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Complete OurProperty Training Course (VIC)
Complete OurProperty Training Course (VIC)
OurProperty Overview
OurProperty Benefits
Profile
How to Personalise your OurProperty Profile
Emails - Integration with Office365 & Gmail
Client Hub
Client Hub Overview (3:53)
Landlord Card (10:17)
Property Card (20:45)
Tenant Card (7:49)
Tradie Card (5:03)
The Centre
The Centre Dashboard Overview
How to Personalise The Centre Dashboard
How to connect emails to The Centre Dashboard
Making The Centre Dashboard your Landing Page
The Centre Dashboard - Arrears
The Centre Dashboard - Compliance
The Centre Dashboard - Daily Task List
The Centre Dashboard - Courtesy Calls
The Centre Dashboard - Emails
The Centre Dashboard - Ingoing
The Centre Dashboard - Inspections
The Centre Dashboard - Keys
The Centre Dashboard - Leases
The Centre Dashboard - Lettings
The Centre Dashboard - Maintenance
The Centre Dashboard - Portfolio Overview
The Centre Dashboard - Reminders
The Centre Dashboard - Vacating
Section Summary
Arrears
Arrears Overview
How to Process Arrears
Navigating Arrears (5:15)
Finding Arrears History (6:14)
Arrears Metrics
Arrears Settings (22:27)
Automatic & Manual Arrears Generation
How to Reset Arrears (19:16)
Understanding the Different Classifications
The Arrears Reports Tab
The Arrears Sent Tab
The Arrears To Do Tab
How to Create a Payment Plan for a Tenant/Renter
View and Monitor Arrears Payment Plans
Check Arrears & Action an Arrears Task
Process a Tenant Instant Debit
Change the Rent Due Date or Payment Frequency
Review Financials for Property and for Tenancy
Arrears Summary and Overview (19:16)
Compliance
Compliance Module Overview
How OurProperty Manages Smoke Alarms
Understanding the Smoke Alarm Compliance Report
How to Create an Ad Hoc Smoke Alarm Service Job
How To Manually Create A Smoke Alarm Contract
Compliance Quiz
Adding Smoke Alarm Information into the Client Hub
Reviewing/Editing Compliance Information in Leases
Agency & User Settings for Smoke Alarms
Gas/Heating & Electrical Safety in Compliance
How to Manually Enter Compliance Data
Property Details in the Landlord/Owner Portal
Adding Compliance Information during New Business Sign Up
Section Summary
Disclosure Statement
Information Disclosure Overview
Helpful Tools/Tips
Entering/Updating Information Disclosure in Property Record via Client Hub
Entering/Updating Information Disclosure in NB Sign Up via Management Agreement (MAA)
Information Disclosure Reporting
Minimum Rental Standards
Minimum Rental Standards Overview
Setting Up your Minimum Rental Standards
Helpful Tools/Tips
Entering/Updating Minimum Rental Standards in Property Record via Client Hub
Entering/Updating Minimum Rental Standards in PM Inspect App via Inspection
Entering/Updating Minimum Rental Standards in NB Sign Up via Management Agreement (MAA)
Minimum Rental Standards Reporting
Inspections
Inspections Overview
Manually Schedule an Inspection from Desktop
Scheduling an Entire Month's Inspections
Scheduling a Day of Inspections
Rescheduling Inspections and Assigning a New Inspector
Reviewing Inspection Schedule and Send Entry Notice
Schedule an Inspection from the PM Inspect App
How to Schedule Inspections Based on Post Code Areas
Automatically or Manually Schedule Entry and Exit Inspections
How to Lock Inspection Times to the Timetable
Section Summary
Understanding Drafts, Sent and Completed Inspections
Edit a Report on OurProperty Desktop
Features & Functions in Inspections
Rental Minimum Standards Reports in Inspections
Swap/Move Room Content in an Inspection Report
Swap/Move a Full Property Inspection Report
How to Change The Inspection Type Once Completed
Duplicating Inspection Reports for Other Addresses
Enhanced Inspection Schedule Filters
How to Setup your Inspection Settings
How to Add Recommended Maintenance to a Property Visit Report
Section Summary
Entry/Ingoing Condition Reports Overview
Pre Populating an Entry/ Exit Report
How to complete an Entry/Ingoing Condition Report in PM Inspect App
Understanding the ECR Waiting, ECR Review and ECR Disputed Tabs
Understanding the ECR/Entry Condition Report Process after its sent to the Tenant/Renter
Transferring an Existing Entry Condition Report to a New Tenant/Renter
Uploading and Attaching an Entry Condition Report
Disputing Entry Condition Report (ECR) Comments and Photos
Section Summary
Exit/Final/Outgoing Inspection Report Overview
How to complete an Exit/Final/Vacate Inspection Report in PM Inspect App
Section Summary
Routine Inspections Overview, including Remote Routine Walkthrough
How to Complete a Routine Inspection in PM Inspect
Inviting landlords/owners/rental providers to a Live Video Inspection
Remote Routine Walkthrough with PM Inspect App
Self-Scheduling of Routine Inspections for Tenants/Renters in Inspections
Sending Breach of Duty Notices in Inspections
Section Summary
Understanding the Inspection History tab
Report Options within Settings > Inspections
Inspection Activity Log
Understanding the Inspection Metrics and Quality Reports
Section Summary
Keys
Key Settings
Keys from Main Menu
Key Register in PM Inspect App
Keys - Features & Functions
Keys from Client Hub
Keys from The Centre
Section Summary
Leases - VIC
Lease Module Overview
Setup Lease Agency Settings
How to Create a Custom Lease Agreement Type
Creating and adding Special Lease Conditions
How to Set Bond Limit for Leases
The Lease Page Explained
Understanding the Recommendation Dashboard
Going through the negotiation process
The Rent Grid in OurProperty Explained
Periodic Leases via OurProperty Explained
Helpful Tools for Leases
Section summary
Processing a New Lease
New Lease Process for Victorian Agencies on Payments
Letting To Do Tasks
Lease Renewal To Do Tasks
Processing a Lease Renewal
Takeover of Mangement or Transfer of Management To Do Tasks
Entering in an Existing Lease Agreement
Rent Adjustment for Mid Term Rent Increase for Takeover of Management
Paid to Date Adjustment for Takeover of Management
Processing a Lease Break
Lease Break To Do Tasks
Entering a Vacate Date
Creating a New Tenancy Lease Agreement
Creating a Tenant/Renter Invoice (for Lease Break Fees)
Lease Overrides
How to Edit Current Lease Details
Adding a new tenant/renter to a lease during a Tenancy
Uploading a Signed Lease
Entering of Body Corporate/Owners Corporation Documents
Entering Pet Information into Lease Agreements
Letting - Marketing
Marketing Overview
Advertising Hub Tab in Lettings Settings
Marketing Hub
OP Copywriter
Marketing - To Do Tasks
How to List Properties Online for Rent
How to Connect Rental Listings to Domain.com.au
Rent/Stock List
QR Codes
Letting - Viewings
Viewings Overview
Viewings Settings
Viewings Hub
Viewings - To Do Tasks
How to Set Up Your Viewings Profile
Prospective Renters/Tenants Booking Their Own Viewing
How to Enable Applicant Self-Schedule Times for Viewings
How to Manage Holidays for Property Inspections and Viewings
How to Process Unregistered Enquiries in The Viewings Hub
How to Access Past Inspected Enquiries in The Viewings Hub
How to Schedule Single Property Viewings
How to Bulk Schedule Viewings for Single Inspector
How to Bulk Schedule Viewings for Multiple Inspectors
How to Complete a Property Viewing in PM Inspect
Post Viewings Report to Owner/Landlord
How to Cancel Viewings
How to Manually Register a Prospective Tenant/Renter for a Viewing
How to Archive & Un-Archive a Prospective Renter/Tenant
How to Identify Properties Without a Scheduled Viewing
Prospective Tenant/Renter Communication of a Newly Advertised Property
Needs Saturday Viewing Feature
How to Manage Covid-19 Vaccination Requirements for Viewings
Letting - Tenant Applications
Tenant/Renter Applications Overview
Application Settings Tab in Lettings Settings
How to Set Bond Limit for Applications
Tenant Application - To Do Tasks
Application List Vetting Page
National Tenancy Database Checks
How to Process Incomplete Applications
How to Add Additional Applicants to a Property Application Form
How to Transfer & Merge Individual Tenant Applications to a Combined Application Form
How to Transfer an Application to Another Property
How to Revert an Application Transfer
How to Merge Individual Tenant Applications to a Combined Application Form
Ability to Upload Additional Documents to an Application
Refer tenant applications to the Owner/Landord/Rental Provider
Utility Connections Referral
Bond Lodgement Process
Maintenance
Maintenance - An Overview
Understanding the Requests Tab
Understanding the Offers Tab
Understanding the Active and Future Tabs
Understanding the Overdue Tab
Overdue Jobs in the Landlord/Owner Tradie Responsibility Tab
Understanding Quotes
Urgent or Emergency Repairs/Maintenance
Maintenance Overview Quiz
How to Process a Maintenance Request
How to Create a Maintenance Job Offer
How to Mark Landlord Responsibility Jobs as Completed on Behalf of the Landlord
How to Create a Maintenance Request for a Tenant
How to Copy / Duplicate Job Offers / Workorders and Quotes in OurProperty
How to Connect a Landlords Tradie Maintenance Job to its Adhoc Invoice
How to Onboard your Tradies with OurTradie
How to Add Tradies in OurProperty
How to Personalise Referred Requests and Quotes to Landlords/Owners
How to add Recommend Maintenance to a Property Visit Report
Processing Maintenance Quiz
Check Mainteannce & Manage a Maintenance Task
Section Summary
Invoices in OurProperty - including Addhoc, Incoming, Outgoing, Parsed, Compensation & Payment Plans
Approving invoices for maintenance
Enter an Adhoc Invoice for Payment
Edit or Delete an Incoming Adhoc Invoice
Invoice Specific Wallets
Invoice Reoccurrence
Future Invoices
Disputing an invoice
Section Summary
New Business
NBSU Overview
Setting Up your NBSU
Signing Up a New Agreement - Video (14:46)
NBSU Reporting
NBSU in PM Inspect App
Ownership Change Process
New Business Sign-Up Process
The Owner/Landlord/Rental Provider Process in Completing the Agreement
Manually uploading a New Business Sign Up Agreement
Referrer in Client Hub & Referrer Revenue Share Report
NBSU To Do Tasks
Section Summary
CRM Overview
CRM Hub
CRM Actions
CRM Action Plans
CRM Lead Enquiries
CRM Mailing List
How to Manually Add a New Lead to the CRM
How to Automatically Add a New Lead to the CRM
How To Set up BDM's for Automatic Allocation of Leads
How to Record a Call in the CRM
How to Record the Appraisal Amount for a New Lead Property
How to Update the Lead Source
How to Add a Second Contact to a CRM Property
How to Create an Action Plan
Vacating
Vacating/Ending a Tenancy Overview
Settings in The Vacate Process
Vacate Communications in OurProperty
Vacate To Do Tasks
Manually Adding a Vacate Date
Starting the Vacate Process
Completing Vacate Tasks
Automatically Sending Vacate Information
Reviewing Automatically Sent Vacate Messages
Reviewing All Vacate Items
Uploading an Additional Vacate Document
Property Being Renovated
Exit/Final Inspections
Property For Sale
How to Manage End of Tenancy Finances
How to Manage End of Tenancy Maintenance Expenses
How to Pay Bond Money Towards Expenses
How to Manage Funds Owing Above The Bond - Tenant/Renter Bond Payment Plan
How to Manage Funds Owing Above The Bond - Insurance Claim
How to Refund a Wallet Balance - Vacated Tenants/Renters
How to Refund Fees to an Owner/Landlord/Rental Provider
How to Process a Tenant/Renter Refund
How to Process a Bond Claim
How to Process a Lost Management in OurProperty
Section Summary
Reminders
What are OurProperty Reminders?
How to Use OurProperty Reminders (10:56)
Section Summary
PM Inspect App
PM Inspect App Overview
Inspections in PM Inspect App
Viewings in PM Inspect App
Contacts in PM Inspect App
Maintenance in PM Inspect App
Keys in PM Inspect App
New Business Sign-Ups (NBSU) in PM Inspect App
Breach in PM Inspect App
Search in PM Inspect App
Settings in PM Inspect App
Debug Report in PM Inspect App
Contact Support in PM Inspect App
Section Summary
Admin
Admin Overview
Agency Fees
Inactive Landlords
Inactive Tenants
Landlords
Office Admin
Properties
Property Manager
Sales Agent
Tenants
Tradies
Feedback
Feedback & Feedback Surveys - An Overview
Settings for Feedback
Settings for Feedback Surveys
OurProperty Reporting - Feedback
Reports
Reporting in OurProperty - An Overview
Report Options within Settings > Preferences
Report Options within Settings > Arrears
Report Options within Settings > Maintenance
Report Options within Settings > Inspections
Report Options within Settings > Viewings
Report Options within Settings > KPI/Metrics
OurProperty Reporting - Applications
OurProperty Reporting - Arrears
OurProperty Reporting - Feedback
OurProperty Reporting - Financial
OurProperty Reporting - Inspections
OurProperty Reporting - Leases
OurProperty Reporting - Maintenance
OurProperty Reporting - Marketing
OurProperty Reporting - Management
OurProperty Reporting - Admin
OurProperty Reporting - KPI/Metrics
OurProperty Reporting - Viewings
OurProperty Reporting - Compliance
As a Property Manager
As a Department Head or Director or Business Owner
Settings
Settings Overview
Tools
Extra Tools Overview
Payments
Overview
How Rent is Collected, Receipted and Disbursed
Understanding Landlord/Owner Disbursements
Changing a Landlord/Owners Disbursement Mode
Managing Landlord Funds – Withholds & Disbursements
Adding & Editing Landlord Bank Accounts
Finding, Understanding & Re-sending Statements (4:10)
Create a Manual Withhold on Property Funds
Understanding Pooled Funds
What to Expect At End of Month
Adding a New Property/Landlord to Ourproperty (30:41)
Processing Rent Adjustments (6:28)
Adjusting Paid to Dates & Credits (0:37)
Ownership Change Process
Tenant Instant Debit
Adjusting a Management Fee
Agency Direct Payments (ADP)
Invoice Overview
Adhoc - Incoming Invoices
Adhoc - Outgoing Invoices (3:02)
Invoice Payment Plans
Parsed Invoices
Maintenance Invoices
Help
OurProperty Apps
Help
Support
OurProperty Training
Courses
OurProperty Updates & Changes
Adding a new tenant/renter to a lease during a Tenancy
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