RentTrack Table of Contents

Transcription

1 RentTrack: Application, Background, & Leasing - Page 1 RentTrack Table of Contents Login Page 2 Update Availabilities, Floorplans, Deposit and Pricing Page 3 Office Address, Utilities, and Office Hours Page 4 Applications-Manual Entry by Manager (Paper Application) Page 5-7 Applications - an Invitation to Apply Page 8 Applications-Apply from Website Page 9 Add Roommate/Guarantor Page 10 View & Edit Application Page 11 View, Download, & Upload Attachments Page 11 Order Background: Eviction Search and Credit Report Page 12 Post Application Fee Batches in MRI Software Page 13 View Eviction Search and Credit Report Page 13 Create Denial Letter Page 14 Create Lease Page Renewals Page 18 Upload Proof of Income, Application, Credit Report, & Lease Agreement in MRI Page 18 Guide for Numbered Fields on Lease Agreement Page Lease Agreement with Numbered Fields Page 21-24

2 RentTrack: Application, Background, & Leasing - Page 2 Login:

3 RentTrack: Application, Background, & Leasing - Page 3 Update Availabilities, Floorplans, Deposit and Pricing:

4 RentTrack: Application, Background, & Leasing - Page 4 Office / Rent Drop Address, Utilities, and Office Hours: Uncheck Box 4. Type the address where the Rent Drop box is located 5. Check landlord paid Utilities 6. Type weekday office open hours, we are NOT using this field for late rent. Open office hours only, NOT Rent due times. 7. Click Save 7

5 RentTrack: Application, Background, & Leasing - Page 5 Applications-Manual Entry by Manager (Paper Application):

6 RentTrack: Application, Background, & Leasing - Page 6 8 Type the information from the paper application on to the screen: SSN is required: put for Eviction search but not a Credit Report 5 years of address history required 2 years of employment history required Other Occupants? Y/N : this doesn t automatically create roommates or minors. 9

7 RentTrack: Application, Background, & Leasing - Page 7 10 Credit Card Money Order

8 RentTrack: Application, Background, & Leasing - Page 8 Applications - an Invitation to Apply:

9 RentTrack: Application, Background, & Leasing - Page 9 Applications-Apply from Website:

10 RentTrack: Application, Background, & Leasing - Page 10 Add Roommate/Guarantor:

11 RentTrack: Application, Background, & Leasing - Page 11 View Application: Upload each Entire Application to MRI Software for all residents Edit Application: Tip: Social Security Number and Birthday can be seen in edit mode View, Download, & Upload Attachments: Upload each Proof of Income to MRI Software for all residents

12 RentTrack: Application, Background, & Leasing - Page 12 Order Background: Eviction Search and Credit Report: Manual Entry 1A 2A!!! Create & Post Application Fee in MRI Software after ordering background!!! Invite or Apply from Website Notice: Credit Card payments can be held up to 14 days. You will not be able to order background after payment has been authorized. 1B 2B!!! Create & Post Application Fee in MRI Software after ordering background!!!

13 RentTrack: Application, Background, & Leasing - Page 13 Post Application Fee Batches in MRI Software Do NOT combine Credit Card and Money Order in the same batch. The MRI Closed Batch report totals needs to match the bank deposit slip totals. For Credit Card payments, the Batch Deposit Date needs to match the date you clicked Order Background. If you ordered multiple Credit Reports on different days, please post multiple MRI Batches with the correct Batch Date for each payment and co-resident. For Credit Card payments, type the RT + Background # as the Check Number. Example RT View Eviction Search and Credit Report 1 2 Please upload each Credit Report to MRI Software for all residents. Use Google Chrome to save the Credit Report to PDF by clicking print and changing the printer to Save as PDF.

14 RentTrack: Application, Background, & Leasing - Page 14 Create Denial Letter: Check the Applicable Boxes and Type Reason here

15 RentTrack: Application, Background, & Leasing - Page 15 Create Lease

16 RentTrack: Application, Background, & Leasing - Page

17 RentTrack: Application, Background, & Leasing - Page Type Amount from MRI 9 10

18 RentTrack: Application, Background, & Leasing - Page 18 Renewals Create NEW Household without Application and background to create renewals. Upload Proof of Income, Application, Credit Report, & Lease Agreement in MRI Software Please upload Proof of Income, Application, Credit Report, & Lease Agreement pdf files into MRI Software. Use Google Chrome to save the Credit Report to PDF by clicking print and changing the printer to Save as PDF. 1 2

19 Page 19 Red Numbed Guide for 2018 RentTrack elease Residence Description 2018 Lease Agreement Page 1 of 19 Number Field Examples 1 Unit Type 1+1D, 2+1U, 2+2D etc. 2 County Los Angeles or Orange Monthly Rent 2018 Lease Agreement Page 1 of 19 Number Field Instruction / Examples 3A! Parking check box for assigned or parking rent 3B Garage/Parking Space No. type the assigned parking number 3C Parking Rent type amount of parking rent 4A! Storage check box for assigned or storage rent 4B Storage Space No. type the assigned storage number 4C Storage Rent type amount of storage rent 5A! Other Monthly Charges check box for other monthly charges 5B Monthly Charge type amount of the monthly charge 5C Monthly Charge Description type Description of Other Monthly Charge 6A! Rent Concession check box for rent concession 6B Concession Amount type credit amount as a negative number Payment Instructions 2018 Lease Agreement Page 1 of 19 Number Field Instruction / Examples 7A! Office Hours check box if you have weekday office hours 7B Saturday hours Closed to Closed, 10:00am to 3:00pm 7C Sunday hours Closed to Closed, 10:00am to 3:00pm 7D! Rent Drop Box check box if you have a 24hr Rent Drop box Pets 2018 Lease Agreement Page 2 of 19 Number Field Instruction / Examples 8! Yes Pets check box if there are authorized pets 9A Name of 1 st Pet type name of 1 st pet 9B Type of 1 st Pet Dog, Cat, Fish, Snake, etc. 9C Breed/Description of 1 st Pet Golden Retriever, Siamese, Guppy, Python 10A Name of 2 nd Pet type name of 2 nd pet 10B Type of 2 nd Pet Dog, Cat, Fish, Snake, etc. 10C Breed/Description of 2 nd Pet Golden Retriever, Siamese, Guppy, Python Updated 06/12/2018

20 Page 20 Access Control Devices 2018 Lease Agreement Page 2 of 19 Number Field Instruction / Examples 11A Number of house keys How many house keys? (Quantity) 11B Mailbox Number What is the assigned mailbox number? 11C Number of mailbox keys How many mailbox keys? (Quantity) 11D Number of pool keys How many pool keys? (Quantity) 11E Number of garage openers How many garage openers? (Quantity) 11F Number of gate openers How many gate openers? (Quantity) 11G Number of key FOBs How many key FOBs? (Quantity) 11H Other Other items Additional notices, disclosures, and terms (if applicable) Page 3 of 19 Number Field Instruction / Examples 13 Additional notices type additional notices, disclosures, and terms (if applicable) Initial Amount Due 2018 Lease Agreement Page 4 of 19 # Field Instruction / Examples 14A Credit Amount of Security Deposit payments you have received to date, write as a negative number 14B Date Security Deposit balance due date 15A Date What is the End Date of The First Full Month? Example: if Move-In is 12/05/18, then End Date is 01/04/19 15B Credit Amount of Monthly Rent payments you have received to date, write as a negative number 15C Date Monthly Rent balance due date 16A Credit Amount of Look & Lease credit, write as a negative number 16B Date Date of when the Look & Lease credit was applied 17A Date Range Type through between prorated dates. Example: if Move-In is 12/05/18, then 01/05/19 through 01/31/19 is prorated 17B Credit Amount of Prorated Rent payments you have received to date, write as a negative number 17C Date Prorated Rent balance due date. 18A Description Type Description of Other One-Time Charge 18B Debt Amount of Other One-Time Charge, write as a positive number 18C Credit Amount of Other One-Time payments you have received to date, write as a negative number 18D Date Other One-Time Charge balance due date Agreement Addenda & Other Written Materials Provided to Resident Page 4 of 19 Number Field Instruction / Examples 19! Move In/Out Inspection check box for Move In/Out Inspection Report 20! Guarantee check box for Guarantee Agreement 21! 3 rd Party Payor check box for 3 rd Party Payor Agreement 22A! 1 st Addenda/Materials check box for 1 st Other Addenda/Materials NOT included in this e-lease 22B Description of 1 st Other Addenda type description of 1 st Other Addenda/Materials NOT included in this e-lease 23A! 2 nd Addenda/Materials check box for 2 nd Other Addenda/Materials NOT included in this e-lease 23B Description of 2 nd Other Addenda type description of 2 nd Other Addenda/Materials NOT included in this e-lease 24A! 3 rd Addenda/Materials check box for 3 rd Other Addenda/Materials NOT included in this e-lease 24B Description of 3 rd Other Addenda type description of 3 rd Other Addenda/Materials NOT included in this e-lease Updated 06/12/2018

21 SCHROEDER MANAGEMENT COMPANY, INC. RESIDENTIAL LEASE/RENTAL AGREEMENT A. VARIABLE LEASE TERMS: RESIDENCE DESCRIPTION : Part of a multi-family residential complex known as: UNIT NUMBER: UNIT TYPE: UNIT ADDRESS: UNIT # COUNTY: CITY: California ZIP: TERM: 2 COMMENCEMENT DATE: TERMINATION DATE: 1 RESIDENT(S) (List all Residents who will sign this Agreement): (If checked) After the Termination Date, this Agreement will continue on a month-to-month basis until terminated as specified elsewhere in this Agreement. NAME(S): LIST OF ALL OCCUPANTS (Do not list any Residents from above): NAME(S): GUARANTOR(S) : PROPERTY MANAGER: Schroeder Management Company, Inc., 1200 Newport Center Dr., Suite 260, Newport Beach, CA (949) BRE ACCREDITED RESIDENTIAL MANAGER ( AMO ) MONTHLY RENT: Base Rent: 6A 3A (If checked) LICENSE FOR GARAGE/PARKING SPACE NO.: Monthly Garage/Parking Rent: (If checked) LICENSE FOR STORAGE SPACE NO.: Monthly Storage Space Rent: monthly charge: describe: (If checked) Other Monthly Rent: (If checked) RENT CONCESSIONS: Resident is granted a per month reduction in the monthly Base Rent for the period from to The monthly Base Rent identified above is the amount due before application of the rent concession. LATE CHARGE (Applied if payments have not been received within 3 days of their due date): 5% of the overdue amount SECURITY DEPOSIT: PAYMENT INSTRUCTIONS: 3B 3C 4A 6B All amounts due Landlord are payable to Schroeder Management Company, 4B 4C 5A 5C 5B Payment must be made by: Money Order Cashier s Check Cash Personal Check- No personal checks will be accepted after the 3rd day of the month or in response to a notice to pay rent or quit or a notice to perform covenant or quit requiring payment. (if checked) Landlord may, but is not required, to accept payments electronically or by credit card, either directly or through a third party payment service system. Residents interested in these payment methods should request information about Landlord s current electronic and credit card payment acceptance policy from the management office. See the Payment section below. The normal hours available to make payments in person are from to on all non-holiday 7A Weekdays, on Saturdays, 7B and on Sundays. 7C (If checked) A twenty-four hour, seven days a week rent payment drop box is available at the address above. 7D Kimball, Tirey & St. John California Residential Lease/Rental Agreement Kimball, Tirey & St. John LLP. All rights reserved. This lease may not be duplicated in any way without the express written consent of Kimball, Tirey & St. John LLP. Licensed for use on properties owned or managed by Schroeder Management Company, Inc. Landlord s Initials Resident s Initials Page 1 of 19

22 MISCELLANEOUS INFORMATION: 8 PETS: are not authorized. (If checked) The following pets are authorized: Pet Name Type Description 9A 9B 9C 10A 10B 10C AUTOMOBILES may may not be washed on the Property. OIL CHANGING AND AUTOMOBILE REPAIRS are are not allowed on the Property. BAR-B-QUE GRILLS are are not allowed. 12A DISCLOSURES AND PROPERTY INFORMATION: 12B (If checked) You are required to obtain and maintain RENTER S INSURANCE with minimum liability of $100, per occurrence and a maximum deductible of $$ Checkbox 12 A&B Only Applies to Select Properties, You Are Unlikely to See These Options ACCESS CONTROL DEVICES: Replacement Costs (Price Per Item): Keys = $10 Garage Openers = $35 Gate Openers = $50 FOB = $10 No. of House Keys: 11A Mailbox No.: 11B #Keys: 11C No. of Pool Keys: 11D No. of Garage Openers: 11E No. of Gate Openers: 11F No. of FOBs: 11G Other: 11H LANDSCAPE WATERING (Common Areas) by: Landlord Resident DESIGNATED SMOKE-FREE AREAS: The Residence All Common Areas The Residence Balcony/Patio Entire Property LANDSCAPE MAINTENANCE (Common Areas) by: Landlord Resident MARIJUANA: (If checked) You may not process, plant, cultivate, harvest, transport, dry or process, marijuana or processed cannabis products in the Residence or Property. (If checked) LEAD DISCLOSURES APPLY: If indicated, the Residence was built before 1978 when lead based paint was still in use. The Lead Based Paint Disclosure section of this Agreement will apply, and a copy of the pamphlet Protect Your Family From Lead In Your Home has been provided to Resident. Landlord knowledge of lead-based paint and/or lead-based paint hazards in the Residence or Property: (If checked) Landlord has no knowledge of any lead-based paint and/or lead-based paint hazards in the Residence or Property. (If checked) Landlord is aware of the following lead-based paint and/or lead-based paint hazards in the Residence or Property: Reports or records pertaining to lead-based paint and/or lead-based paint hazards in the Residence or Property: (If checked) Landlord has no reports or records pertaining to lead-based paint and/or lead-based paint hazards in the Residence or Property. (If checked) Available reports or records pertaining to lead-based paint and/or lead-based paint hazards in the Residence or Property are as follows: Copies of the reports or records identified are available for Resident s review at. (If checked) ASBESTOS DISCLOSURES APPLY: If indicated, the Residence was built before 1981 when asbestos was still used in construction, and the Asbestos section of this Agreement will apply. Landlord knowledge of asbestos hazards in the Residence or Property: (If checked) Landlord has no knowledge of any asbestos hazards in the Residence or Property, but because of the age of the Property, Resident should review the asbestos section of this Agreement. (If checked) Landlord is aware of the following asbestos hazards in the Residence or Property: Reports or records pertaining to asbestos hazards in the Residence or Property: (If checked) Landlord is not aware of any reports or records pertaining to asbestos hazards in the Residence or Property. (If checked) Available reports or records pertaining to asbestos hazards in the Residence or Property are as follows: Copies of the reports or records identified are available for Resident s review at. WARNING: Asbestos is a chemical known to the state of California to cause cancer. For more information, go to Residents may obtain information about hazards including flood hazards, that may affect the Property from the Office of Emergency Services at Landlord s owner s insurance does not cover the loss of Resident s personal possessions and it is recommended that Resident consider purchasing renter s insurance and flood insurance to insure Resident s possessions from loss due to fire, flood, or other risk of loss. (If checked) FLOOD DISCLOSURES APPLY: If indicated, the Residence is located in a special flood hazard area or an area of potential flooding. Landlord is not required to provide additional information concerning the flood hazards to the property and the information provided in this section is deemed adequate to inform Resident. PROPOSITION 65 WARNING: YOU MAY BE EXPOSED AT THE PROPERTY TO CHEMICALS KNOWN TO THE STATE OF CALIFORNIA TO CAUSE CANCER, BIRTH DEFECTS, AND OTHER REPRODUCTIVE HARM. THESE CHEMICALS MAY BE CONTAINED IN EMISSIONS AND FUMES FROM BUILDING MATERIALS, PRODUCTS AND MATERIALS USED TO MAINTAIN THE PROPERTY, AND EMISSIONS, FUMES, AND SMOKE FROM RESIDENT AND GUEST ACTIVITIES, INCLUDING BUT NOT LIMITED TO THE USE OF MOTOR VEHICLES, BARBECUES, AND TOBACCO PRODUCTS. THESE CHEMICALS MAY INCLUDE, BUT ARE NOT LIMITED TO CARBON MONOXIDE, FORMALDEHYDE, TOBACCO SMOKE, NICOTINE, GASOLINE AND DIESEL ENGINE EXHAUST, SOOTS, TARS, AND MINERAL OILS. FOR MORE INFORMATION, GO TO (IF THE PROPERTY HAS AN ENCLOSED GARAGE) AND (IF SMOKING IS PERMITTED ON THE PROPERTY). Landlord s Initials Resident s Initials Page 2 of 19

23 PEST CONTROL: (If checked) Pesticides are periodically applied to the Residence units near the Residence common areas. They are applied by a registered structural pest control company Landlord or Landlord s agents. The pesticides are meant to control the following pest(s): ants, roaches. The approximate date, time and frequency of the pesticide treatment is at least monthly or on request to manager. The approximate date, time and frequency of the pesticide application is subject to change. The pesticide(s) name, brand and active ingredient: or as specified in a separate pesticide notice. State law requires that you be given the following information. CAUTION PESTICIDES ARE TOXIC CHEMICALS. Structural Pest Control Companies are registered and regulated by the Structural Pest Control Board, and apply pesticides which are registered and approved for use by the California Department of Pesticide Regulation and the United States Environmental Protection Agency. Registration is granted when the state finds that based on existing scientific evidence there are no appreciable risks if proper use conditions are followed or that the risks are outweighed by the benefits. The California Department of Pesticide Regulation and the United States Environmental Protection Agency allow the unlicensed use of certain pesticides based on existing scientific evidence that there are no appreciable risks if proper use conditions are followed or that the risks are outweighed by the benefits. The degree of risk depends upon the degree of exposure, so exposure should be minimized. If within 24 hours following application, you experience symptoms similar to common seasonal illness comparable to the flu, immediately contact your physician or the California Poison Control System ( ), and if the pesticide was applied by a pest control company, also contract the pest control company. For further information, contact any of the following: (if pesticide is applied by a pest control company) the pest control company, telephone number: or as specified in a separate pesticide notice for Health Questions the County Health Department, telephone number: or as specified in a separate pesticide notice for Application Information the County Agricultural Commissioner, telephone number: or as specified in a separate pesticide notice for Regulatory Information: the Structural Pest Control Board, 2005 Evergreen St #1500, Sacramento, CA (916) (if pesticide is applied by a pest control company) the Department of Pesticide Regulation (916) (if the pesticide is not applied by a pest control company). Additional notices, disclosures and terms: UTILITIES: Utility/ Service Gas Electricity Water Sewer Trash Utility s Customer of Record Landlord Resident Landlord Resident Landlord Resident Landlord Resident Landlord Resident Charged to Resident? Yes No Yes No Yes No Yes No Yes No 13 Calculation Method for Charges to Resident Direct billing from utility Submetering None Landlord expense Direct billing from utility Submetering Utility Allocation Addendum None Landlord expense Direct billing from utility Submetering See separate Submeter Addendum None Landlord expense Formula Utility Allocation Addendum Direct billing from utility Submetering See separate Submeter Addendum None Landlord expense Formula Utility Allocation Addendum Direct billing from waste disposal company Submetering None Landlord expense Formula Utility Allocation Addendum Common Areas Are separately metered and are not charged to Resident Are separately metered and are not charged to Resident Are separately metered and are not charged to Resident Are not separately metered Charges to be divided among residents includes common areas A deduction of % for estimated common area charges is made before calculating Resident s bill Are separately metered and are not charged to Resident Are not separately metered Charges to be divided among residents includes common areas A deduction of % for estimated common area charges is made before calculating Resident s bill Are separately metered and are not charged to Resident Are not separately metered Charges to be divided among residents includes common areas A deduction of % for estimated common area charges is made before calculating Resident s bill Direct billing from utility Flat fee of $ per month Cable Landlord Resident Yes No Fees as specified on the attached schedule of fees, subject to change with 30 days advance notice None Landlord expense Landlord and Resident agree that it is impractical or extremely difficult to determine the exact amount of the utilities consumed by Resident (and/or in the common areas), but that the methods used to determine Resident s share described above are reasonably accurate estimates. Resident acknowledges that under the billing method described above Resident may be paying for trash, water and sewer usage in the common areas or in other residential units. Resident further acknowledges and understands that the amount of the monthly bill will fluctuate, depending on actual usage and actual billings from the utility providers. Landlord s Initials Resident s Initials Page 3 of 19

24 INITIAL AMOUNTS DUE: The following initial amounts are due under this Agreement as specified: Security Deposit Category Total Monthly Rent from through If any concessions have been granted to Resident for any portion of this time period, the amount above is the Base Rent due after application of the concession amount. Other Bonus: Look & Lease Prorated rent: from Other Total 15A Total Due Payment Received to Date by Landlord 14A 15B Balance Due Balance Date Due 14B 15C 16A $ B 17A 17B 17C 18A 18B 18C 18D The payments described above must be made by: Money Order Cashiers Check Cash Personal Check AGREEMENT ADDENDA AND OTHER WRITTEN MATERIALS PROVIDED TO RESIDENT: A 22B 23A 23B 24A 24B Move In/Move Out Inspection Notarized Guarantee Third Party Payor Agreement B. DEFINITIONS: Each capitalized term in this Agreement has the definition specified below unless otherwise defined in this Agreement. AGREEMENT: This Residential Lease/Rental Agreement. LANDLORD: The Owner(s) and the Owner s(s ) agent, Schroeder Management Company. LANDLORD S RELATED PARTIES: The Property Manager and the respective officers, directors, members, managers, partners, shareholders, employees, affiliates, agents and representatives of both Landlord and Property Manager. RESIDENT S RELATED PARTIES: Other Co-Residents, Occupants, members of your household, your family, guests, agents and others under your control. RESIDENCE: The Residence is identified in the Variable Lease Term section, and includes all appliances, furniture and fixtures that we provide to you ( Personal Property. ) The appliances and furniture are described in the Inventory/Move-In Move-Out form. PROPERTY: If the Residence is a unit in a multi-family complex, the Residence and the complex are collectively referred to as the Property. If the residence is a single family residence, the Property refers to the Residence alone. C. PRIMARY AGREEMENT TERMS: 1. PARTIES. This Agreement is entered into between Landlord and Resident(s). Landlord may be identified in this Agreement as we or us. Resident(s) may collectively be referred to in this Agreement as you. 2. AGREEMENT. You rent the Residence from us. 3. TERM. The Agreement term will begin on the Commencement Date and continue until the Termination Date. Note that this Agreement contains provisions that could alter the Term. Landlord s Initials Resident s Initials Page 4 of 19