Tenant Application should be fully submitted and the application fee paid. Once this is done, open this Tenant Applicant Checklist for each tenant applicant.
If an application is not complete, and a checklist is opened, it is an active lead for a tenant and should be followed up on regularly.
Send a Closing doc screening to verify the income
To Email the Template, Application's supporting document is missing;
The Typical Complete document is:
This is a full application review.
Send the email below if there is a manual review or exception requested for this applicant
Instruction how to screen the tenant on PW:
Option 1: Using the Action column located on the right hand side of either page view.
1. Go to the Marketing Module
2. Under Marketing, click Prospects.
3. Check the box before the prospect record name.
4. Across the prospect record, click on the drop-down under the Action column.
4. Click Screen Household
The Action options also includes:
Option 2: Using the Prospect Summary page view:1. Go to the Marketing Module.
2. Under Page View click Prospects.
3. Locate and click prospect name.
4. Under the Tenant Screening section, click Send Screening Request.
Please communicate with the tenant/ landlord and or employer to resolve this as soon as possible.
Rent is {{form.Rent_Amount:}} so income needs to be at least 3 times the rent.
and must get verified from employer.
Compare their information on their ID Vs. Screening and application
This step should be started if the screening and RV/EV are completed and we most likely want to approve the applicants.
Start this step if the screening and RV/EV are completed and we most likely want to approve the applicants.
Tenant must complete a pet profile at https://pmicc.petscreening.com
if they did not create a pet profile yet, send the email below
NO PET ADMIN FEE OR PET RENT ON ASSISTANT/EMOTIONAL ANIMAL
Please check petscreening.com to see if they already shared a profile.
A SCORE LESS THAN 3 IS NOT ACCEPTABLE!
THE OWNER MUST APPROVE IT WITH A WRITTEN APPROVAL!
Monthly Pet fees below are based on the screening score:
1=$49
2=$44
3=$39
4=$34
5=$29
Talk with PM or Hosein to discuss the next steps.
Send an email to Hosein for manual review
Typically the SD is 110% of one month's rent (check on PW). if the tenant has a pet, an additional 25% is required for each pet.
Once the application is denied, we are required to send an adverse action to the applicant immediately.
you can go to the marketing module on PW then prospect, under screening report, choose print adverse action report and save. now you can attach it to the email template (notice of adverse action)
Rent amount:{{form.Proposed_Approved_rent?}}
Pet Admin fee: {{form.Non-Refundable_Pet_Admin_fee:_$75_per_pet}}
SD Amount:{{form.Proposed_Approved_Security_Deposit?}}
Move in date: {{form.Move_in_date}}
How to add a Security Deposit charge on Propertware:
Go to the Lease Module,
Under page, view go to the ledger
New Charge
Use GL Code 2030 under Account.
enter the amount/ date and save
Deposit amount: {{form.Security_Deposit_Amount:}}
Send approval email to the Owner if the SD is collected
IF FAILED INSPECTION:
We always collect the first month's rent and prorate the second month's rent.
Rent for the second calendar month shall be prorated and Tenant shall pay
1/30th of the monthly rent per day for each day remaining in the prorated second month.
Example: Rent is $3000 and commencement day is July 10th, so tenant-paid one full month rent until Aug 9th. prorated rent for the second month (Aug 10th to Aug 30th) for 22 days is $2200 due on Aug 1st.
$3000/30= $100 per day - 22*100=$2200 due Aug 1st
Enter zero if the lease starts on the first of the month.
To get the prorate amount, do the math {{form.Prorate_amount_of_rent_per_day_2}} times {{form.Number_of_days_to_charge_2}}
Enter zero if the lease starts on the first of the month.
The Lease agreement is signed
The Tenant Move-In checklist is automatically run, check it out.
Instruction on how to apply Auto Charge:
To set up an auto-charge on the lease:
1. Go to the Leases Module
2. Click the lease name.
3. Under Page View, click Summary.
4. Click Edit.
5. Under Auto Charges, click New Auto Charge.
6. Set Account.7. Enter Ref# (if necessary).
8. Set Start Date.
9. Set End Date (If appropriate based on the Lease contract).
10. Set Amount.
11. Choose the Frequency of the auto-charge.
Note: Quarterly and semi-annual frequency is available for non-standard lease terms
12. Set the Due Day when the auto-charge will post.
13. Add Description (if necessary).14. Click Save.15. Click Save again.
Move in Date =
Security Deposit = $0.00
Starting Rent = Do not Prorate
Post 1st Charge to Leddger = With Normal auto charge.
Leasing fee
Account 5131 - Owner Expenses: Leasing Fee
Amount = should be auto populated with leasing fee. If zero, the building needs to be updated with the contract leasing fee.
**Date = Today's Date!
Do not click paid?
Deactivate a listing on Rentvine and Tenant Turner
You have to take the rental off-market in your property management software first. If you don't, with the next import we'll see this rental still in your property management software's list of active rentals and we'll mark the rental as ready to activate.
In FRS, take the rental off-market and turn off syndication / unpublish the listing.
In Tenant Turner, run an import so Tenant Turner can get in sync with your backend property management software. The rental you just took off-market will be marked as ready to deactivate on the Rentals page.
Click the DEACTIVATE button under that rental.
Complete the deactivation form and click the Deactivate button.
Notify other applicants on the waitlist on PW that the property has been leased.
Use the email template in PW.
