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RentCafe: Non-Primary Payer One Time EFTs and Payments Unapplied
This guide will cover the fix to the Aging Report if someone other then the primary payer (the person who has the charges applied to them) pays in the RentCafe portal. In some cases, this might need to be a bigger conversation with the resident/resident contact who has been making payments to see if they would like to assume responsibility for the c...
0 min reading timeRentCafe: Previewing Resident Services
This tutorial will show you how to emulate what the resident sees on their profile. Please be aware that the changes you make in their profile WILL be made on their side as well. The only access we don't have is the ability to view/sign an open lease, and add any bank account information. ...
0 min reading timeAdding Your Bank Account to The RentCafe Portal
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0 min reading timeBrightview Resident Services Registration Guide
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0 min reading timePasswordless Login - Notes for the Property
With Passwordless login, residents no longer need to create a password when signing up for a RentCafe account, nor use a password when logging into RentCafe. When logging into RentCafe using their email address, they can choose to receive a secure link sent to their email, or a secure code delivered to their mobile device. They can also log into Ren...
1 min reading timeInviting Contacts to RentCafe (Resident Family Portal)
After you receive the community fee and the applicant has been updated to a Future Resident , you can invite them or their representative to create a Resident Portal account. They will use the portal to sign their lease and pay their bill each month. Its a good habit to Invite the primary Payer first, as they typically will also sign the lease, ho...
0 min reading timeInviting Contacts to RentCafe in Senior CRM
A Non-Primary Payer, that is not flagged as a payer will only be able to see Lease Docs and other uploaded attachments. They will not be able to see any payment related information, nor will they be able to see any payer statements. A Non-Primary Payer, that is also flagged as payer has the same access as regular contact with additional payment in...
0 min reading timeLeasing Workflow: Generate Quote
This user guide outlines the basic steps for creating a proposal for a single occupancy resident. Ensure you have met the pre-requisites before proceeding: Must be in Future Resident or Waitlisted Status. Primary Payer Selection Appropriate contacts have valid email addresses Correct apartment number is selected **Please note we do not need to inclu...
0 min reading timeLeasing Workflow: Transfers
5/7/2026 Update: Adding steps for Unit Transfers in Voyager to help BODs keep track of whos transferring. This is not a required step, but encouraged. Additionally, due to SafelyYou, we are adding an additional step for Residents that are tranferring from IL to AL/WS/EC. ...
0 min reading timeLeasing Workflow: Recurring Charges & One Time Charges
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0 min reading timeCharge Code Cheat Sheet
All concessions require an end date. Even with lifetime concessions, the end date should be equal to the term end date and then extended during lease renewal Lump Sum Discount charge codes should only be used as one time charges and must have a start date the same as the financial start date Monthly Concessions and Service Package Concessions should...
0 min reading timeFinancial Move-In Dates in CRM and how they translate to BI.
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0 min reading timeCRM Release Notes
What’s New in Yardi CRM? ⚠ March 2026 Updates 👋VoyagerPlus CRM Phaseout Schedule 🤖How to Use the New AI Chatbot: Virtuoso 📆Leasing Best Practice Refresher Training 👩🏫How to Log Paid Referral Sources 🏘An Update to New York’s Apartment Configuration 💙Voyager 8 Latest Updates and New Features 📅 Upcoming Important Dates Monday, April 6 : Apartment ...
3 min reading timeGenerating Custom Reports in Senior CRM
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0 min reading timeHow to use the Universal Search Bar in Senior CRM
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0 min reading timePasswordless Login - Notes for the Resident
With Passwordless login, you can access RentCafe using one of the following login options: Continue with Email Continue with Google Continue with Microsoft Continue with Apple Before you begin One-time codes sent via email or SMS text messages will be active for 10 minutes. Secure links sent via email will be active for 30 minutes. If you use an exp...
1 min reading timeLeasing Workflow: Co-Occupants
Ensure you have met the pre-requisites before proceeding: Must be in Future Resident or Waitlisted Status. Primary Payer Selection Appropriate contacts have valid email addresses Correct apartment number is selected ...
0 min reading timeAttaching Contacts to a Resident in a Different Apartment
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0 min reading timeHow to Waitlist a Prospect in Senior CRM
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0 min reading timeCalculating Move-Ins When the Physical Move-in Date Is in a Different Month Than the Financial Ownership Date
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0 min reading timeProspect Handling Cheat Sheet (New York)
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0 min reading timeLinking a Co-Occupant with a Shared Payer
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0 min reading timeRate End Date Calculator
Remember that the rate end date is always based on the financial move-in date (accommodation start date). Pay special attention to your entries if the financial and the physical move-in dates are in different months. Example: If financial move-in is in late-January, but physical move-in isn't until early February, the rate end date is still Janu...
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