The following article will demonstrate: How to Approve a Lease Application, and Capture a Signed Lease via Property Vista and Yardi for the purpose of tracking ‘Lead to Lease’ conversions in LeadManaging.
Once the Lead has been pushed from LeadManaging and the prospect has completed their application in Property Vista, the final approval steps remain: Marketing & Rentals -> Lease Applications -> Click into the application in question -> Actions -> Submit -> Actions -> Complete -> Actions -> Approve.
Once the Application is approved it will automatically convert to a Lease and move into the Leases lister. Upon the signing of the Lease, you can proceed with syncing the signed lease over to Yardi. This final sync will ensure accurate tracking of ‘Lead to Lease’ conversions in LeadManaging. Select: Tenants & Leases -> Leases -> Click into the lease in question -> Views -> Tenants Documents -> Expand Tenant -> Upload to Yardi. The Lease will then automatically sync from Property Vista over to Yardi, upon the run of the nightly sync.
Upon sync, you will be able to find the lease in Yardi and proceed with clicking ‘Execute Lease’ to ensure the ‘Lead to Lease’ conversion will be tracked in LeadManaging upon the next Yardi -> LeadManaging sync.
Upon the next Yardi -> LeadManaging sync, the ‘Lead to Lease’ conversions will be updated and can be viewed in the Dashboard ‘Site Performance’ window.