Overview - Excel Property Management

Course Content

Excel Property Management

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The Management Company

Mission & Vision

Organization within the Management Company

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Organizational Chart

Administrative Vice President

Leasing Department

Training & inspection Department

Collections Department

Marketing Department

Human Resources Department

Operations Vice President

Maintenance Department

Make Ready Department

Finance & Accounting Department

The Properties

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Property Manager

Support Personnel

Rent & Late Fees

Phone Call Scripts

RmApp Suit Pro (Rent Manger App)

Copies Of Resident Keys

Application Station

General Office Instructions

Resident Complaints

The Lease

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Types of Leases

Composing a lease Contract

Important Clauses on the Lease Contract

Move-In Process

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Important Terminology

Qualifications to Lease an Apartment

Application Procedure (#1) – First Step

How to attend an interested party?

Application Due Diligence

Informing the Prospect of the decision corporate made:

The Appointment #2- Second Step

The transition between Prospect to Tenant

Prepare the Lease & Read for the Tenant

Tenant File Folder

Initial Move-In Fees

Taking Payments

Prepare the Apartment (#3) – Third Step

Turning In of Keys – Final Step #4

Payment of the initial move-in Fees

Setting up the Recurring Charges

Transfer Process

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Transfer Requirements / Necessities

Application and Inspection Procedure

Apartment Inspection

Signing the New Lease and Taking Payment

Add the new unit to the Tenant (Manual Contract)

Preparing the apartment to move in!

Pay first month’s rent of new unit and pick up keys

Renewal Process

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Renewal Process

Renewal Tracking

Invitation to Renew & Lease Clauses

Renewal Application

Request Managing

Sign The Lease Contract

Updating the Board and Recurring Charges

Move Out Process

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Move out Process

Received 90-Day Notice

Key Return Form

The Move Out statement

System Move out

Important Procedures

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How to obtain applications from applicants on Rent Manager

Qualifications to Lease an Apartment

How do you properly move-in a pre-lease on Rent Manager?

How do you take payments using residents debit or credit card?

How to create a rent manager / web access account for online payments

How to add a proper transaction to a prospect/residents ledger

How to add recurring charges to a prospect/resident

How to create a vacancy list report of all available units

How to send emails to all residents at once

How to properly renew a lease on Rent Manager?

How to use CoreLogic for a background check

How to close a work order on Rent Manager

Support Procedures

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Pest Control Process

Taking Payments

Parking Permits (Tenants & Visitors)

Rental Assistance

Carpet Decisions

Extra Procedures – Contract adjustments

Rent Manager

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Tenants – General Tab

Tenants – Contacts

Tenants – History / Notes

Tenants – Recurring Charges

Tenants – Transactions

Tenants – Add a charge

Tenants – How to read properly the balance (example)

Tenants – Payments

Tenants – Epay

Right Click Options

Prospects – Move-in

Rental Info – Applications

Services – Issues

Services – New issues

Accounting – Deposits

Reports – Rental Info – Tenant History Notes

Reports – Rent Roll – Summary Rent Roll

Reports – Occupancy – Unit Type Vacancy

Reports – Occupancy – Vacancy

Reports – Occupancy – Move-in & move-out

Reports – Occupancy – Lease Expiration

Reports – Receivables – Delinquency

Reports – Receivables – Receipts breakdown

Marketing

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Facebook Marketing

How to Post on Facebook MarketPlace

Lease Violations

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Most Common Lease Violations & Notices

Order of Events

1. Committing to the Lease Violation

2. Proof of Lease Violation

3. Creating the Lease Violation

4. Delivering the Lease Violation

Collections

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Collections Calendar

Eviction Process

Preparing Notices to Send

Delivering the 3 Day Notice

File Eviction & Court

File for eviction in Court

Move Out / Writ of Possession

Training Program

Company Overview

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