1. Leasing Information and Policies

PHASE 1

Receive and Review:

• Leasing Policies
• Current Lease Agreements (Forward to Attorney as well)
• Current Rent Roll
  • When does each lease expire?
• Current contracted Rent amounts per unit
• Current concessions/allowances per unit (Senior Citizen, Employee, Military, etc.)
• Addtl Rent Income addendums connected to lease (pets, garages, parking, furniture, storage, late fees, NSF fees, Clubhouse Rent, Application Fee, CC convenience fee, Short term lease fee, Administrative Fee, Move-in fee, etc.)
• Security Deposit Ledger
• Resident Ledger showing history of rent payments compared to rent due date
• Compile Phase 1 info into the Master Resident File Audit spreadsheet

PHASE 2

Audit:

• Compare files on-site to the information supplied in above reports
• Review the application of each resident
• Review the credit report of each resident
• Review the criminal background check of each resident