Online Selection List

Online Selection List
The online selection list is how we build your customized Resident Rewards Package. We identify design, decipher included rewards, and customize selections. The only element that cannot be altered is the copyright by Monica Gilroy, Gilroy Firm at the bottom of the template.

Instructions:
Please review Resident Rewards Guide before answering the questions below. The guide provides a thorough explanation of reward options and will help enlighten options.
1. Have you read the Resident Rewards Guide?
- Yes
- No
If no, a link to the Resident Rewards Guide can be found HERE
2. How much would you like the base charge to be? (Example: $25 per month). Please state the base charge below.
3. Would you like to add an incremental dollar increase for each adult on top of the base price as shown in the example? (Example: +$5.00 per adult.) Please state incremental dollar amount.
4. Do you want documents to have initial lines for residents at the bottom?
- Yes
- No
(Not necessary. Please consult Resident Rewards Guide for reasons why not to include.)
5. What design template would you like to utilize?
- A
- B
- C
- D
- E
- F
6. Do you need one template or multiple templates?
- One (free)
- Multiple
($75 per design)
In the Resident Rewards Guide, we divided benefits into four categories. Below we have set out the sample rewards in the same manner. There is a full explanation of each of the outlined rewards in the Resident Rewards Guide (live link).

Some rewards have * notations indicating one of two things:
(1) There are limits or restrictions on rewards (ask for more information)
(2) There may be an outside third party underwriting the benefit and the resident holds the property management company harmless for their failure to perform.

These caveat notations help minimize liability risk for the property management company and are very important to include.

II. Benefits that may alter a future revenue (pay it forward)
Choose the II Benefits:
- 1) Waive rapid refund fee ($75)
- 2) Waive credit card fee for certain charges ($35)
- 3) Waive one late fee ($75)
- 4) Waive one NSF check ($75)
- 5) Waive renewal fee ($100)
- 6) Waive a six-month property visit fee ($35)
- 7) Waive cost of the semi-annual preventative maintenance property visit ($35)
- Other - add below
8)
9)
10)
11)

III. Outside vendors that cost nothing AND help the resident
Choose the III Benefits:
- 1) Allow residents to pay rent at local retail stores* ($55)
- 2) Provide utility setup concierge service to help with move-in* ($35)
- 3) Partner with vendors to offer their services at a reduced price* ($165)
- 4) Residents have option to pay small monthly fee instead of posting a hefty security deposit*(priceless)
- Other - fill out below
5)
6)
7)
8)

IV. Benefits that carry an actual hard cost – maximize value while minimizing costs
Choose the IV Benefits:
- 1) Credit enhancing program to raise FICO score by reporting rental payment history to credit bureaus monthly*
- 2) Identity theft protection services*
- Other - fill out below
3)
4)
5)
6)

Company Information Needed:
Upload the company logo HERE
or send by email to admin@crowninvestorinstitute.com. (Logo format – AI or PNG format please)
Company Name
We also need your business address, website and phone number to finish out the document. You can add it here. Or, you can add it to the document yourself after we build it.
Street Address Address Line 2 City State ZIP Code
Website
Phone Number
Reminders:
1. NEVER identify your RR document as an exhibit or addendum to your lease. Review the Resident Rewards Guide for training on this topic.

2. Refrain from specifically naming any outside third-party vendor in your RR document such as insurance carrier, credit reporting service, furnace filter provider, or identify theft provider. Withholding specific names provides flexibility to change vendors if need be and prevents the property management company and tenant from being contractually bound to any particular vendor.

3. Make sure to date the RRP with the month and year package went into effect. Every six to twelve months, especially during the early years of building a portfolio, you'll find more rewards to add and subtract. You'll need a quick way to identify the most recent version of your document.

4. For more information on Bulletproofing Your Company (live link) be sure to check out Monica Gilroy’s language needed for your PMA, website, applications, leases, etc. This is a pay-for document not required for your free RRP.

5. Eliminate bad online reviews and help manage expectations (live link). This is a pay-for document not required for your free RRP.

DEPENDING ON VOLUME OF REQUESTS TURNAROUND TIME FOR TEMPLATES MAY TAKE UP TO 10 DAYS. WE WILL SEND CONFIRMATION AND ESTIMATED DELIVERY TIME AFTER ONLINE SELECTION LIST IS RECEIVED.
Thank you for your time. We look forward to your partnership!
Your suggestions and comments are welcomed

Step 1 of 6

Online Selection List

Instructions:

I. Benefits that cost little to nothing that pack a value punch

II. Benefits that may alter a future revenue (pay it forward)

III. Outside vendors that cost nothing AND help the resident

IV. Benefits that carry an actual hard cost – maximize value while minimizing costs

Company Information Needed:

Reminders: