Rental Registration
Renter Occupied Properties
Registration Complete
All requirements complete
Once all forms have been satisfactorily completed and payment received, manually move the card to Registration Complete. The process for the card is complete.
Final Checks:
- All 3 Field Groups are completed.
- Governing Documents Initials field is not empty.
- Payment has been received
Registration Info Updated
All resident forms submitted
Once a card enters Resident Info Updated, you'll receive a notification to review the card.
Fields to Review
- Resident Information Form Field Group
- Review all fields for completeness
- Resident Governing Document Affirmation
Registration Form Complete
Registration form submitted
The field group that contains all of the rental registration form fields is called Rental Registration Form.
Check the field group: Rental Registration Form
- Confirm that the Lease Start Date and Lease End Date fields are completed and match the uploaded lease document.
- Confirm that the corresponding lease is attached under Active Lease.
Info
Payment Requested
Resident Information Confirmed
After confirming resident information, manually move the card to Payment Requested. In this stage, the owner will be emailed a link to submit payment.
Watch for:
- Owner payment shown on the card (if paid via Stripe in Aptly)
- Owner payments in the portal / management system (if payments collected outside Aptly)
Registration Requested
Owner Affidavit Submitted: Renter Occupied
Cards in this stage are Renter Occupied and must complete registration forms.If a card remains in this stage, it could mean:
- The owner has not completed the form.
- The email automation did not fire.
You can view conversations that were sent out under the Related tab of the card or in the automation log.
Watch
Rental Registration
John B
Created on October 24, 2023
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Transcript
Rental Registration
Renter Occupied Properties
Registration Complete
All requirements complete
Once all forms have been satisfactorily completed and payment received, manually move the card to Registration Complete. The process for the card is complete.
Final Checks:
Registration Info Updated
All resident forms submitted
Once a card enters Resident Info Updated, you'll receive a notification to review the card.
Fields to Review
Registration Form Complete
Registration form submitted
The field group that contains all of the rental registration form fields is called Rental Registration Form.
Check the field group: Rental Registration Form
Info
Payment Requested
Resident Information Confirmed
After confirming resident information, manually move the card to Payment Requested. In this stage, the owner will be emailed a link to submit payment.
Watch for:
Registration Requested
Owner Affidavit Submitted: Renter Occupied
Cards in this stage are Renter Occupied and must complete registration forms.If a card remains in this stage, it could mean:
You can view conversations that were sent out under the Related tab of the card or in the automation log.
Watch