Renter's Insurance
Yardi Functions
Applications
Policies
100

Do we need to upload a Renter's Insurance policy to Yardi?

Yes

100

Every time you correspond with a resident, what should you do in Yardi?

MEMO!

Learn it, Live it, Love it!

100

When a Service member turns in a transfer application, what should we do next?

Schedule a Waitlist PRE inspection.

100

At what dates can residents start putting FALL décor out and when does it have to be put away?

September 28th to be put out

December 10th to be put away

200

What do we need to do when we get a cancellation notice set for a future date?

Enter cancellation date in RI function and reach out to the SM.

200

What tab is the vehicle info located under?

The "Other Info" tab

200

How much is the transfer fee and when should it be paid?

$250.00 split in two payments.

1st half due 48 hours after the waitlist pre inspection and 2nd half due after the move out pre inspection.

200

What does December holiday decorat6ioons (that have to be removed by January 10th) consist of?

Santa Claus

Presents

Lights

Blow up characters

Wreath with ornaments

Stockings

Holiday trees

300

What needs to be listed on a RI policy in order to accept it?

Property Minimum Liability of $100,000.

Current Address

Effective & End date of the policy

IP with the correct address

300

What do we do in Yardi when doing a NTV?

Put SM on "Notice"

Memo in Yardi

PPV Lead Share

Opt in / Opt out

300

When a service member is transferring due to a medical RAC request, do they pay the transfer fee?

No.

300

What type of fire pits can be used in housing and how far away from the home must it be used?

Commercially purchased above ground fire pits used at least 15 feet away from the home.

400

What do you do when a cancellation has been entered and a renewal is received tot the same month that a force place plan has already been purchased?

Remove the cancellation date and enter new end date.

Cancel the force place plan.

Reverse the RI charge on the ledger.

400

When a SM brings in an updated ERB showing that they've been promoted, what should we do?

Update Military Rank under the "Service Info" tab.

Order a new nameplate.

Go to "Lease Charges" under Data to update monthly recurring rent charge.

400

When accepting a transfer application, what documents do we need from the SM?

Application

SRO

DD1172 *updated within the last 30 days

with orders or ERB updated within the last 30 days.

400

Do Service members have to register weapons in on post housing and where does a Service member go to register their weapons?

Yes, all weapons have to be registered. 

Service members need to go to the Provost Marshall's office.

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