Cheatography
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Assistant property manager
This is a draft cheat sheet. It is a work in progress and is not finished yet.
Leasing management
Parking |
Misc addendum>Wa other amnt 2 $75 |
Applications
Screening applications |
Email helpdesk subj: "SCREENING OVERRIDE" |
Renters Insurance |
Renters insurance interface>create new policy |
Move outs
20 days notice given |
Required by state |
Receive keys |
Walk unit note any major damages |
Hand off keys |
Keep building and laundry keys. Give mail and unit keys to maintenance |
Push final utilities |
Conservice>Client login>resident specify>Move out |
Once these steps are done, proceed to deposit accounting.
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Assistant Manager duties
Parking |
Manage rentable items |
Deposit accounting |
DA from menu>check if info is correct>Post |
Deposit Accounting Move out |
-Check for WSG final
-$125 Standard cleaning fee
-$120 Carpet Cleaning
-Post
-(in account) Reports>Move out Statement>PDF>Print>PM to sign
Repots>Analytics>Financial>AP Analytics Aging change date to current
select control link>Function>Attachment>Upload Title "MOS last name" |
Violation Letters
Extract data from Yardi |
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Print, mail, and upload 30 day notices |
Payment plans need to be signed and uploaded |
If Tenant fails to pay FULL rent the plan nulls |
Small balance letters |
Only print, keep informal |
Rent is due on the 1st and late on the 5th. Serve notices on the 5th.
Delinquency management
PM to review and send out every Monday |
Reach out to tenants to get some sort of game plan to balance their account. |
Do not reach out to tenants already going to atty's office |
Leave notes in right side |
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Hot tips
Ledger |
Legers always tell the story |
Move outs |
Tenants can physically move out whenever, but are rent responsible for 20 days |
Key charges |
$20 Building&Laundry, $5 Unit&mail |
Solutions
Screening Issue |
Email helpdesk subject "SCREENING OVERRIDE" |
Luxor account creation |
Right side of "recipient" tab.
Fill out info and check "send welcome email" box |
only roommate moving out |
Sign roommate release |
Adding concession |
Function>quick charge>Negative number>"up front">charge |
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