Paperless Phase I: Process Updates Effective June 5th
Attention: All On-Site Associates
Through a collaborative pilot with 20 Essex communities, the following processes have been developed and are now available in E-Way. These updated processes will go into effect Wednesday, June 5th, 2019. These updates are designed to save time by eliminating unnecessary documents and standardizing tasks.
ACTION ITEM: It is necessary to view and be familiar with the following processes in E-Way prior to Wednesday, June 5th. Unique user views will be monitored for these processes, so please ensure that each of your admin associates logs into E-Way and accesses each process to review the content thoroughly.
- Prospect Tours
- New Applications
- Move-In Process
- Renewal Management
- Month to Month Lease Conversions
Update Highlights:
It will no longer be necessary to print the following documents. They will be saved electronically for all new applications and new renewals:
- Applications
- Lease Agreements
- Renter’s Insurance Declaration(s)
- Renewal Agreements
- Lease Amendments
Note: Applications, lease agreements, and renewal agreements will automatically integrate from On-Site to Yardi when an applicant applies through RENTCafé.
The Resident File Setup Documents in On-Site will be updated as follows effective June 5th, 2019:
- The resident file checklist will be split into two unique checklists; “New Applicant Move-In Checklist” and “Renewal Checklist.”
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Documents that have been removed from the checklist and are no longer required to be stored in the resident paper file:
- Credit Acceptance Page
- Notice of Requested Screening Report
- Income Calculation Sheet
- Quote Sheet
- Guest Card
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Documents that were removed from the Resident File Setup Package:
- Conversation Log
- Change in Roommate and Amendment Log
- Statement of Final Account (previously included in the MIMO at some communities)
- Resident File Checklist – Move Out
FAQ Available: See the New Applicant Move-In and Renewal Checklists FAQ in E-Way for more information!
We appreciate the thoughtful feedback we received during the pilot and look forward to hearing from your teams as well!
Questions? Email E-Way@essex.com.
Wednesday, May 29, 2019 - 13:33