Add Tenants

Tenants can be added at any time to your Rentec Direct account. These instructions will review how to add a tenant to the list of tenants prior to moving in.

Pro Tip: If you are new to Rentec Direct property management software, it's important to complete the Basic Setup Steps in order:

  1. Program & Accounting Defaults    4. Managers (for PM clients)
  2. Banking                                         5. Properties
  3. Owners (for PM clients)                 6. Tenants

Adding a Tenant 

Rentec Direct software provides three ways to add tenants to your account, depending on your needs at the time, and excellent details for each option. These steps will walk you through adding a tenant to your tenant list. Below there are links to details for other options:

  1. Adding a tenant from an online application received automatically enters the tenant and co-tenant data - Managing Rental Applications
  2. Adding a tenant upon moving them in - Place Tenant Into a Property | Move-In
  3. Adding a tenant to your list of tenants - 

Adding a Tenant to the Tenant List

Again, these are instructions for adding a tenant only to the Tenant List. Once added, they will be inactive until placed into a property (see instruction link above). 

In your Rentec Direct account: 

  1. Click on Tenants
  2. Click on Add a Tenant
  3. Enter Tenant Details
    1. Company - If a company is entered, that will be reflected on invoices, receipts, and reports instead of the individual name
    2. First Name, MI, Last Name
    3. Date of Birth
    4. SSN
    5. License
    6. Employer
    7. Private Notes - This is internal information and not reflected on reports
  4. Enter Contact Info
    1. Email Notification - Provides the option of automated email notifications being sent to tenants for:
      1. Overdue rent
      2. Recurring-Charge when a recurring charge, such as rent, has been posted to their ledger
      3. Charge if a charge other than recurring has been posted to their account (like late fees)
      4. Payment when a payment or credit has been posted to their account
      5. Work Order when a work order, viewable by the tenant, is complete
    2. Email Address - This will be needed for:
      1. Tenant portal access
      2. Email Notifications
      3. Communicate by Email with tenants through Rentec Direct software
    3. Mailing Address - Only enter an address here IF it's different than the property the tenant is moved into
    4. Mobile Phone - Displays on all reports except the Rent Roll report
    5. Home Phone - Displays on the Rent Roll report 
    6. Work Phone

      Pro Tip: If a tenant has one phone, copy the phone number into both the cell and home phone options
  5. Tenant Portal - Allows tenants to log in and view their balance, make online payments if a merchant account is enabled, edit their email address or settings, and submit work orders if allowed in program defaults.
    1. Tenant Portal Access - Check the box to Enable
    2. Password - 
      1. Click on the paper/pencil 
      2. Click the circular arrows to create a temporary password or enter a preferred password
      3. Check the box to email the password with login information to the tenant
      4. Click on Submit to save the Tenant portal settings 

        System Note: The tenant portal information will not be saved until Update Tenant at the bottom has been clicked on
  6. Accounting Defaults
    1. Rent Charge - Defaults from the property upon move-in
    2. Overdues - Late Fees Default from Accounting Defaults
    3. Create Invoice - How many days early you want the rent charge to be posted? Defaults from Accounting Defaults and can be manually entered if different 
    4. Grace Period - How many days before late fees apply Defaults from Accounting Defaults and can be manually entered if different
  7. Other Info
    1. Additional Occupants
  8. Click on Add Tenant 
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