New Hire Training

The Basics of Working at Morgan

Morgan Properties New Hire Orientation

Online Course 30 minutes All employees Welcome to Morgan Properties! This training will provide context on who we are, the culture of our company, and how we choose to operate. You have joined an outstanding company that truly cares about its number one asset—YOU!

Welcome to Morgan Properties

Virtual Live Training 1 hour All employees In this course, participants will be introduced to the Zoom platform and all the Zoom tools to develop the skill set needed for attending all virtual New Hire Classes. Participants will also learn about the history of Morgan Properties and what makes the company an industry leader. Growth opportunities available to employees and company benefits will also be discussed.

Fair Housing Compliance (completed yearly)

Online Course 2 hours All employees Fair Housing laws prohibit discrimination based on seven federally protected classes: race, color, national origin, religion, sex (gender), disability, and familial status. In this course, you will learn why fair housing is important to our company, our residents, and our business and the steps you can take to make sure you are fair housing compliant.

Microsoft Teams

Online Course 10 minutes All employees Microsoft Teams is a chat-based workspace that allows internal teams to work together to enhance teamwork.

Office 365

Online Course 10 minutes All employees Office 365 is a cloud-based collaboration platform with Office applications and other productive services. You can access the application from anywhere. This training will provide an overview on the following: Outlook, Calendar in Outlook, SharePoint

Yardi Sunday Report Basic

Online Course 10 minutes All employees The Sunday Report provides data on leasing traffic, applications, vacancy, occupancy, and current and future exposure for each property in the company. The report captures this data each day of the leasing week which runs from Monday through Sunday. The report also groups the data by Regional Manager and Area Vice President.

Compliance Courses (completed yearly)

Preventing Harassment (manager or non-manager course)

Online Course 110 minutes All employees This course provides training that will help prevent all types of harassment. This course covers the following: Definitions of sexual harassment, remedies under the law, types of sexual harassment, sexual harassment examples, and commitment to preventing sexual harassment. It also details promoting a healthy company culture, company policy prohibiting sexual harassment, and the role of Human Resources (HR) in investigating harassment complaints. Additional resources address: "What if I am accused of sexual harassment?" and "Where do I go for help?"

Valuing Diversity, Equity, and Inclusion in the Workplace

Online Course 45 minutes All employees This course provides students with a better understanding of diversity, equity, and inclusion, and how these ideas affect the workplace. It contains useful information on how to use diversity as a tool to enhance human relations and how to develop greater workplace productivity.

Violence in the Workplace

Online Course 20 minutes All employees This course defines workplace violence, common factors involved with workplace violence, and strategies to prevent and cope with "active violence" events.

Human Trafficking Awareness

Online Course 25 minutes All employees In this course, you will learn what human trafficking is, how to identify if someone might be a victim, and understand your role in reporting information about suspected human trafficking.

Security Awareness Fundamentals

Online Course 20 minutes All employees This course gives users a solid overview of the fundamental issues they will face as security aware employees. Topics include incident response, malware, safe surfing, human firewalls, phishing, social engineering, mobile and the Cloud, backup and preventative care, physical and non-technical security, privacy, and policy.

Using the Phish Alert Button: Report Suspicious Emails

Online Course 20 minutes All employees In this course, you’ll learn about the Phish Alert Button (PAB), an email plugin that gives your users a safe way to handle actual or potential phishing emails. We introduce you to Sam, your Security Awareness Mentor, as he teaches you how to distinguish between spam, phishing, and spear-phishing emails. Using the PAB will forward any suspicious emails to your organization’s security team for analysis and delete the email from your user’s inbox, preventing future exposure.

Hazard Communication

Online Course 15 minutes All site employees Hazard communication is an essential workplace practice required to keep employees safe on the job. Worker Right to Know mandates your employer to provide you with information regarding the dangers of the hazardous chemicals you work with or risk exposure to in the workplace. In this course, we'll examine the types of chemical hazards that exist in your facility, teach you how to understand the resources that will keep you safe, and discuss your safety responsibilities for yourself and your coworkers.

Asbestos Awareness

Online Course 15 minutes All site employees Despite its limited use in recent decades, asbestos continues to remain a serious concern. Every day, millions of people spend time in homes, schools, and workplaces where asbestos-containing materials can still be found. In this course, we will explore the dangers associated with this widely used substance, as well as the actions you can take to avoid potentially life-threatening exposures.

Hoarding

Online Course 15 minutes All site employees Hoarding is an issue as frustrating as it is tragic and must be handled with extreme care and delicacy. In this course, we'll explore the issue of hoarding, and examine the steps you can take to protect your property while allowing hoarder individuals to receive the help they need.

Reporting

Yardi Unit Availability Detail Report (UAD)

Online Course 15 minutes Leasing, APM, PM, ASM, SM The UAD Report provides detailed information about the available units at your property.

Yardi Resident Screening

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager For every applicant, you will need to ensure that there are no checkpoint messages, such as identity alerts, that need to be addressed.

Yardi Delinquency Reports

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager Residents are required to pay rent by the first day of the month. Any resident whose balance is not paid in full after the fifth day of the month will be assessed the appropriate late fees. After late fees are assessed, delinquent rent collection efforts on site will begin. As the status of the Delinquency collection process progresses, the Property Manager must update the Delinquency comments in Yardi on an ongoing basis.

Yardi Sunday Report Advanced

Online Course 15 minutes Property Manager, Assistant Property Manager The Sunday Report provides data on leasing traffic, applications, vacancy, occupancy, and current and future exposure for each property in the company. The report captures this data each day of the leasing week which runs from Monday through Sunday. The report also groups the data by Regional Manager and Area Vice President. This video reviews more advanced features of the Sunday Report

Friday Report

Online Course 15 minutes Service Manager, Assistant Service Manager The Friday report summarizes the maintenance activity for the week at each property including work orders, make readies and preventative maintenance. Each week, the Property Manager or Service Manager is responsible for entering notes on the report to explain any items that are past due according to our company policies.

Marketing

J Turner Research

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager J Turner Research is a premier multifamily housing industry research firm providing resident survey & reputation management services to the apartment industry. The videos contained in this training review how to use the Survey Dashboard in J Turner.

J Turner Survey Dashboard

Online Course 15 minute Leasing, Assistant Property Manager, Property Manager This video reviews the J Turner 360 process, system overview, what to expect next, and best practices.

Ratings Tracker

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager This video discusses how to manage your apartment reviews.

SOCi Overview

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager Manage your property's digital presence with SOCi.

Additional Programs and Resources

SAP Concur

Online Course 15 minutes Assistant Property Manager, Property Manager SAP Concur is an expense reporting software that allows you to create and submit work-related expenses for reimbursement.

Morgan Properties Intranet: Property Operations

Online Course 15 minutes Assistant Property Manager, Property Manager The Property Operations dropdown on the Morgan Properties Intranet is the place for all things property related.

Leasing Commissions

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager Morgan Properties offers commissions to eligible employees as an incentive. This commission is based on the entire rental process from accepting the application up to the time of move in. The commission is earned and paid when the resident moves into the property.

Morgan Properties Renters Insurance Programs

Online Course 15 minutes Leasing, Assistant Property Manager, Property Manager The Assurant Leasing Portal is a notification system that enables us to make sure all residents who are moving in or renewing with us are compliant with our insurance requirements of obtaining a renter’s liability insurance policy in the amount not less than $100,000.00 per occurrence.

Yardi Mobile Maintenance

Online Course 15 minutes Service team members Yardi Mobile Maintenance is an app that allows maintenance techs to access their assigned work orders from the field. They can add labor and inventory to work orders and record time, notes, and complete work orders in real-time. They also can create new work orders.

Ladder Safety

Online Course 15 minutes Service team members For many workers, using a ladder is part of daily life. Unfortunately, this also means numerous ladderrelated injuries - many of which are preventable. In this course, we intend to do exactly that: teach you how to prevent ladder injuries. We'll examine how so many ladder accidents originate and discuss the steps you can take to enhance your safety, as well as the safety of those around you in the workplace and beyond.

Introduction to Hand and Power Tool Safety

Online Course 15 minutes Service team members You don't need to be an expert to acknowledge that whatever a power tool can do to a piece of wood or sheet of metal, it could probably do to you as well. Knowing the correct procedures and safety processes when using hand and power tools is integral to preventing serious injury, or worse. In this course, we'll introduce some valuable safety tips, and teach you how to avoid the most common and serious tool-related hazards.

Live Virtual Classes

Fundamentals of Property Management

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will obtain a better understanding of Morgan Properties’ policies and procedures related to emergency response, curb appeal, and fair housing. An overview of how to respond to a Reasonable Accommodation/Reasonable Modification request will also be provided.

Yardi Navigation and General Usage [Voyager]

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will be introduced to the Yardi Voyager dashboard, basic features, and reporting. They will also learn how to manage the work order process within Yardi and via the Yardi Mobile Maintenance app.

Electronic Inspection Process

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will learn about the final move out inspection process using the Elevate dashboard and Maintenance IQ (MIQ) app. The course will also review the notice to vacate policy and procedure.

Maintenance & Property Operations Part 1 [MPO 1]

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will learn about the capital improvement process, quarterly inspection process, and the importance of preventive maintenance. The Morgan Properties Smart Shop and shop operations will also be discussed.

Maintenance & Property Operations Part 2 [MPO 2]

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will learn about the policies surrounding the entire make ready process and best practices on setting up a production schedule. The course will also provide an in-depth review of the UAD report.

Budget Management & Voyager Reports

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will interpret financial performance based upon exploring budget management and voyager reports.

Ordering & Invoicing Part 1 [OPS 1]

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will learn how to place an order in OPS online, understand methods to search for products, check budget, and complete their purchase. This course will provide participants with a working understanding of the OPS landing page and different functions that pertain to their position.

Ordering & Invoicing Part 2 [OPS 2]

Virtual Live Training 90 minutes Service Manager, Property Manager In this course, participants will learn how to place an order in OPS off-line and how to search for products, check budget and complete their purchase. They will also learn about the OPS landing page, different functions that pertain to their position, and how to find reports as needed.

Delinquency & Move Out Process

Virtual Live Training 90 minutes Property Manager In this course, participants will learn about Morgan’s policy and procedures surrounding rent collections and delinquency at their properties. The process of moving a resident out of the system, as well as how to adjust move out dates, cancel a move out and move out certifications, including rent responsibility components will also be discussed.

Revenue Management Basics & Pre-Tour Prep [LRO]

Virtual Live Training 90 minutes Leasing Professional In this course, participants will explore the basics of Revenue Management and Morgan’s pricing structure within Lease Rent Options (LRO). Participants will also review new apartment pricing, renewal pricing, hold time pricing. Participants will navigate Yardi and explore the Unit Availability Detail (UAD) Report and other Pre-tour prep.

Revenue Management Advanced [LRO]

Virtual Live Training 90 minutes Property Manager In this course, participants will explore the basics of Revenue Management and Morgan’s pricing structure within Lease Rent Options (LRO). Participants will also review new apartment pricing, renewal pricing, hold time pricing. Participants will navigate Yardi to explore the Pricing Trend Report and renewal pricing.

Welcome to Multifamily

Virtual Live Training 90 minutes Leasing Professional In this course, participants will be introduced the Multifamily industry as it relates to Morgan Properties. They will also obtain a better understanding of Morgan Properties’ policies and procedures related to fair housing and how to respond to Reasonable Accommodation/Reasonable Modification requests.

CRM 1: Unreviewed Queue Management

Virtual Live Training 90 minutes Property Manager, Leasing Professional In this course, participants will explore how to manage incoming traffic from first contact to move in by using Rent Café CRM Flex.

CRM 2: Community Queue Management

Virtual Live Training 90 minutes Property Manager, Leasing Professional In this course, participants will explore how to effectively manage lead correspondence through completing Follow-Ups, managing appointments, and creating Follow-Up schedules in Rent Café CRM Flex.

CRM 3: Applications, Screening & Lease Generation

Virtual Live Training 90 minutes Property Manager, Leasing Professional In this course, participants will explore the application, screening, and lease generation process along with the operational software (Rent Café CRM Flex) used to complete this workflow.

CRM 4: Move-In Process, Renewals & Resident Insurance Requirements

Virtual Live Training 90 minutes Property Manager, Leasing Professional In this course, participants will explore the policy and procedures and Rent Café CRM Flex navigation to move-in a new resident.

CRM 5: Lead to Lease Review

Virtual Live Training 90 minutes Property Manager, Leasing Professional In this course, participants will review managing a Guest Card from the Unreviewed Queue to posting the Move-In in Rent Café CRM Flex.

Sales Skills: The Foundation

Virtual Live Training 90 minutes Leasing Professional In this course, participants will gain an understanding of the impact of marketing and how it sets the stage for what our prospects want during the sales process. Participants will also explore customer service at Morgan and the sales process and their role within it.

Sales Skills: The First Contact

Virtual Live Training 90 minutes Leasing Professional In this course, participants will learn soft sales skills needed to complete a successful first contact with prospects.

Sales Skills: The Tour

Virtual Live Training 90 minutes Leasing Professional In this course, participants will learn the soft skills needed to prepare and deliver an in-person or virtual tour.

Sales Skills: The Closing

Virtual Live Training 90 minutes Leasing Professional In this course, participants will learn the soft skills needed to emotionally close the sale and ask for the sale. Participants will also learn the different types of closings and how to handle objections.

Sales Skills: The Follow-Up

Virtual Live Training 90 minutes Leasing Professional In this course, participants will receive soft skill sales training for providing personalized, consistent, fair, and impactful follow up with every prospective resident.

The Morgan Brand

Virtual Live Training 90 minutes Property Manager, Leasing Professional In this course, participants will be introduced to the Marketing team at Morgan Properties and learn about the marketing resources available and their purpose. The crisis and incident reporting process will also be discussed.

Regional Manager Onboarding – RMM #1: Regional Manager Software Review

Virtual Live Training 60 minutes Regional Managers Module for on-boarding Regional Manager(s) to obtain an understanding of all software systems utilized in daily operations for their diverse portfolio.

Regional Manager Onboarding – RMM #2: Regional Manager Reporting Package

Virtual Live Training 90 minutes Regional Managers In this course, participants will review important reporting in YARDI/CRM

Regional Manager Onboarding – RRM #3: Screening and Executive Dashboard

Virtual Live Training 60 minutes Regional Managers In this course, participants will be able to understand Morgan Properties policies when it comes to screenings and how to override a denied result.

Regional Manager Onboarding – RMM #4: Renewals

Virtual Live Training 60 minutes Regional Managers In this course, participants will review the variations of renewals based on their area.

Regional Manager Onboarding - RMM #5: Leadership

Virtual Live Training 90 minutes Regional Managers In this course, participants will be given tools to become and develop into an effective leader. We will be reviewing tips from other Regional Manager within our organization that help them be successful.