QRG - CRM IQ- Online Documents - Notice to Vacate
According to the Move-Out SOP and the Centerspace Lease Agreement, residents must provide a notice to vacate. Once a resident communicates their intention to vacate, you must generate the Notice to Vacate online document in CRM IQ.
1. Using the search function, (to expand your search bar click the looking glass icon), navigate to the resident record in CRM IQ and click Documents in the left-hand side menu
2. Enter the Vacate Date by navigating to General on the left-hand side menu, select Profile > Custom Tables > Additional Resident Info > Vacate Date > Save
3. To continue to generate the NTV document go back to the left-hand side menu select Documents > Add Documents > RentCafé E-Sign from Library
4. Find the Notice of Intent to Vacate & click Select.
5. Review to ensure that all parties needing to sign are included and click Save & Next
6. In the Preview & Send step, review the document details and click send.
- Note, the entered vacate date from step 2 above will populate in the document.
8. The resident will receive an email to log into their portal and sign the document.
9. Once logged in, the resident selects Menu > Documents > Sign Document
10. Resident completes the form with all required information and signs and dates the document.
11. The property will receive an email that the document has been signed.
12. To countersign, navigate to the Dashboards drop-down menu and select Documents, click the Pending Agent Countersign category in the Document Status widget, and locate the desired document.
Once located, you may preview the document by clicking the Document Name hyper-link, once reviewed click the blue Countersign button, this will complete the countersign.
13. After countersigning, you must Post a Notice, Early Termination, or Skip in CRM IQ.
14. Schedule the pre-move out inspection and provide the completed Receipt of Vacate Notice as an attachment to an email through CRM IQ.