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LeadManaging

• LeadManaging - Internal book appointment building selection issue

Monthly Product Updates

2023 Product Updates

• LeadManaging Product Updates - November 2023
• Property Vista Product Updates - November 2023
• LeadManaging Product Updates - October 2023
• Property Vista Product Updates - October 2023
• LeadManaging Product Updates - September 2023
• Property Vista Product Updates - September 2023

See all 20 articles

2022 Product Updates

• December 2022 Product Updates
• November 2022 Product Updates
• October 2022 Product Updates
• September 2022 Product Updates
• August 2022 Product Updates
• July 2022 Product Updates

LeadManaging Support

Getting Started with Lead Managing

• How to Login and Update Password | Retiring Legacy Dashboard Links
• Getting Started with LeadManaging
• Accessing LeadManaging
• Pages in Lead Managing

Manage Leads

• Contact Stages, Events & Results Definitions
• To Do's (CRM)

Reports

• Dashboard Report
• Drill Down Report

Calendar

• Adding a Block to your Calendar
• Managing Calendar Availability
• Syncing Calendars

Settings - Availability

• Finding your Unit-specific Booking Link for your Prospect Booking Form
• Finding your Booking Link for your Prospect Booking Form
• Update Unit Prices
• Update Unit Names
• Managing Unit Availability
• Managing Building Availability

Settings - Configurations

• Prospect Notifications: Updating Sender Name and Sender Email Address
• Finding Tracking Emails
• Appointment Types
• Setting your Target Email/s
• Booking Intervals

Settings - Tracking Numbers

• Updating Target/Routing Number for Press 1 (Leasing) and Press 2 (Resident)
• Exporting your Tracking Numbers
• Updating Target Numbers

Settings - Users

• How to change your Password
• Location Assignments
• Editing Users
• Deactivating Users
• Adding new Users

How To:

• Updating Appointment Booking Status after Completion
• On Notice label for Yardi-enabled LM PMCs
• Edit Automatic Report Emails
• Set-up Email reports

Troubleshooting

• Booking Form - Times are not what I expect

Settings

• Template Editor - Staff Email Replies
• Manage Users
• Manage Tracking Numbers
• Manage Building Configurations
• Manage Building/Unit Availability

Online Bookings

• Manage Online Bookings

General Training

• Saving Your Dashboard Link
• Exporting User Dashboard Links
• New Building Setup
• Managing your Emails

Getting Started with Property Vista

Navigation

• Hyperlinks/Navigation Tree
• Navigating/How to Navigate Property Vista!
• Shortcut Side Menu

Properties

• Adding Property Owners and Assigning Buildings
• Creating a Unit
• Adding Buildings
• Adding Floorplans
• Adding Units and Changing Availability
• Adding Building Contacts

See all 9 articles

Sample Reports

• Payments Lister

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

See all 15 articles

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

See all 11 articles

User Management

• Getting Started with the MyVista App
• User Profiles, Permissions, Reports and Access Restrictions
• Adding Building Portfolios
• Adding Alerts
• Setting up Employees and Adding Alerts

Personalizations

• Company and Logo Configuration
• Create a VANITY URL

Technical Info

• Submitting Ticket
• Browser Compatibility
• Reset Password & Password Requirements
• Import Data from an existing Property Vista Property (Buy/Sell/Change of Ownership)
• Property Vista Terminology

Communications / Messaging

Initial Setup

• Broadcast Originators
• Creating Employee Communication Roles
• Communication Policy Configuration
• Communication Categories & Assigning Access
• Tenant Communication: SMS & Voice Message
• Email Templates

Message Center

• Creating Messages in the CRM
• Message Center Breakdown
• Creating Notifications on the Tenant Portal

Broadcasts

• Broadcasts: Overview
• Creating A New Broadcast
• Broadcasts: Basics
• Broadcasts: Scheduling
• Broadcasts: Filtering
• Broadcasts: Variables

Communication Strategy Plans

• Communication Templates Overview
• Resident Portal Registration Strategy
• Application Reminders Strategy
• Rent Reminder Strategy
• Renters Insurance Strategy

FAQs

• How do I send system generated emails from my own domain?
• How Do I Add DNS Records For My Sending Domains?
• Scheduled Broadcasts execute daily at 14:00 EST
• Broadcast Templates are also available in French
• U.S. CAN-SPAM Legislation (CAN-SPAM)
• Canadian Anti-Spam Legislation (CASL)

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

See all 9 articles

Payment Configuration

• How to Register a Bank Account for Outbound Transfers
• How to Configure Vendors for Outbound Payments
• Payment Types Availability
• AutoPay Policy
• Web Payment Fee Waiver Policy
• Automated Payment Communications & Notifications

Payment Flow

• Checking Payment Statuses
• Payment Status Explained
• Returned / NSF / Reject Codes
• Credit/Debit Card Rejections
• Payment Processing Flow

Payment Best Practices

• Checking Auto Pay Changes
• Running EFT Reports
• Clearing Undeposited Funds

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

See all 10 articles

Resident Portal

Resident Portal Guide

• Tenant Portal Redesign - Overview
• 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

See all 13 articles

Portal Configurations

• Payment settings for Portal
• Resident and Prospect Portal Policies
• Activate Rent Receipts in Tenant Portal
• Payment Privacy Information For Roommates
• Renters Insurance

Community Events

• Adding A New Community Event

FAQ

• Invite Tenant to the Portal (Through Leases)
• How to cancel TenantSure
• Retrieving Security Code for Tenants invited to the Portal
• Registration Codes for New Tenants/Residents (BULK)
• Portal Access for Tenants after a Lease Ends

Online Application / Prospect Portal

Prospect Portal Guide

• Prospect-Driven Applications

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

• Lead Closing And Journey From Lead to Approved Lease

Equifax Canada

• Equifax Setup Requirements

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)

See all 16 articles

Setting Up Lead Management Policies

• Reference Sources And Marketing Channels
• Lead Management

Application Process

• Completing a Credit Check
• Lease Application Flow
• Stopping Online Application for Co-Tenant
• Disable Adding Guarantors to an application
• Removing a Guarantor

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

See all 8 articles

Initial Application/Lease Setup (with Yardi Integration)

• Accepting applications without a unit - Yardi
• Map A/R codes in Property Vista to match Yardi
• Add Included Utilities & Amenities

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

See all 8 articles

Marketing Materials

• Resident Communications Poster
• Introduction Letter
• Tent Card
• Resident Brochure
• Pull Up Banners
• Resident Postcards

See all 9 articles

Independent Listing Services (ILS)

• Independent Listing Service (ILS) Vendors
• ILS Configurations
• Property Vista and Rentsync
• Initial ILS Setup
• Marketing ILS Floorplan Setup (If Applicable)

TenantSure

• TenantSure Brochure

Inspections and Maintenance

Inspector App

• Inspector Application Installation
• Inspector Application Overview

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

See all 13 articles

Inspections

• Custom Inspections - Snow Log
• Building Inspections Report
• Creating an inspection
• Inspections - An Introduction
• Step 1- Inspection Conditions
• Step 2 - Inspection Objects

See all 10 articles

Lease Life Cycle

Initial Setup

• Hyperlinks
• Tenant/Applicant profile
• Customization items - Introduction and Usage
• Setting A New lease Adjustment
• Document Template Set Up

Changes In Lease

• How To Restrict Access
• Rent Increase Batches
• Last Increase Dates
• Adding Recurring Adjustments to Rent/ Features
• Tracking Lease Signatures
• Batch actions for leases - Increase, Renewal, Move Out, Eviction

See all 19 articles

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

See all 9 articles

The Product Catalogue/Catalog

• Enabling the Product Catalog/Catalogue
• Adding Services
• Adding Features
• Removing A feature From An Active Lease (E.g Parking)
• Adding additional SERVICES or FEATURES
• Setting up custom adjustment types, service types and feature types

Legal and Collections

General Eviction Guides

• Locating a summary of active legal cases

Eviction Notice Flow and Set Up

• Legal Card Customizations
• Notice of Eviction- Setup
• Notice of Eviction - How to run an Eviction Notice
• Creating a Certificate of Service
• Notice of Eviction- Policy Set Up
• Legal Flow- Policy Set Up

Vendors and Purchasing

Requisition

• Define the Approval Policy
• Work Orders
• Purchase Orders
• Requisition Approvals
• Recurring Requisitions
• Contract Requisitions

See all 8 articles

Vendors and GL Accounts

• Create an Expense for a PO
• Adding and Configuring Vendors
• Vendor Policies
• Vendor Management: Vendor Terms & Vendor Services
• Configuring GL Account type
• GL Account Mapping - Yardi Users

Vendor Invoicing

• Vendor Invoicing Summary

Vendor Credits

• Creating New Credits
• Submitting Credit
• Cancelling Credit

Vendor Payments

• Pay Vendor Invoices – Select Invoices and Credits
• Pay Expenses – Payment Preparation
• Reviewing Created Payments
• Cancelling A Payment (Void Cheque)
• Printing Checks/Cheques

Invoices

• Creating a New Expense
• Submitting an Invoice
• Cancelling an Invoice

Accounts Payable Configuration

• Ordering Check / Cheque Stock
• Creating a new payment account
• Formatting Check/Cheque Image
• Edit Existing Payment Account
• Close Payment Account

Vendor Setup and Configuration

• Vendor and Services Tax Configuration
• Vendor Services Configuration
• Vendor Creation and Configuration

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

See all 9 articles

Reports

• Income Statement - Customization
• Aggregated Transfer Report
• Lease Balances
• Lease Arrears Summary & Reports
• Trial Balance
• Balance Sheet

See all 10 articles

Accounting Functions FAQs

• Re-Journaling Transactions
• Managing taxes

Management Fees and Owners Distributions

• Management Fees - Section 4: Create Management Fee
• Management Fees - Section 3: Management Fee Policy
• Management Fees - Section 2: Accounting Set Up
• Management Fees - Section 1: Company & Vendor Set Up

Vista Websites

Guides

• Website Help

Editor Training

• Editing Floor Plan Details
• Editor Basics
• Editing Basic Widgets
• Popups and Personalization
• SEO
• Floor Plan Images

Property Vista Yardi Voyager Integration

Implementation Guide

• Yardi Configuration

General & Yardi FAQs

• Moving / Transfer Tenants to another Unit (Yardi)
• Payment Postings In Yardi
• Yardi Update

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

See all 7 articles

Migration/ Acquisition/ Selling of a Property

• Controlling Tenant Payments
• Communications during Building Transfer/Sold/Migration
• Building Sold, Building Transfer, Building Migration
• Building Ownership Change/Sold while maintaining same Yardi Building Code

Yardi Error Messages

• Rentable Item Error Message

Partners Integration

Partners

• Yardi
• YieldStar
• OneLocal
• BlueMoon

Announcements and FAQ section

Questions?

• Questions?

Announcements

• Credit Card Web Payment Fees Are Changing
• [Broadcast Template] COVID-19 update for GTA
• Removal of support for Internet Explorer 8, 9 & 10
• PropertyVista will no longer support Internet Explorer 8, 9 or 10 from April 11th 2016

FAQ

• Information Retention
• System Timeout (Automated Log off)
• Digital Signature (PNG)
• Setting Up NSF Fees For Ontario Lease Form
• Insurance Information For Ontario Lease Form
• How To View vacancy

See all 13 articles

Training Sessions

Session #1 - Navigation and Lease Creation

• Navigating Property Vista