1. From
the side menu, select Residents &
Guests > Lease Renewal > Add Lease Proposal Batch. The Renewal Proposal Filter appears.
2. Complete
the following fields:
| |
Prop/List | Type or select
property code |
Agent | Select your name from the
list of available agents |
Batch Description | Enter the
property code and date of lease expirations; leave default user name and date
stamp as is. Note DO NOT hit “Enter”
key in the description box |
Status | Select the status of the
residents you wish to include in the proposal; usually select all. To select
multiple press and hold Ctrl key and click on the appropriate status
description |
lease expiration | Enter the
lease expiration date range |
Include MTM? | Unless you are creating a
MTM proposal batch, select Exclude |
Include Specials? | Leave
unchecked unless you are offering Renewal Rent Specials |
Update Rentable Items to Market Rent? | Select Yes to increase rentable item charges at renewal or select No to keep rentable items charges as
is. For example, if the garage/storage/parking fees increased recently, you’d
want to bring all residents who have those particular rentable items to the
new market rent |
Proposal Exp. Date | Enter the date value which is 5 days after the renewal batch expiration date. This
is very important especially for MTM proposals because the Lease From Date of
the proposal defaults to current date. |
3. Click Submit. The Bulk Proposal screen appears.
When the Bulk Proposal screen
appears, all the leases are selected for renewal by default. Each line in the
table represents a lease that will expire within the specifies time-frame and
the proposals that the system will create for it. You can deselect individual
leases by clearing the Renew check
box, or you can use the Uncheck All button to deselect all the leases.
4. To
edit the proposals for a specific resident, click the Edit button. The bottom of the screen displays a details section
for that resident. The bottom of the screen displays the resident’s proposal.
a. Click the Edit button at the bottom of the screen, in the row corresponding to the resident’s
proposal. The Lease Proposal screen
appears.
b. In
the Lease Proposal section,
Confirm/Edit (if MTM) the Lease From
Date.
c. If you want to change resident’s rent amount,
first, if must be approved by the Regional Manager or VP. Click the Edit button in the rent lease charge
row. The Renewal Override screen
appears. Type the new rent amount in the New
Proposed Rent field, always include the reason for the change in the Notes field, then click Save.
d. On the Lease
Proposal screen, click Save.
5. On
the Bulk Proposal screen, click Save to save the changes made.
6. Click Post to approve and create a
proposal. The proposal batch will automatically get Approved.
A confirmation
message will appear.
After Posting the Renewal Proposal Batch, generate the Lease Renewal Status Report
and save it on your Prop/Lease Renewals folder and keep for weekly updates.