Attention: All On-Site Associates

Have you reviewed the new Prospect Tours and New Applications processes in E-Way? These important processes were recently published and include valuable, time-saving information!  Every office associate should access E-Way through OKTA and review these processes.

Here are some highlights:
 
Prospect Tours:

• The Essex Quote Sheet must be used for all prospects. The Yardi quote sheet button should not be used.
• Quote Sheets must be uploaded in Yardi Attachments for every prospect who receives a quote. 
• Use the RENTcafé Direct Apply link to help make the process easier for prospects and increase RENTcafé applications.

 
New Applications

• All Warning Flags must be addressed in On-Site with verification comments added.
• PII must be redacted from all documents prior to retaining them in paper or electronic format.
• Prospects must apply through RENTcafé for leases, renewals, and applications to automatically integrate into Yardi attachments. Documents will integrate once they are fully executed in On-Site.

Test Your Understanding

After reviewing the processes in E-Way, see if you can answer the following questions:

• Where can the Essex Quote Sheet be located?
• Where should Quote Sheets be saved?
• What is the code word used at your community for safety?
• Has the team processed any new applications using the new checklist? Have they submitted any feedback to E-Way?
• Should we keep a copy of the applicant’s Social Security Card in the file if there is a Warning Flag in On-Site?

We want to hear from you! Please submit your feedback in E-Way directly or email us at E-Way@essex.com.