A household is one lead
Proposed — pending review
Four people can apply for one apartment together. AppFolio sends us four
records and we turn each into its own lead — so Camellia's Pending Applications
tile says 4 when there is 1 real application.
Last week's fix spots the words "co-signer" in an applicant's name and skips
that row. It can't work: a couple applying together have ordinary names, and the
label is hand-typed — ours says "co-signer for Jack Warren" on an application
whose primary is Jacob. A new duplicate appeared two hours after
that fix deployed. Three bad rows are still in the database. None has been
contacted.
Yardi and RealPage both hand us a proper household with typed roles.
AppFolio is the outlier we've been designing around.
1. Where should "one household, one lead" live?
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Make the household a real recordRECOMMENDED
It carries from inquiry to application to approval; people have roles on it.
Biggest change, ends the bug class.
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Fix the counting only
Group by household when we count. Cheap, tile becomes correct,
but it's one more place re-deriving what a household is.
-
Keep hardening the sync
Smallest change. We've tried it twice.
2. The three bad rows in production?
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Link them to the right householdRECOMMENDED
Nothing deleted, so co-signers stay screenable and reachable.
- Merge and deleteCleanest tile, loses those people.
- Leave themCamellia stays wrong until they age out.
3. The "co-signer" name check?
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Demote to a hintRECOMMENDED
Fine to show a PM. Never again decides whether a record exists.
- Delete itLoses the only role signal AppFolio gives us.