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QRG - CRM IQ - Generating a Blue Moon Lease

This QRG will walk through to generate a Blue Moon lease.

1. From the profile, go to "Rental Options" 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 - Lease Editor.

4. In this step, you will use the "Lease Editor" page manage forms for the Blue Moon lease. When navigating through the lease, you must use the "next" function to navigate through each section of the lease.

There will be two items that team members will need to fill in, and those are listed below with screenshots.

• Liquidated Damages- Liquidated damages refers to the Early Lease Termination Fee. This amount will be equal to two months rent including additional add ons such as pet fees, parking, storage, etc.
  • FOR COLORADO - Liquidated assets will be equal to two months base rent only. 
• Keys - Keys is a new section in which Team Members will input the number of keys given to new residents listed on the lease.

5.  Next, review "Manage Forms" and add in any Custom Forms as the lease calls for. An example of this would be adding in the Corporate Lease Addendum for a corporate lease agreement.

6

. The "Print Forms" doesn't require you to take any action, and you can move onto the next page from here.

7. The last step in the process is to review the lease in the "Preview & Finalize" tab. After reviewing, if everything looks correct, then select Finalize Lease to have the lease sent off to the applicant.

8. Finally, you will be redirected to the "Documents" tab and from here, you can regenerate a lease if necessary.