OneSite Leasing & Rents Tax Credits Overview

Managing Your Daily Tasks

The OneSite Leasing & Rents Tax Credits Today page puts priorities in the line of sight, so they won’t be overlooked. The today page will remind you of upcoming renewals, UVR/NAUR unit status, and verification letters that need to be printed or have not been sent back. It also provides graphs to easily view your applicable fraction and overall property compliance. Views within OneSite Leasing & Rents Tax Credits are customizable by role to display tasks and data relevant to specific job functions.

Quick Qualifying

The Quick Qualify function provides you with a fast analysis of a prospect’s eligibility to lease a unit on your property. With an estimate of the prospect’s total annual income, you can see what programs and set-asides the prospect may qualify for as soon as he or she contacts you by phone or walks in the door.

Keeping Track of Your Prospects

The Prospects tab puts all prospect activity and information in plain view. With the same look and feel as OneSite Leasing & Rents, you can easily search and find market and tax credits prospects in one place.

Applying Now

With the Apply Now function, you can enter additional household members and ensure all household members have been entered before proceeding to select a unit. Based on a prospect's desired move-in date, floor plan, amenities, or set-asides, the system searches and generates a list of available units.

Managing Your Applicants

With the same look and feel as OneSite Leasing & Rents you can easily view all leasing activity and information. Choose to view and enter more details on applicants such as incomes, assets, and household information. Also, you can perform actions or use task-based menus to select and perform specific functions such as running the user-friendly wizards that help ensure your property stays in compliance. OneSite Leasing & Rents Tax Credits walks leasing professionals through the application process so there are no missed steps.

Entering Income and Assets

OneSite Leasing & Rents Tax Credits allows leasing professionals to enter an applicant’s income and assets through an interview wizard. The Interview wizard will prompt the leasing professional to ask a series of questions to the applicant, ensuring all income and assets are accounted for. Users with rights may also have the option to enter income and assets directly, allowing them to bypass the wizard.

Managing Your Verification Letters

OneSite Leasing & Rents Tax Credits verification letters management system allows you to create and track verification letters while quickly verifying the income and asset information before final qualification. All standard verification letters and notices are already included for your use. These verification letters are conveniently available on each data entry screen, where the list of verification letters has been filtered based on the data that is being entered, i.e., income or asset. Verification letters that are requested during data entry are stored together in one place for printing and letter management. The system allows you to track dates and comments when the letters are generated, printed, mailed, and received.

Qualifying Wizard

The Qualification wizard walks the user step by step through the certification process. You can select set-asides and see a household’s effect on your compliance goals. OneSite Leasing & Rents Tax Credits alerts you of all possible violations and requires action from you before it will qualify a resident.

Generating Tenant Income Certifications

OneSite Leasing & Rents Tax Credits enables leasing professionals to generate tenant income certifications (TIC) directly from their desktops. This capability enables the system to pre-populate the TIC, thereby eliminating redundant data entry.

Moving in Residents

The move-in process may be initiated once applicants have been qualified, the TIC has been approved, and there are no violations existing that would make your property out of compliance. OneSite Leasing & Rents Tax Credits performs checks to ensure you don’t miss a thing!

OneSite Leasing & Rents Tax Credits provides applicants with a move-in statement. It offers a rundown of lease, resident, and unit information. The statement also details the dollar amount that is due at move-in and a payment schedule for the duration of the lease.

OneSite Leasing & Rents Tax Credits offers a checklist with clickable links that ensures each and every step is complete during the move-in process. This feature can be customized, though the system ensures a final qualification has been completed and the TIC has been signed before continuing. Additional tasks may also be added and arranged to suit corporate policies and procedures.

During the final move-in, the system will check the requirements for all programs and set-asides as well as UVR and NAUR units. If violations occur, a user with the proper rights has the opportunity to override them. When major violations occur, the system will not allow you to move the applicant in until the violations are resolved. OneSite Leasing & Rents Tax Credits is always ensuring your property stays in compliance!

Renewing

OneSite Leasing & Rents Tax Credits enables annual recertification notices to be issued quickly and allows ease of management. Notices are automatically generated based on your policies and procedures and allow you to schedule a time to meet with your residents for their annual recertifications. The capability to perform recertification will become available in upcoming releases.

Moving Out Residents

The move-out function presents a clickable checklist that facilitates the move-out process and can be customized to meet corporate policies and procedures.

Reporting

OneSite Leasing & Rents Tax Credits offers a powerful set of reports in multiple formats—PDF, Excel, and Word—for printing or electronic distribution. The reports can generate detail and summary information on resident-specific data, prospect management activity, property leasing activity, transactions, and day-to-day site management.