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 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 Lease Editor.



4. In this step, you will use the "Lease Editor" page manage forms for the Blue Moon lease. You will navigate to the required sections by using the table of contents on the left hand side. 


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

  • Total Amount Due Per Month: Found at the top of the Cover Sheet page - This amount will vary from lease to lease. This amount will include the base rent plus any rentable items, charges, etc. Add all charges and base rent together to get the total amount.

  • Breakdown of Included Mandatory Charges Rent and Not Rent: Found on the Cover Sheet page - This section will require a dollar amount to be entered in each space. For relevant charges, enter the correct amount. Enter zero for any recurring charges that are not applicable. You will do this for each Charge Type line item.

  • Late Fee: Found on the Cover Sheet - The late fee will vary based on the lease base rent. Enter the appropriate late fee for the lease amount.

  • Liquidated Damages: Found on the Lease Terms page - 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.
    • NOTE - Liquidated assets will be equal to two months base rent only.

  • Keys: Found on the Other Charges page - Keys is a new section in which Team Members will input the number of keys given to new residents listed on the lease.


Total Amount Due Per Month


Breakdown of Included Mandatory Charges Rent and Not Rent


Late Fee


Liquidated Damages


Keys


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.