To review and configure the specific tasks new residents will need to complete before moving-in, navigate to the property you want to manage. On the Property details page, click on the “Task Configuration'' link at the top.
|Note: If your property has not activated the Updater Pro Onboarding features, you’ll see a notification to contact our client team. Follow the on screen instructions to learn more about activating these features.|
All residents moving into the property will see the items you configure on this page. For each property you’re able to configure
- Move-in costs and payment options: Detailing all of the one-time charges associated with a new resident move-in. Including payment instructions, like a payment portal.*
- Vehicle registration: Confirming vehicle information and instructions on how to register the vehicle(s) with your property.*
- Pet Registration: Allowing residents to register up to (4) pets with the property (or no pets if your building is pet-free).*
- Gas, Water and Electric utilities: Specifying the utility partners your property uses and how to connect services.
- Renters insurance requirements: Specifying the renters insurance requirements and preferred providers.
- Preferred TV & Internet options: Specifying the preferred telco providers for your property.
You’re also able to add detailed instructions and specify items that are required for new residents to move-in. The toggle switch at the top of each section will turn on or turn off the requirement for residents. When the switch is green, the items in that section will be visible to new residents.
The move-in costs for each property are configured individually. When a property is added, the only default line item is “Pro-rated monthly rent”. Add all the items that your property includes as one-time costs. These are the costs that must be paid by the resident before they can move-in. Examples include: Security Deposit, One-time charges for Keys, Pets or Vehicles, Administrative fees and Application fees
These line items will appear to leasing team members when a new resident is loaded into the Resident dashboard from your property management system. Note: The leasing team can manually update or delete items before costs are sent to new residents.
You are able to make changes to the descriptions for each line item or delete them completely.
Once deleted, items will not be visible to new residents. You can also add line items for property-specific move-in costs.
To add new line items, enter the description in the unused field at the bottom of the move-in costs section and click the “+” button to confirm.
Payment methods can be communicated to residents, along with their move-in costs. At the bottom of the page you’ll see the available payment options. Use the check-box to turn each option on or off.
If the property uses a payment portal, enter the URL where new residents can arrange payment.
Once you’re done, click the save changes button and your updates will be visible to all residents using the Updater app.
Note: Leasing Team users are notified when a new resident is added to their property dashboard. They’re able to review all of the move-in cost line items, make changes and validate the information before it’s sent to the resident. This is explained in more detail in the Confirm Resident Move-in Costs section.
*Indicates features available within Updater Pro Onboarding. If your property has not activated the Updater Pro Onboarding features, you’ll see a notification to contact our client team. Follow the on screen instructions to learn more about activating these features. Updater Pro Onboarding will give you access to: the ability to request proof of utilities and insurance, add move-in costs, register pets and vehicles, and more.