1. Daily Organization & Time Management Job Duty: Start each day organized, informed, and prepared to respond to prospects and residents. Requir...

Important Notes Use the Prospect Navigator to initiate lease creation. The Units and Leases Navigator should only be used during initial setup or if your...

Use this guide to add a new Activity to a prospect, applicant, or resident record so teams can document interactions, schedule follow‑ups, and maintain accu...

Use this link to view the pre‑recorded webinar reviewing Leasing Agent roles and responsibilities. Direct URL: https://fathom.video/share/hTxMNc_XHBZyQMd...

This article explains how to track, refund, forfeit, and transfer security deposits in PropertyBoss. It also covers how to handle interest, escrow, and owne...

Use this guide to add related people to a prospect record in PropertyBoss, including Co‑Occupants, Guarantors, Emergency Contacts, and Dependents. Maintaini...

Use this guide to add a new Prospect into the system so leasing agents can track lead details, activities, and next steps from first contact through applica...

Use this guide to assign a unit to a prospect when they express interest in a specific unit, and to remove or change the unit assignment if their interest c...

Use this guide to initiate and review applicant screening through Western Reporting’s Resident IQ (RIQ) directly from Prospects or Lease/Applicant records i...

This article explains how to send a PropertyBoss Online (PB Online) application link to a prospect and how the completed application returns to PropertyBoss...