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Day 7: Move in Flow and Online Leases
Terms in this set (11)
What's the move-in work flow?
1. Convert the rental application.
2. Enter the lease details.
3. Send/print the online lease.
4. Complete the move in.
Where can you access the move in tenant/homeowner task?
2. People (any subtab)
3. Any vacant unit page
The unit will be auto-selected if you use the task from the vacant unit page. True or false?
Unit must be __________________ in order to move in a tenant.
If a unit isn't available to select, what two things should you check?
If the unit is occupied or if it's marked as a non-rentable unit.
Once a tenant is moved into an existing occupancy, can you undo this action?
If you hide a tenant, how are you able to find them?
Conduct an "Advanced search."
What are the first three steps of converting rental applications during the move-in workflow?
1. Completing the profile.
2. Additional tenants (if applicable)
3. Select the unit
What do you do if the applicant ends up moving into a different unit than the original application?
Begin the move in, then go back to "Select Unit," and select the correct unit.
What are the types of charges you'll see during the move-in flow?
Recurring charges and move-in charges.
When do move-in charges post?
As soon as the move-in is completed.
This set is often in folders with...
Property Management Accounting
Onboarding Day 1: Intro to Property Management and…
Onboarding Day 2: Leasing Functions
Day 5: Intro to Accounting
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