Leasing Process Workflow Training - Outlined
This newly designed work flow was developed to help streamline the system of processing Lease Prospects directly within the m1Solutions Software. This workflow begins with taking the first call then moves onto accepting an application, then evaluating the applicant to qualify and ultimately generating a Lease for the Resident to move-in. The full focus has been to simplify the work flow, make screens easier to navigate and reduce the data entry to a singular event, carrying the information over from one screen to the next. Please review the following tutorials so you can take full advantage of this new workflow and the features on each screen.
Prospects / Leads
Redesigned to be more user friendly and tablet responsive, the new vertical flow will help you to easily navigate through your prospective calls while seamlessly qualifying your leads.
Introduction to the Prospective Resident Inquiry / PRI Orientation
List of Prospective Residents / PRI
Applications
Manage your Applications in the m1Solutions Software using the newly designed Application Dashboard. Submit and Receive new Applications as well as update statuses and keep track of process dates, each step of the way.
Introduction to the Application Dashboard
Access & Submit an Application Online
Upload Files to a Submitted Application
How to Setup Online Webpages
Evaluations
With the Newly Designed Application Evaluation you can keep track of uploaded documents and evaluate an application all from this one screen. You can generate Landlord Verifications, Employment Verifications, and Credit Reports as well as properly calculate Credit & Debt to Income Ratios for the purposes of determining if an applicant qualifies to your qualifying criteria.
Introduction to the Application Evaluation Detail Screen
Generate Landlord and Employer Verifications
How to Generate a Credit Screening Report
Generate Credit Screen Ratios
Generate Debt to Income Calculations
Lease
All the information is properly organized to fill out the Holding and Lease packets on the New Input screen.