By Gary Collard
•
02 May, 2023
Back when we first opened in 2001, all contracts for moving into one of our storage units was done in person with hard copy paper leases. Now, almost contracts are completed over the phone with the Lease being signed electronically. Our process for renting a unit over the phone is detailed below. Initial contact is done over the phone when the customer calls to inquire about the availability of a storage unit of a particular size. If the customer has already visited our web site, unit availability can be checked by clicking the 'Unit Availability' button in the Main Menu Bar. We take all relevant personal information from the customer and enter it into our database; name, address, phone number, email address, etc. We notify the customer that we send out invoices approximately 10 days prior to the end of each month, that the Lease will come to them by email and that a Welcome Letter will also be sent to them by email. The Welcome Letter contains: Page 1 has a general welcome to Cardinal Self Storage with a thank you for renting with us. Page 2 has all of the instructions that will be needed to use the physical storage site and our web site. Rental payments can be made through the web site including setting up Autopay to make monthly automatic rent payments. Page 3 is a map of the Cardinal Self Storage site so that the customer can locate the unit or outside storage space that they just rented. Page 4 is a picture of the Entry Keypad for the site so that the customer can see what to look for to gain entry to the site. A Gate Code is used to enter and exit the site. Page 5 is a picture of the Exit Keypad for the site so that the customer can see what to look for to exit the site when ready. Page 6 is a screen capture showing the sample email that the customer will receive with the link to the rental lease that needs to be electronically signed. Page 7 shows a sample of Page One of the Lease showing the blue 'Sign' button that is clicked to go to the signature page. Page 8 shows a sample electronic Signature page with instructions on how to use it. Page 9 show the Congratulations page that shows that the signature was accepted and the process is complete. During the phone call we request that the customer take a picture of the front of their Driver's License or ID card and text it the Cardinal Self Storage business phone number. This can be done during or after the phone call. Also, we give the customer a Gate Code for them to use to access the site. After all customer information has been entered into the database, we take the initial Move In monthly payment. We prorate the first month's rent so that customer only pays for the part of the Move In month that is left. We don't prorate the Move Out month...the rental period at Cardinal is monthly. Payment can be made by debit or credit card. We take Discover, American Express, Visa and MasterCard. A receipt is sent to the customer by email. Once all of this is complete, the only thing that is left to do is for the customer to open the Lease email, click on the link to open the Lease and then electronically sign it. After the Lease is signed, Cardinal Self Storage and the customer received a copy of the signed Lease by email. This sounds like a lot, but the whole process only takes about 10 to 15 minutes. All of this can be accomplished on a home computer, a tablet or a cell phone.