6
LEASING WORKFLOW
LEDGER IN YARDI
• Review charges on Ledger (ensure application deposit/holding fee/processing fee has been charged if approved/approved with conditions) • Go to Pending Applications Tab > Application Status > Ledger
7
CREATE LEASE (MERLIN)
Select your property in MERLIN
• •
READY?
Select Unit and Resident
• Select Lease Agreement and review to ensure accuracy • Click continue and create lease, send via email for e - signature
SET, LEASE!
UPDATE LEASE TRACKER (EXCEL)* • This should be done continuously throughout the workflow • Use Lease Tracker to add all important updates on your Leaseholder to keep track of several move - ins at one time (Not required) 8
9
PREPARE FOR MOVE - IN
• Walk - apartment/Sparkle and deliver welcome gift* • Access for Fobs/Mail Keys/Unit keys • Set move - in appointment time frame! • Complete move in inspection via SitePlan • Prepare move - in packet*
10
FINISH LEASE FILE
Complete Lease File Checklist Submit Lease File to Manager Upload Lease File Checklist to Yardi
• • •
*Property Specific Note
33 WALK YOUR NEW RESIDENT HOME AND CELEBRATE!
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