QRG - CRM IQ - Adjusting a Renewal Lease From Date
To generate a renewal offer upon request or routine offers for a current MTM lease, the (effective) lease start dates must be updated to 45 days in the future. This will provide the resident proper notice period for lease adjustments (30 days) and decision period (15 days).
Adjusting a Renewal Lease From Date
1. After the LRO renewal pricing is approved and committed, in CRM IQ go to the Renewals Dashboard, Batch tab.
2. Select Create Lease Proposal Batch
3. Select the resident(s) names desired for the batch from the pop-up menu, select Include in the Month To Month drop down. Set the Proposal Expiration Date to the appropriate date. Select Save.
4. Under the Unposted filter to on the Renewals Dashboard, find the batch you would like to review/edit. Select the arrow next to the batch to review the whole batch and the residents in it.
Select the arrow under Actions of the batch you want to review.
5. From the list of proposals, select the proposal you'd like to edit using the looking glass.
6. In the Review/Edit Proposal window update the From date, and Charge Begin Dates to be 45 days from the date of offer. Click Save.
7. Click Save & Post.
8. Generate and send the appropriate MTM renewal letter according to the Renewal Part 1: Create Batch & Renewal Notices.