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Leasing Workflow

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    • 2026 Accommodation Rate Information

       

      May 5th, 2026 7 views 0 likes

    • Calculating Move-Ins When the Physical Move-in Date Is in a Different Month Than the Financial Ownership Date

       

      May 5th, 2026 views 0 likes

    • Executing a Lease in Senior CRM

       

      May 6th, 2026 views 0 likes

    • How to pull a Blank Lease in CRM

       

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Co-Occupants

      Ensure you have met the pre-requisites before proceeding: Must be in Future Resident or Waitlisted Status. Primary Payer Selection Appropriate...

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Generate Quote

      This user guide outlines the basic steps for creating a proposal for a single occupancy resident. Ensure you have met...

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Lease Renewals

       

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Recurring Charges & One Time Charges

       

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Respite Move-Ins

       

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Signing Roles

       

      May 6th, 2026 views 0 likes

    • Leasing Workflow: Transfers

      5/7/2026 Update: Adding steps for Unit Transfers in Voyager to help BODs keep track of whos transferring. This is not...

      May 6th, 2026 views 0 likes

    • Linking a Co-Occupant with a Shared Payer

       

      May 6th, 2026 views 0 likes

    • Processing Move-Ins in Senior CRM

       

      May 6th, 2026 views 0 likes

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