Lease Changes Task Selection Tab

Make the following menu selections to display this tab:

eSite—Leasing—Lease Changes—(select from Lease Changes grid)

Selections on the Lease Changes selection grid are established during Resident / Tenant Setup and include Residents / Tenants and Occupants of all statuses.

Note

You can also display the Lease Changes Task Selection tab by clicking an apartment on the Resident Profiles Tab.

Use this tab to select a lease task to complete. The links available on this tab depend on the property type (established on the Properties Tab) for the current property. Please refer to the following descriptions for each link that might appear on the Lease Changes Task Selection tab.

Link	Description
Lease Profile	Use this link to print a list of the resident's or tenant's lease details.
Occupant Demographics	Use this link to manage demographic information and memos for the occupant.
Lease Information	Use this link to view or edit lease information
Tenant Information	This option appears for Commercial properties only. Use the tab to view or edit lease information for a tenant.
Lease Dates	Use this link to modify lease dates for an existing lease.
Receivables	Use this link to add or edit receivables for Commercial properties.
Addresses	Use this link to view or edit previously entered address details.
Deposits/Late Charges	Use this tab to enter deposit information for Commercial properties.
Search Items	Use the link to view or edit search item information.
Recurring Charges	Use this link to view or edit previously defined recurring charges for a resident.
Balances	Use the link to view a resident's current balance
Household Demographics	Use this link to view or edit demographic detail for occupants residing in a specified unit.
Fees and Security	Use the link to view or edit previously assessed fees and security amounts for a selected resident.
Lease Memos	Use this link to view or edit lease memos associated with a select resident.
Security Deposit Interest Details	Use the link to view security deposit interest information for a selected resident.
Resident Transaction Inquiry	Use this link to view or edit resident transactions.
Payments and Adjustments	Use the link to enter new payment or adjustment amounts for a selected resident.
Additional Units	Use this link to add or edit additional units for a resident who is leasing more than one unit.
Credit Screening History	Use the link to view credit screening history.
Print Resident History	Use this link to print the Resident History report.
Renter's Insurance Policy	Use this link to add or edit renter's insurance details or to print the Renters Insurance lease addendum.
Reprint Addendum	Use this link to reprint the Renters Insurance lease addendum in PDF format.
Insurance Certificates	This option appears for Commercial properties only. Use this tab to add or edit information about a tenant's insurance certificate.
Retail	Use this link to manage retail sales information associated with the selected tenant for commercial properties.
Recoveries	Use this link for information to rebill recoveries for eligible tenants.
Holdover	Use this link to define the income code and amount or percentage to bill the tenant if a holdover is filed against them.
CPI Increases	Use this link to access information that allows for periodic rent adjustment based on the published CPI value.
Documents	Use this link to manage documents associated with a property, building, apartment, or lease.
Saved Letters	Use this link to save and store lease-related letters (such as application letters, move-in letters, invoices, late notices, and other letters associated with a specific lease or resident) in an eSite database.
Move-in Statement	Use this link to print a move-in letter, if one has been previously defined.
Lease Addendum Letter	Use this link to print a lease addendum letter, if one has been previously defined.
Print a Lease	Use this link to print a lease letter, if one has been previously defined.
Print an Application Letter	Use this link to print a application letter, if one has been previously defined.
Renters Insurance Information	When there is a renters insurance policy for the lease, the following display-only information appears on this tab: Insurance Status, Insurance Type, Insurance Policy #, Effective Date and Expiration Date.
Credit Screening Information	A section at the bottom of the page shows all credit checks run for the lease, so the following information may appear on the tab for each occupant: Occupant name, Order ID, credit agency Status, Last Status Update, Report Date, View Report (link to open report or "not ready"). If a credit check is processed correctly, then: Result = Approved, Denied, or NULL. Status = COMPLETE If an error occurs, then: Result = blank Status = Error If the process times out, then: Result = blank Status = PENDING For VeriFirst Background Screening only, the information shown is the VeriFirst Report ID, date the credit check was processed, VeriGuide indicator, Decision (approve/deny), credit agency status, and Action (View Report link).
First American Renter's Insurance	For First American Renter's Insurance Only, the following display-only information appears on the tab when there is a renters insurance policy for a lease: Insurance Status, Insurance Type, Insurance Policy #, Effective Date, Expiration Date.