Property Policies for Application/Move-In

The following property policies affect Application/Move-in:

The following options must be established:

Allow multiple current occupants (The option must be selected for the system to make all rentable items available at all time.)

Allow multiple feature leases (The option must be selected for the system to display items that have recurring charges in either lease charges or renewal details that begin on a date after the log in date.)

Allow future leases (The option on a currently occupied item must be selected for the system to display items that have currently active charges based on the log in date in the available list of items.)

Setup—Policies—Property Policies—Calculations category

The following options must be established:

Method to round prorated amounts

Method to round calculated interest on security deposits

Automatically apply credit invoices (The option must be selected for the system to perform an internal check the resident has any open credits.)

Setup—Policies—Property Policies—Application category

The following options must be established:

A guest card is required before an application may be processed

Applications are accepted for units currently occupied

Applications are accepted for units currently occupied & on-notice

Multiple applications are accepted for a unit

Allow collection of payments (This option must be selected for the system to allow collection of payments at the time of application.)

Require the quoted rent to be at least market rent

Normal amount of recurring charges collected at application

At Application, security is required to be

At Application, fees are required to be

NOTE that the option Application must be defined if the property policy At application, fees are required to be is set to paid.

Default lease type

Round lease term

Leases normally end on the last day of the month (This option must be selected for the system to calculate the lease expiration as the last day of the month. The last month of the lease is based on the lease start date and term of the lease.)

Setup—Policies—Property Policies—Move-In category

The following options must be established:

Application required before the move-in may be processed

Allow multiple current leases on a unit (This option must be selected for the system to accept a lease on a unit that has a status of Current, On-Notice, Leased or Transfer.)

Allow prorated charges to be changed (This option must be selected for the system to allow the prorated amount billed for each recurring charge to be changed in the Move-In function on the Leasing menu.)

Require the base rate to be at least the quoted rent

Cut-off day for the collection of recurring charges

Amount of recurring charges normally collected at Move-In

Allow collections of payments at the time of Move-In (This option must be selected for the system to allow the user to enter payments collected during the move-in process.)

Recurring charges required to be collected at Move-In

At Move-In, security is required to be

At Move-In, fees are required to be

NOTE that the option Move-In must be defined if the property policy At move-in, fees are required to be is set to paid.

At Move-In, default recurring charge dates should be automatically adjusted

Do not default move in date (Affects whether a date defaults in the Actual Move In field for Residential properties or the date must be entered manually.)

Do not default occupy date (Affects whether a date defaults in the Occupy field for Commercial properties or the date must be entered manually.)

Setup—Policies—Property Policies—Data Collection category

The option Collect Household Demographics must be set to Application, Approval, Signed or Move-In for the system to prompt for household demographic entry when an application is entered, approved, signed or when the applicant actually moves into the unit.

The option Collect Occupant Demographics must be set to Application, Approval, Signed or Move-In for the system to prompt for occupant demographic entry when an application is entered, approved, signed or when the applicant actually moves into the unit.

The option Require lease dates must be selected for the system to require a lease begins date and lease ends date be entered during the move-in or renewal process.

Setup—Policies—Property Policies—Additional Options category

The following options must be established:

Track Leasing Agents

Track Lease Types

Track Marketing Sources

Track Lease Numbers

Use Tracking ID

Setup—Policies—Property Policies—Property Names category

The following options must be established:

Unit Short Name/Long Name

Resident Short Name/Long Name

Rent Short Name/Long Name

Security 1 Short Name/Long Name

Security 2 Short Name/Long Name

Sales Tax Codes 1/ 2/ 3/ 4