Add Owners

Rentec PM is designed to manage properties owned by various people or entities (LLCs). It's easy to add new Owners to your Rentec Direct account as your company grows.

Pro Tip: Only a few fields are required; however, it is recommended to fill in all known fields to fully utilize the software. As you enter information, hover over the "?" for more details.

Adding an Owner

In your Rentec Direct account: 

1. Click on Owners
2. Click + Add Owner
3. Enter the owner's details.
4. Click on Save Changes

System Note: Information entered in the owner's profile is commonly used with other functions throughout the software, for example:

• Mobile phone number is used to Send SMS Text Messages to the owner through the software
• Email address is used for several built-in communication and features, including:
  • Owner Portal access
  • Automated Email Notification of Payment via ach (Owner Disbursement)
  • Scheduled Automated Email Reports
  • Sending Email Messages to Owners through the Rentec Direct software
• Bank Account and Routing Number are used for Owner Disbursements paid via ACH

Assigning an Owner to a Property 

Property details automatically carry over to the linked owner and bank account. Assigning owners to their properties is important for accurate accounting of financial transactions, reports, and tax information. Indicating the owner on their properties also ensures the owner can view their portfolio through the Owner Portal.

1. Click on Properties
2. Right-click on the property and choose Edit Property
3. Under Managers & Owners, use the Property Owner drop-down menu to select the owner.
4. Click on Update Property

Print a List of Owners

Easily print a list of your Owners from your Rentec Direct account.

In your Rentec Direct account:

1. Click on Reports
2. Under Miscellaneous, click on Owner Contact List
3. Use the Owner Name dropdown to reorder owner names.
4. Use the icons to print the list in portrait or landscape, email it, or download it as a PDF or CSV.

FAQs

Q) How can property owners view their portfolio information?

When the owners' portal is enabled in their profile, they will receive a link to log in and view their portfolio activity and status.

Learn more about the Owners Portal

Q) How many owners can be assigned to a property?

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

Q) Can the owner see Private Notes entered in the software?

Private notes are internal only and cannot be seen in the owner portal.

Q) What are Custom Info/Custom Fields?

The Custom Fields tool allows custom data fields (fillable textboxes) to be added to Properties, Tenants, and Owners. Once created, custom data fields will be available to auto-populate data in communications such as Custom Forms, Message Templates, and the Custom Mailing Manager, and when selected, are searchable using the software's Global Search Tool.