Setting up Policies for Application Process (Step 8)

Policies is Property Vista's way of customizing the platform to be unique for your company. Please ensure all the Policies have been reviewed and created prior to launching. 

 CLICK HERE for Application/Leasing Policy descriptions

ADMINISTRATION-->POLICIES-->APPLICATION/LEASING

  • Approval Checklist
  • Background Check
  • Documentation
  • Lease Application
  • Online Availability
  • Legal Questions
  • Restrictions
     
    You should also review the ADMINISTRATION-->POLICIES-->FINANCE--> BILLING, and review the Prorate and other billing settings, as described in attached PV_PMC_ProRate Setup with Yardi document. The document also describes how to map Yardi Voyager Property Control settings to PropertyVista Billing policy, if you manage leases in Yardi.
     
     
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