Account Manager Training

Brought to you by the Optimization & Ancillary Services team

Session 1: Introduction

Pledge of Excellence

Training video link: Pledge of Excellence

Articles & resources: Pledge of Excellence

Corporate Organizational Chart

Training video link: Org chart

Articles & resources: Corporate org chart

Account Manager Job Description

Training video link: AM job description

Articles & resources: Job descriptions, Zero delinquency guidelines

Delinquency Calendar

Training video link: Delinquency calendar

Articles & resources: Consistent delinquency follow-up

Delinquency Report

Training video link: Delinquency report

Articles & resources: Pulling a delinquency report, Delinquency notes

Delinquency Best Practices

Training video link: Delinquency best practices

Articles & resources: 

Check Scanning

Training videos: DocScan overview, Check scan

Articles & resources: Installing DocScan, Adding a check scanner, Check scanning, Rent Check Policy

Lease & Addendums

Training video link: Lease & addendums

Articles & resources: 

Connections & Help Desk

Training video link: Connections & help desk

Articles & resources: Who do I contact?, Submitting a support ticket

Session 2: Other Income/Programs

Other Income

Training video link: Other income

Article resources:

Damage Waiver (DW)

Training video link: Damage Waiver program

Article resources: Damage Waiver program

Personal Contents (PCON)

Training video link: Personal Contents program

Article resources: Personal contents program

Credit Building (CSCORE/CBOOST)

Training video link: Rent Plus/My Credit Lift

Article resources: Rent Plus, My Credit Lift

Plaid

Training video link: Plaid

Article resources: Plaid- Account Verification

Entrata Fees

Training video link: Entrata fees

Article resources: Entrata payment fees

Flex

Training video link: Flex

Article resources: Flex- Rent Payments

Pay Ready

Training video link: Pay Ready

Article resources:

Session 3: Resident Ledgers

Resident Profile Overview

Training video link: Resident profile overview

Article resources: 

Resident Ledger vs Deposit Ledger

Training video link: Resident ledger vs deposit ledger

Article resources: 

Open Items vs Full Ledger

Training video link: Open items vs full ledger

Article resources: 

Resident Friendly Mode

Training video link: Resident friendly mode

Article resources: 

Understanding the Columns

Training video link: Understanding the columns

Article resources: 

Using the Filter

Training video link: Using the filter

Article resources: 

Activity Log

Training video link: Activity log

Article resources: 

Shortcuts

Training video link: Shortcuts

Article resources: 

Session 4: Account Processing

Account Processing

Training video link: Account processing

Article resources: 

Session 5: Bad Debt

Account Processing

Training video link: Bad Debt

Article resources: