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We’re working on it
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Monthly Product Updates
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LeadManaging Support
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Getting Started with Property Vista
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Communications / Messaging
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Payment Processing
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Resident Portal
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Online Application / Prospect Portal
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Marketing
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Inspections and Maintenance
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Lease Life Cycle
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Legal and Collections
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Vendors and Purchasing
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Accounting
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Vista Websites
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Property Vista Yardi Voyager Integration
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Partners Integration
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Announcements and FAQ section
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Training Sessions
Promoted articles
We’re working on it
Monthly Product Updates
2023 Product Updates
- April 2023 Product Updates | LeadManaging
- LeadManaging Product Updates - August 2023
- Property Vista Product Updates - August 2023
- LeadManaging Product Updates - July 2023
- Property Vista Product Updates - July 2023
- LeadManaging Product Updates - June 2023
2022 Product Updates
LeadManaging Support
Getting Started with Property Vista
Navigation
Properties
- Adding Property Owners and Assigning Buildings
- Creating a Unit
- Adding Buildings
- Adding Floorplans
- Adding Units and Changing Availability
- Adding Building Contacts
Sample Reports
Leasing
- Cancel a Submitted Lease Credit Adjustment
- Canceling Lease Charge Adjustments
- New Lease vs. Current Lease
- Payment Receipts in a Lease
- Bills in a Lease
- New Deposit Vs. Legacy Deposit
Initial Accounting Setup
- Creating a Budget Report
- Budgeting
- Steps on configuration and releasing Deposit Interest
- Adding Property Owner Users
- Adding Bank Accounts
- General Information around Policies
User Management
Personalizations
Technical Info
Communications / Messaging
Payment Processing
Making Payments
- Making an Outbound Payment to Vendors
- How to Update AutoPay Target Charges
- Custom Cash Types
- Select a Bank account for a Vendor (Building level)
- Creating/Scheduling a One-Time Payment
- Creating a Payment Method
Payment Configuration
Payment Flow
Payment Best Practices
FAQ
- Merchant Application
- Direct Banking (Payment Pad)
- Pre-Authorized Debit ("PAD") Agreement
- Payment Pad - Direct Banking Errors and Refunds
- Payroc, Payment Pad Paperwork Explained (Canada)
- Payment Processing Limits
Resident Portal
Resident Portal Guide
- Resident Portal - Lease Application Process
- Signing your Lease on the Resident Portal
- MyVista Tenant Portal App overview
- Getting Started with the Tenant Portal
- Signing up on the Resident Portal
- Communication Consent on Portal
Portal Configurations
Community Events
FAQ
Online Application / Prospect Portal
Prospect Portal Guide
Leasing Guides and FAQs
- Manually Signing and Uploading Lease Agreements
- Leasing FAQ: How to Cancel an Application or Remove Applications that are In-Progress
- Leasing FAQ: How to remove a guarantor or co-tenant from the application prior to approval
- Leasing FAQ: How to redo an application for an existing applicant (ie, unit change or other changes)
- Leasing FAQ: How to make changes to an application. Changes such as change unit, change move-in date, and other changes
- Inviting Prospects to complete Online Applications
Lead Management
Equifax Canada
Application and Leasing Policies Settings
- Property Vista Pro-Rate Setup
- Accepting applications without a unit (Non-Yardi)
- Deposit Top Up
- Application Charges Policy
- Approval Checklist Policy
- Background Check Policy (Canada)
Setting Up Lead Management Policies
Application Process
Initial Application/Lease Setup
- Custom website with building listings - simple version
- Set-up Prorate Policy Rules
- Application Inserts
- Deposit Settings
- Setting up Policies for Application Process
- Add Included Utilities
Initial Application/Lease Setup (with Yardi Integration)
Marketing
French Marketing Material - Matériel de marketing français
- Resident Brochure - French Version
- Pull Up Banner - French Version
- Tent Card - French Version
- Resident Posters - French Version
- Door Hangers - French Version
- Resident Postcards- French Version
Marketing Materials
- Resident Communications Poster
- Introduction Letter
- Tent Card
- Resident Brochure
- Pull Up Banners
- Resident Postcards
Independent Listing Services (ILS)
TenantSure
Inspections and Maintenance
Inspector App
Maintenance
- Maintenance Requests (MR) - Assigning Maintenance Requests
- Maintenance Requests - An Introduction
- Maintenance Requests: Settings
- Maintenance Requests: Policies
- Maintenance Requests: Tenant Portal Experience
- Maintenance Requests: Creating a Maintenance Request in Property Vista
Inspections
- Building Inspections Report
- Creating an inspection
- Inspections - An Introduction
- Step 1- Inspection Conditions
- Step 2 - Inspection Objects
- Step 3 - Inspection Areas
Lease Life Cycle
Initial Setup
Changes In Lease
- Rent Increase Batches
- Last Increase Dates
- Adding Recurring Adjustments to Rent/ Features
- Tracking Lease Signatures
- Batch actions for leases - Increase, Renewal, Move Out, Eviction
- Final Bills on Completed Leases
Policies Configuration
- Quebec Lease Agreement Configurations (Customization Framework)
- Setting up British Columbia (BC) Standard Lease Form
- Customization Framework Policy
- End Of Lease/ Vacate
- Lease Renewal
- Rent Increase policies
The Product Catalogue/Catalog
Legal and Collections
Vendors and Purchasing
Accounting
Daily Accounting
- Apply Unapplied Credits
- Journal Batches
- Lease Balance Adjustment
- Creating and Mapping a New General Adjustment
- Adding New Journal Entries
- Recurring Journal Entries
Reports
- Income Statement - Customization
- Aggregated Transfer Report
- Lease Balances
- Lease Arrears Summary & Reports
- Trial Balance
- Balance Sheet
Accounting Functions FAQs
Management Fees and Owners Distributions
Vista Websites
Property Vista Yardi Voyager Integration
Implementation Guide
General & Yardi FAQs
Yardi Integration Documents
- Yardi Rentable Items Set Up
- Yardi Charge Code Set Up
- Yardi Agent/ Sources Set Up
- Yardi Prorate Setup in PropertyVista
- Yardi Connection set up/ Initial Property Vista
- Yardi Credentials Set Up