09/01/2013
Rev 12/10/2013
RESIDENT FILE CHECKLIST
Leasing Consultant:
CM File Approval at Move-In:
Resident(s):
Apartment:
Apartment Type:
Move-In Date:
Left Side of File (in the following order) - please initial:
_____ Conversation Log
_____ Resident File Check List
_____ Move-In Cost Disclosure
_____ Verification of Transfer of Utilities
_____ Copies of All Move-In Monies (including all misc. fees, deposits, rent/pro-rated rent)
_____ Section 8 Landlord/Tenant Packet
_____ Rental Verification
_____ Income Calculation
_____ Income Verification
_____ OneSite Approval Letter
_____ OneSite Scorecard
_____ OneSite Detailed Report
_____ Guarantor Application(s)
_____ S.A.S. Letter of Eligibility
_____ S.A.S. Letter of Intent
_____ Pet Application
_____ Application(s)
_____ Guest Card
Right Side of File (in the following order) - please initial:
_____ Section 8 Lease Agreement
_____ Section 8 Lease Addendums
_____ Apartment Lease Contract
_____ Renewal Information Update Form* (to be completed at every renewal)
_____ Lease Contract Guaranty
_____ Garage Addendum
_____ Storage Addendum
_____ Concession Addendum
_____ Utility Addendum
_____ Community Policies Addendum
_____ Lead Based Paint Disclosure
_____ Pet Addendum
_____ Early Termination Addendum
_____ Bed Bug Addendum
_____ Move-In Inventory and Condition Form
*Form to be copied on colored paper
Right Side of File (at move-out in the following order. When all is complete, remove all documents from folder and
place move-out documents on top for filing in previous resident files) please initial.
_____ Certified Mail Receipt (if applicable)
_____ Final Account Statement
_____ Copy of FAS Letter
_____ Copy of Promissory Note sent – Fully Executed (if applicable)
_____ Final Notification Letter
_____ Move-Out Inspection Form (signed by both resident and Management)
_____ Acknowledgement of Notice to Vacate
_____ 45-Day Notice of Intent to Vacate
______Print Resident ledger history (non-Accounting view)
______Print Resident Activity
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Community Manager File Approval at Move-Out (Signature)
Date
Exhibit D-3