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LEASING WORKFLOW
PROSPECT CALLS LC/ WALK - IN TOUR (FUNNEL)
• Enter Guest Card/check to see if they are already in Funnel • Use Telephone Guide, Invite to Tour, and define specific time/date
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COMPLETE TOUR (FUNNEL)
REVIEW APPLICATION/SCREENING (YARDI, RENTCAFE & SAFERENT) • Review Application in Yardi (Pending or Approved) • Review Safe Rent decision (Accepted/Declined/Approved with Conditions) • If approved with conditions; call future resident to determine security deposit selection (SMAArt Savings if eligible or 1 months rent) • Begin Lease File • Approve application in RentCafé (if Approved/Approved with Conditions) • If declined, notify applicant, send Credit Decline Letter, and deny in Yardi • If approved, notify applicant, Proof of Income required within 48 hours • Use Income Calculation Excel Spreadsheet 3 • Review all Leasing steps on guest card in Yardi again • Execute the Lease In Yardi • Go to Yardi > Function > Move - in Calculator, apply applicable charges, copy T - code on Resident ’ s page • If approved, create Resident Guide in MAA Reports using T - code 4 RESIDENT GUIDE (YARDI & MAA REPORTS) LEASE FILE • Ensure your manager signs off on proof of income • Send Welcome Letter emails & attach Resident Guide (Use property specific Welcome Letter or use template in Funnel) • Upload documents to Yardi> on Resident ’ s page upload to attachments or create physical file 5 • Complete tour/use 3 closing techniques! • Invite to Apply and send specific listings in Funnel (add unit) • Follow - up call within 24 hours, another form of follow up within 5 days (phone, text, email) • Send any additional promotional materials *
READY?
SET, LEASE!
*Property Specific Note
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