Arbella Properties – Arbella Properties

Excel Property Management- Overview

Excel Property Management- Overview
The Management Company
Mission & Vission

Organization within the Management Company

Organizational Chart
The President

00:44
Administrative Vice President
Leasing Department
Training and Inspection Department
Collections Department
Marketing Department
Human Resources Department
Operations Vice President
Central Shops
Maintenance Department
Make Ready Department
Finance and Accounting Department

The Properties

Overview
Property Manager
Leasing Agent
Make Ready
Maintenance
Porter
Housekeeper
Support Personnel
Leasing Office
Accounting
Rent & Late Fees
Phone Call Scripts
Rent Manager
Rent Manager App
Email
Core Logic
The Intranet
Folders/Files
Copies Of Resident Keys
The Boards
Check Station
Application Station
Models
General Office Instructions
Resident Complaints

The Lease

Move-In Proces

Move-In Process
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 – Beginning of Step #2
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

Transfer Process
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)
Taking Payment
Preparing the apartment to move in!
Pay first month’s rent of new unit and pick up keys

Renewal Process

Overview
Renewal Process
Renewal Tracking
Invitition to Renew and Lease Clauses
90-Day Notice – Decides to Move Out
Renewal Application
Request Managing:
Review all Documentation & Send it to Corporate
Sign The Lease Contract
Updating the Board and Recurring Charges

Move Out Process

Important Procedures

How to Obtain applications from applicants on Rent Manager
Qualifications to Lease an Apartment
How do you properly do a pre-lease on Rent Manager?
How Do You Take Payments using Resident’s debt or credit cards
How to create a rent manager / web access account for online payments
What is the difference between transaction and a recurring charge?
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 Procedure

Overview
Pest Control
Pest Control Process
Work Orders
Taking Payments
Parking Permits (Tenants & Visitors)
Electricity:
Rental Assistance
Carpet Decisions
Extra Procedures – Contract adjustments

Rent Manager

Rent Manager – Overview
Rent Manager – Introduction

03:34
The Dashboard

02:45
Menu Home

05:14
Tenants – General Tab

00:00
Tenants- Contacts

02:49
Tenants – History / Notes

05:30
Tenants- Recurring Charges

02:08
Tenants- Transactions

02:23
Tenants – Add a charge

02:08
Tenants- How to Read Properly the Balance (Example)

06:19
Tenants- Payments

00:00
Tenants- Epay

02:29
Right Click Options

00:00
Compose Email

04:25
Write Letters

03:01
Prospects- Move-In

00:00
Rental Info – Application

00:00
Services – Issues

03:29
Services – New Issues

00:00
Accounting Deposits

03:23
Reports – Rental Info -Tenants History Notes

04:09
Reports – Rent Role – Summary Rent Roll

03:58
Reports – Occupancy – Unit Type Vacancy

02:38
Reports – Occupancy – Vacancy

02:00
Reports – Occupancy – Move-In & Move-Out

02:00
Reports – Occupancy- Lease Expiration

02:53
Reports – Recievable -Delinquency

03:54
Reports – Receivable – Receipts Breakdown

01:50

Marketing

Lease Voilation

Collection

Overview
Collections Calendar
Text Notices
Paper Notices
Payment Plans
Eviction Process
Preparing Notices to Send
Delivering the 3 Day Notice
File Eviction & Court
File for eviction in Court
Move Out / Writ of Possession

Course Content

Excel Property Management- Overview

Excel Property Management- Overview

The Management Company

Mission & Vission

Organization within the Management Company

Organizational Chart

The President

Administrative Vice President

Leasing Department

Training and Inspection Department

Collections Department

Marketing Department

Human Resources Department

Operations Vice President

Central Shops

Maintenance Department

Make Ready Department

Finance and Accounting Department

The Properties

Overview

Property Manager

Leasing Agent

Make Ready

Maintenance

Porter

Housekeeper

Support Personnel

Leasing Office

Accounting

Rent & Late Fees

Phone Call Scripts

Rent Manager

Rent Manager App

Email

Core Logic

The Intranet

Folders/Files

Copies Of Resident Keys

The Boards

Check Station

Application Station

Models

General Office Instructions

Resident Complaints

The Lease

Overview

Lease Contract

Types of Leases

Composing a lease Contract

Important Clauses on the Lease Contract

Move-In Proces

Move-In Process

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 – Beginning of Step #2

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

Transfer Process

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)

Taking Payment

Preparing the apartment to move in!

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

Renewal Process