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 5^th, 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.
 

1. Prospect Tours
2. New Applications
3. Move-In Process
4. Renewal Management
5. 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 5^th, 2019:

1. The resident file checklist will be split into two unique checklists; “New Applicant Move-In Checklist” and “Renewal Checklist.”
2. Documents that have been removed from the checklist and are no longer required to be stored in the resident paper file:
   1. Credit Acceptance Page
   2. Notice of Requested Screening Report
   3. Income Calculation Sheet
   4. Quote Sheet
   5. Guest Card
3. Documents that were removed from the Resident File Setup Package:
   1. Conversation Log
   2. Change in Roommate and Amendment Log
   3. Statement of Final Account (previously included in the MIMO at some communities)
   4. Resident File Checklist – Move Out

 
FAQ Available: See the New Applicant Move-In and Renewal Checklists FAQ in E-Way for more information!

SAMPLE New Applicant Move In Checklist

SAMPLE Renewal Checklist

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.