Category: Existing Tenants

How to Create Print Monthly Statements

Posted on By wizard

How to Create – Print or Email Statements to Your Tenants or Loan Customers

  1. Make sure Your Printer is SET UP Properly for Statements
  2. CLICK On Create Statements SPEED BUTTON
  3. Select the Proper Date Range
  4. Select WHO will get your STATEMENTS
  5. From the DROP DOWN LIST, Select MONTHLY STATEMENTS
  6. UNCHECK the Box PRINT DUE DATE
  7. ALWAYS Click PRINT PREVIEW Before clicking Print

2 minute video

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HOW TO VIDEOS, TENANT TRACKING, Existing Tenants, Statements

NOTES Tab in Tenant Tracking

Posted on By wizard

The “NOTES” Tab in Tenant Tracking is used for “OFFICE ONLY” notes for your Tenant. These notes are items you do NOT want to share with Tenant

You can find your for office use only NOTES on the Tab as shown below an example:  neighbor reports your tenant’s grandson is selling drugs

If you want to enter notes you can share with your tenant, simply open your tenant’s register and enter ITEM.. “NOTE” and in the description field, enter your note.   example, “Tenant left voice mail stating they will pay their rent on friday”

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TENANT TRACKING, Existing Tenants

Security Deposit Refund To Tenant After They Move Out

Posted on By wizard

Here is short 20 minute video showing you how to properly handle the final settlement when you have a tenant turnover. This example shows the tenant moving out is due a check from you because the damages from the move out inspection was only $200 and your tenant had an $800 security deposit.

23 min video

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HOW TO VIDEOS, TENANT TRACKING, Existing Tenants, Move Out