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QRG - CRM IQ - Deposit Accounting - Generating Balance Letters    Follow these steps to generate balance letters when completi...

QRG – CRM IQ – Units & Pricing Dashboard  The Units & Pricing Dashboard displays the occupancy statistics and available units f...

QRG - CRM IQ - Applicant Screening - New Screening vs. Updating Results in CRM IQ This document is to serve as a guide to determine whether you...

QRG – CRM IQ – Documents Dashboard  The Documents Dashboard manages all documents that are completed by applicants and residents. &nb...

QRG – CRM IQ – Entering Memos Memos are used to document activities to the resident profile. Review Memo Types and when to use them below: ...

QRG – CRM IQ – Future Resident Unit Change  Update a future resident’s unit selection, move-in dates, terms, or rental price and manage...

QRG – CRM IQ – Generating a Mid-Term Lease  If there is a change to the lease, a mid-term lease is generated to have documentation that...

QRG – CRM IQ – Managing Lease Charges  Begin or end a recurring monthly lease charge including pet rent or team member discounts. NOTE:...

QRG – CRM IQ – Starting and Ending Premium Parking Charge  Properties that offer parking or garages may charge a premium for additional...

QRG – CRM IQ – Screening Process Overview  Once the application is received, the following process outlines how to screen and evaluate th...