Assigning and Unassigning Rentable Items CRM IQ
To manage rentable items in CRM IQ you will want to navigate to the Rentable Items tab. Once you are viewing the rentable items tab, you will have the ability to see current as well as future items. To assign a new rentable item select " Add Rentable Item ": You will then be able to select the rentab…
New Lease Showing Incorrect Deposit Amount
When creating a lease for an approved applicant you may come across an issue where the deposit is showing up incorrectly. There are two places you will need to check to ensure the correct deposit appears on the agreement. The first place to check is the resident ledger , if an execution deposit/security deposit h…
Future Resident Lease Showing Incorrect Rent Amount
You may come across an error where a lease agreement for an approved applicant is showing the incorrect rent. This error usually stems from the "Quoted Rent" field located under Rental Terms. Ensure the "Quoted Rent" field shows the rent amount needed. Please note, changing other fields on the Rental Terms tab wil…
CRM IQ Move In Readiness Dashboard
The Move In Readiness dashboard keeps track of the steps which prospects need to complete before they are ready to move in at your property. From this dashboard, you can get a quick glance at the various markers of move-in readiness, such as whether the prospect has: * Registered for a RentCafe account. * Had a …
CRM IQ Database Errors During Manage Lease
On occasion, you may see a database error when attempting to create a lease in CRM IQ. These errors are typically seen for new residents but may occur with current residents as well. If you see a database error during lease generation you will want to take a look at the application form. The best places to c…
Add a One-Time or Reoccurring Blackout Event
In order to schedule a blackout for your property, you will want to first navigate to CRM IQ. Once you are in CRM IQ, click "Add New" under the property calendar. Tip: If you have a property list, ensure you are editing blackouts for one property at a time by selecting the specific property at the top of your agen…
CRM IQ Documents Dashboard
This article provides an overview of the filters, tiles, and data grids that are available on the Documents dashboard. From the CRM IQ Documents dashboard you can track documents presented during prospect and resident workflows, such as new leases, renewals, one-off documents, and addenda documents. You can reac…
CRM IQ Agent Dashboard
CRM IQ Dashboard are the HUB of activity , each dashboard identifies action items. The Agent dashboard is your primary dashboard in CRM IQ and it is the first screen that appears upon login. You can reach the Agent dashboard by selecting Agent on the Dashboards menu or by clicking the CRM IQ logo. …
CRM IQ Getting Started Agent Settings
Welcome to CRM IQ. To Setup you Agent account click on the circle with your initials in the upper right hand corner. Choose My Profile from the dropdown menu. Set your Default Property: This can be a property list or your primary property. Set your phone routing . To allow push notifications toggle…
CRM IQ Resident Services Dashboard
You can use the Resident Services dashboard to view and manage resident-related tasks at your property. The Resident Services dashboard contains multiple tabs, each with its own specific information. This dashboard includes the following tabs: * Maintenance Requests * Make Ready * Promote Roommates * Unit Tr…
