Use Quick Qualify and the affordability calculator

Platform: ResiCRM · For: Sales, Executive Director

Quick Qualify helps during an inquiry call. Neither tool changes a prospect record.

Run a quick qualification

1. Go to Quick Qualify and stay on Quick qualification.
2. Choose a Community and Desired care level, then choose Continue.
3. Enter the Affordability figures and choose Continue.
4. Rate Care needs from 0 to 4 and choose Continue.
5. Rate Readiness from 0 to 5.
6. Choose See the outcome.

The outcome shows Affordability, Care fit, Readiness, Next conversation and Talking points. Change figures with Back, then choose Re-run scoring.

Use the calculator

1. Open the Calculator tab.
2. Enter Monthly income sources and Liquid assets. Enter 0 if there are none.
3. Turn on Home may be sold if it applies, then enter the home figures.
4. Pick a community to fill in its starting rate, or enter fees yourself.
5. Read the Affordability snapshot and Stress scenarios.

Print a report

1. Under Prospect report, enter Prepared for (optional).
2. Choose Print / save PDF report.

Good to know

• Thresholds come from the community you pick.
• Results are illustrative. They are not financial advice, benefits eligibility, a price quote or move-in approval.
• Stress scenarios are independent, with no compounding.
• Reset clears the calculator.

If something goes wrong

If Print / save PDF report is grayed out, finish the items under Still needed. If a print window does not open, allow pop-ups for this site.

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