Admin support will assist the Property Manager with the lease renewal process. Please see below some steps to remember
- Create Trello card, add PM to card and update all relevant fields
- Property Manager will tag you in a Trello card to create and send a lease renewal
- Go to Trello and check details and confirm the last rent increase at least 12 months ago (check last renewal)
- Search property in Property Tree
- Enter new rent increase schedule in PT tenant profile, stick with payment cycle after renewal date and last rent increase date
- Go to Integrations tab on tenant profile page in PT
- Click on REI forms
- Drop down, next
- Search template name – CR Magain lease renewal
- Change form name to "Lease Renewal – property address"
- This will then take you to REI Forms live and prepopulates info
Follow steps in the below article on creating the Tenancy Agreement
Completing a Lease Renewal Agreement
- Update Trello card, and make note @tag pm lease renewal sent through REI forms
- Once agent and tenant signed, you will receive copy in renewal email
- Finish as per Trello card steps.
- Save completed document in OD
- Update lease dates on PT
- Charge LL renewal fee
- Email LL through PT mail merge that the renewal has been finalised
- Email PM that the renewal has been finalised
- Save and complete Trello card