NetSuite - Selecting a Prospectus in the Application Process

Selecting a Prospectus in the Application Process

Selecting the correct prospectus begins in the Application process where the appropriate prospectus is selected based on the home status or default prospectus of the community.

1. Navigate to Sales Process < Application < List.
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2. Select MH New Application.
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3. Complete the Application Details section.
   • In Application Type, select the appropriate category. 
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   • Select the desired Site #.
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4. Complete the Primary Applicant Details section.
   • Either add a New Customer or search for an existing customer by searching for a name, clicking Search, selecting the checkbox next to the customer’s name, and clicking Submit.
   • The remaining Primary Applicant Details and Home Details will populate.
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5. In the Lease Information section, select the Rent Increase Month and Move In Date.
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   • The Lease Start Date, Duration, and End Date will populate.
   • The default prospectus will be assigned. 
     • Note: If there are multiple defaults assigned to a property, select the appropriate Prospectus Type.
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     • Note: Community Managers are responsible for the accuracy of the prospectuses selected. Depending on the community, multiple default prospectuses may be assigned to one property. If this happens, the Community Manager will need to select the correct prospectus for that application. The description field will help guide the Community Manager in selecting the correct choice.
   • The Buyer Prospectus Details and Seller Prospectus Details will automatically populate.
     • Note: Seller Prospectus Details only populate if the seller’s prospectus is assumable and the application type is Resale, Brokered Sales – Cash, or Brokered Sales – Finance.
6. Click Save.
   
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7. The Application with the correct Prospectus is saved.

 

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