New Property Manager Resources

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Manager Training Tracking Log

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YARDI

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Yardi One Dashboard

Yardi Voyager Dashboard

Yardi Client Central Dashboard

Yardi Voyager Training Videos

Yardi Instruction Manual

Generating 5 Day Notices Yardi

How to: Invoice Attachments in Yardi

Yardi How to: Payable Invoice Status

YARDI How to: Enter Laundry Deposit

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PAYCHEX  /- PAYROLL

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Paychex Flex Signup

How To: Request Time off

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PHONE GUIDES

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How to Activate One Talk

Operating One Talk

How To: Phone Call Record Example

Operating Desk Phones

Emergency On-Calls

After Hours Phone Number

Voicemail Record Info Sheet

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HOW TO GUIDES

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How To: Company Credit Cards

How to: Post to Facebook/Craigslist

How To: Mail Sorting

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FORMS/SPREADSHEETS

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Move in/Move Out Forms

Key Agreement Lockout Cost Sheet

Tenant Forms & Guides

Verification Documents

Fillable Balance adjustment Form

Eviction Forms

Market Rent Survey Template

Key Control Inventory

28 Day notice - Fillable

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HOW TO GUIDES:
 MANAGER REPORTS

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How To: Pre-Bills

How To: Month End Reports

Monthly Rent Pre-Bill

Quarterly Report

How To: Weekly Report

Owner Agenda

How To: MOR

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TEAM EMPLOYEE GUIDES

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Daily Front Desk Checklist

TEAM Employee Handbook

TEAM Employee Procedure Manual

TEAM Best Practices Guide

What are Demerit Points

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SITE MANAGER:
​ONLINE LEASING PROCEDURES

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Full Rent cafe/Site Manager Demo

How to Video: Site Manager Login

Site Manager/Rent Café Training Videos

How to Invite Resident to Rent Café

Online App Process Checklist

How To: Renting a Unit Online

Waiting List Review & Processing

HOW TO ASSIGN A UNIT: SITE MANAGER

HOW TO ASSIGN UNIT: IN YARDI

Move in Workflow Site Manager

App Fees: Paying with Money Order

How To: Denied/Canceled Applications

Pending App Spreadsheet

Manager Leasing Procedure

Vacant Units Spreadsheet

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SITE MANAGER AND RIGHT SOURCE

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Reviewing Rightsource Findings Video

How to Verify to Submit: Rightsource

Intro to Rightsource Video

Verification documents List

Take over App/Assist with Corrections

Pulling Section 42 Approved MI TIC

Pulling 50059 MI Lease docs

Pulling 50059 for approved Recerts

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RECERTIFICATIONS GUIDES & FORMS

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Recert Notices: Site manager How to

Annual Recert Training Guide

How to: Recertifications

Lease - Non Renewal Notice

Create new Recert app -Site manager

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RESIDENT PORTAL - HOW TO GUIDES

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Resident Payment Portal - How to

Submitting Maintenance Requests

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USING WORK ORDERS

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TEAM Work Order Procedure

Close out Work Order Procedure

After Hours Work Order Forms

How to: Entering Work Orders

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HOW TO GUIDES: ACCOUNTING

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How to: enter Invoices with attachments

How to: Post Rent Checks to Yardi

How To: TEAM Rent Deposits

How to: Enter Non Person Payer in Yardi

MOVE OUT DETAILED INSTRUCTIONS GUIDE

How to: Completing SDR Move out Form

Financials How-tos

CREDIT CARD USAGE- GL CODES

GL Account List

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