Date App. Started: ____________________________________

APPLICATION PROCESS CHECKLIST

Client Name: ________________________________________

NOTES Address: ____________________________________________

Log in application in Red Book (Application ledger)

(Name/property/fund amt./start date/lease Rep)

Log funds on cash log & put in cash box with cash log

Initialize the application evaluation form

Process & evaluate all TRW’s for the application

Evaluate Rental history

Evaluate employment/ income

Calculate & evaluate both debt ratios

Give status (Q or D) _________/_________/_________

Deadline for holding

Turn over to Mgmt. for final approval on status

If application is denied:

Annotate “denied” in Red book in RED ink

Call applicant with reason for denial

Log in M1 (denied)

Place application in denied file

This is the termination point of application

If application qualifies:

Log in M1 (qualified)

Update Red book

(Date app qualified/ deadline date dep in)

Call applicant, inform of approval, set up an appointment to sign holding deposits. If possible, see if applicant would like to also schedule the lease appt time.

Prepare and print holding deposit (M1-Templates-Leasing-Holding)

HOLDING DEPOSIT AND LEASES

DO NOT SIGN HOLDING (MGMT ONLY)

Meet with applicant on holding deposit

Using Power Point review the holding deposit, line by line with the applicant

Collect funds

Review Utility Form (must be returned at lease signing)

Schedule appointment to sign lease (NO SAT) (If not already done)

Answer any preliminary questions

Photocopy 2 copies of holding deposit and funds give one copy to the tenant, give 2nd copy “KILL” to accounting

Issue Rekey Work Order

Note Already Rented Sign in PI Schedule

Call the owner, property rented, amt. & Date of Move In

Update Red book

(Date dep in / move in date)

Review the move in list in computer (MIL)

* If V+7, 10, 14, or 0+7, 14, 21 give Rehab Email

of move in date (VERY CRITICAL)

Prepare for typing of the lease

Get application and property file

Fill out “lease check list” form (M1-Forms-Leasing-Lease Checklist)

Check mgmt contract in property file for accurate information

Double check lawn service for accuracy “CRITICAL”

Type the lease (M1-Templates-Leasing-Lease)

Prepare for lease appointment

Bring all documents to signing appt (refer to the Lease Checklist Coversheet), lease and envelope.

Get keys from key board-put on M1 key chain

Get any garage door remotes from cabinet & put in Tenant Pack

Tenant Welcome Pack

Lease signing appointment

Greet client with handshake

Using Power Point and Verbally review all manually typed info on lease

Allow tenants to read entire lease in private

Check lease to ensure all X’s are initialed and one signature for each adult appears on the lease.

Verbally review with the tenant and have them sign each of the following:

DO NOT SIGN LEASE (MGMT ONLY)

Smoke detector agreement

THIS IS IMPERATIVE:

Schedule move in inspection within 7-14 days of move in. (This is NOT an option)

Answer any questions

Collect funds

Turn over keys and remotes

Enclose in envelope all copies of lease and all other documents

Conclude meeting with a handshake & THANK the new tenant for choosing Management One!

Tag funds and put in cash box for accounting

Fill out re-rent checklist

Log move in appointment in PI Sch.

Log pro-rated rent on ledger

Update MIL

APPLICATION IS COMPLETE