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P1 Training


Master
One-by-One

 

You must master the first process before you start training on the second process. Mastery means you can run the process without referring to this page, without zero mistakes, and without help from another team member.

RENEWAL: Stage 1

Creating & Scheduling Work Order

  1. Creating WO

  2. Scheduling WO

RENEWAL: Stage 2a

Inspection Approval: Approved

  • Tenant Evaluation

  • Maintenance Inspection

RENEWASL: Stage 2b

Inspection Approval: Not Approved / Non-renewal

RENEWAL: Stage 3

Preparation & Sending of Renewal

  1. Preparation of renewal offer

  2. Adding recurring charges

    1. Unsigned Lease Fee

    2. MTM Fee

    3. Prorated difference at renewal (Only if Rent Increased)

  3. Notifications

RENEWAL: Stage 4

Countersigned

  1. Updating of recurring charges

  2. notifications

RENEWAL: Stage 4a

Lifestyle ID Renewal

Move-In

Move-Out

Application

Renter's Insurance

Evaluation

  1. Document Type

  2. Effectivity

  3. Name of Insured

  4. Property Insured

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