Turbo Tenant - Screening, Reports, Payments, Leases

LEASE Turbo Tenant

landord/tenant contact on page 1,
rent amount & lease duration on page 2,
where/how to send payments & deposit, page 3
utility responsibility, additional occupants on page 4,
IMPORTANT: additional terms on page 6 or 7, clog, leak, excessive water usage...

The lease is crafted by attorneys. The only section added by Landlord is on page 6. Please carefully review that section and let me know if you have any questions. Most of these terms are incidents/lessons created by my previous tenants. So I want to be specific to avoid future unpleasant costs for both parties. Thanks.

CHARGES & PAYMENTS

In Turbo Tenant, select Payments. In Overview Tab A similar screen like the Left image will be brought up.
When Tenant PAY, click RECORD PAYMENT to apply payment to Rent, Utilities, or Movein Deposit.
To apply payment, a Charge needs to be created first. Click "CREATE CHARGE". Then create a 1-time payment (pro-rated, deposit), OR repeat monthly payment (rent, utilities)
Click PAST DUE shows who is paying late
Click PAID show who already paid

1/ Select the Lease (under Charges TAB)

Show detailed payment breakdown of the selected/specific lease:

Payment categories
Dollar amount paid (and due date)

2/ Select Categories

To view what is charged for that specific lease:

Rent?
Late Fee?
Deposit?
Utility?
NSF? Other

3/ Select Status

To quickly view charge status for a specific lease

Past Due
Unpaid (not due yet)
Paid

4/ Select Time Range

Filter payment report by selecting a specific period:

This Month
Last Month
Year to Date
Last year, Custom....

Tenant - Lease, Contact, Term...

Select TENANT (Navigation Menu) to bring up Active Tenants screen on the left
ADD New Tenant by Add New (upper right)
1st column shows tenant Name & when (if) they last login
Click on the Phone # to Message (text) tenant
Click on the Address to view the Lease
Filter Tenant by Rentals/Property
Rate tenant quality by select "Evaluation" Filter

First, create Lease or Addendum at TAB Forms

CREATE LEASE. Need to know:

Tenant: Phone, Email, Prior Address, Copy of ID. Run Credit, Background Check
Occupants Name, Age, Contact info. All tenants over 18 yrs old need credit & background check

After Lease/Addendum is created, you can email it to all parties to eSign.

Tenants sign First.
Landlord Sign last AFTER receives deposit
If changes are made after email, the signing process starts all over again.

Lead Management

ADD NEW Lead (upper right)
Rating Lead Quality with EVALUATION
Action Menu: Edit Lead info, Invite to Apply with Screening report, Message Lead, Invite to Showing/Tour, Archive

MESSAGE

Showing
Schedule

Add 3 tour time a day (more or weekend) by select a day, plus 3@ 15min time slot.
Invite prospect to self-book tour time
Give instructions to get key or code for self-tour
Follow up with Post-Tour message for application or feedback.

Maintenance

Select MAINTENANCE on navigation menu
Select "All Status" TAB and narrow down repair status by: New, In Progress, Resolved...
The STAR is reserved for URGENT issue
If you have many open Repair Request, narrow down report by select a specific Rentals/Property

Zillow - Prospect, Leases

Lease ZILLOW:

Rent amount, deposit, additional occupant on page 3
where/how to send payment, late fee on page 4
rent breakdown, utility on pape 5
Contact info Tenant/Landlord on page 13
IMPORTANT: custom rule addendum on page 18, OTHERS
Date signed on page 14. Signatures on page 14, 17, 18, 19, 20

The lease is crafted by attorneys. The only section added by Landlord is on page 18. Please carefully review that section and let me know if you have any questions. Most of these terms are incidents/lessons created by my previous tenants. So I want to be specific to avoid future unpleasant costs for both parties. Thanks.

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