Видео 143
Просмотров 52 739

Manage Prospects: Follow Up and Set Appointments

6:31

Sign Certifications Electronically

5:29

Process an Affordable Move-In Packet

7:50

Perform Due Diligence

2:56

Generate Forms in a Packet

3:43

Upload Documents to a Placeholder

3:58

OneSite Configuration to Remove Tax in Transaction Codes

System Administrators can learn how to edit transaction codes that are tax enabled, by editing settings in Unified Settings and Classic OneSite. So, starting January 1, 2025, you can comply with legislation changes in Arizona. Learn about solving for common errors, identifying reports that help you validate your changes, and fixing mistakes. While this course focuses on Arizona owners and operators, the process applies to and works for any scenario where automated sales tax triggers at the tax code level need to be changed or removed.
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Видео

Manage Prospects: Follow Up and Set Appointments

6:31

Manage Prospects: Follow Up and Set Appointments

Просмотров 1643 месяца назад

Discover how OneSite streamlines your leasing process with this training video! Learn to efficiently manage prospect follow-ups and appointments, ensuring no lead falls through the cracks. This video guides you through scheduling and completing follow-ups, managing appointments, and updating prospect activities. By leveraging OneSite’s robust features, your team can enhance communication, impro...

5:29

Sign Certifications Electronically

Просмотров 1644 месяца назад

Streamline your document management with this training video on OneSite’s e-signature process! Learn how to effortlessly send certifications to applicants or residents for electronic signatures, ensuring a smooth and efficient workflow. This video guides you through each step, from downloading and attaching certifications to sending packets for e-signature and countersigning. Enhance your team’...

7:50

Process an Affordable Move-In Packet

Просмотров 2424 месяца назад

Simplify your move-in process with this training video on Affordable move-in packets! This video demonstrates how to efficiently manage move-in packets, from downloading certifications to obtaining electronic signatures. Learn how to customize packets with required forms, ensuring compliance and accuracy. Property staff will benefit from streamlined workflows, while residents enjoy a seamless m...

2:56

Perform Due Diligence

Просмотров 914 месяца назад

Ensure your property management team is always on top of their game with this video on performing due diligence with OneSite data. This video guides staff through essential steps to verify and update applicant information, from lease dates to pet details. By following these best practices, you can prevent errors, streamline operations, and enhance the experience for both residents and prospects...

3:43

Generate Forms in a Packet

Просмотров 1424 месяца назад

Streamline your packet processing with this training video on generating forms in a packet. This video walks staff through generating and organizing essential forms, ensuring all necessary paperwork is completed accurately and efficiently. By following these steps, you can reduce administrative errors and maintain compliance with property requirements. Watch now to learn how to simplify your wo...

3:58

Upload Documents to a Placeholder

Просмотров 1174 месяца назад

Simplify your document management process with this video on using placeholder documents in OneSite. This video guides staff through uploading and finalizing essential documents like proof of identity and insurance, ensuring compliance and protecting personal information. By following these steps, you can streamline move-ins and renewals, reduce administrative workload, and enhance the experien...

Apply OFSA Stamp to Pen and Paper Signatures

3:06

Apply OFSA Stamp to Pen and Paper Signatures

Просмотров 1114 месяца назад

Enhance your document management with this training video on applying the On-File Signature Authorization (OFSA) Stamp in OneSite. This video demonstrates how to properly apply the OFSA Stamp to pen-and-paper signed documents, ensuring they are finalized and compliant. By following these steps, staff can streamline the move-in and renewal processes, reduce administrative workload, and maintain ...

2:20

Finalize Printable Packet Forms

Просмотров 604 месяца назад

Ensure smooth packet processing with this video on finalizing printable packet forms in New OneSite. This video guides staff through the final steps of reviewing and finalizing all required documents and forms, ensuring everything is in order before approving and closing the packet. By promptly reviewing and finalizing forms, you can reduce errors, streamline administrative tasks, and provide a...

2:59

Change an Existing Packet

Просмотров 794 месяца назад

Learn how to efficiently manage lease changes that affect an applicant or resident's packet. This video walks you through updating their information in OneSite, ensuring all documents are accurate and up-to-date. This process ensures that all forms are correctly regenerated and signed, maintaining consistency and meeting expectations. Enhance your team’s productivity and provide a smooth experi...

5:00

Process Renewal Packets

Просмотров 4384 месяца назад

Discover how to streamline the lease renewal process with this training video! Learn to generate and select renewal offers effortlessly using OneSite. This video walks you through accessing and managing renewal packets, ensuring all required documents are generated, signed, and finalized efficiently. Enhance your property management skills and ensure a smooth renewal experience for everyone inv...

3:43

Close Month-to-Month Packets

Просмотров 1294 месяца назад

Simplify your month-to-month lease management with this training video! Learn how to efficiently handle month-to-month leases using OneSite, from setting up the lease status to managing renewal offers. This video demonstrates how to skip the packet process for month-to-month leases, saving time and reducing repetitive tasks. Staff will benefit from streamlined workflows, while residents enjoy f...

3:38

Process Mid-Term Packets

Просмотров 874 месяца назад

Learn how to efficiently manage mid-term lease updates with this video! Document changes for residents between their move-in and lease-end dates. Discover how to update resident information, create a mid-term packet, and generate required forms. Staff will benefit from streamlined processes and reduced errors, while residents enjoy seamless updates to their lease agreements. Watch now and explo...

3:38

Countersign Packets

Просмотров 1114 месяца назад

Master the countersignature process with this training video! Learn how users with the e-Doc Signer role can efficiently manage and countersign documents in a packet. This video covers everything from navigating to the relevant packets to using electronic signatures. Staff will benefit from streamlined workflows and reduced administrative burden, while residents enjoy a seamless and professiona...

Correct Packets with Non-Electronic Signatures

4:22

Correct Packets with Non-Electronic Signatures

Просмотров 964 месяца назад

Enhance your document management skills with this video on correcting packets that use On-File Signature Authorization (OFSA). This video guides you through making necessary corrections to packets in OneSite. Learn how to handle updates to a household's account and regenerate packet forms. Learn best practices and ensure all documents are properly signed and finalized. Watch now to improve your...