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.

Data Validation & Definitions

Below are the field names and descriptions to help ensure each are filled out properly to ensure accurate onboarding of your data.

Name: This is the name of the property. This can be any characterizing name you wish for the Property being onboarded.
Type: This is the type of property being onboarded such as: Affordable, Conventional, Multifamily, Single-Family, Student, Senior Housing, Association.
Street Address: The street of the property.
City: This is the city where the property is.
State: This is the state where the property is.
Zip: This is the zip code where the property is.
Phone: This is the phone number of the main point of contact for the property. Ensure it is 10 characters.
App Fee: This is the application fee that is charged to the Primary Applicant.
Secondary App Fee: This is the secondary application fee that is charged to Co-Applicants.
Rent Due Day: This is the integer number for the day of the month that rent is due.
Days Late Until Charged: This is the integer number for the days the resident can be late until charged a late fee.
Max Late Fees: This is the maximum amount of money that will be charged for late fees if they are unpaid. Note: Leave the field empty for infinite late fee charges.
Close Out Day: This is the day of the month that the property closes out it's books.
State Identification Number: This is the Identification number for your property. Currently this only applied to Income Certification, so if this is not a worry, you do not need to fill it out.
Property Budget: This is the simply the monthly budget for your Property. This value allows reporting to show checks and balances with estimates.