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.

   • Click on Charge Codes in the top right corner and confirm by clicking Save.

   • Configure your charges the way you want to and confirm by clicking Save.

8. Similar to your charges, you can configure the occupancies by clicking Occupancy in the top right corner.

   • Configure the tenant occupancy status and confirm by clicking Save.

9. To generate a unit mix, it is crucial that your beds and baths are configured correctly.

   • Click on the floor plan to add this information.

   • You can add the beds and baths info by using the drop-downs provided.

   • The system will give its best shot at predicting the information, but at times the data presented is such that it's nearly impossible to predict the beds and baths, like in this case.

   • Once completed, click on Save.