What are the transition steps for a landlord?



-Migration Steps

-Common Tasks

-Related Articles


Migration Steps: 

The migration tool will migrate your existing property records, payment history, records, and your bank accounts to the new platform.  The tool will also migrate your tenants and bank accounts and recurring payment records.  You should not need to re-enter your information when using the migration tool so you and your tenants can quickly start using the new platform.  

Important Note:  Since eRentPayment does not store your Lease Start Date and Lease End Date, we estimate those dates during the upgrade.  You may need to update the Rent Amount, Lease Start Date, and Lease End Date for each property/unit.  We will also upgrade old properties to ensure the payment history is retained.  Also, if you have applications you need to retain information for we recommend saving a copy of the application information.  

Weekly and Bi-Weekly Payments: The new platform supports Monthly and Bi-Monthly payments only.  Tenants with a weekly or bi-weekly recurring payment will need to set up a new monthly or bi-monthly AutoPay record on the new platform using the RentRedi app.  

Payment Request (Invoice) and Expense Records:

Due to differences between the two systems, we will not migrate open Payment Request (Invoice) records or Expense records to the new platform and we will assume there are no past due payments for your tenants.    

  1. Before the migration, please note/print any open Payment Request records in eRentPayment.  Please use the Payments--Search section to export your Expense records.  

  2. During the migration, please create new Charge records in the new platform for any open Payment Request records or for any payments that are still past due from any tenants.  (Please see the Review Properties & Units steps below in order to add the Charge records.

Start Migration Process:

  1. Log in to your existing eRentPayment profile at www.erentpayment.com.

  2. On the Manager Dashboard you should be prompted with a window to start the migration.

  3. Select Accept and Continue in the window.

  4. We will display the Confirm property info window to display your migrated property records.

  5. For each property record, confirm the Monthly Rent and Lease Start Date or update as needed.  

Note: Please see Note above as we do not store the Lease Start Date in eRentPayment so we estimated the Lease Start Date for you.  The Monthly Rent is pulled from the eRentPayment property so it may be incorrect if the eRentPayment Rent Amount value is not current.  

  1. We will display any active recurring payment records below the property so you may see the current tenant and payment amount to assist with updating the Monthly Rent.  

  2. To Delete a property, which cannot be reversed, please select the - character to the left of the unit.

  3. You may also use the “Move Unit to Another Property” to add units to a Property.

  4. Select Save & Continue.  

  5. Your property, account, tenant, payment history, and data will be migrated to your new profile and displayed on the new dashboard.

  6. You will be prompted to pay just $1.00 for a 6-month subscription.

Review Tenants (Current & Prior):

  1. Go to the new Dashboard.

  2. On the Dashboard, click on the “Renters” section.  

  3. You may remove any past tenants that were still associated with your properties in eRentPayment.

  4. For tenants with an AutoPay, the green dollar symbol will be green and you may click on the tenant to view the AutoPay day of month and amount.  (See "Review Properties and Units" note below regarding this)

Review Payment Accounts:

  1. From the new dashboard, click the dropdown arrow under the Rent section > Click Payment Accounts.

  2. For any bank accounts that need to be completed, select the Finish Setup option for each bank account.

  3. Enter the Ownership and Account Type fields in the Bank Info section.

  4. Select Save and Continue.

  5. Enter your name and address details in the Personal Info section.

  6. Select Save and Continue.

  7. For Business accounts, enter the EIN and business address in the Business Info section and select Save and Continue.

  8. Enter your name, SSN, and Signature on the Signature and Verification page for the processing account.  

  9. Select Save and Finish.

Review Properties & Units:

Note:  With the new platform, the tenant's AutoPay must be scheduled for the Due Date or earlier, it cannot be after.  For example, if the Due Date is the 1st of each month the tenant cannot have an AutoPay for the 2nd.  For any tenants with an AutoPay, we recommend using the steps below to update the Lease Due Date to ensure the Due Date matches the tenant's AutoPay date.  

We recommend reviewing each lease to set the Lease End Date.

  1. From the new dashboard, on the Dashboard click on the Properties section.

  2. Click on each property record.

  3. Review each property’s information and individual units.

  4. Select New Lease (Charges) in the Current Lease section.

  5. Select Continue.

  6. Confirm the tenants in the Tenants section or add a new tenant.

  7. Select Continue.

  8. In the Charge Details section, enter the Lease End Date, or leave the End Date blank for a month-to-month lease. Fill in any other fields that are required. You may also enable credit boosting for the tenant if you decide you would like to pay for tenants to report their on-time rent payments to TransUnion.
    Select the correct Day of Month for the "Charge every * on the" section to set the Day of Month for each Charge.  

  9. Select Continue.

  10. Save the changes.

Review Late Fees:

  1. From the new dashboard, click the dropdown arrow under the Rent section.

  2. Select late fee rules. 

  3. Click on each migrated late fee rule to confirm correct settings.

  4. The Save As option will either bundle the Rent Payment and Late Fee or create separate Charge records.

  5. If you need to add a late fee rule, select Add Late Fee in the upper right.  You may add a late fee rule for all properties or specific units within a Property.

Review ACH and CC Fee Settings: 

  1. Select the gear icon in the top right of the menu bar to select Settings.

  2. Toggle to the Feature Settings section.

  3. In the Payment Types section, select Edit Payment Types.

  4. You may select ACH Only or the ACH, Credit, & Debit Cards option if you want to allow credit and debit card payments.

  5. Select Edit Fee Rules in the Convenience Fees section.

  6. You will be able to select which party pays the $1.00 ACH fee and which party pays the card fees, if you allow credit card and debit card payments.  

Future Login Steps: (Note: You may continue to log in through eRentPayment, however the migration steps will run each time you log in using that method.)

2. Log in using the email associated to your eRentPayment profile, not your eRentPayment username.
3. Use the same password associated to your eRentPayment profile.
4. You should be able to access your upgraded profile without the migration steps running again.  

Common Tasks:

View Deposits and Pending Payments:
1. On the new Dashboard, click on the Rent tile.
2. Click on the "# Paid in last 30 days" button.
3. Click on the "Recent (pending) payments" to view recent pending payments.
4. Click on the "Deposits made in last 30 days" to view recent deposits.
5. In either section, click on the Receive By or columns to change the filtered records, such as the date range or property.

View Charges (Payments Due):
1. On the new Dashboard, click on the Rent tile.
2. This section will list any payments due in the next 30 days.
3. You may also click on the "Overdue 1-10 days" or "Overdue 11+days" to view overdue payments as the new platform allows you to track all payments that are due for a Lease.  

Add a new Charge/Invoice:
1. On the new Dashboard, click on Properties.
2. Click on the Property record.
3. Go to the Charges tab.
4. Select Add Charge, such as to add a utility payment due or other payments besides the rent charge that should automatically generate based on the Lease record.
5. Select the Charge type.
6. Enter the Unit, Description, Tenants, Charge Details. and Save the record.

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