Assisted Setup: Concierge Service

Take the complexity out of getting started. Our Concierge Service offers premium, one-on-one assistance to accelerate your implementation and guarantee a fast, worry-free launch.



Assisted Setup File: Application Denial Letters Tab
The Application Denial Letters function allow staff to efficiently generate and send formal, legally compliant correspondence to prospective tenants, clearly stating the reason for application rejection based on defined criteria.
Assisted Setup File: Application Denial Reasons Tab
The Application Denial Reasons enables you to standardize, document, and select from a defined list of compliant reasons when formally rejecting a prospective tenant's rental application.
Assisted Setup File: Buildings Tab
Buildings are assigned to each Unit in the system. They are a great way to organize Units depending on your Property Type.
Assisted Setup File: Floorplans Tab
Floorplans are assigned to each unit and they control how rent charges work as well as track inspection locations for use during inspections.
Assisted Setup File: Inspection Items Tab
The Inspection Items allows you to create and manage detailed, standardized checklists of specific property components (e.g., appliances, fixtures, condition of walls) that must be assessed during any formal property inspection.
Assisted Setup File: Inspection Locations Tab
The Inspection Locations allow you to define, organize, and manage all specific areas and assets on a property that require periodic or move-out inspections.
Assisted Setup File: Late Fees Tab
The Late Fees automatically calculates, applies, and tracks charges owed by residents when payments are received after the designated due date, ensuring consistent adherence to lease terms.
Assisted Setup File: Parking Passes, Garages, & Storage Tab
Use the Parking Passes, Garages, & Storage Tab within the Assisted Setup File to define, price, and manage the inventory of all rentable parking spaces, garage stalls, and on-site storage units for accurate tracking and resident assignment.
Assisted Setup File: Property Tab
This document provides data validation and definitions for property onboarding, detailing required fields like Name, Type, and Address, alongside financial and operational specifics such as Application Fees, Rent Due Day, and Property Budget.
Assisted Setup File: Rental Add-Ons Tab
Rental add-ons are optional, fee-based amenities or services, such as parking spaces, storage units, in-unit laundry privileges, or pet allowances, that enhance the standard lease agreement.
Assisted Setup File: Residents Tab
The Resident Management provides a comprehensive set of tools for creating, updating, and maintaining all essential information, communications, and service records pertaining to current and former tenants.
Assisted Setup File: Units Tab
Unit defines an individual living space within a property.
Guided System Configuration
Our property setup service can significantly reduce the time it takes to add your property to ExactEstate. Simply fill out the provided Excel file and we'll do the rest.