COHO Onboarding Webinar

Описание: In this webinar Account Manager Clare Hall and Developer Max Robion guide you through the Onboarding process in COHO.

TIMESTAMPS
00:00 Intro
01:17 Onboarding Panel Navigation
02:05 Onboarding Panel Explained
02:15 Onboarding Settings Cog
04:15 Onboard New Applicant
10:51 Starting Tenancy Onboarding Workflow
14:47 Manager Onboarding Workflow Overview
16:14 Holding Deposit
16:40 Deadline for Agreement terms
16:59 Draft copy of Tenancy Agreement
17:23 Include additional Ts&Cs
19:10 Tenants Holding Deposit Section
21:02 Manager Holding Deposit Confirmation
22:19 Application Form
24:45 Tenants Application Form Section
27:56 Manager Application Form Confirmation
29:23 Manager Referencing Section
29:31 Advanced Rent Referencing Integration
30:02 Your Own Referencing Options
30:51 Tenants Referencing Section
32:01 Manager Referencing Confirmation
32:44 Manager Tenancy Agreement Section
32:52 Generate Rent Schedule
34:22 Create Tenancy Agreement
35:16 COHO eSignature
39:15 Tenants Tenancy Agreement & eSigning Section
43:05 Manager Tenancy Agreement Confirmation & eSigning Section
45:40 Move-in-Monies
47:09 Tenants Move-in-Monies Section
48:07 Manager Move-in-Monies Confirmation
48:47 Register Deposit Through TDS (Tenancy Deposit Scheme)
49:28 Follow Up
51:43 Tenants Follow Up Section
53:00 Right to Rent & Deposit Registering
56:00 Outro & Handy Tips

Go to - https://coho.life/management/test-drive

COHO Product Guide - https://support.coho.life/portal/en/k...