Salesforce
__ is where all new interactions are entered and is a general overview of all interactions
What is Service Interactions
What community requires an additional screening? What is the screening called?
Avalon Huntington Beach, Snappt
Who is rent responsible for the lease?
All residents who have signed
Identify the unit number
CA001-00J-2035-13
2035
Does every community/state require an application fee when an application is submitted?
No, not every community has a application fee
If an applicant calls in and wants to schedule a tour, where would you document this interaction?
Guest Card
What is the applicant prompted to manually enter?
Name
Contact information (email/phone number)
Birthdate, SSN, & Address
The resident will be financially responsible for the remainder of the lease term or until the unit is re-rented.
What is Accelerated Rent
Where do you find generated reports?
Communication center on the bottom right hand side of MRI
How long do residents have to sign the lease?
Residents will have 5 calendar days starting from the day the application is approved to sign their lease
You are able to view a resident’s lease in Salesforce under the tab “Lease Attachments”.
Who needs to be on the lease?
Any individuals residing in the apartment
Individuals 18 years or older are required to be screened
Individuals under 18 years of age must be listed as Dependents and do not need to be screened
What is VUCR?
Vacant Unit Cost Recovery
If Utilities are not placed in a resident’s name, the utility provider will continue to bill AvalonBay for service in the resident’s home
Where would you look in MRI to show the application updates?
Actions/History
Certified Funds
Money Order, Cashier Check, WU Quick Collect
Every email that is sent to the resident, will appear in the _____ of the Account page on Salesforce.
Activity History
What status would this applicant be in:
Applicant submitted their application, completed ID verification, and credit and ID screening kicked off
Credit & ID Pending
What are the requirements for renter's insurance?
Every renter’s insurance policy MUST include (at a minimum) $100,000 in liability coverage. Personal property coverage is optional.
You will be able to reschedule a move in under the _______.
You will be able to reschedule a move in under the Daily Calendar.
Who handles Affordable Housing accounts?
Affordable Housing applicants will be handled directly with the Affordable Housing Department/Onsite partners.
Information from__ is fed to specific fields in ___. However, entries into ___ do NOT feed back to___
Information from MRI is fed to specific fields in Salesforce. However, entries into SF do NOT feed back to MRI
It is completed in MRI and an account number is assigned to the resident.
If the community agrees to allow the resident to break the lease, they will pay this
What is the Early Termination Fee
To add or remove any fees/rentable items, where do you go?
Amend Lease
Contact FADV directly