Add Owners (Legacy)

This help article contains instructions for the Legacy Version of Rentec Direct. More information about the latest version of Rentec Direct can be found here: The Remodel | Rentec Direct’s Newest Software Update

The PM version of the Rentec Direct software allows you to track all the transactions related to the management of an Owner's portfolio of properties. 

Important NoteRentec PM was designed for one ownership entity per property. The owner portal, reports, statement, and 1099 features are tied to this designation. 

Adding an Owner

In your Rentec Direct account: 

  1. Click Accounts.
  2. Click the Add an Owner button.
  3. Enter the appropriate information to fill out the form.

    Important NoteFew fields are actually required; however, it is recommended for record-keeping to fill in all known fields. You'll notice there are sections dedicated to enabling an owner portal and paying owners. You are welcome to enter those details at a later date by returning to this page or completed now to save you time in the future.

    Information on setting up the Owner Portal can be found here: Owner Portal

    Information on paying owners can be found here: Pay Owner Disbursements (owner distribution)
  4. Click the Add Owner button to save.

add or edit owner details

Assigning an Owner to a Property 

To assign owners to a property  you may do so when you add or edit a property. The property profile page picture below shows the property owner drop-down option.

Further instructions on how to add a property can be found here: Add a Property
add a new property

Training Video

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