance targets
3
On Track
1
At Risk
1
Behind
2
Completed
All properties above 7.0 by Q3 2026
Due Sep 30, 2026 · 184 days remaining
On Track
8 of 15 properties at 7.0+
53%
Bayview Terrace 9.1
The Maples 8.6
Georgia Place 8.4
Harbourview Tower 7.9
Pacific Heights 7.7
Riverside Commons 7.2
Heritage Park 7.0
Parliament Place 6.6
Mountainview Suites 6.4
Queen's Gate 5.6
Bow River Residences 5.3
Cedar Ridge 4.8
Lakeshore Landing 3.5
Gateway Towers 2.8
Northgate Village 1.2
Average response time under 2 hours by Q2 2026
Due Jun 30, 2026 · 92 days remaining
At Risk
4h 12m current / 2h 00m target
68%
100% follow-up rate across GTA properties
Due Jun 30, 2026 · 92 days remaining
On Track
4 of 5 GTA properties at 100%
80%
Eliminate zero-response properties by May 2026
Due May 31, 2026 · 62 days remaining
Behind
2 properties still showing zero-response
33%
Gateway Towers: 3 failures this month
Northgate Village: 2 failures this month
Multi-channel response rate above 50%
Due Dec 31, 2026 · 276 days remaining
On Track
42% current / 50% target
84%
Reduce average response time below 12 hours
Completed Feb 14, 2026
Completed
Target: <12h / Achieved: 4h 12m
100%
Onboard all 15 properties into Terris
Completed Jan 22, 2026
Completed
15 of 15 properties onboarded
100%
Your Portfolio vs. Market
| Metric | Grounded Inv. | Market Avg. | Top 10% | Comparison |
|---|---|---|---|---|
| Overall Score | 7.6 | 5.8 | 9.0+ | |
| Avg Response Time | 4h 12m | 8h 45m | Under 1 hour | |
| Follow-Up Rate | 68% | 45% | 95%+ | |
| Multi-Channel Persistence | 42% | 18% | 80%+ | |
| After-Hours Response | 22% | 12% | 70%+ | |
| Personalization Score | 71/100 | 34/100 | 90+/100 |
Action Items
Prioritized tasks generated from evaluation results
3
Critical
2
Warning
2
Suggestions
12
Resolved (30d)
Critical
Northgate Village: Zero response on all channels
Prospect submitted qualified inquiry (2BR, $1,800 budget, May 1 move-in) on Mar 28. No response received on any channel during the 7-day monitoring window. Leasing office phone has no voicemail configured.
Critical
Gateway Towers: 48+ hour response time persists
Third consecutive evaluation cycle where Gateway Towers fails to respond within 48 hours. Latest evaluation: prospect inquiry submitted Mar 25, first response received Mar 27 at 4:10 PM (auto-template only).
Critical
Lakeshore Landing: Score dropped below 4.0
Lakeshore Landing's Terris Score fell from 4.2 to 3.5 over the past 30 days. Key issue: response time increased from 6h to 12h and follow-up rate dropped from 45% to 31%. Two staff changes during this period.
Warning
Heritage Park: No after-hours coverage
Friday 6:47 PM inquiry received zero response until Monday 10:02 AM (42-hour gap). No auto-responder configured for after-hours submissions. 35% of all leads arrive outside business hours.
Warning
Queen's Gate: Pet policy question unanswered in 2 consecutive evaluations
Two separate evaluations included pet-related questions. Both responses acknowledged pets vaguely but failed to provide deposit amounts, breed restrictions, or weight limits. Staff may not have access to current pet policy details.
Suggestion
Bayview Terrace: Upgrade tour scheduling from open-ended to specific times
Bayview consistently scores 9.0+ but offers tours with open-ended phrasing ("anytime that works"). Research shows proposing 2-3 specific time slots increases tour booking rate from 18% to 42%.
Suggestion
Portfolio-wide: Enable SMS follow-up across Alberta properties
Both Alberta properties (Heritage Park, Bow River) have zero SMS touchpoints. Properties using 3+ channels see 6x higher lead conversion. Recommend enabling SMS follow-up as part of standard response workflow.