Leasing Workflow
What document outlines the terms and conditions of a resident's tenacy?
The Lease Agreement
A resident moves out. When do you walk the unit?
ASAP
When are property logs due?
The 1st of every month.
What is the CRM called?
RentCafe
What document should you look through if you are unsure of a company procedure?
The Employee Handbook
Before approving an applicant, you must verify what items?
Income, Rental History, Credit/Background Screening
For roommate add-ons, do you need to verify their income?
Yes
What report(s) are due on the 15th each month?
Property Updates and if applicable the Open PO Report.
Where is new pricing generated?
LRO
What is the dress code while being on site?
Business casual.
What payment reserves a prospects unit?
A resident tells you they will be moving out. What is the first thing you need to do?
Have them fill out the Notice to Vacate form.
What does the Variance Report tell you?
If we are off budget in any areas.
What should you be checking daily in CRM?
The queues.
Where can you find information on leasing policies?
The Resource Library in E-Point.
When do you invite a prospect to Rent Cafe?
Right after a tour
A resident comes in to let you know their neighbors were playing loud music until 3am. What actions do you take?
First add in a memo to their profile. Then either give a verbal warning if it is their first complaint or a written notice/violation.
What purchasing site has pre-approved vendors and pricing?
Yardi Market Place
Where do you schedule property blackouts?
CRM Calendar
Where do you input an incident report?
E-Point
An applicant is self employeed. What income verification do we need from them?
6 months of stable income and last years taxes.
A resident calls the Support Center before speaking to you about a situation. How do you respond?
Tell them that they can only reach out to the Support Center if the office cannot be reached and there is an emergency situation.
What do the Yardi alerts mean?
There is a move-in, move-out, or deposit accounting that is past due.
Where can you find a residents screening report?
In CRM in the screening area.
Where can you find the payroll and holiday schedule?
ADP