QRG - CRM IQ - Generating a New Lease
This QRG will walk through on how to generate a new lease (not including Blue Moon Leases).
1. From the profile, go to "Rental Terms" under the Prospect Workflow dropdown. Take this time to confirm all rentable items and concessions have been added and the pricing is correct. If not, please update them. Once this is done, select "Save" in the lower righthand corner.
2. From there, select "Manage Lease" under the Applicant Workflow dropdown. This will default to Step One - Rental Terms. Confirm all rental terms look accurate and select "Next".
3. Next will be Step Two - Charges. Take this time to review all charges are added correctly, the prorated days and pricing look accurate, any pet fees have been added, rentable items are appearing correctly, etc. If everything looks correct and all appropriate fees have been added, then select "Next" to continue to Step Three - Finalize Document.
4. The final step is Step Three - Finalize Document. On this step, review each page to confirm the information is accurate and any additional addenda has been added into the lease before sending it to the applicant. If everything looks accurate, then select the green "Finalize Lease" button at the top of the lease. Select "Yes" to confirm the document is ready to sign.
5. From there, you will be redirected to the "Documents" tab in the applicant profile. This will show you the status of the document. On the righthand side, you will find an option to regenerate the lease if changes need to be made as well as the option to send the lease for signatures via email.