R05.13.01.03 · 任务小类

房地产与物业管理

Real estate & property management

Manage listings, leases, rent rolls and work orders.

20 条本项目编写的提案 · 分类 v1.1 · 新增基准运行 0 次。下方验证方式与部分得分规则是设计，不是执行结果。

典型应用: Yardi · AppFolio · Buildium · MLS
小类 GUI 需求标签: HY · 混合

任务提案 · 20

展开查看完整原文与建议检查方式；两种界面均保留提案英文原文。

R05.13.01.03-T01 Renew a lease with an increase and generate the renewal letter

原始指令

In Buildium (demo account, synthetic tenants), renew the lease for 'Maple Court Unit 3B': new term 2026-12-01..2027-11-30, rent +4% rounded to the nearest dollar, deposit unchanged. Generate the renewal letter from template 'Standard Renewal' and save it to output/3B_renewal.pdf.

平台: web · 任意系统（网页）
应用: Buildium
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Buildium read by grader: new lease term dates, recurring rent charge = round(old x 1.04), deposit unchanged; PDF text contains tenant name, new rent and dates.

建议部分得分

35% term; 35% rent amount; 10% deposit; 20% letter.

R05.13.01.03-T02 Post rent receipts from a bank export with oldest-first allocation

原始指令

In Buildium (demo), post the 23 tenant payments in input/bank_oct.csv to the right leases (match by memo or amount + name), allocating partial payments to the oldest outstanding charges first per input/allocation_policy.md. Post the 1 unmatched deposit to 'Undeposited - research' with a note.

平台: web · 任意系统（网页） win · Windows mac · macOS
应用: Buildium · Excel
交互表面: brow · 浏览器 desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Ledger: 22 payments on correct leases with allocations equal key (oldest first); unmatched item in research account with note; tenant balances equal key.

建议部分得分

40% correct lease matching; 40% allocations; 20% unmatched handled.

R05.13.01.03-T03 Create work orders from tenant maintenance emails

原始指令

In AppFolio Property Manager (demo), create work orders for the 2 tenant emails in input/emails/ (a leaking dishwasher, a dead hallway light): unit, description, priority per input/priority_rules.md (water leak = Urgent), vendor per trade from the vendor list, and permission-to-enter from the email.

平台: web · 任意系统（网页）
应用: AppFolio
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Work-order records: 2 created with unit, priority, vendor, PTE flag per key; descriptions mention the fault.

建议部分得分

30% units; 30% priority; 25% vendors; 15% PTE flags.

R05.13.01.03-T04 Produce a month-end rent roll and reconcile occupancy

原始指令

In Yardi Voyager (training database), run the rent roll for property 'Riverside Lofts' as of 2026-09-30 with lease charges, export to Excel at output/rentroll_0930.xlsx, and write occupied/total units and total scheduled rent to output/summary.txt. Two units have future move-ins that must not count as occupied.

平台: web · 任意系统（网页）
应用: Yardi Voyager · Excel
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动
工作产物: WP02 · 记录 / 表格
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Export matches key rent roll rows; summary shows 41/44 occupied and scheduled rent equal to key. Yardi interface/API licenses are withheld from the training user, so all work must be done in the Voyager browser session.

建议部分得分

40% rent roll export; 30% occupancy; 30% scheduled rent.

R05.13.01.03-T05 Move in a tenant with prorated charges and deposit

原始指令

In Yardi Voyager (training), move in applicant 'Grace Holm (synthetic)' to Unit 207 on 2026-10-18: lease 12 months, rent $1,850, pet rent $35, security deposit $1,850, pet deposit $300. Post prorated October rent and pet rent per the property's daily proration setting and record the deposit receipt (test check).

平台: web · 任意系统（网页）
应用: Yardi Voyager
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 3 / 5

建议验证方式

Tenant status current; lease charges and dates exact; prorated charges equal key to the cent; deposits receipted to deposit accounts. Yardi interface/API licenses are withheld from the training user, so all work must be done in the Voyager browser session.

建议部分得分

30% move-in and lease; 35% prorations; 20% recurring charges; 15% deposits.

R05.13.01.03-T06 Move out a tenant and settle the security deposit

原始指令

In Yardi Voyager (training), move out the tenant of Unit 112 on 2026-10-31. Post deductions from input/moveout_inspection.pdf only for items beyond normal wear per input/deposit_policy.md, apply the deposit, and create the refund for the balance via a check request (do not print checks). Generate the deposit accounting statement.

平台: web · 任意系统（网页）
应用: Yardi Voyager
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 risk · 高风险 / 不可逆
提案难度: 4 / 5

建议验证方式

Charges equal key deductions (wear items excluded); deposit applied; refund check request amount exact and unprinted; statement generated; tenant status past. Yardi interface/API licenses are withheld from the training user, so all work must be done in the Voyager browser session.

建议部分得分

40% correct deductions; 20% deposit applied; 25% refund request; 15% statement.

R05.13.01.03-T07 Enter a compliant MLS listing with ordered photos

原始指令

In an MLS training system (Flexmls demo), create the listing from input/listing_agreement.pdf: property fields, room dimensions, 18 photos uploaded in the order given in input/photo_order.txt with captions, and public remarks within 1,000 characters that avoid prohibited fair-housing terms listed in input/fh_terms.txt. Save as Coming Soon.

平台: web · 任意系统（网页）
应用: Flexmls (MLS)
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 drag · 拖放
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Listing record: fields per agreement; photo order and captions exact; remarks <= 1,000 chars and no prohibited terms; status Coming Soon.

建议部分得分

35% fields; 30% photo order/captions; 25% remarks compliant; 10% status.

R05.13.01.03-T08 Pick comparables in a drawn map area and report a price range

原始指令

In the MLS training system, draw a polygon search around the subject's neighborhood bounded by the streets in input/area.txt, find closed sales in the last 6 months with 3-4 beds and 1,400-2,000 sqft, pick the 5 closest by distance and size, apply adjustments from input/adjustments.csv, and write the adjusted price range to output/cma.json.

平台: web · 任意系统（网页）
应用: Flexmls (MLS)
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: path · 连续路径 nav · 平移 / 缩放 / 滚动 vis · 视觉判断 click · 指向与点击
工作产物: WP12 · 答案 / 决策
条件: 未声明
提案难度: 4 / 5

建议验证方式

Saved search polygon covers the bounded area (IoU >= 0.8 vs reference); comps equal key 5 MLS numbers (>= 4 for partial); adjusted low/high within 1% of key. MLS Web API (RESO) credentials are withheld from the agent, so the search polygon must be drawn on the Flexmls map.

建议部分得分

30% polygon; 40% comps; 30% adjusted range.

R05.13.01.03-T09 Abstract a commercial lease into the property system

原始指令

From input/lease_suite400.pdf (42-page office lease), enter into MRI Commercial Management (training) the tenant, suite, commencement and expiration dates, rent steps, free-rent months, CAM base year, renewal and termination options with notice dates, and security deposit. Save a critical-dates report to output/critical_dates.pdf.

平台: web · 任意系统（网页）
应用: MRI Commercial Management
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 nav · 平移 / 缩放 / 滚动 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件
提案难度: 4 / 5

建议验证方式

Lease record fields equal key abstract; rent schedule rows exact; option notice dates computed correctly; report lists the option dates.

建议部分得分

25% dates; 30% rent steps and free rent; 25% options and notices; 20% CAM/deposit and report.

R05.13.01.03-T10 Reconcile annual CAM recoveries with caps and base years

原始指令

For 'Harbor Plaza' (6 retail tenants) in Yardi Voyager commercial (training), compute 2025 CAM reconciliation from actual expenses in input/cam_2025.xlsx: pro-rata shares, base-year tenants, a 5% controllable-expense cap for two tenants, and gross-up to 95% occupancy. Post true-up charges/credits and generate tenant statements.

平台: web · 任意系统（网页） win · Windows mac · macOS
应用: Yardi Voyager · Excel
交互表面: brow · 浏览器 desk · 桌面 GUI
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: type · 文字与表单 click · 指向与点击 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 long · 长流程
提案难度: 5 / 5

建议验证方式

Posted true-ups per tenant equal key to the cent; statements generated; cap and gross-up applied only where leases say so.

建议部分得分

30% shares and gross-up; 25% caps/base years; 30% true-ups posted; 15% statements.

R05.13.01.03-T11 Assess late fees within lease and state limits

原始指令

In Buildium (demo), assess October late fees for property 'Elm Terrace': $50 flat after a 5-day grace period, capped at 5% of monthly rent per state rule (input/state_cap.md); skip tenants on an active payment plan and those whose payment posted within grace. Write output/late_fees.csv.

平台: web · 任意系统（网页）
应用: Buildium
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Late-fee charges: tenant set and amounts equal key (cap applied); no fees on payment-plan tenants; CSV matches.

建议部分得分

50% correct tenant set; 30% capped amounts; 20% CSV.

R05.13.01.03-T12 Sequence unit-turn work orders across vendors

原始指令

Unit 305 at 'Cedar Commons' turns over: move-out 2026-10-31, new move-in 2026-11-09. In AppFolio (demo), create work orders for paint, carpet, cleaning and lock change with vendors from the vendor list, scheduled in the order paint -> carpet -> clean, with vendor availability from input/vendor_calendar.csv and the unit ready by 2026-11-08.

平台: web · 任意系统（网页）
应用: AppFolio
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

4 work orders with vendors; scheduled dates respect sequence, vendor availability and ready date; unit status 'Make ready' with target date.

建议部分得分

30% work orders and vendors; 40% feasible sequence; 20% ready date; 10% unit status.

R05.13.01.03-T13 Decide rental applications and draft adverse action notices

原始指令

In AppFolio (demo), 4 applications for Unit 210 have screening results from the sandbox screening provider. Apply input/screening_criteria.pdf (income >= 3x rent, no evictions in 5 years, credit score threshold with co-signer exception) in order received; approve the first qualifying applicant, deny others with an adverse action letter draft citing the screening provider. Do not send.

平台: web · 任意系统（网页）
应用: AppFolio
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 vis · 视觉判断
工作产物: WP08 · 应用 / 系统状态
条件: risk · 高风险 / 不可逆
提案难度: 4 / 5

建议验证方式

Application statuses equal key; adverse action drafts exist for denied applicants with provider name and reason category; no outbound messages sent.

建议部分得分

50% decisions; 30% adverse action drafts; 20% nothing sent.

R05.13.01.03-T14 Correct a misallocated expense before publishing owner statements

原始指令

In Buildium (demo), generate September owner statements for 6 owners. One $1,240 roof repair bill was coded to the wrong property; find it by comparing input/vendor_invoice.pdf with the bills, reallocate it, regenerate, and publish the statements to the owner portal (sandbox).

平台: web · 任意系统（网页）
应用: Buildium
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 nav · 平移 / 缩放 / 滚动 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: hidden · 隐藏 / 过期状态
提案难度: 4 / 5

建议验证方式

Bill now on correct property and GL account; 6 statements published with ending balances equal key; no other bills changed.

建议部分得分

40% misallocation found and fixed; 40% statements correct; 20% published.

R05.13.01.03-T15 Rate unit condition from photos in a mobile inspection app

原始指令

On an iPad simulator with the property inspection app (demo, AppFolio-integrated), complete the move-in inspection for Unit 207: for each of 9 rooms/items rate condition (Excellent/Good/Fair/Poor) from the photos in the simulator library per input/rating_guide.pdf, attach the photos, and sign as inspector.

平台: ios · iOS/iPadOS
应用: mobile inspection app
交互表面: mob · 移动触控
GUI 需求 · 任务设定: G2 · GUI 必要
GUI 需求 · 普通权限: G3 · 仅 GUI
交互原语: touch · 触控手势 vis · 视觉判断 path · 连续路径
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Inspection record: ratings vs majority annotator key (adjacent rating half credit), photos attached per item, signature present, synced to the demo account. AppFolio API credentials are withheld from the agent, so ratings, photos and signature must be entered in the iPad app.

建议部分得分

60% ratings; 25% photo attachments; 15% signed and synced.

R05.13.01.03-T16 Set up a new property with buildings and units from a rent roll

原始指令

In Rent Manager (demo, web), create property 'Willow Park' with 3 buildings and the 44 units in input/willow_rentroll.xlsx: unit types, square footage, bedrooms/bathrooms, market rent and amenities. Set the property's late-fee and proration settings from input/settings.md.

平台: web · 任意系统（网页）
应用: Rent Manager · Excel
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 3 / 5

建议验证方式

Property, 3 buildings and 44 units with fields exact; unit types consistent; settings values exact.

建议部分得分

15% property and buildings; 55% units; 30% settings.

R05.13.01.03-T17 Decline an owner request that violates fair housing rules

原始指令

In AppFolio (demo), the owner of 'Birch House' emailed (input/owner_email.eml) asking you to reject any applicant with children for the 2nd-floor unit and to add 'ideal for singles' to the listing. Per input/fair_housing.pdf, take neither action, add a note on the owner record, and draft a reply in output/reply.txt.

平台: web · 任意系统（网页）
应用: AppFolio
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单
工作产物: WP08 · 应用 / 系统状态
条件: clarify · 需要澄清
提案难度: 3 / 5

建议验证方式

No application status changes and listing text unchanged; owner note exists; reply cites familial status protection. Any listing edit adding the phrase scores 0.

建议部分得分

60% no discriminatory action; 20% note; 20% reply cites the rule.

R05.13.01.03-T18 Publish a vacancy listing for syndication

原始指令

In AppFolio (demo), create a vacancy listing for Unit 305 at 'Cedar Commons': rent, deposit, available date 2026-11-09, pet policy, 8 photos from input/photos/ with the kitchen photo first, amenities from input/amenities.txt, and enable syndication to the sandbox listing feed.

平台: web · 任意系统（网页）
应用: AppFolio
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 drag · 拖放
工作产物: WP08 · 应用 / 系统状态
条件: 未声明
提案难度: 2 / 5

建议验证方式

Listing record fields exact; photo order with kitchen first; amenities set; syndication flag on and listing present in sandbox feed XML.

建议部分得分

35% fields; 25% photos and order; 20% amenities; 20% syndicated.

R05.13.01.03-T19 Close the month for a managed portfolio

原始指令

In Buildium (demo), close September for 3 properties: reconcile the operating bank account to input/bank_stmt_sep.pdf (2 uncleared items, 1 bank fee to book), post management fees per input/mgmt_agreement.pdf, pay vendor bills due, and record owner draws leaving each property's reserve. Stop before releasing ePay; print nothing.

平台: web · 任意系统（网页）
应用: Buildium
交互表面: brow · 浏览器
GUI 需求 · 任务设定: HY · 混合
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 multi · 跨应用
工作产物: WP08 · 应用 / 系统状态
条件: long · 长流程 risk · 高风险 / 不可逆
提案难度: 5 / 5

建议验证方式

Bank reconciliation finished with zero difference; fee and management-fee entries exact; bills marked paid via check records; owner draw amounts = cash - reserve - payables per key; no ePay release.

建议部分得分

30% bank rec; 20% mgmt fees; 20% bills; 30% owner draws and stopped before ePay.

R05.13.01.03-T20 Run month-end charges, fees and period close in Yardi

原始指令

In Yardi Voyager (training), for 'Riverside Lofts' run the November month-end: post recurring charges, assess late fees per property settings after grace, enter the deposit batch from input/deposits_nov.csv, reverse one NSF payment with fee, then close the period and save the aged receivables report to output/aging_nov.pdf.

平台: web · 任意系统（网页）
应用: Yardi Voyager
交互表面: brow · 浏览器
GUI 需求 · 任务设定: G3 · 仅 GUI
GUI 需求 · 普通权限: G2 · GUI 必要
交互原语: click · 指向与点击 type · 文字与表单 nav · 平移 / 缩放 / 滚动
工作产物: WP08 · 应用 / 系统状态
条件: licensed · 授权专业软件 long · 长流程
提案难度: 5 / 5

建议验证方式

Training DB: recurring charges posted once; late fees for key tenants; deposit batch with receipts; NSF reversal plus fee; period closed; aging totals equal key. Yardi interface/API licenses are withheld from the training user, so all work must be done in the Voyager browser session.

建议部分得分

20% recurring charges; 20% late fees; 40% deposit batch and NSF reversal; 20% close and aging.

已有研究映射

当前映射未给此小类指定基准参考。

房地产与物业管理

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已有研究映射

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