Creating a new Due Diligence or Lease File Audit order can easily be done from your Happy Manage account!
Here's how to submit a new order:
Click on the Overview tab or the HappyCo logo
Click on DD Orders tab
Click the New Order button
Enter the property details, start date, and unit count
You'll then be taken to the order screen! This is the "command center" for this order, where any additional files and service requests from our team can easily be viewed.
To finalize your order, you must attach a Rent Roll in .csv, .xls, or .xlsx format. Other file types such as PDFs cannot be attached.
Attach the Rent Roll by clicking on the Attach Rent Roll to Finalize Order button on the Order screen. The status tracker button on the top of the screen will then move to Validating Rent Roll, which means that your Rent Roll was successfully submitted and is being reviewed by the HappyCo DD Team.
If the unit count on the order does not match the count on the submitted rent roll, our team will reach out to you to ask for confirmation that the provided rent roll is correct. If the unit count needs to be adjusted, our team will resolve internally to reflect the accurate unit count on any invoices issued.
Submitting Rent Rolls for Updates or New Orders
To submit rent rolls for updates or new orders, you must attach them to a Service Request or create a New Order in our system instead of sending them via email - we will not be able to accept rent rolls via email. This ensures the files are grouped together and correctly, allowing for faster processing. To create a Service Request, follow the instructions provided in the article "Due Diligence: How to Create a Service Request". This process helps streamline the submission and processing of your rent roll updates or new orders.
Submitting Rent Rolls in PDF Format
If you are only able to obtain a rent roll in PDF format, you can try to export the PDF rent roll to an Excel spreadsheet using a PDF-to-Excel conversion tool. Once you have the rent roll in Excel format, you can then upload it to your HappyCo DD Order. This will allow you to proceed with the due diligence process, as we do not accept PDF rent rolls.
It's important to note that if your LFA or Unit Walk date passes and you haven't finalized the order by attaching a Rent Roll, the order will expire. In that case, you will have to submit a new order for processing.
When the team has successfully reviewed the rent roll, the status tracker button will move to Processing, and when your order has been set up and is ready to go, the status will change to Ready.
You can also create a service request from the DD Order screen and view any files related to this request either from our DD Team, or other members of your walk team. To view related files, click on the paperclip icon.
If you have any questions, please submit a request! Happy Inspecting!