GMT20230815-180013_Recording_1920x1080.mp4
Hey, Jeannie, if you're speaking, I can't hear you.
Hey, LJ, do you hear me?
Yeah, I hear you. Now.
That was weird. For some reason, I wasn't connected to the audio. I'm like, why am I not connected? It's so weird. All right, so let's do user stuff last because that's not really on your list, per se. And I talked to Danielle, and the user stuff is because I wasn't worried about HVPG people. I was just worried about people from the PMS or the PMCs and making sure that they had the right access. And what do you think? Well, I guess now that we're talking about it, what do you think the accountants from FPI want access to it for? Are they going to do work in there, or were they just in there to make sure they had access?
They need access so they can upload packages.
Okay, so then we should probably set them up as property manager, because there's two roles. There's property manager and property manager reviewer.
Okay.
So I don't know if they need both. Who's somebody that just got added, like, recently that you can remember?
It was CRM.
So you said Brittany? Brittany Baylor?
Yes, that's who it is.
All right, perfect. Let me see what she has access to show roles. All right, so it looks like she only has access to 801 as a property manager. And that's it?
Yeah, that's what she requested.
Okay.
I had set her up with everything, and she was like, I get too many notifications. Can you just put me as 801?
Okay, so then the next thing is for FPI is the list of properties, like, for FPI and CRM. Is that in Asana?
Yeah.
Can you give me access to that? You probably have already, but.
I'm going.
To have you give access, and then we're going to start there and then figure out who else needs access. But this way I don't have to keep asking you what property goes to what. So I would assume if I give them property manager and I give them all FBI properties, then they can deal with danielle did tell me that when people leave, you can't delete the user because it deletes the record attached to work that they did. So you have to just disable them. But either way, I'm going to set up a form so when you're adding users that it'll be easy to do because you'll just put in their name, and then that form will go into our board, and then somebody from my team will see it, and they'll know how to do it. And user access won't be, like, painful for anybody because that's what we do on the other side, because we do user access for people all the time. When you guys go to Unified, like, go to that Unified tile.
Because I.
Did tell Danielle to ask Angie what the reason was to not do that, because then doing access through Unified. My team is used to doing that every day because they're in Unified all the time. But it's six of one, because once you know how to do a user, it's easy. It's just knowing that, well, it's actually having the time to do it right. So that's what you don't have time to do.
Yeah, we're running into a ton of that. It's just like it's so freaking bottlenecked because there's so much stuff and people are not seeing how much stuff there is, and it's really overwhelming and frustrating.
Yeah, exactly. All right, cool. So this will give me awesome. This is perfect. All right, awesome.
Cool.
Because I knew you had an Asana. I'm like, I just need to see it.
All right, cool.
All right, so tell me some tasks that I can teach my team to do, because what I want to try to do LJ get to a point where you're not having to do the training because that's not going to help you. I mean, in some specific cases, depending on what it is, if it's on the HCPG side, you might have to. But what I want to try to do is who's ever doing the work for you is that I want them to be able to come to somebody inside of KSE first before they go to you so that we minimize your effort because you're in the weed. So trying to stop doing work to tell somebody how to do something is.
Not going to help. Yep, yep.
So that's what I want to try to minimize. So tell me what you got, and then we can try to figure out how to divvy it off to people. Because the other thing I decided to do, too, is because we do work, a four day work week, I want to give you two different people so that you have coverage all five.
Oh, sweet.
So I was talking to Sandy yesterday, and we're like, you know what? Maybe we need to rethink this a little. Well, we were forced to rethink it because Nora gave her notice yesterday morning.
I know.
So we were sort of forced to rethink, and then I'm like, well, maybe this happened for a reason because now I can have two different people doing it. And I talked to one director yesterday because person was under her group and she was okay with it. And then we had somebody else that we're going to talk to also. But either way, I wanted to talk to you and try to get some quick wins off your quick things so that you had at least some less stress this week. Okay, so tell me what you got.
All right, so do you have access to our HVPG Dropbox?
No. So what I wanted you to do because you're going to have to go to somebody, either Richard or somebody, to try to get you to do that instead of putting it in our email names. I think you should do, like KC Agent One and KC Agent Two, so that there's two users who have access to your systems, and that way there will be two different people who have you know what I mean? So that they have access, but it's not under a person.
So Richard and Matt were saying that I would probably have to just create a dropbox that just shares the information that needs to be shared.
Okay, so you could do that. So you could create a folder and put out there what you want to share and share that dropbox with us, because we actually use Dropbox, so we're good with okay.
All right.
Okay. So the biggest thing on my plate is these budgets.
Okay.
And it's all tracked within this Asana.
Yes.
What we need is to get these all into sent to Am so that our asset managers have the budget, they can start reviewing it, and they can send over our ownership assumptions to our PMCs.
Okay.
So we got quite a few done, but there's still quite a few to go. And this is how I track everything to do with budgets. So I'm going to show you a template of how I've been doing it. So when you guys receive these.
Out.
It'Ll be in this format. You'll have this checklist, and these all just say not started, and it'll tell you exactly what to do. So, like, you go to the T Twelve and you paste in the twelve month MLR. Then you go and paste in 2022 Data. 2021 Data. The AMORT schedule will be in there. We just need to make sure it says 2024 Data. The underwriting data will be in a tab, but we want it all to roll up here so that our asset managers can easily review the budgets when they come in.
Okay.
So how I've been tracking that is that I use this bottom row to look at net income versus the financial. So this is for 2021. Right. And all this, it all picks up.
Which one are you looking at? Are you looking at 801?
This is Triangle.
Which I don't think I see that.
You don't see?
I just see the 24 budgets.
Oh, jeez.
Okay, how about now?
I still see Asana.
I don't like.
O screen. Share my screen.
How about now? Yep.
Now I see triangle. Because I was like, wait. I'm like, Wait, what am I looking at? Okay, because you showed this to me before.
Okay, great.
Yeah.
All right, so go back to where you started.
Yes.
So I started here on the checklist. So when your team gets these Excels, you'll have this checklist in here, and you'll have a whole bunch of other information as well. So I need your team to do is go down through this checklist. All these will say not started, and they can change it to completed as they need to, but it'll be like historical financials. The amortization schedule underwriting this piece has been a big lift for me personally. I don't know if maybe you all can figure out an easier way to.
Do it, but what I'm going to.
Do is I'll go over this briefly and then go tab by tab. Payroll schedule should be very easy. Just check to make sure that it's in there. Utilities should be okay. What I'll do is I'll make sure that you guys have probably triangle. For an example, I made it easier.
And you could just lift up the.
Information from the T Twelve. You don't have to manually enter it or anything. Insurance should be filled out, real estate taxes that I will probably have them just note something they may need to ask about, which is fine. If there's an ask, I would love for it to be as consolidated as possible.
Okay.
And via email would be great. Or we can set up a time I just don't want to be inundated with a whole bunch of emails.
Yeah, well, you know what, we actually use Zendesk for our ticketing system. So what I think I'll do is I'll have them put all questions for the one property in the same ticket so that you can either answer it when you get to it and then what I can also do is say when they do do put their questions in, that they do it in one lump so that you're only getting the questions sort of once.
That would be perfect. Okay, I'll walk you through the Capex tab.
And then this is all just like checks on our budget summary tab to make sure all the information is correct. So this budget summary tab, this is going to be the main tab that our team uses to evaluate budgets. So the first portion where I was talking about the financials, those are here. So everything that you'll see is lifted from these codes over here in column A. So we just need to make sure that the information is in and then it ties out here.
Okay, so if I go back to.
And this should all be pretty similar stuff. So you paste in the T Twelve and it'll be in this area, and then this code lifts just the GL code itself.
Yeah.
And this is good because it's giving us the name of the report that you're doing. So I can see you're using the rolling twelve.
Okay, perfect.
And then 2021 should already be done.
Okay. 2021 should already be in there.
Okay.
Yeah. And I don't know if 2022 will be there or not. So could your team go through the real page packages to pull this stuff out or do you need me to send this over?
I could teach them how to pull it out of the Real page package.
Okay.
Because right now, for December, do they include the Rolling Twelve in there? I guess they do, right? Because that's where you got it from?
Say that again.
It's in the package because that's where you got it from.
Right.
Typically I pull from the PMC's real page.
I mean, if it's a CRM property, we can pull it from there.
Yeah, I think so. I think they show up in Excel.
Okay.
No, I was saying if it's a CRM property, we have access to CRM now, so we can pull it. And then if you want us to have access to any of the other ones, if you give us access, then we can do it. But I think on the list you had a lot of CRM left.
We do, yeah.
That's an easier one. So instead of pulling it from the package, you are pulling it from Real page directly.
Yes.
Okay, perfect.
Well, then we'll work on those first, because then that's easier. Then you don't have to go scramble for it.
Okay.
Perfect. For underwriting. So you'll get something like this.
Will it be in this workbook or will there be like a separate workbook for the underwriting?
No, it's on the property. So these codes are HVPG codes. So what I've been doing is just linking from the budget summary tab to the underwriting tab, and that way I can paste it in year over year.
Okay, so you're actually putting this in you're pasting in the calculation?
I'm just linking it, but yeah, linking it.
Okay.
Because what this is coming from is our underwriting model. So for 2025, I can just paste in 2025 because it's the same format.
Okay.
Then we'll have the amortization schedule for each property laid out here. All you'll need to do is pull in 2024 information. There were a couple of times when the PMCs used December 2023 to eleven 2024, so I just kept it consistent. Either way, it's totally fine with me. The asset managers can update to whatever.
Okay, so if you saw whatever one was highlighted, you did the same thing?
Yes.
Okay.
All right.
And then are you pasting that into the front, or are you just pasting it into the tab?
I paste it in here.
Okay. So then it pulls into the other tab I got you.
Correct.
Okay.
All right. So then we get to the rent roll, which has been a bear. So the rent roll that we have been pulling is the modified detail within Real page.
Are you pulling the Excel version?
Yes. Okay, so it should look essentially just like this.
Yeah.
And are you pulling it on any date, whatever date you're running it on?
Yeah.
Okay.
So one of the issues we've been having is that triangle this information over as well. So when I go to paste in the data, it doesn't actually calculate anything off of it.
It's not showing up as a number.
Correct. So I have been using these two formulas in order to peel off that information and paste it in.
All right.
Yeah. Make sure you keep that out there as a sample.
Yes.
So we can follow suit.
And then the other issue we run into, and you guys don't have to do this, but unit designation is probably going to show up as NA.
Okay.
That case it's fine, but what happens is that it'll pick up here in the NA Rent Summary section.
And the.
Asset manager will have to go back and label what type of unit it is.
Okay?
Yeah. So this is all automated. Once you and all you have to do is paste in the rent roll information. The rest should just lift. You may need to adjust, like, number of rows.
Okay, that should be it.
What else did I do here? I just double checked. So on the checklist, it should say number of units and like, how many employee or commercial units are in the rent role. So I checked this overall number against the checklist.
Okay.
Rent increases. I won't even touch those because I don't think you'll have unit designations, and this all hinges on having the unit designations. So what will happen over here is all that information from that Rent Summary chart then pulls into this projected Rent Summary. It'll pull in your number of units for each different type. What I would do here is just highlight these yellow. So generally in my templates, I like to have yellow being like, I haven't touched it. I don't know what's going on here versus light. Blue is like, yeah, I looked at it, I tried my best. I don't know if it's good or not.
You should review it.
Okay, so yellow is looking, blue is reviewed or blue is reviewed, and we think it's okay.
Yes. Okay.
So again, this should all pull through. We've had a couple of issues that sometimes Section Eight will show a loss to lease. If it does, just zero it out. But that's only if the units are actually designated within the rent roll.
Okay.
This Occupancy will pull from the occupied units here, which pulls from the rent roll. I will provide the Excels with our 2022 move out and move in data by property.
Okay.
Copy and paste those for each property. Once we get down here, if there's an employee unit and it's designated as such, it'll automatically back out. The rent concessions will need to be linked to the T Twelve over here. So if you expand out this, you'll just link to concession for that first month and then everything auto populates after that. And then the standard bad debt assumption is 1%. They won't have to change anything there.
Okay.
Once we get down here, they really don't have to touch the highlighting. If they could, we would love for them to link or copy and paste over codes for each of these categories, like fridges, ovens, cabinets, that's all of flooring. Everything essentially, except for painting and cleaning, should have a code within capex. So, like this one CRM. So it has bridges and ovens and flooring all broken out. The rest can just be thrown into R and R eligible.
Okay.
The painting and the cleaning should be here within unit turns, assuming it's one of our larger.
Painting cleaning.
And that's all you'll need to do there. The PMCs are going to put in the percentages and the turnover costs. All right. For payroll, there should be something like this in there. What this is, is a holdover from what we had budgeted last year. And that's fine. That's all we're going to provide. So if it's in there, just go ahead and put it as completed for the utilities. So I made the tabs all colorful. I think the tabs.
Yeah, the tabs.
Should be colorful when you dip them.
Okay.
I've been changing the color to understand that. I've gone through the process and updated.
It, but you'll probably get it. Colorful utilities.
Okay, so how this will come over is just this section. And what we did last year was we hard coded to the T Twelve, meaning I directly linked this over to the T Twelve tab. But what was happening was that if the T Twelve changed and we had a shift in where this was located, like in terms of rows through this WAF, which then fed into our overall assumptions. So this year we did an index match to make sure that we're linking to the right codes within the T Twelve.
Okay.
And this is linked to the top row. So that way as we update the T Twelve throughout the year, it won't.
Affect this.
In the template that's sort of blank and has to be fixed.
Yeah.
All you'll see is like this highlighted portion and this directly linked to the T Twelve. But triangle will be in there as an example. So you can just lift this formula.
Got you.
They'll have to pull over the codes and the descriptions.
Okay.
And the check here would be great, too.
Where is it pulling in the 2024 because you're doing an 8% change.
Okay.
Or five. Or nine.
Okay.
That's it for that one. For insurance. This has already been filled out. It'll just be a check at the end, which will cover.
These.
I just put in the tab and the asset manager can fill it out. Real Estate Taxes I would actually ask one thing. If you're in here, what you'll see is on the left. This is taken from what we did in 2023. So essentially our asset manager spelled out column Q. And then this is the PMC's budget from 2023 here in column U, and should pick up any of their commentary that they put into their budget. So if you see something like set to underwriting or this 6.28% of annual gross revenue, if you could just have them copy and paste that over into the real estate taxes tab. You don't necessarily need to fill out anything here. It's just helpful to have that information. Like, if we can follow the same methodology, that would be phenomenal.
Okay.
Because some of them are just set to underwriting. And if that's the case, throw on the real estate taxes app that was set to underwriting, and we'll be good. All right, now into Capex, which is a beast. Okay, so when we have a new deal underwritten, we do AC rehabs. So we do a big construction project up front. However, we also hold the deal for ten years. And during that ten years, there is an assumed scope of work based on useful life. This is a very small scope of work. You'll probably see a lot larger than this, but our construction team puts it together. So you'll have all the files for everything that has a Capex schedule. And I'll show you over here. Here is where we say sometimes there are none. Like lightech deals, there are none. Non fund deals, there is none. The rest should have a Capex schedule, and it should be saved within the folder that I sent you guys. So that's what we need to paste in here. We need to highlight 2024 because that's the number that we're going to use. I then also brought over our estimates for unit terms from this projected rents tab.
So I just linked refrigerators 1750, oven 1750, cabinets 1750, because essentially what's happening is that our Capex scope of work has some unit turn information, but we wanted to really dig down and see exactly what we wanted to project for unit terms. So these two aren't exactly going to tie out. We are going to go with the Capex schedule. I just want our asset managers and our PMCs to be able to see, like, here's what our Capex schedule said, here's what we projected for unit turns, and then have them marry the two.
Okay, so when they open this in, like a workbook that hasn't been started on, is it just going to have rows one through maybe 24 done and then they're just putting in the numbers down below, or is there more to it than am I missing a step?
So I think what I'll do is I'll have this and I will highlight.
Things red to show that this is.
Not the right information, but they'll have this tab, but the data will be red.
Okay, perfect.
So they're only doing that down below based on that other schedule.
Correct.
So then this is based on the other schedule.
Yes.
So that's what they're plugging in. And you're saying on triangle, there's not that much on other properties, it's going to be more lines.
Yeah, there will probably be more lines here in the schedule.
If you don't want to mark those other ones in red, you don't have to LJ because now what you're saying is that's what their underwriting was up above, and then you're putting in what the new calculations are.
Yes. Okay.
This portion for attic stock will also this text will be in red. It'll come over in a file that just says Attic Stock, and you'll be able to see it just sums up the fridges and the ovens that we want to have on hand at the properties.
Okay.
So they'll just look at this schedule and say, oh, this is Orange Park. I need two fridges, two ovens. And that's all you need to put.
In the description here. Okay.
This portion gets taken from the most recent balance sheet. So when it comes over, this will be red. The highlights just stay the same. The asset managers are going to fill in what the minimum balance required in each of the reserve accounts is, but they'll need to put in anything in operating savings, replacement reserves, and then other reserves.
It all right.
Where do you want them to pull the balance sheet from? Aim.
Yeah. Okay.
And are all of them going to be as of 630?
Most likely. We're starting to get July data in now, but I don't think it will be available.
Okay.
I think to be safe, 630 is good since July is still being finalized, right?
Yeah. All right.
So that's it for Cap X, and that's really it for custom tabs. So then what we're going to do here is let's see, our first one is to do Cap. So capital repair escrow is essentially reserve reimbursements. So we're going to show them coming in every quarter, but we're going to do January, April, July, and October. So how I set this up was this overall number is going to equal the amount of your Cap X just.
Negative, and you'll just divide it by.
Four and apply it to those four months.
Okay.
So go into 136. So that equals 135.
Okay.
So you're just pulling it from above. So on 135, where is that pulling from?
Yes. So how I do capex is that if I can clearly see in the Capex schedule what the fridge and oven and, like, flooring or cabinets, what those are, I link those directly to this Capex tab. So I listed the fridge and oven information, and I put those within.
Okay, so you're tying to the underwriting.
Yes.
So you're putting the other information in there, but you're tying the first go around. You're tying to the underwriting.
Correct.
Okay.
And then you're taking the total.
Okay.
So you're bringing in the Capex total. You're linking to that and then the formulas is doing its thing on the other side.
Correct. Okay.
Yeah. It'll be definitely good to have Triangle as a model.
Yes.
That'S what I did there. All right, when I send this over, I will let you guys know which ones are NJ, Seven and West Side. That debt service should link automatically what we did on the amortization schedule should link automatically to this debt service row here for New Jersey, Seven and West Side. It's just a little funky. We make two payments in January and then none in December. So triangle is an NJ seven property. So that's why it's set up like this. The vast majority will just be paid monthly.
Okay.
So what is that? Is that a fund? New Jersey Seven?
Yeah.
Okay.
It's a portfolio, I should say.
Okay.
That's why this row exists. So if it is just put completed once you've done it, or NA if it's not. If it's not New Jersey Seven or.
West Side, then let's see.
So then we also have checks up here in rows one using rows one and two. So for my rent check, I look at this overall rent revenue number and make sure that it ties out to my overall rent revenue number here. You will probably need to link all three of these. So what I did was I took the overall projected rents, multiplied it either by the tenant portion or the subsidy portion, depending on the row.
And then.
I linked game loss to lease to this row and I made sure everything tied out with this number here. Okay, this tenant and subsidy portion should automatically calculate for you.
Okay.
That'S a rent check, the vacancy check. So this one you may need to break out a little bit. What we did last year was vacancy, employee units, concession, bad debts, all linked into vacancy and collection loss. This year, they want to see bad debt as a totally separate line item. So I broke it out. And that's why we have a vacancy check and a bad debt check. Okay, so they may need to create a new row. Luckily, because everything except this underwriting is linked, it's pretty easy to change this information. So, like, if I wanted to make this, for some reason I wanted to make this bad debt, I could do that. I could just copy and paste in column A and B and then all my numbers throughout except the underwriting will automatically update. And you'll see that if you're trying to get some of the numbers to tie out down here, you may have to go in and signs may be flipped or there may be a row that's double counted or a row that's just missing. Like, we don't have one of the codes in the budget template, so it may need to be added.
But that's what's really nice about the linking is that it makes it very flexible.
Okay.
So for the vacancy check here, I make sure this 47,000 number ties out to my calculated vacancy, calculated employee unit discount, and calculated concessions. The bad debt, I would check this 40,000 against my calculator 40,000. Here. My payroll.
I would do just overall.
365, make sure it ties out to my 365 here and here.
Okay?
If it doesn't tie out, these codes should all be in the same order as what's on your budget summary tab here. So sometimes I just wanted to link these. Directly to the payroll tab.
Okay.
Basically, when things aren't tying out, there's something that's not in the summary and it has to be fixed.
Correct. Okay.
So the utilities check the 240 ties out to whatever summary we have here, which is 240.
And you are typing in the true, are you? Oh, no. It is actually checking the worksheet.
Yes.
Okay, so it will know where to look good.
Correct. And then if something ever throws it off, you'll see it.
Okay.
So the insurance you're just checking this property insurance line. So this 166 needs to tie out to the amount we have here, which is also 166. Our real estate taxes. If you did a calculation or C calculation, whatever, you can tie it out to that tab. If there isn't one, you can leave it blank. Capex. This overall capex number 16 should tie out to the underwriting here. 16. Our overall debt service check should be this overall debt service number of 1.5 tied out to our amortization schedule here. That's all for row one. Next we're going to check column A. All these say true. This is just calculating vertically and horizontally, making sure they tie in.
Now, when the calculations say true, do you still actually check the workbook? Like, do you go in and just verify or if it says true, do you assume that it's good?
I definitely assume that it's good because it'll start to flag once.
Okay. So most of the time, these aren't saying true, and you're having to go figure out what's wrong.
I would say after I'm done, how I go through it is literally just like I do on this checklist. Right. I'll put in all this information and then mark off that it's completed. And then typically, the only errors I get are up here.
Okay.
And that's because I haven't linked things yet. Like, I haven't linked my rent revenue yet. I haven't linked my vacancy. I haven't linked my bad debt.
Okay. Because you have to go in and link it to the summary. Okay, that makes sense. So you do your linking sort of at the end while you're doing your double checking, correct?
Yeah.
Okay.
All right. This one is just making sure all of these numbers at the bottom here are zeros. So that just means it ties out to the tab that it's pulling from.
But go back down to that. What was the one it's off to?
One dollars.
Okay.
Got you.
Oh, yeah. Because this is literally like this net income subtracted from what's on another tab.
Yes.
So you might have a rounding issue.
Yeah. But it's helpful too, because sometimes it's off by $10,000. I can be like, oh, where's that $10,000 expense?
Yeah.
All right. Then the last thing they're going to need to do is in AP and AQ. If it's not here, just paste this information over. That way all of our templates look the same.
Same. Okay, cool.
And then I can check that the net income looks reasonable, and I can send it to the asset manager, but generally, I just do an overall check. Like, this isn't 500,000 versus, like, a million.
Yeah.
Cool.
I will say it does get faster as you go.
Yes.
It does take a while, but you kind of get into a groove with it.
Yes.
Okay.
No, I mean, I think it's doable like you said, it's just you got to go through the steps, and it's probably nicer when you're not being interrupted.
Yes, it is so much easier when you don't get interrupted.
Exactly. All right, cool. All right, so in order to do this, you need to put in the folder. You need to give us access to Triangle and all the then. So what are you going to do, set up a new folder and then just copy things in there, or are you going to give us access to that part of the folder?
Let me ask Richard.
I'm not sure how he wants to do it.
Okay.
Well, it's too bad Nora wasn't staying because this will be good, but she's here the rest of this week, so I'm going to start her on it, and then I might even start somebody else on one, too, because they can both be doing a separate one and see how that goes. So there's, like, overlap. But what are they going to say? Because one of the team members that's going to be on this her name is Alexia, and she's actually off on I think she's off on Mondays.
But.
She works from nine to eight. But she takes, like, a break in between. I don't know, from, like, two to four or something. And then she works from four to do I think she'll be able to do a lot of stuff in the four to eight gap because she won't get interrupted. So that will be good. But if we have Nora working on some too, this week, then they can maybe get through more of them. Because I know the sooner that this gets done, the see, then we can also see where they get stuck, because that's where I'm interested it. But what's good about this is I can run them both through, and then I can see where they get stuck, and then that way I can actually help them troubleshoot it.
Okay.
Because I can see what you're tying back to. You just have to be careful what you're linking to and all that kind of stuff.
Yeah.
And when you open it, I'm assuming when they open it from Dropbox, they'll be saved. Like, when you're opening the Dropbox Excel, is it saving it to dropbox while you have it open.
Or do you.
Tend to open it and save it and then save it back into Dropbox?
No. So I don't download from Dropbox, but I have Dropbox on my desktop. So, like, if I went into the online version, I think I would have to download it and resave it.
Exactly. So you do sync it. Okay, so do we okay, so I'll make sure they sync it, but by syncing it, they should be opening the dropbox version so it's saving it back.
Okay, perfect.
We'll make sure when they're working on one that we sort of test it. Where you test it and go into it, it makes sure that it's working the way we think it's going to work.
Okay.
But yeah, I mean, you have it so organized. LJ following the step by step, it's not hard. It's just it takes time to pull stuff. And like you said, when you're first doing it, you're slower because you want to make sure you're doing it right, but because you're double check, you can't really do it wrong.
Yeah, that's the really nice part. At least you'll know if it's wrong.
Yeah. You might not know what you did wrong, but you're going to know you did something wrong. And having triangle as a sample is good, too, because then that way they can see where the data was input in triangle, so when they're looking at theirs, they can understand what the difference is. All right, great. And which one was the it was the trailing twelve for 2022 that you were putting in there, or the trailing twelve for 20 no, would have to be 2022 because 23 is not over yet.
Right.
So they'll have to do the overall T twelve for as recent as you can get it. So it'll probably be 630 and then the 2022.
Okay.
Because I was thinking, too, about maybe going in and pulling some of those that they were already pulled, and then that way that makes it easier. All right, well, then if you want to find out about how we'll get access, then we can start doing it. And I'm assuming you'll have a folder with the actual template. Is that how you have it set up?
Yeah. So basically what I'm planning to do is you'll have a folder for each property and it'll have all the docs you need. Well, I take that back. I'll set up a folder for each property. I don't know if I'll get to getting you guys the docs, though.
Okay.
And then we'll have to figure out how we because running the financials, the stuff that they can run, they can run. But I would also have, like, in a sample folder have triangles, maybe have some triangle sample docs in there so that they know what the doc should look like. But definitely running like a detailed rent roll. That's pretty easy.
Actually.
We could go run all of those for the properties that are left because then that's sort of done.
Okay. Yeah.
Running the T twelve for 2022 and the T twelve as of 630, that's not but I think it's the rolling twelve month. Right?
Yeah.
All right, let me just go into Asana, because we could actually start with that.
All right.
Like some kind of thing. All right, so the ones that are not done actually, you have a lot of them completed.
Yes.
Which column am I looking for?
The sent to am. Something really tricky is that we have so many different property managers. It's good that we'll have so MMS. Is all on real page. So that'll essentially be the same as we're.
Yeah.
I'm looking at where's the column that says the management company oh, here it is. Oh, yeah. Some of these are already slipped to.
We, so what we've been doing is putting everything in as CRM and then adding the conversion codes or FPI Shard.
Accounts in column A.
Okay, well, you know what? Do what's easier for you to do the prep part so that they can start helping you.
Okay.
And we'll just go from there, because a lot of these let's see, sent to and are you going to continue to work on this, or are you going to work on something else?
Right now I have to do June financials.
Okay, so you're going to stop working on this. Okay, so all the ones that don't say Sent to Maam need to be.
Right. Cool.
All right, cool. All right, well, then let me know about access to dropbox, and then we'll keep on moving.
Good. Thank you so much.
You are welcome. All right, cool. All right, LJ I will talk to you later, and then I'll let you know how I make out with the FBI access. But yeah, I think I'll just copy Brittany for now, because then they'll tell us if they don't have the right, so eventually they'll be like, no, this is wrong. And yeah, then I can also look to see sometimes you can see what a user sees, and I can't remember if Aim has that or not, but Danielle gave me access to their Zendesk help site, so if there's an article on that, then I'll be able to find it.
All right, cool.
All right, well, sounds good.
Awesome. Thank you.
No problem. All right, I will talk to you later.
Yeah. All right. Bye.
Transcribed with Happy Scribe
