Owner Portal (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

Rentec Direct software gives you the option to create an Owner Portal which allows owners to view important information concerning their portfolio. 

To help your welcome your owners to their portal we offer some useful tools that can be found here: Welcoming Owners

Setting Up an Owner Portal

To get started, head over to the Accounts tab. Once you are here, right-click on an Owner > select Edit Owner.

To set up the portal once you are on the Edit Owner page you must do the following:

  • Enter the owners email address (this will be their username)
  • Generate a password for the owner, by clicking on the paper-pencil icon next to where it says Password (they have the ability to change this when in the portal, however, if they ever need the password reset, then you will need to do it for them on this page)
  • Check the Enable Portal box

  • After you have clicked the paper-pencil icon next to where it says Password, a box will pop up where you can create a custom password or have the system auto-generate one for you by clicking the green icon. To prompt an email notice to your owner with login and password instructions, be sure to select the email box and the submit button.

** Always make sure to SAVE CHANGES at the top or bottom of your Edit Owner Screen **

Below is a sample of the auto-generated portal email:

Beyond your custom web address, Owners can login to their portal at this universal web address:  www.rentecdirect.com/login/

The Owner is presented with a Summary Tab, Properties Tab, Statement Tab, File Tab (if you have shared any files with the owner) and a Settings Tab.  

  • Properties Tab: Owners can view a quick break down of their properties, the balance on their properties, and also the current tenant occupying that property. They also can click on the balance of any property to view the ledger.

  • Statement Tab: This tab gives your owners a break down of each transaction in the specified date range for their properties.

  • Files Tab:  Owners will be able to view files from the File Library that you have chosen to share with them.

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