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What do I do when an owner needs to change their 1099?

When an owner contacts us to make changes to a 1099 that has already been issued, we will have to contact the company that processes 1099s for us to get the changes made. That company is Smart Business Consultants. Our primary point of contact is Jessica Minor, and her email is j...

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What do we do if we find squatters in a property?

If you find squatters in a property, here is the process that must be followed:Submit this form, which will generate the Squatters in Property process in LeadSimple. The following steps are all completed on the process.A notice to vacate will be sent to the squatters by certified...

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How do I remove autocharges from a lease?

The following applies:Never remove autocharges from a lease unless a checklist says to do so, or a supervisor has approved.Never delete an autocharge. We always end the autocharge by putting an end date on it instead of deleting it. This way, we always record that the autocharge ...

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How do I update an eviction if the owner doesn't want to do cash for keys?

When a lease is pending eviction, we send the owner an email asking him if he would prefer to offer the tenant a "cash for keys" deal to get the tenant to leave without needing an eviction. Usually the owner will just fill out the form we link in that email, but sometim...

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How do I send out a new management agreement (PMA) for signature?

Sending out a new management agreement for signature can be done using the form at this link.Here are the steps that will need to be completed first:Make sure a new owner prospect is created in Propertyware (if it's not already there)Make sure a deal is already in HubSpot for...

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What are the wire transfer instructions for sales?

Provide the following wire transfer instructions to the closing attorney or title company to wire commissions for sales closings:Bank Name: Enterprise Bank & Trust Bank Address: 11939 Rancho Bernardo Rd, Suite 200, San Diego, CA 92128 Account Name: Central Georgia Realty, LLC...

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How do I add a Propertyware org to an employee's access?

NOTE: Only someone with Propertyware Administrator access can accomplish this. If you are not able to do it, talk to a senior manager.Login to your Propertyware account.Select "Central Georgia Realty, LLC (Master)" org from the dropdown box.In the upper right corner, se...

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What do I do if an owner is selling their property in the middle of a lease?

Selling a property with a resident in place is a messy situation, especially if an owner wants to list on the open market and not just sell to investors. For this reason, we have a process to follow to make sure everything is handled appropriately.Try to convince the client to li...

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How do I archive or cancel a process in LeadSimple?

Sometimes a process gets generated in LeadSimple by mistake, or circumstances change, and an entire process needs to be cancelled. This is something that should only be done when you are absolutely sure that the entire process needs to be cancelled, not just moved to another stag...

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What do I do on a lease renewal process if a resident wants a non-standard lease term?

Sometimes a resident will contact you when you're processing a lease renewal and tell you that they want something other than the standard 12 month lease. When this happens, you will need to complete a few basic steps:Complete all of the normal Lease Renewal process steps unt...

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