Admin tasks for a Lease Renewal


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

-          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


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