Receiving and Logging a Full Deposit
This procedure explains how to process and log a full deposit once it has been received.
Steps:
- Verify the Deposit:
- Confirm the amount matches the Approved Application email.
- Verify that the deposit is from the approved applicant.
- Update the Master Tracker:
- Mark the property as Taken in the On Market – Available to Lease tab by changing the row color to grey.
- In the Leased Properties tab, log the tenant details, including the secured rental rate, deposit date, and applicant name.
- Notify the Leasing Team:
- Send a Full Deposit Received email using the designated template, which includes the property details, tenant name, and move-in readiness status.
- Logging in Propertyware:
- Convert the application to a Draft Lease in Propertyware. Ensure that the correct location is selected for the property.
- Enter the Full Deposit Placed Date and other details such as rental rate and deposit amount.