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Rent Manager 101

This 4-hour introductory class will cover everything you need to know to get Rent Manager up and running smoothly. Bring your laptop along because at the conclusion of each topic, members of our team will come around and help you implement what you just learned into your actual Rent Manager database.

This pre-conference seminar will cover the following topics:

• Assigning privileges to Rent Manager users
• Establishing your GL settings, system accounts, and other important system preferences
• Entering your beginning balances
• Setting up your properties, unit types, units, customers, and vendors
• Receiving and refunding security deposits
• Handling basic Accounts Payable & Receivable activities

Our All-Sessions, All-Days Technical Support

Technical Support staff will be on-site and available to answer your technical questions during all session times on every day of the conference. Schedule your session and sit down face-to-face with an experienced Rent Manager support technician.

Networking Event

On Tuesday night, we invite all conference participants to attend our casual mixer event from 7-8:30 PM. This gathering will be an excellent opportunity for you to meet our staff as well as other property managers from around the country. We'll be hosting three mixer events simultaneously: one for Rent Manager users who manage their own properties, one for fee-based management companies, and a third event will be hosted by SuperNet—our highly preferred IT consultant partner—that's open to anyone interested in learning more about some of the latest IT services and concepts that are changing the way businesses like yours operate. And yes, there will be food and drinks available!

All courses are subject to change

Making Service Manager work for you

Service Manager is a comprehensive module within Rent Manager that allows for easy and streamlined management of property-related maintenance issues. This class will show you how to integrate Service Manager into your day-to-day operations. You'll learn how to create and assign service tickets, develop issue templates and projects, link service issues to other properties, customers, and/or units, and even generate bills and invoices from these service tickets.

Automating your business correspondence

If you're not already using letter templates to create personalized letters for your tenants, owners, or properties, then this seminar is a "must-attend!" We'll show you how to create letter templates that can pull actual database information from Rent Manager so that each letter is specific to the person receiving it. This seminar will also go over how to email letters, merge them with HTML, and even attach them to the history notes of a given entity. This hour and a half class could save you hundreds of hours in work time!

Using Bird's Eye View to "stay on top" of your properties

Rent Manager's Bird's Eye View feature provides the unique opportunity to create an aerial-view pictorial map of your properties and associated units. With Bird's Eye View, your business can incorporate a critical (and currently missing) dimension to your present reporting strategies—spacial analysis. This class will show you how to create and edit property maps, develop overlays and legends, control user permissions and other map settings, and we'll even show you a few little-known secrets regarding Bird's Eye View.

Use Prospect Manager to fill vacancies and track marketing

Prospect Manager is an essential tool for anyone who wants to track marketing efforts and prospecting traffic. This session will discuss how to set up prospects, run prospect-related reports, transition prospects into customers, and use a number of tips and tricks to maximize the effectiveness of prospecting for your business.

Commercial industry expert panel

Join an open forum discussion on "best practices" for businesses that use Rent Manager to manage commercial industry properties. This panel will consist of a number of experts in this field who run successful management companies with the help of Rent Manager.

Residential industry expert panel

Join an open forum discussion on "best practices" for businesses that use Rent Manager to manage residential industry properties. This panel will consist of a number of experts in this field who run successful management companies with the help of Rent Manager.

What's new in Rent Manager?

Join us as we peer into the property management crystal ball and reveal some of the new Rent Manager features that will be released following the conference. Be the first person from your office to know all about our upcoming features and how they'll impact your business.

Using Loan Manager to set up and track owner-financed loans to tenants

Rent Manager's Loan Manager provides the ability to manage all aspects of owner-financed loans to tenants. This seminar will show you how to set up the loan (select the calculation method, estimate the loan term or the loan payment amount), view the rate schedule and amortization schedule, make extra loan payments, view the loan payoff details, default a loan (if necessary), and pay off a loan.

Getting the most from your financial reports

Do you sometimes struggle to find the right financial report for your current needs? This seminar will explore in detail the robust list of financial reports available within Rent Manager. You'll learn which reports to run and when, where these reports are retrieving their data, and how to modify the report options to tailor the results of each report to your specific needs.

Getting the right reports to your property owners

If you manage properties for other people, then you're well aware that each owner has a different set of needs and expectations—especially in the area of reporting. This seminar will show you how to automate owner reporting through the creation of default and custom owner report batches. These batched reports can be tailored to meet the individual needs of each owner, allowing you to generate a unique collection of reports for each owner with just a few clicks of the mouse.

Strategies to reduce owner and resident calls with Resident Web Access & Owner Web Access

Owner Web Access (OWA) and Resident Web Access (RWA) give your owners and tenants the capacity to manage their own accounts online without requiring your intervention. Owners can access live, up-to-date financial information regarding their ownerships and even make contributions online. Residents can view their financials as well, set up their own accounts, create service issues and even make online payments. In this seminar, we'll explore the untapped value that these web portals can provide your business and then walk you through the process of setting up both OWA and RWA for your owners and tenants.

Troubleshooting issues in the owner's module

"Why isn't my owner showing up when I try to post management fees?" "Why did my owner overdraft setting still allow me to overdraft an account?" "How do I bill an owner for management fees?" You've got questions about handling owners in Rent Manager, and we have the answers. This seminar will tackle some of the most common owner-related issues and how to resolve them.

Introduction to fee-based management

Fee-based property management companies manage properties that are owned by other people. Let us introduce you to the key concepts and guidelines for using Rent Manager to support the structure of your property management business. Learn to select Rent Manager preferred options, set up owner accounts, and define and post management fees.

Fee-based industry expert panel

Join an open forum discussion on “best practices” for fee-based management. This panel will consist of a number of experts in this field who run successful management companies with the help of Rent Manager.

Electronic payment processing for residents and owners

Rent Manager's ePay system works in conjunction with internet-based electronic payment solution providers (JetPay or PayLease) to allow the completion of checking and/or credit card transactions online. This seminar will teach you everything you need to integrate ePay into your business: establishing system preferences, enabling properties, customers, and owners with ePay access, setting convenience charges, posting ePay payments, tracking transactions through the ePay register, etc. This class will also delineate some of the key differences between JetPay and PayLease.

Industry expert recommendations for the management of single-family homes

If you manage single-family homes, you don't want to miss this seminar! We have a special guest expert who will be discussing the tactics and best practices for any fee-based management company managing single-family homes.

Improving service maintenance through work order management for owners

We'll show you just how easy it is to use the Service Manager module to streamline maintenance tasks for fee-based management companies. With a few clicks of the mouse, a service issue ticket can be transformed into vendor and owner bills. This seminar will walk you through the "best practices" of handling owner bills through Service Manager.

Tips, tricks, and best practices for fee-based companies

In this seminar, learn about strategies and best practices for using Rent Manager to fine-tune your fee-based management procedures. See how to enter owner information, add user-defined fields, establish ownerships, add management fees to chart accounts, enter management fees, keep owner history notes, run reports, and write owner checks.

Using Estimates & Purchase Orders to create greater efficiency in your office

Your inventory items are current assets that need to be carefully monitored and re-ordered when supplies are low. In this seminar, we'll show you how to set up your inventory items and how to handle the purchase and acquisition of these items through estimates and purchase orders. You'll also learn how to create estimates and link them to purchase orders. We'll even help you set up PO workflows and show you how this process works in tandem with your current inventory tracking.

Fundamentals of the Report Writer & Word Processor

Our development staff designed Rent Manager to be fully customizable to the needs of each individual user, and the Report Writer and Word Processor modules truly epitomize that philosophy. In this seminar, one of our trained experts will show you how to create custom reports and letter templates that can greatly simplify your day-to-day operations. We'll even show you some tips on how Report Writer can be used to generate import data that can be used to update customer information, add transactions, etc.

Learn how to import data from other systems into Rent Manager

We won't let you lose the data you've spent so much time and effort collecting prior to using Rent Manager. Our Import feature allows you to import data concerning properties, units, customers, charges, payments, vendors, owners, payroll, auto charges, budget, chart of accounts, bills, and vendor credits. Learn about preparing your import file, the suggested order of import, and each import type and the pre-conditions for its import. Then you'll be able to add new records to Rent Manager or update existing records with your data.

Tips, tricks, and self-help

Join us in this session to discuss a number of shortcuts within the system that will allow you to "combine the steps" of many activities you perform every single day in Rent Manager. Also, this class will explore all of the self-help options that are available to Rent Manager customers including F1 help, our Knowledgebase archive, Frequently Asked Questions, as well as our user forums.

Accounting QA with a CPA

Have any accounting questions? This open forum will be led by a panel of certified public accountants as well as our knowledgeable Rent Manager staff to field your questions on accounting-related problems. We'll help you get your books straight!

CAM basics

Do you have expenses for areas that all tenants share (such as lobbies, elevators, lighted parking areas, landscaping, etc.) and you don't know how to charge them? Let us introduce you to Common Area Maintenance (CAM) charges. Learn what they are and how to set them up. The result is that you can use this functionality to recover those expenses incurred to operate your rental property (typically commercial or retail) by dividing them among the tenants.

Extracting Rent Manager data for other applications

Learn how to export Rent Manager data to numerous formats. See how to export customer data to a .csv file or to a file that is acceptable to Blue Moon Software lease forms, loan data to a file in Metro 2 format, check information (Positive Pay) to a structured file as required by a bank, and loan interest 1098 and vendor and owner 1099 information to files that can be electronically filed with the IRS. In addition, let us introduce you to Rent Manager's Open Access add-on service that allows RMO users to retrieve their Rent Manager data externally in read-only format and integrate it with external reporting systems, external spreadsheets, and websites.

Customizing Rent Manager to improve your productivity

There are a number of ways to streamline the interface of Rent Manager to meet the individual needs of each user. This seminar will explore a number of customizable features including Tab Designer and how to customize the menu toolbar. We'll also share a number of options that can be enabled in system preferences that can greatly enhance efficiency, as well as how to control user permissions so that each user only "sees" the features that relate to his or her needs.

Resident Screening in Rent Manager to ensure you get the right tenants

See how resident screening through Rent Manager can help you improve your bottom line by converting qualified applicants into residents. See how to make informed decisions based on a system that allows you to authenticate your applicant, access rental performance data, access thorough criminal records and eviction records, apply risk scoring, apply your rules and decision messages, and conduct supplemental reference checks.

Best practices for Rent Manager system administration

Security is critical to how you conduct your business and how you use Rent Manager–and it's the backbone of System Administration. In this seminar, learn about System Administration strategies and best practices for managing policies and procedure in Rent Manager.

Using Rent Manager web portals

One of our trained experts will lead a thorough examination of all of the web portals available to Rent Manager users. This includes Resident Web Access, Owner Web Access, Mobile Web Access, and Web Unit Availability. We'll show you how to license and set up these online features and explain how each portal can best be used to enhance the overall quality of your business.

Creating your own financial reports

Financial Report Writer is a powerful module that can be used to modify pre-existing financial reports or create entirely new reports altogether. We'll walk you through the process of creating a FRW report from start to finish, showing you how to create chart providers, set report options, control sections and fields, manipulate the visual layout of the report, and use a number of tricks and troubleshooting tips along the way.

Kicking your receivables & payables processing into overdrive

Our Rent Manager professionals will show you how to reduce time and cut costs by speeding up receivables and payables processes. This seminar will cover features like batch customer payments, using the check scanner, account balance dispersal, printing checks, etc. We'll also show you a number of time-saving shortcuts that can be used to streamline receivables and payables activities.

Next generation phone systems

In this session, we'll discuss an exciting upcoming enhancement to Rent Manager—integrated phone systems. Rent Manager will soon have the capability to seamlessly integrate with your communication infrastructure, and as you can imagine, the possibilities are endless. Imagine a customer calling and his or her financial information immediately appears on the screen with important messages. Completed calls will be saved in the history notes of that customer with the entire conversation saved as a .wmv. You won't want to miss this eye-opening seminar!

Report automation

Your time is valuable—don't waste it by going through the same steps over and over to produce the reports you need. Let us give you a demonstration of how to automate the generation of reports within Rent Manager. We'll teach you how to "memorize" certain reports so that you don't have to keep entering the same report options over and over again. This class will also cover how to produce a batch of predetermined reports with a click of a button, as well as a few techniques to efficiently generate reports by using property and owner groups, etc.

New tools for commercial property management companies

Explore new features designed specifically for commercial property management. In particular, learn to use advanced Common Area Maintenance (CAM) tools to customize how expenses incurred to operate your commercial rental property are divided and charged to the tenants, reconciled, and reported. Learn to use the other options available to calculate CAM charges besides simply using a customer's percentage of square footage of a property. In addition, to support individual contract agreements or first-year move-in promotions, learn how to establish a base amount and period and to set a cap on a customer's total CAM charge.

Make your website look like it was designed in 2010!

Do you want a professional-looking website without the costs associated with custom design? Come to this seminar to see how you can select from Rent Manager's modern, professional, pre-built website templates to make your website individually yours.

Utility billing made easy

Rent Manager has everything you need to monitor and bill tenants for metered utilities. In this seminar, our experienced professionals will step you through the process of properly setting up a metered utility, taking in readings, and posting or rolling back these charges to customers. We'll also explain how to use the metered utilities scanner, how to modify individual charges and run metered utility reports, and even discuss some of the complexities regarding Metered Utilities Plus.

Advanced techniques in scripting

Come join one of our senior developers as he leads this advanced course in scripting for both the Word Processor and Report Writer modules. Our expert will show you that almost anything is possible with a firm understanding of scripting syntax and a familiarity with the available functions within Rent Manager.

Creating customized statements & forms

Learn how to customize and design your own versions of important statements that you send to your associates, customers, vendors, and owners. See how you can add your company's look and feel to estimates, purchase orders, owner statements, invoices, and service tickets (work orders).

Meet LCS

Here's your chance to meet with a member of the LCS staff one-on-one! All employees will be available for personal sessions to talk with you about Rent Manager. Sessions will be brief (approximately 15 minutes), and appointments are mandatory. [Please note that your technical questions can be answered in our Technical Support location, where support technicians will be available during all sessions on every day of the conference.]