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Submitted URL: https://zf8yhr.axshare.com/#id=ydv7ap
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Submission: On June 28 via manual from IN — Scanned from DE
Effective URL: https://zf8yhr.axshare.com/
Submission: On June 28 via manual from IN — Scanned from DE
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CLOSE * Documents (95 of 352) Desktop (1440 x any) Local Preview Share * * * Adaptive Desktop (1440 x any) Mobile (375 x any) Show Comments Show Note Markers Show Hotspots Default Scale Scale to Width Scale to Fit Progress Residential * Visual Design * Visual Design - MVP-R1 * Step 1b-Invite Applicants (Name) * Step 1c-Invite Applicants (Name and Email) * Step 1d-Invite Applicants (Invitation Sent) * Modals * Visual Design - Iteration 1 * SSO * Landing Page * Sign In (Overlay) * Register (Overlay) * Sign In (Page) * Register (Page) * Profile Builder Prompt * Dashboard & Navigation - Iteration 1 * Dashboard_V1 * Navigation * Dashboard (profile incomplete) * Dashboard (profile complete) * Saved Homes * Saved Homes - Edit Homes Drop-down) * Saved Homes - Map View * Profile Builder * Step 1a - Location * Step 1b - Location (Locations Added) * Step 2 - Move-In Date * Step 3a - Bedrooms * Step 3b - Bedrooms (Bedrooms Added) * Step 4 - Monthly Price * Profile Complete * Mobile Navigation + Summary * Account Settings * Account Settings * Edit Personal Settings (active) * Edit Password (inactive) * Visual Design - Iteration 2 * Modals * Modals * Notifications * Notifications - closed * Notifications - open * Profile Builder * Step 1 * Step 1 (Short Term) * Step 1 (Other) * Step 2 * Step 3a * Step 3b * Step 4 * Step 5 * Step 6 * Step 7 * Step 8a * Step 8b * Profile Complete * Dashboard (No Application, Profile Complete) * Dashboard (No Application, Profile Incomplete) * Application * Step 0-What to Expect * Step 1a-Applicants * Step 1a-Applicants (Help Expanded) * Step 1b-Invite Applicants (Name) * Step 1c-Invite Applicants (Name and Email) * Step 1d-Invite Applicants (Invitation Sent) * Step 1e-Invite Applicants (Summary) * Step 2-Background * Step 2b-Background (Fail) * Step 3a-Lease Details * Step 3b-Lease Details (Housing Choice Selected) * Step 3c-Lease Details (Additional Applicant View) * Step 3d-Lease Details (T+C Overlay) * Step 4-Applicant Info * Step 5-Current Residence * Step 6-Occupant Info * Step 6a-Additional Occupant Info * Step 7-Animals (Initial view) * Step 7b-Animals (Expanded) * Step 8-Additional Info * Step 9a-Income (No Housing Choice) * Step 9a-Income (Housing Choice) * Step 9b-Income (NO Proceed) * Step 9b-Income (OK Proceed) * Step 10 - Acknowledge & Pay * Step 10a - Acknowledge & Pay (Credit Card) * Step 11 - Processing * Step 11 - Approved * Step 11 - Submitted (Housing Choice) * Step 11 - Submitted (HOA) * Step 11 - Denied * Misc - Mobile Step Indicator * Misc - Cancel * Misc - Application Tips Feedback * Dashboard * Navigation * Dashboard (Application In Process) * Resident Dashboard - Move in 1A - Additional Applicant Wait * Resident Dashboard - Move In 1A2 - Additional Applicant Sign * Resident Dashboard - Move In 1B - Primary Applicant * Resident Dashboard - Move in 2 - Security Deposit * Resident Dashboard - Move In 3 - Payment (ACH) * Resident Dashboard - Move In 3 - Payment (wire) * Resident Dashboard - Move In 4 - Confirm Date * Resident Dashboard - Move In 5 - Additional Services * Resident Dashboard - Move In 6 - Lease (Primary) * Resident Dashboard - Move In 7 - Pending Signatures * Resident Dashboard - Move In 8 - Final Payment * Resident Dashboard - Move In 9 - Agent Appointment * Documents * Admin * 1 - Login * 2 - Dashboard * 3 - Customer Management * 3.1 - Customer Details (Prospect) * 3.1a - Customer Details (Resident) * 3.2 - Customer Details (Resident) - Residence * 3.3 - Customer Details (Resident) - History * 3.4 - Customer Details (Resident) - Lease * 3.5 - Customer Details (Resident) - Application * 4 - Application Management * 4.1 - Applications (applicants) * 4.2 - Application (Costs) * 4.3 - Application (Documents) * 4.4 - Application (Approval Summary) * 4.5 - Application (Lease) * 4.5b - Application (Lease details) * 4.6 - Application (History) * 4.7 - Application (Move In) * Mobile Self Tour * Intro * Step 1a - ID Capture * Step 1b - ID Position * Step 1c - ID Captured * Step 2 - Payment * Step 3 - Schedule Tour * Confirmation * Early to Check In * Check In (lockbox) * Lockbox * Lockbox (serial number entered) * Active Tour (lockbox) * Check In (electronic lockbox) * Electronic Lockbox * Active Tour (electronic lockbox) * Ratings * Tour Cancelled * Desktop Self Tour * Intro * Step 1a - ID Capture * Step 1b - ID Capture (Upload in Progress) * Step 1c - ID Captured * Step 2 - Payment * Step 3 - Schedule Tour * Confirmation * Tour Cancelled * Visual Design - Iteration 2 Archive * Profile Builder * Step 1 * Step 1 (Short Term) * Step 1 (Other) * Step 2 * Step 3a * Step 3b * Step 4 * Step 5 * Step 6 * Step 7 * Step 8 * Step 9 * Profile Complete * New-Dashboard (No Application, Profile Complete) * Application * Step 0-What to Expect * Step 1a-Applicants * Step 1a-Applicants (Help Expanded) * Step 1b-Invite Applicants (Name) * Step 1c-Invite Applicants (Name and Email) * Step 1d-Invite Applicants (Successfully Added) * Step 1e-Invite Applicants (Summary) * Step 2-Background * Step 2b-Background (Fail) * Step 3a-Lease Details * Step 3b-Lease Details (Housing Choice Selected) * Step 3-Lease Details (Additional Applicant View) * Step 3-Lease Details (T+C Overlay) * Step 4-Applicant Info * Step 5-Current Residence * Step 6-Occupant Info * Step 7-Animals * Step 8-Additional Info * Step 9a-Income (No Housing Choice) * Step 9a-Income (Housing Choice) * Step 9b-Income (OK Proceed) * Step 9b-Income (NO Proceed) * Step 10 - Acknowledge & Pay * Step 11 - Processing * Step 11 - Approved * Step 11 - Submitted (Housing Choice) * Step 11 - Denied * Misc - Mobile Step Indicator * Misc - Cancel * Dashboard * Dashboard (Application In Process) * Resident Dashboard - Move in 1A - Additional Applicant Wait * Resident Dashboard - Move In 1A2 - Additional Applicant Sign * Resident Dashboard - Move In 1B - Primary Applicant * Resident Dashboard - Move in 2 - Security Deposit * Resident Dashboard - Move In 3 - Payment (ACH) * Resident Dashboard - Move In 3 - Payment (wire) * Resident Dashboard - Move In 4 - Confirm Date * Resident Dashboard - Move In 5 - Additional Services * Resident Dashboard - Move In 6 - Lease (Primary) * Resident Dashboard - Move In 7 - Pending Signatures * Resident Dashboard - Move In 8 - Final Payment * Resident Dashboard - Move In 9 - Agent Appointment * Documents * Admin * 1 - Login * 2 - Dashboard * 3 - Customer Management * 3.1 - Customer Details (Prospect) * 3.2 - Customer Details (Resident) - Residence * 3.3 - Customer Details (Resident) - History * 3.4 - Customer Details (Resident) - Lease * 3.5 - Customer Details (Resident) - Application * 4 - Application Management * 4.1 - Applications (applicants) * 4.2 - Application (Costs) * 4.3 - Application (Documents) * 4.4 - Application (Approval Summary) * 4.5 - Application (Lease) * 4.5b - Application (Lease details) * 4.6 - Application (History) * 4.7 - Application (Move In) * Information Architecture * Information Architecture - Current Mapping * Information Architecture - Iteration 1 * Information Architecture - Iteration 2 * Wireframes * Wireframes - Iteration 1 * User Flow - Iteration 1 * SSO * SSO Overlay - Sign In * SSO Overlay - Register * SSO - Profile Builder Prompt * SSO Landing Page * SSO Page - Sign In * SSO Page - Register * Dashboard - Iteration 1 * Mobile Navigation * Desktop Navigation * Dashboard (Profile Incomplete) * Dashboard (Profile Complete) * Saved Homes * User Closed Profile Builder Prompt * Saved Homes - List View * Saved Homes - Map View * Profile Builder * Profile Builder - Location (a) * Profile Builder - Location (b) (Suggested Locations) * Profile Builder - Location (c) (Location Applied) * Profile Builder - Date * Profile Builder - Monthly Price * Profile Builder - Bedrooms * Profile Builder - Profile Complete * Mobile Profile Builder Summary * Account Settings * Account Settings * Account Settings - Edit Personal Information (Inactive) * Account Settings - Edit Personal Information (Active) * Account Settings - Edit Password (Inactive) * Account Settings - Edit Password (Active) * Self Tour * Starting * Self Tour - Intro * Self Tour - ID capture * Self Tour - ID position * Self Tour - ID captured * Self Tour - ID Validation * Self Tour - Payment * Self Tour - Schedule * Self Tour - Confirmation * Self Tour - Confirmation msg * Self Tour - Checkin * Self Tour - Early checkin * Self Tour - Lockbox 1 * Self Tour - Lockbox 1 filled * Self Tour - Lockbox 2 * Self Tour - Lockbox code msg * Self Tour - Active * Self Tour - Ratings * Self Tour - No longer available msg * Self Tour - No longer available * P1 Mobile Showing (electronic lockbox) * P1 Mobile Showing (electronic lockbox 1) * P1 Mobile Showing (electronic lockbox 2) * Wireframes - Iteration 2 * Admin Portal * Admin Sign In * Admin Dashboard * Admin Customers * Admin Customer Details - Personal Information (Prospect) * Admin Customer Details - Personal Information * Admin Customer Details - Personal Information (Residence) * Admin Customer Details - Personal Information (History) * Admin Customer Details - Personal Information (Lease) * Admin Customer Details - Personal Information (Application) * Admin Applications * Admin/ Application Applicants * Admin/ Application Fees * Admin/ Application Documents * Admin/ Application Documents Request A * Admin/ Application Documents Request B * Admin/ Application Documents Request C * Admin / Application Summary * Admin/ Application Lease * Admin/ Application Lease step 2 * Admin/ Application Lease step 3 * Admin/ Application History * Admin/ Application Move In * Dashboard * Desktop Navigation * Mobile Navigation * Prospect 1 - Dashboard (profile incomplete) * Prospect 2 - Dashboard (profile complete) * Prospect 3 - Dashboard (profile complete with applications) * 1. Iteration 2 Desktop Dashboard - Move in welcome (Primary) * 1.A Iteration 2 Desktop Dashboard - Move in (Additional Applicant) * 2. Iteration 2 Desktop Dashboard - Security (Primary) * 3. Iteration 2 Desktop Dashboard - Security Payment (Primary) * 4. Iteration 2 Desktop Dashboard - Move in date (Primary) * 5. Iteration 2 Desktop Dashboard - Move in services (Primary) Copy * 6. Iteration 2 Desktop Dashboard - Sign Lease (Primary) * 7. Iteration 2 Desktop Dashboard - Sign Lease Pending * 8. Iteration 2 Desktop Dashboard - Final Payment (Primary) * 8. A Iteration 2 Desktop Dashboard - Almost Ready to move in (Additional Applicant) * 9. Iteration 2 Desktop Dashboard - Agent Apointment (Primary) * SSO Landing * Account Settings & Notification Settings * Account Settings Landing * Notifications Settings (Future Resident & Applicant) * Notification Settings - Edit Applications Notificatinos * Notification Settings - Edit Scheduled Tours Notificatinos * Notification Settings - Edit Saved Homes Notificatinos * Notifications * Notifications * Notifications - Scroll in Progress * Documents * Application * What to Expect * Step 1 - Applicants * Step 1 - Invite applicant overlay * Applicants (b) - Invite via Email * Applicants (c) - Invite via Email - (email incomplete) * Applicants (d) - Invite via Email - (email complete) * Applicants (e) - Invite via Email - (user invited) * Applicants (f) - Completed * Step 2 - Background * Step 3 - Lease Details * Step 3 - Lease Details (HOA Overlay) * Step 4 - Applicant Info * Step 5 - Current Residence * Step 6 - Occupant Info * Step 7 - Animals * Step 8 - Additional Info * Step 9 - Income and employment * Step 9 - Income (Income Verification Overlay) * Step 9 -Income (Employment Verification Overlay) * Step 1 - Applicants - No proceed * Step 1 - Applicants - OK proceed * Step 8 - Acknowledgements & Agreements (Fees Overlay) * Mobile Summary * Cancel * Profile Builder * Step 1 -Most Interested * Step 1 -Most Interested (Short term) * Step 1 -Most Interested (Other) * Step 2 - Other Parties * Step - 3 Location * Step 3 - Location (Suggested Locations) * Step 3 - Location (Single location applied) * Step 4 - Date * Step 5 - Bedrooms * Step 6 - Criteria * Step 7 - Rent Calculator * Step 8 - Credit Score * Step 9 - Animals * Step 9 - Animals (Other) * Profile - Complete * Move In Use and keys to move between pages 295 294 No notes for this page. Notes added in Axure RP will appear here. Add comment Mark all read 295 jforsberg Documents 26 days ago Replied to kturcotte kturcotte dallbritton let's remove the phone icon here and add a link to the FAQ page https://rentprogress.com/faq/ instead. Would like to drive more people to digital self serve options 483 Brian%20Denny Misc - Cancel 2 months ago Replied to chairr user story: https://fundamentalreo.atlassian.net/browse/CPP-1028 489 chairr Resident Dashboard - Move In 9 - Agent Appointment 2 months ago Replied to chairr Why is this page labeled "Agent Appointment"? The agent info doesn't factor in at all. Is this just an exit/confirmation page, and what is the user confirming? 488 chairr Resident Dashboard - Move In 7 - Pending Signatures 2 months ago Replied to chairr Is this blocked until all parties have signed their leases? 487 chairr Resident Dashboard - Move In 6 - Lease (Primary) 2 months ago Replied to chairr Where do we get this number? Is this just the result of the Yardi cost sheet? 486 chairr Step 11 - Denied 2 months ago Replied to chairr There should be an explanation for why the application was denied, such as failing to meet minimum income requirements. 485 chairr Step 11 - Denied 2 months ago Replied to chairr When do we show this to the user? After any automated elimination? 484 chairr Saved Homes 2 months ago Replied to chairr Should this be disabled if the user already has an application? If a user attempts to submit one with an outstanding application in progress, do we need a separate page to show them? 482 allbritton Resident Dashboard - Move In 6 - Lease (Primary) 2 months ago Replied to jharvey Hello jharvey This would invoke the Docusign flow. 481 allbritton Resident Dashboard - Move In 4 - Confirm Date 2 months ago Replied to jharvey Hello jharvey I believe the intention is to allow the applicant to edit the date without contacting an AC. The request a change would invoke a date picker. 480 allbritton Resident Dashboard - Move in 2 - Security Deposit 2 months ago Replied to jharvey Hello jharvey the document category label is meant to be editable. The pencil icon represents this label is editable. 479 kturcotte Step 0-What to Expect 3 months ago Replied to kturcotte dallbritton Now that we don't have tool tips here, the copy is strange. I think we need to update to the copy a bit here. jforsberg what do you think about the following: What you should expect: - To provide required information - Upload required documents (where applicable) - 15 minutes to complete 432 jennifer.vinyard Step 10 - Acknowledge & Pay 4 months ago Replied to jennifer.vinyard We should also have the ACH bank transfer option here as there is no fee with this option like the others listed. 447 kturcotte Resident Dashboard - Move In 8 - Final Payment 4 months ago Replied to jennifer.vinyard jennifer.vinyard (cc: dallbritton ) Are disclaimers included in the cost sheet? We're thinking that is where the refund specifics should exist. 458 kturcotte Resident Dashboard - Move In 5 - Additional Services 4 months ago Replied to jennifer.vinyard kturcotte and dallbritton - Discuss options of where this goes. Possibly within doc sign uploads w/additional req doc. 455 allbritton Resident Dashboard - Move In 8 - Final Payment 4 months ago Replied to jennifer.vinyard Brian%20Denny Is this possible? Would be nice to append actual date to deadlines/ milestones. 471 kturcotte Step 3b-Lease Details (Housing Choice Selected) 4 months ago Replied to kturcotte jennifer.vinyard kturcotte The PPT that was sent on 3-1 has only this copy: "Lease Details We will do out our best to accommodate your preferred move-in date and we will confirm your date during the application process. Changes to your lease term may result in changes to the rent rate and other fees." Please confirm no other messaging needs to be included. Previous copy was: "The date you choose will be confirmed once the application and approval process is complete. If you would like to move into the house over a weekend, you must select a lease start date for a weekday before the weekend you would like to move in. Some lease terms may require a rent increase. Any changes to the application after submission, including changes to your move-in date or adding residents or pets, could incur additional fees." 467 jennifer.vinyard Step 4-Applicant Info 4 months ago Replied to jennifer.vinyard Change the first paragraph... We don’t have breed restrictions or limitations on the number of pets you can have in the home, but some cities and Homeowners Associations do. Please be sure to check with the City and HOA that covers this property to verify that you will fall within any potential rules they may have. (Phillip) 465 jforsberg Resident Dashboard - Move In 8 - Final Payment 4 months ago Replied to jennifer.vinyard jennifer.vinyard didn't you send an email to Eileen on this? I don't have refund details 429 kturcotte Step 11 - Submitted (Housing Choice) 4 months ago Replied to jennifer.vinyard jennifer.vinyard Are you looking for a separate screen with this copy just for HOA homes? 451 kturcotte Step 2-Background 4 months ago Replied to jennifer.vinyard Brian%20Denny Please note this criteria in the requirements. Thank you! 445 jennifer.vinyard Step 2 - Payment 4 months ago Replied to jennifer.vinyard Need disclaimer that fee is non-refundable (TIffany) 382 kturcotte Sign In (Overlay) 4 months ago Replied to tmortera jennifer.vinyard To confirm, we should remove the illustrations on the Sign In, Register and Profile builder screens but will have replacements for the dashboard screens? 428 jennifer.vinyard Step 11 - Submitted (Housing Choice) 4 months ago Replied to jennifer.vinyard We can use this page for the HOA approval homes as well since there will not be instant approval. 365 tmortera Tour Cancelled 4 months ago Replied to tbroberg Please change to, this home has leased and is no longer available to view at this time. 418 jennifer.vinyard Step 4 - Applicant Info 4 months ago Replied to jennifer.vinyard We are still missing ID verification for the application. I know we brought this up a few times. Not everyone goes through Self-Tour. 366 tbroberg Step 4 5 months ago Replied to tbroberg same comment as earlier re: "estimated" 409 kturcotte Saved Homes - Edit Homes Drop-down) 5 months ago Replied to wjones wjones Thank you for the feedback. We will take a look at fonts across the experience. 408 kturcotte Saved Homes - Edit Homes Drop-down) 5 months ago Replied to wjones wjones Thank you for the feedback. We will take a look at fonts across the experience. 400 kturcotte Saved Homes 5 months ago Replied to tmortera tmortera We will take a look to ensure consistency across designs but we are not seeing center and left justified cards. 386 kturcotte Dashboard (profile complete) 5 months ago Replied to tmortera tmortera We will update. 321 kturcotte Dashboard (profile incomplete) 5 months ago Replied to kturcotte Fix the "Ready" hanging outside of flag 324 kturcotte Dashboard (profile incomplete) 5 months ago Replied to tbroberg tmortera We will need to use a variety of methods to determine what homes are shown here. It is not required for a user to complete a profile. One example might be cookie based and related to homes or areas they searched in a previous session. (cc: Brian%20Denny ) 385 kturcotte Dashboard (profile incomplete) 5 months ago Replied to tmortera tmortera There should definitely be a "Self Tour" link! We will update the design. 398 kturcotte Navigation 5 months ago Replied to tmortera tmortera This navigation is on your main website. We have not made any recommendations re: alert messaging or other functions. This was just a reco and up to the Progress team to decide ultimately, how to implement. 397 kturcotte Profile Builder Prompt 5 months ago Replied to tmortera tmortera the scenario represented here is that a user was searching for a home, clicked the "heart icon" to save the home to their favorites and is then prompted to answer a few questions (enter the Profile Builder) or simply return to their search. 411 kturcotte Register (Page) 5 months ago Replied to jennifer.vinyard Note taken (cc: Brian%20Denny ) 413 kturcotte Register (Page) 5 months ago Replied to jennifer.vinyard This functionality was requested by the stakeholder team at the beginning of the project. I believe it was for insight that might impact marketing data and possibly communications. (cc: Brian%20Denny ) 384 kturcotte Sign In (Page) 5 months ago Replied to tmortera tmortera We will update the copy accordingly. 383 kturcotte Register (Overlay) 5 months ago Replied to tmortera tmortera This was our take on communicating the value of creating an account. If you prefer a different or specific message, please let us know. 354 kturcotte Landing Page 5 months ago Replied to tbroberg tbroberg Yes, it is. We are continuing to make adjustments as necessary through build to ensure compliance. 355 kturcotte Landing Page 5 months ago Replied to tbroberg Brian%20Denny Can you confirm the URL for the application flow? 356 kturcotte Landing Page 5 months ago Replied to tbroberg tbroberg Got it. Correct zip code is "85256" 396 kturcotte Landing Page 5 months ago Replied to tmortera Ok. Currently we are using railway with the exception of CTAs and number values. We will take a look at the level of effort to make this update globally being that these screens are in development. 361 kturcotte Landing Page 5 months ago Replied to tbroberg tbroberg I'm not sure what you're referring to on this screen. Would you mind clarifying? Is this for all data? (cc: Brian%20Denny ) 406 kturcotte Landing Page 5 months ago Replied to tmortera tmortera Yes they can but in a future release as these screens are already built. We will make a note. (cc Brian%20Denny ) 389 tmortera Profile Complete 5 months ago Replied to tmortera Now comes the fun part. Check out the homes we think you'll love. 399 tmortera Saved Homes 5 months ago Replied to tmortera Again, where is the show yourself in CTA? 391 tmortera Step 2 - Payment 5 months ago Replied to tmortera To tour up to 20 homes for 30 days, there is a one-time $0.99 fee to cover the cost of identity verification. 395 tmortera Intro 5 months ago Replied to tmortera Pay $0.99 to tour up to 20 homes. 394 tmortera Tour Cancelled 5 months ago Replied to tmortera Click the button below to be notified if (strike when) the home becomes available again. 393 tmortera Ratings 5 months ago Replied to tmortera Will this replace the Qualtrics survey? 392 tmortera Active Tour (lockbox) 5 months ago Replied to tmortera or the key is missing? 390 tmortera Profile Complete 5 months ago Replied to tmortera Rename as Recommended Homes 359 tmortera Step 4 - Monthly Price 5 months ago Replied to tbroberg Strike - to comfortably afford 388 tmortera Step 4 - Monthly Price 5 months ago Replied to tmortera Visually, the eye goes to this number first as it is so much larger than the rental range. Consider putting household income header above the number. 387 tmortera Step 2 - Move-In Date 5 months ago Replied to tmortera When would you like to move? (Please note that home availability dates are subject to change) 367 tbroberg Step 5 5 months ago Replied to tbroberg same comment re bedrooms 364 tbroberg Step 2 - Payment 5 months ago Replied to tbroberg consider adding language regarding card information security 363 tbroberg Active Tour (lockbox) 5 months ago Replied to tbroberg do we limit tours to one hour? or two? if so we need to say somewhere that the tour must end, i.e. "10-2" means "be done by 2" 362 tbroberg Step 1a - ID Capture 5 months ago Replied to tbroberg discuss fair housing implications. what is the purpose of collecting this? what do we do with it, how does it get stored, how long is it kept? 360 tbroberg Step 4 - Monthly Price 5 months ago Replied to tbroberg from all sources 358 tbroberg Step 3a - Bedrooms 5 months ago Replied to tbroberg "guidelines are 2 people per bedroom plus one, but there may be other rules that apply." 357 tbroberg Step 2 - Move-In Date 5 months ago Replied to tbroberg consider disclaimer "this will help us identify homes that may be available around your target date, but actual move-in dates may be subject to change" 350 tmortera Step 2 - Background 5 months ago Replied to tmortera Explore selecting "I do not have" one of these and then next. If a box is not checked, the advisory regarding likelihood of decline appears. 344 tmortera What to Expect 5 months ago Replied to tmortera Maybe we can include a warning that the home is still available until the application is submitted or an indication of when the home comes "off the market" 342 tbroberg Step 1a-Applicants (Help Expanded) 5 months ago Replied to tbroberg "your application fee is $____" that adds fee for each applicant invited 338 kturcotte Edit Personal Settings (active) 5 months ago Replied to kturcotte Remove T+C checkbox 317 jennifer.vinyard 3.2 - Customer Details (Resident) - Residence 7 months ago Replied to jennifer.vinyard We will need to call out Housing Choice Program applicant 316 jennifer.vinyard 3.2 - Customer Details (Resident) - Residence 7 months ago Replied to jennifer.vinyard I belive we are also calling out if it's a HOA with Pre-Approval 315 tmortera Saved Homes - List View 7 months ago Replied to tmortera Do we want to be clear that this is a self-guided showing? 241 a123 Step 1b - Location (Locations Added) 7 months ago Replied to aoosterbaan Hello kturcotte. In what scenario (except very small edge cases) would someone be looking to rent a home in multiple markets? (People would very rarely be looking to rent in Phoenix and Dallas). I would recommend that a user searches for a single market at a time. 266 kturcotte Lockbox 7 months ago Replied to aoosterbaan aoosterbaan Thank you for the number. Contact info will be included in the "help" icon flyout. 265 kturcotte Lockbox 7 months ago Replied to aoosterbaan aoosterbaan This image is FPO. We will have different imagery. 260 kturcotte Early to Check In 7 months ago Replied to aoosterbaan aoosterbaan We are not suggesting they do anything in case there is another person/group touring the home. 259 kturcotte Early to Check In 7 months ago Replied to aoosterbaan aoosterbaan We'll take a look and adjust the formatting. 257 kturcotte Confirmation 7 months ago Replied to aoosterbaan aoosterbaan Agree on the Get Help. We already have a persistent help icon throughout the experience to support that need. For the directions - I would not suggest making that a strong CTA as typically, the tour is scheduled in advance so the prospect will not be driving to the home at this time. 255 kturcotte Step 3 - Schedule Tour 7 months ago Replied to aoosterbaan aoosterbaan We are updating this to 1 hr blocks to account for 30min self tours and buffer time for unlocking/locking the home etc. 256 kturcotte Step 3 - Schedule Tour 7 months ago Replied to aoosterbaan aoosterbaan The schedule it set to default. to the first available time slot. We do not want multiple people in the home at the same time due to accountability issues so we need to account for that. 250 kturcotte Step 3 - Schedule Tour 7 months ago Replied to aoosterbaan aoosterbaan The days of the week give the user a quick way of changing the day of the week without having to input a new date. 307 kturcotte 5. Iteration 2 Desktop Dashboard - Move in services (Primary) Copy 7 months ago Replied to allbritton I think we remove this all together because we aren't talking about utilities at all on this screen now. 312 allbritton Admin/ Application Lease step 3 7 months ago Replied to allbritton Consider Generate Addendum...Choose which document to select (dynamic) 311 allbritton Admin/ Application Lease step 3 7 months ago Replied to allbritton Remove step 4 per Trent 310 allbritton 7. Iteration 2 Desktop Dashboard - Sign Lease Pending 7 months ago Replied to allbritton Account for resend lease to individual applicants 308 allbritton 6. Iteration 2 Desktop Dashboard - Sign Lease (Primary) 7 months ago Replied to allbritton change CTA to View Itemized Costs Add CTA to "Sign lease" on the Itemized Costs 306 allbritton 5. Iteration 2 Desktop Dashboard - Move in services (Primary) Copy 7 months ago Replied to allbritton Remove conservice Only show optional items for now. Change CTA to contine. 305 allbritton 4. Iteration 2 Desktop Dashboard - Move in date (Primary) 7 months ago Replied to allbritton CTA Request date Select Date picker (1-3 adjusted (+/-) business days does not need approval) Per Trent ;) Submit for AC approval AC gets alerted/ noticed to approve AC review date info and respond yes or no Customer gets approval to continue in move in process. Additional applicants get notified about date change. *Blackout dates apply 304 allbritton 4. Iteration 2 Desktop Dashboard - Move in date (Primary) 7 months ago Replied to allbritton ok for now, watch in to see performance. 301 kturcotte Admin/ Application History 7 months ago Replied to kturcotte add user name with time stamp 294 kturcotte Documents 7 months ago Replied to kturcotte Replace with link to FAQs instead of contact info 264 kturcotte Check In (lockbox) 7 months ago Replied to aoosterbaan We prefer to use action verbs for CTAs as a best practice. 292 kturcotte Step 3 - Schedule Tour 7 months ago Replied to kturcotte 1hr timeblock for 30min tour 291 kturcotte Admin/ Application Documents 7 months ago Replied to kturcotte add transfer 287 allbritton Admin Dashboard 7 months ago Replied to allbritton Add move in date (changes) here 286 allbritton Admin/ Application History 7 months ago Replied to allbritton This tab would show a move in date (editable by Admin) 285 kturcotte Admin/ Application Lease step 3 7 months ago Replied to kturcotte Lisa Long - the PR compliance resource. Can help us understand these steps 284 kturcotte Admin/ Application Documents 7 months ago Replied to kturcotte Remove the + 283 allbritton Admin Dashboard 7 months ago Replied to allbritton Multi region selection 282 aoosterbaan Step 3 - Schedule Tour 7 months ago Replied to aoosterbaan Something VERY IMPORTANT we are missing from all of these flows is Scam/Fraud prevention. IDEAS: 1) At time of schedulin ask the prospect where they learned about this property from a dropdown. If "Craiglist" or another known source of scam/fraud, stop the self-showing scheduling and provide a warning to the prospect 2) At completion of the tour clearly state that Progress ONLY accepts applications via [methods] and only accepts payment via [methods] and warn of scam/fraud. We have 2 Fraud Prevention Specialists at Progress who would be great resources to discuss this with. 281 aoosterbaan Tour Cancelled 7 months ago Replied to aoosterbaan Is this the contact info we want Prospects contacting? I believe this email address is for current residents. I might think we instead want prospects contacting our National Leasing Center. I'm not the expert on this, however. 280 aoosterbaan Tour Cancelled 7 months ago Replied to aoosterbaan I might suggest "tour other homes" be the primary Call-to-Action on this page, and de-emphasize the "Notify Me" option. 279 aoosterbaan Tour Cancelled 7 months ago Replied to aoosterbaan Suggest the button be where the (currently disappointed) prospect can go to immediately schedule a new tour at a different nearby home. Essentially... (paraphrasing) "Sorry this home is no longer avaialble, but check out these other great homes that might interest you!" 278 aoosterbaan Ratings 7 months ago Replied to aoosterbaan What's the messaging if someone select "I will keep looking"? Maybe link them back to schedule a tour on another nearby home? 277 aoosterbaan Ratings 7 months ago Replied to aoosterbaan Suggest including a "Have some questions?" button, which when clicked makes a call to our National Leasing Call Center. (Run this idea past Erica Geib) 276 aoosterbaan Active Tour (electronic lockbox) 7 months ago Replied to aoosterbaan I see you have "Report an issue" on the next page, but some prospects will never come back to this page and click the "Tour Complete" button, particularly those who found an issue with the home and left becuse of that. You might consider surfacing the "Report issue with this home" on this page instead, or in addition to the next page. 274 aoosterbaan Active Tour (electronic lockbox) 7 months ago Replied to aoosterbaan Mention that when complete the prospect also needs to lock the door on their way out of the house 273 aoosterbaan Active Tour (electronic lockbox) 7 months ago Replied to aoosterbaan Need new photo 271 aoosterbaan Electronic Lockbox 7 months ago Replied to aoosterbaan No. The prospect should be asked to enter the Smart Lock serial number (it's a 5 digit code located on the front of the smart lock). This flow is pretty much identical to the Lockbox flow - the prospect is asked to enter the serial number at this stage. 272 aoosterbaan Electronic Lockbox 7 months ago Replied to aoosterbaan "Input the Smart Lock serial number" 270 aoosterbaan Electronic Lockbox 7 months ago Replied to aoosterbaan Need new photo 268 aoosterbaan Active Tour (lockbox) 7 months ago Replied to aoosterbaan Again, consider adding the National Leasing Center phone number here if prospect needs help 258 aoosterbaan Early to Check In 7 months ago Replied to aoosterbaan Where is this time coming from? Depending on how "in sync" the App is with the backend system, showing SECONDS may be too grainular. 251 aoosterbaan Step 1a - ID Capture 7 months ago Replied to aoosterbaan Trying to take a photo of your ID, email it to yourself, save to desktop, and then upload here is TEDIUS. Potentially invite users to sign-up on their mobile device to make taking a photo of the ID and upload seamless. Push them from desktop to mobile. 249 aoosterbaan Step 3 - Schedule Tour 7 months ago Replied to aoosterbaan Our peers use 30 minute and 1 hour windows. 2 hour windows are too large 248 aoosterbaan Step 2 - Payment 7 months ago Replied to aoosterbaan Need to check with our Identify Verification Provider if there is limitations on what credit card can be provided. For example, does the name on the card need to match the name of the person on the driver's license submitted? We should spell out to residents what types of cards are accepted in a "help bubble" 247 aoosterbaan Step 2 - Payment 7 months ago Replied to aoosterbaan Check with our identify verification provider that these are the fields they require 246 aoosterbaan Step 2 - Payment 7 months ago Replied to aoosterbaan As mentioned before, the intention of the $0.99 is NOT to get money from the prospect. We don't care about the $0.99 (and Progress doesn't even receive this money). Instead, I understand that our Identify Verification Service uses the name/address on the credit card to verify the user's identity. The $0.99 is just a way to verify that the card is real. PLEASE CONFIRM THIS WITH OUR IDENTIFY VERIFICATION PROVIDER If so, you'll want to remove Paypay, ApplePay, and GPay... we want someone to verify their credit card. 245 aoosterbaan Step 1b - ID Capture (Upload in Progress) 7 months ago Replied to aoosterbaan This photo description "Pet Information" doesn't seem right for this flow 244 aoosterbaan Step 1a - ID Capture 7 months ago Replied to aoosterbaan "ID" --> "Photo of ID" 243 aoosterbaan Step 1a - ID Capture 7 months ago Replied to aoosterbaan Text doesn't seem quite right 242 aoosterbaan Intro 7 months ago Replied to aoosterbaan Currently, we use the Credit Card $0.99 fee to verify the user's identity. It's less of a "fee" and more of an "identify verification". It allows them to view up to 20 homes. You may want to clarify this. As it is currently stated, I'm concerned that each home I want to view will cost me $0.99, which would irritate me as a prospect (thought in my head... this company wants me to PAY them to look at one of their houses I might rent?!?) 196 allbritton Admin Dashboard 8 months ago Replied to kturcotte I have included Market and ability to change in the header. Also listed market as a sortable column below. Consider these two options to consider (not together) based on level we expect to filter. 216 allbritton Admin/ Application Fees 8 months ago Replied to allbritton Move in date? And Note? 215 allbritton Admin/ Application History 8 months ago Replied to allbritton Need to add Move in Tab 211 allbritton Admin/ Application Fees 8 months ago Replied to allbritton Opt in Fees (Filter service/ Smart home) Also look at the move in screens. 210 allbritton Admin/ Application Applicants 8 months ago Replied to allbritton Link this to salesforce 207 allbritton Admin/ Application Lease step 3 8 months ago Replied to allbritton Like this indicator (overall- not specific to lease) to quickly know what step of the process we are in... 206 allbritton Admin/ Application Lease step 3 8 months ago Replied to allbritton This happens later in process 205 allbritton Admin/ Application Fees 8 months ago Replied to allbritton Pre defined fees- types and amounts (rentable items) pulled from Voyager 204 allbritton Admin/ Application Fees 8 months ago Replied to allbritton How to credit a fee for PR employee who applies (a charge button) 203 allbritton Admin/ Application Applicants 8 months ago Replied to allbritton Include service animals (also corresponding fees based on animals) 202 allbritton Admin Customers 8 months ago Replied to allbritton Property address and market need to be included here... 201 allbritton Admin Customers 8 months ago Replied to allbritton Question about search function and close spellings... need clarifcation 200 allbritton Admin Customers 8 months ago Replied to allbritton Common search by association with property 198 allbritton Admin Dashboard 8 months ago Replied to allbritton Applicant and application management (possibly) 195 kturcotte Admin Sign In 8 months ago Replied to kturcotte Question - is this the same copy for all users? 150 allbritton Documents 8 months ago Replied to allbritton Pending documents label change + Descriptive copy 148 allbritton Self Tour - Lockbox 2 9 months ago Replied to allbritton When and how does this happen? 150 fee 147 allbritton Self Tour - Active 9 months ago Replied to allbritton key missing OR issue with lockbox? 138 allbritton Self Tour - Active 9 months ago Replied to trent.magill After third failed prompt , trigger prompt to have mgr secure home. 146 allbritton Self Tour - Schedule 9 months ago Replied to allbritton How far out are people typically making appointments? 145 allbritton Self Tour - Payment 9 months ago Replied to allbritton .99 does go to rently. 144 allbritton Self Tour - Payment 9 months ago Replied to allbritton Card name? Does this need to validate against previous screen? Name check validation... if so we need disclaimer text earlier. 143 allbritton Self Tour - Payment 9 months ago Replied to allbritton Contact (TBD Rently/ Call center, other). 131 allbritton Self Tour - ID Validation 9 months ago Replied to trent.magill yes 130 kturcotte Self Tour - ID capture 9 months ago Replied to trent.magill Good catch. 142 jennifer.vinyard Step 1 -Most Interested 9 months ago Replied to jennifer.vinyard Move this to the bottom of the list, above other, since this is a stop in the journey. 139 trent.magill Self Tour - Active 9 months ago Replied to trent.magill This page is confusing because it is blending messaging for the two types of lock boxes. 137 trent.magill Self Tour - Lockbox 1 filled 9 months ago Replied to trent.magill Where does this call go to? 136 trent.magill Self Tour - Confirmation 9 months ago Replied to trent.magill When logging back in are which page are they directed to for the Self Tour? Is it a listing of scheduled tours or an unfinished flow of scheduling a self-tour. 135 trent.magill Self Tour - Confirmation 9 months ago Replied to trent.magill When exiting where does the user get taken back to? 134 trent.magill Self Tour - Confirmation 9 months ago Replied to trent.magill Is there an option to get the link via email? 133 trent.magill Self Tour - Confirmation 9 months ago Replied to trent.magill Need to ensure communication is clear that in order to receive the message the phone number during registration needs to be a cell number. 132 trent.magill Self Tour - Schedule 9 months ago Replied to trent.magill We will need to verify the length of each showing time slot and how many appointments can be displayed at any given time. This may be an Erica G. question. 129 trent.magill Self Tour - Intro 9 months ago Replied to trent.magill Do we have confirmation on if Rently can redirect to the portal if a prospect is on the Rently website or portal scheduling a tour? 128 kturcotte SSO Page - Register 9 months ago Replied to kturcotte dallbritton Need to update label to read "Mobile Phone Number" 126 lhawkins Step 1 -Most Interested 9 months ago Replied to lhawkins conditional messaging around allowable rental criteria 125 lhawkins Step 9 - Animals 9 months ago Replied to lhawkins have an other criteria here that allows for text entry of pet type 124 lhawkins Step - 3 Location 9 months ago Replied to lhawkins progress team to determine multi-select vs. single-select with search radius 122 trent.magill Step 1 - Applicants - No proceed 9 months ago Replied to trent.magill There should be another cost summary page that outlines all costs and fees which are applicable to this specific application and home. 121 trent.magill Step 1 - Applicants - No proceed 9 months ago Replied to trent.magill Make sure the overlay is a requirement so proper fee disclosure is made. 120 trent.magill Step 9 - Income (Income Verification Overlay) 9 months ago Replied to trent.magill We will need an additional step that accounts for the applicants who do not want to do a bank verification. 119 trent.magill Step 5 - Current Residence 9 months ago Replied to trent.magill How does this adjust according to how the primary is filling out the application. i.e. If primary has sent a link does this go away or if the primary is filling out the application on behalf of the other resident is that what this is used for? 118 trent.magill Step 5 - Current Residence 9 months ago Replied to trent.magill Does Country make the additional fields dynamic and change to that countries address format? 117 trent.magill Applicants (f) - Completed 9 months ago Replied to trent.magill Is there an option to resend if the other applicants do not receive the link or if the email address needs updated? 116 trent.magill Step 4 - Applicant Info 9 months ago Replied to trent.magill Does this change if the primary chooses to fill out the application on behalf of a spouse? 115 trent.magill Step 4 - Applicant Info 9 months ago Replied to trent.magill Need to verify that the minimum age requirement is 18 and if it is what happens when applicant is under 18 114 trent.magill Step 4 - Applicant Info 9 months ago Replied to trent.magill Does this allow for the TIN to be entered versus SSN? 113 trent.magill Step 3 - Lease Details (HOA Overlay) 9 months ago Replied to trent.magill T&C should also be available on the customer dashboard so they can review and reference at any time. 110 trent.magill Step 3 - Lease Details 9 months ago Replied to trent.magill If a prospect completes their profile prior to applying what date in the date range would populate here? 80 mcollins SSO - Profile Builder Prompt 9 months ago Replied to vagasti yes, see other comment, please add to scope. 104 mcollins Profile Builder - Profile Complete 9 months ago Replied to mcollins I think we need to add that to the scope. My one copywriter doesn't have bandwidth so until we have more in house staff I would like to leverage your help for that. 100 Brian%20Denny User Closed Profile Builder Prompt 9 months ago Replied to mcollins Will do 78 kturcotte User Flow - Iteration 1 9 months ago Replied to lhawkins We are re-working this component so that it's more of an informative tool re:rent and not a mechanism to capture income. 81 kturcotte SSO Overlay - Register 9 months ago Replied to vagasti Agreed. It will be shown in the UI. 82 kturcotte SSO Page - Sign In 9 months ago Replied to vagasti Agree. We will implement that feature, 83 kturcotte Dashboard (Profile Incomplete) 9 months ago Replied to vagasti We will add a page title. 84 kturcotte User Closed Profile Builder Prompt 9 months ago Replied to vagasti Agree. The microinteraction will make it stand out to the user. 86 kturcotte SSO Overlay - Register 9 months ago Replied to vagasti Got it. 88 kturcotte Profile Builder - Monthly Price 9 months ago Replied to vagasti We reworked this step based on the feedback. We have a good solution to share with you! 87 kturcotte Profile Builder - Date 9 months ago Replied to vagasti lhawkins Confirming we should add date range to the profile builder component and the application flow step 89 kturcotte Profile Builder - Monthly Price 9 months ago Replied to vagasti We are re-working this component and will have a new variation to review in our next UX round. 90 kturcotte Account Settings - Edit Password (Active) 9 months ago Replied to vagasti Agreed. Criteria will be surfaced in VD. 92 kturcotte SSO Overlay - Sign In 9 months ago Replied to mcollins In this scenario, you are already have an account + password therefore you do not need password criteria on this step. 91 kturcotte Account Settings - Edit Personal Information (Active) 9 months ago Replied to vagasti We will make sure to include this in VD. 101 kturcotte Saved Homes - Map View 9 months ago Replied to mcollins We will leverage the Google API so this is just a representation. POI is a great idea but might be more realistic for a future phase. 102 kturcotte Profile Builder - Location (a) 9 months ago Replied to mcollins We are simplifying the location's component. It will allow you to select multiple locations (including neighborhood keywords). We will not be including "radius or surrounding areas' for Phase 1. We can consider this for a future phase but the to include both in one step will over complicate the experience. 95 kturcotte SSO Overlay - Sign In 9 months ago Replied to mcollins Depending on the SSO provider we work with (looking like Okta) they have pre-defined flows. They are based on best practices and typical design patterns therefore we don't plan on redesigning that flow. Once our visual design cycle is complete, we will have a design system that the development team will take and apply to simple UI flows like this. 97 kturcotte SSO Page - Register 9 months ago Replied to mcollins We need to add text *required on the appropriate fields. 103 kturcotte Profile Builder - Location (a) 9 months ago Replied to mcollins Yes. Neighborhood keywords should also populate in the predictive dropdown 105 kturcotte Profile Builder - Profile Complete 9 months ago Replied to mcollins We will address the "excitement" in VD but ultimately, copy writing would greatly support the effort. Brian%20Denny See comment above regarding the rent + X% for additional fees 106 kturcotte Account Settings - Edit Password (Inactive) 9 months ago Replied to mcollins Absolutely. If we use Okta as a 3rd party, we will leverage their recommended criteria and surface that in VD (visual design). 107 kturcotte Account Settings - Edit Password (Inactive) 9 months ago Replied to mcollins Yes 108 kturcotte Account Settings - Edit Password (Active) 9 months ago Replied to mcollins Yes. We will likely be using Okta and the product has great out-of-the-box flows that we will leverage for things like forgot/change password. They are not represented in wires because they are common design patterns and we don't intend to change them. 99 lhawkins Dashboard (Profile Complete) 9 months ago Replied to mcollins We will have notifications in Phase 1 where those kinds of alerts will live 98 mcollins Dashboard (Profile Incomplete) 9 months ago Replied to mcollins I'd rather have a status bar versus #minutes 96 mcollins SSO Landing Page 9 months ago Replied to mcollins I'd like to see us be more directional, Applicant and Future Resident could cause confusion so how do we direct them appropriately and not make it look like there are 3 ways to login to our systems; Just a thought starter; Already started an application? Click here to continue. Want to see your favorites or get recommendations? Click Here Current residents - click HERE 94 mcollins SSO Overlay - Register 9 months ago Replied to mcollins are we looking for their mobile number? are we asking them to agree to SMS messaging here? if not maybe we should? Might be future capability we use to notify them of new homes. 93 mcollins SSO Overlay - Register 9 months ago Replied to mcollins where is value prop? why do I want to register? answer: "so we can send you new homes in your search areas, notify you if your favorites are leased etc etc," not the right copy there but want them to understand the 'why' they should 85 vagasti Saved Homes - List View 9 months ago Replied to vagasti From a business logic standpoint we need to consider if this is new homes that meet the criteria that just hit the market.. 77 lhawkins User Flow - Iteration 1 9 months ago Replied to lhawkins # of bedrooms - not occupants 76 lhawkins User Flow - Iteration 1 9 months ago Replied to lhawkins date range - consider adding flexible dates check box 75 kturcotte User Flow - Iteration 1 9 months ago Replied to kturcotte client wants more flexibility, Range vs single date 75 lhawkins User Flow - Iteration 1 9 months ago Replied to lhawkins radius 56 Brian%20Denny Saved Homes - List View 9 months ago Replied to trent.magill trent.magill (cc: lhawkins ) There are 2 options: 1) Remove all unavailable homes or 2) Remove all saved homes. You can see them on the Map View 52 trent.magill Information Architecture - Iteration 1 9 months ago Replied to trent.magill This can be removed 51 trent.magill Information Architecture - Iteration 1 9 months ago Replied to trent.magill Does this make it too difficult for current residents to complete simple tasks like submit a service request or make a payment 50 trent.magill Desktop Navigation 9 months ago Replied to trent.magill Create separate log in paths for residents and applicants. 35 kturcotte Desktop Navigation 9 months ago Replied to kturcotte lhawkins I know we have "Find a Home" in the mobile nav but do we have that screen within the portal or does it link out to www? Trying to determine if it makes sense as a nav item. For example, on this screen, you can search without going through the portal nav. Maybe it's an in page callout/CTA and not a section? New comments available Click to Refresh