Equity & Help Inc

Policy Library 6

• CVS Covid Testing
• Where do I access the company policies?
• AFC Urgent Care Covid Testing
• GOOGLE DRIVE ORGANIZATION POLICY
• STATS & STAFF MEETING FORM POLICY

View all 6

Employee Resources 0

The Knowledge Base 9

• What is a Knowledge Base
• Logging in to the knowledge base using your gmail.
• How to effectively write an article
• How to add to the knowledge base
• Adding Images and Other Documents to a Knowledge Base Article

View all 9

Getting Started 19

• Equity and Help Gmail Staff Contact CSV
• What is Power BI?
• Email Signature File
• What is Equity and Help?
• RamBox Install Link

View all 19

Working From Home 2

• Logging in to Zoom from an iPhone.
• Tips for Staying Productive While You're Working From Home

Investor Questions 4

• Does Investing with Equity & Help Qualify for an E2 VISA
• The best method of investing (How do 401ks and IRAs work?)
• Where is the account opening form?
• Traditional Real Estate Video

Evictions and Collections 18

• Occupancy Checks Mini-Hat
• POSTINGS Mini-Hat
• Abandonment Posting and Re-Key
• Notice Posting and Occupancy Checks
• Collections Admin Stat

View all 18

Information Technology 48

• Default user permissions for employees
• How to fix the treasury printer
• Transfering ownership of files on the Drive
• Upgrade firmware on Yealink phone
• Yealink Phone Can’t Get an IP Address

View all 48

Treasury & Finance 6

• Fixing print alignment on Checks in Quickbooks
• All E&H Bank Accounts Money Flow Chart 2021
• How to access to Surepayroll to see your Pay Stubs and Tax Documents
• ORDERING KITCHEN OR OFFICE SUPPLIES
• Chase QuickDeposit Scanner: Deposit Checks

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Marketing 33

• Editing Subtitles
• How do we post to social media?
• How do I edit photos?
• Marketing PO's and EPO's List
• Marketing Funnel- What is a Funnel?

View all 33

Property Preservations 5

• Utilities Cycle Mini-Hat
• How To Write Insurance Claims
• ORDER OF IMPORTANCE FOR WORK ORDERS
• Do we have to send letters to families for changes in bills?
• Hat for mailing out package to AnneMarie:

Investors/PIC/PISC 22

• How to do the Investor Taxes
• Do Investors have the option to not use insurance money to repair a property
• How to create links for New reports in Power BI
• REITs
• Dividend Stocks

View all 22

Sales & Acquisitions 8

• How is Rental ARV calculated?
• What Is a Trust?
• Investor Price Calculation
• Acquisitions- Hat write up
• What is a founder/what are the rules

View all 8

Fast Start Hats 57

• Collections and Services Manager Fast Start Hat
• Director of Property Preservations Fast Start Hat
• Director of Marketing Fast Start Hat
• Director of Trust Services Fast Start Hat
• Property Utilities and Code Violations Fast Start Hat

View all 57

Notary Public 1

• NOTARY PUBLIC

Collections 3

• How to use Virtual Terminal in Authorize.NET
• Evictions Flow Chart
• Loan Pay Off Template

Stamps.com 9

• How to Print Stamps on Stamps.com
• Install Stamps.com CONNECT
• What Is Stamps.com & How Does It Work?
• Fund our Stamps.com account
• How to Prepare Certified Mail with Stamps.com Labels or Envelopes

View all 9

Sales To Families / Onboarding 4

• Do We Record Land Contracts
• When a family asks for us to turn on the utilities
• Difference between actual knowledge and constructive knowledge regarding property condition and Disclosures (do we have do disclose asbestos in NY). LEGAL OPINION
• Safety Tips for turn on utilities

FAMILY RELATIONS 1

• WELCOME PACKS

Indeed 1

• How Sponsored Job pricing works on Indeed

Computer - General Use 51

• Can't Open HEIC On Windows Computer
• Keyboard Shortcuts
• Hats, Forms, Handouts and Routing Forms - Drive Folder
• RemotePC - How to log in
• How to Upload Videos to Knowledge Base

View all 51

Phones 6

• Setting up a new Phone number in Twilio
• How to transfer a call
• How to forward and unforward your phone
• Parking Spot Error With Phone Voicemail
• How do I change my voicemail?

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Facilities 4

• Bike Parking
• Parking Your Car
• How to clean the gravel in the Fish Tanks using the vacuum hose.
• How to make a rule for Wyze Labs cams

Inventory 1

• Steps to check out an inventory item

EMail 9

• IMAP Settings For Equityandhelp.com Email Addresses
• EMAIL TIPS
• Avoid and report phishing emails
• Use Google Chat in Gmail
• Start or join a video call from Gmail

View all 9

Office Equipment 6

• SCANNING DOCUMENTS INTO THE MAIN PRINTER THROUGH GOOGLE
• FAXLINE
• Monitor in reception
• SHREDDING DOCUMENTS
• How to scan 2-sided on the main printer using the feeder option

View all 6

Gather 8

• Logging Into Gather
• Getting into Gather for the first time
• Customizing your character
• Downloading the Gather app
• Customizing a space

View all 8

Zoom 62

• Getting started with Zoom Mobile on Android
• Getting started with the Zoom for Google Chrome
• Using Zoom and other video meetings when working remote
• Getting started with Zoom Mobile on iOS
• Getting started with the Zoom web client

View all 62

Google 99

• The advantages of saving to the Drive over saving locally
• How to save to the google drive
• Download a file from the Google Drive
• I'm running out of space on my Google Drive
• How to update Google Chrome

View all 99

RemotePC 7

• Can I connect to my remote computers from a web browser?
• How to prevent others from viewing you computer screen while using RemotePC
• What are 'Computer Name' and 'Personal Key' in RemotePC
• Which version of Mac OS X is supported for the RemotePC application?
• What are the different states of RemotePC?

View all 7

Coursera 19

• Coursera course enrollment
• Enroll in a Specialization in Coursera
• What is needed to Complete a Specialization in Coursera
• What are Specilizations in Coursera
• Solve problems with Specializations in Coursera

View all 19

Wisemen 5

• How to input statistics into Wisemen.io
• How to mark your main stat in Wisemen
• How to reset a Password in Wisemen
• How to create a Knowedge Base article in Wisemen
• Making a request through Wisemen

Microsoft Office 30

• Create a new workbook in Excel
• Create and apply custom border styles in Excel
• Format a worksheet in Excel
• Use AutoSum to add up date in Excel
• Creating Formula in Excel

View all 30

Loans 43

• Taking Payments
• How does a family set up autopay?
• How does a family make a payment on the portal?
• How do families log in to their own portal?
• How to add a payment to a prior loan when a new loan has been generated

View all 43

Trust 7

• How to do a buyback in Matrix
• How to update insurance information in the matrix
• Update Tax information in the Matrix
• LABEL SETTINGS FOR TRUST FILE FOLDERS
• How to Post A Home on the EasyHomes Website

View all 7

Contacts 3

• Do I put the phone number in Phone or Mobile?
• Should I ever create contacts in the Contacts app in the Matrix?
• How do I get to Social Security and Dob of Families.

Investors 2

• Adding Money To Investors Wallets
• How to create Invoices without SO's

CRM - Investors 0

Families - CRM 0

ARF's 2

• New ARF creation: Form Fields
• ARF process flow chart

Purchase Orders 7

• Purchase Order Glossary
• When do I need to have a purchase order submitted for approval?
• Order of events for PO's
• New Purchase Order: Form Fields
• Set Aside Assets: Details

View all 7

Employees 1

• Remedies for Issues Internal to the Company

Development 23

• How to use VIM to edit a text file on the server (linux)
• How to use history command in Linux
• How to search for files in Linux
• How to SSH into server.
• FTP Server Credentials

View all 23

Routing Forms 2

• How is it determined who the routing form goes to after my post
• ROUTING FORMS DIV 2 AND DIVISION 4 AUTHORIZE FOR USE

PI Purchase Contracts 1

• Error: SIGNER NAME NOT DEFINED ON CONTACT

Acquisitions 4

• How to use Scrapestorm and Import Properties
• Printing a proposal from the new acquisitions module
• Using the Acquisitions Scraper
• Navigating Properties in the App

ONBOARDING NEW HIRES 4

• COPYING NEW HIRES' I.D.S
• How to report new employees to the Department of Revenue site
• How to fill out the new W-4
• OFFICE ORIENTATION DRILL FOR NEW EMPLOYEE

Inventory 2

• How to sign out PC/Monitor
• How to log an item out of Inventory

Leaves 2

• Leaves
• How to input a Leave request - Step by Step

General Use 4

• Exporting data from the Matrix
• Changing the list view to include all available records
• How to send an email from the Matrix
• How to fill out the new Make Up Time Form

Users 4

• Family Account Validation & Payment
• How a Family is sent their Matrix user account confirmation
• How to send a family a password reset
• How to manually reset a Family's password to their Matrix account

Dashboards 0

wisemen 3

• How to add Division in Wisemen.io
• Creating a new user in wisemen.io
• How to Delete/Change a Stat Entry

projects 1

• What is the status of my Property Preservation ticket

Land Contracts 1

• How to obtain a copy of the Template of an already created LC

Basic Packages In Use 3

• What are we using for Kanaban
• Header Images
• Primary Button Styles

Project Templates 1

• Form Template