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[Cashflow and Rent Roll Comparator](https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/nF5spFVQhqCGA3flYxyGwQ.md) (Video) --- # VIDEO: Invest Assist - Rent Roll Review ## METADATA - id: UUhHeMKL6ZlHeU1ToaDG5w - type: video - source: Clik.ai - content_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w - collection_url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q ## TRANSCRIPT - time: 00:02 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=2 text: Once the document status changed to processed, click on review and validate - time: 00:08 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=8 text: on this screen, you will be presented with detailed rant roll data. - time: 00:14 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=14 text: In the top left corner, - time: 00:15 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=15 text: you can click on the file icon to switch and view your original file. - time: 00:25 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=25 text: Click on the file icon again to come back to the review screen. - time: 00:32 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=32 text: You can filter your columns by clicking the dropdowns. - time: 00:37 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=37 text: On the basis of the document type. We have divided the columns into - time: 00:43 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=43 text: unit information, - time: 00:46 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=46 text: lease terms. - time: 00:50 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=50 text: Tenant charges - time: 00:55 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=55 text: additional details - time: 01:00 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=60 text: and configurations - time: 01:03 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=63 text: for any successful extraction. It is important to configure - time: 01:09 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=69 text: charge codes, - time: 01:12 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=72 text: click on charge codes in the top right corner, - time: 01:16 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=76 text: configure your charges the way you want to and confirm by clicking save - time: 01:21 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=81 text: similar to your charges. - time: 01:22 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=82 text: You can configure the occupancies by clicking occupancy in the top right corner, - time: 01:29 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=89 text: configure the tenant occupancy status and - time: 01:34 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=94 text: confirm by clicking save - time: 01:36 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=96 text: to generate a unit mix. - time: 01:38 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=98 text: It is crucial that your beds and baths are configured correctly. - time: 01:43 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=103 text: Click on the floor plan to add this information. - time: 01:48 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=108 text: You can add the beds and bath info by using the dropdowns provided. - time: 01:55 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=115 text: The system will give us the best shott at predicting the information. - time: 01:58 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=118 text: But at times the data presented is such that - time: 02:00 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=120 text: it's nearly impossible to predict the beds and baths. - time: 02:03 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=123 text: Like in this case - time: 02:06 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=126 text: once completed, click on save, - time: 02:10 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=130 text: click on the summary button in the top right corner to validate the data points. - time: 02:14 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=134 text: At a glance, - time: 02:19 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=139 text: you can click on the Excel icon in the top right corner - time: 02:22 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=142 text: to export the data on the screen into an Excel file. - time: 02:32 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=152 text: Once your review is completed, - time: 02:33 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=153 text: click on mark validated to change the status to validated. - time: 02:39 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=159 text: This will mark this data as read only and only after this, - time: 02:42 url: https://knowledgecenter.clik.ai/j2L50dQjvYRU1342fF706Q/UUhHeMKL6ZlHeU1ToaDG5w?start_time=162 text: you will be able to generate models or summaries for this document. ## SUMMARY ## Step-by-Step Guide: Review and Validate Rent Roll Data 1. Once the document status changes to Processed, click on Review and Validate. 2. On this screen, you will be presented with detailed rent roll data. 3. In the top left corner, you can click on the File icon to switch and view your original file. 4. Again, click on the File icon to come back to the Review screen. 5. You can filter your columns by clicking the drop-down. 6. On the basis of the document type, we have divided the columns into Unit Information, Lease Terms, Tenant Charges, and Additional Details, and Configurations. 7. For any successful extraction, it is important to configure Charge Codes. 8. Similar to your charges, you can configure the occupancies by clicking Occupancy in the top right corner. 9. To generate a unit mix, it is crucial that your beds and baths are configured correctly.