Initial Application/Lease Setup (with Yardi Integration)
- Yardi Setup (Initial ILS configuration) (Step 1)
- Syncing/Adding Documents to Yardi Configuration
- Setting up Yardi Agent (Step 2)
- Add Rentable Items in Yardi (Step 3)
- Setting up Prorate Policy and Yardi Configuration (Step 4)
- Setting up Concessions (In Yardi) (Step 5)
- Map A/R codes in Property Vista to match Yardi (Step 6)
- Setting up of Deposits/Fees (if applicable) on Property Vista (Step 7)
- Setting up Policies for Application Process (Step 8)
- Add Landlord Information in Property Vista(Step 9)
- Add Included Utilities
- Setting up User Permissions/Roles
- Setting up Alerts
- Test and Review Application and Lease Documents
- Credit Check Setup
- Marketing and Links