CRM IQ - Roommate Additions with Blue Moon Leases
        

If an existing resident wants to add a new roommate to their lease, first the current residents must complete the Centerspace Leaseholder Addition Agreement. The following steps detail how to add and screen a new roommate to an existing resident card without re-screening the existing resident.


NOTE: The primary resident must have a registered resident portal in order to invite a new roommate to the online application. Find out how to complete that process HERE if you have not done so. 


TRANSFERS: If a roommate addition is happening within a household that will be transferring, there will be system issues if you attempt to add a roommate to an "on notice" household. Cancel the transfer, re-invite the household to RENTCafé, add the roommate, process/screen the roommate, and then reprocess the transfer.

 

Once the screening process has been completed, the Blue Moon Lease Agreement will need to be re-generated with the new roommate added onto it.


1. Navigate to the resident's account and from there you will go to "Documents" and select the Regenerate lease button. From there, review the lease term dates to confirm they are accurate. If they look correct, click "Next" to move forward.


2. Review the lease information including rent and rentable items pricing to confirm they are accurate. If they look correct, click "Next" to move forward.


3. In this step, you will use the "Lease Editor" page manage forms for the Blue Moon lease. You will navigate to the required sections by using the table of contents on the left hand side. You will also see the new applicant appear under the Lease Terms page.


There will be multiple areas that team members will need to fill in, and those are listed below with screenshots.

  • Total Amount Due Per Month: Found at the top of the Cover Sheet page - This amount will vary from lease to lease. This amount will include the base rent plus any rentable items, charges, etc. Add all charges and base rent together to get the total amount.

  • Breakdown of Included Mandatory Charges Rent and Not Rent: Found on the Cover Sheet page - This section will require a dollar amount to be entered in each space. For relevant charges, enter the correct amount. Enter zero for any recurring charges that are not applicable. You will do this for each Charge Type line item.

  • Late Fee: Found on the Cover Sheet - The late fee will vary based on the lease base rent. Enter the appropriate late fee for the lease amount.

  • Liquidated Damages: Found on the Lease Terms page - Liquidated damages refers to the Early Lease Termination Fee. This amount will be equal to two months rent including additional add ons such as pet fees, parking, storage, etc.
    • NOTE - Liquidated assets will be equal to two months base rent only.

  • Keys: Found on the Other Charges page - Keys is a new section in which Team Members will input the number of keys given to new residents listed on the lease.


Total Amount Due Per Month


Breakdown of Included Mandatory Charges Rent and Not Rent


Late Fee


Liquidated Damages


Keys


5.  Next, review "Manage Forms" and add in any Custom Forms as the lease calls for. An example of this would be adding in the Corporate Lease Addendum for a corporate lease agreement.


6. The "Print Forms" doesn't require you to take any action, and you can move onto the next page from here.


7. The last step in the process is to review the lease in the "Preview & Finalize" tab. After reviewing, if everything looks correct, then select Finalize Lease to have the lease sent off to the applicant.



8. Finally, you will be redirected to the "Documents" tab and from here, you can regenerate a lease if necessary.