Help Me Lease
If Taylor, our Lead Coordinator is working on your site, what snapshot should be added and current on the Today Page?
Appointments
What report in L2L do you run to show the overall performance of your team?
Lead Manager Follow-up Report (Detail)
When do you perform pre-close activities?
The 25th to the 28th
What invoices do not require a PO?
Petty Cash, Utilities, Mileage, and Personal Reimbursements
Where should you submit a question regarding Marketing?
The Marketing Portal on ADP
What 2 reports are required to be printed and saved daily on YieldStar sites?
The Rent Summary Report and The Unit Availability Report
If Taylor, our Lead Coordinator has made appointments for your site. How will you know there are appointments scheduled?
What report in L2L do you run to show individual leasing agent performance?
Management Performance Per Agent
When do you close the month?
The last calendar day of the month
When entering utilities without an invoice number, what format should be used in the Invoice field?
ACCT# (last 4 digits of the acct #) invoice date
Where should you submit a question regarding Training?
The Training Portal on ADP
When should YieldStar pricing be reviewed and submitted each day?
By 10am
If Taylor, our Lead Coordinator makes an appointment for your site, what is required of the leasing agent after that tour arrives?
To record the tour in L2L and reassign the lead owner
Who should you send a request to regarding leads not filtering to L2L?
Laura via the Marketing Portal
True or False? If the last day of the month falls on a weekend, you can wait until the next business day to close your accounting month end.
False
When you have a new acquisition, how should you set up new vendors?
Send a completed vendor spreadsheet to ap@birgeandheld.com
Who should you email if you have an Accounting specific question?
ap@birgeandheld.com
True or False? The RPM is responsible for approving renewal batches before they can be processed on site.
True
How will you know that Taylor, our Lead Coordinator is working on you site?
From the intro email with Lead Coordinator Prep instructions
What is the benchmark for Viewed and Managed leads?
95%
Which Onesite report shows the number and total amount of PO’s that will be accrued at month end?
The Purchase Order Accrual Report
True or False? You should use your petty cash card to pay utility bills.
False
Who should a vendor reach out to regarding the status of their Compliance Depot account?
Compliance Depot
DAILY DOUBLE: Where do you save the daily YieldStar reports?
On Sharepoint in the YieldStar file
When should you request Taylor, our Lead Coordinator to work your site?
When you are short staffed, when you need a boost based on your leasing trend, or when you are in active rehab.
What is the benchmark for Active Actionable Average Follow-up?
2.5
What status, Open, Pending, Open-Partial, or Closed will accrue during month end?
Open and Open-partial
How can you check to see if a vendor payment has been made/sent?
Check Accounting>AP Invoices>Search
Who is the site Manager’s first point of contact for site related questions?
The Regional Property Manager
If unit 101A is marked “Made-ready” on 10/9, what day will that unit show available to rent online?
10/10