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(Simple) Current Residents Template


The purpose for the Simple Resident's template is to import only current residents and their financial information when limited information is available. This template is specially useful for take-over properties where information is missing; it is less detailed but the most important information is safely kept. This template will import the residents living in that unit (up to 3 per unit), lease dates, rent charges and any open transactions (Delinquencies and Prepaid).

Note: Either fill out the Applicant and Resident's template or this template, not both. 

The sample template is attached at the end of the article. Fields in red are required. Please complete one template for every property listed in your portfolio.

 

Unit: Must match an existing unit number.

Resident 1 First Name: Use Text. 30 character max.

Resident 1 Middle Name: Use Text. 30 character max.

Resident 1 Last Name: Use Text. 30 character max.

Resident 1 Phone: Enter valid phone number.

Resident 1 Email: Enter valid email.

Resident 2 First Name: Use Text. 30 character max.

Resident 2 Middle Name: Use Text. 30 character max.

Resident 2 Last Name: Use Text. 30 character max.

Resident 3 First Name: Use Text. 30 character max.

Resident 3 Middle Name: Use Text. 30 character max.

Resident 3 Last Name: Use Text. 30 character max.

Move in Date: Use Date in "MM/DD/YYYY" Format.

Lease Start Date: Use Date in "MM/DD/YYYY" Format.

Lease End Date: Use Date in "MM/DD/YYYY" Format.

Assigned Leasing Agent: Include the name of the Leasing Agent assigned to this lease.

NTV Date: (Notice to Vacate), please use date in "MM/DD/YYYY" format.

Move out Date: Use Date in "MM/DD/YYYY" Format.

Rent Recurring Charge Amount: Replace the header with the Rent Transaction Category Abbreviation. Please enter the recurring rent charge amount that is due for this lease each month.

Enter Transaction Category Here: If the resident has any unpaid charges for the unit, break down each category to properly classify the amounts due. Only include the total for each category; categories can be left blank. For your convenience, we have included the most common Transaction Categories that you may choose to rename or delete. 

  • The header must be replaced with the Transaction Category Abbreviation (Admin > Transaction Categories) that the resident will be charged every month, with the amounts listed underneath. (See example above)
  • There can be N (infinite) number of columns added. Simply delete the columns that will not be needed.
  • Values need to be positive integers with up to two decimal places.

 

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