Add Tenants

This article reviews the steps to manually add a tenant to your list who can then be moved into a property. If tenants are being added using any of the other methods listed here, click the link for step-by-step details; otherwise, continue to the steps below to add a tenant.

1. Add Tenant from an Online Application
2. Add Tenant by Placing Them in a Property
3. Add Tenant from the Lead List

Adding a Tenant to the Tenant List

Minimal information is needed to add tenants to the list and can be easily updated when moving them into a property or later by editing them using the steps outlined here: Edit Tenants. This ensures you get the most out of Rentec Direct's automation, reporting, and communication tools.

Tip: As you enter tenant information, hover over the "?" tooltip for more helpful details.

In your Rentec Direct account: 

1. Click Tenants
2. Click + Add Tenant

3. Enter Tenant Details

   Tip: If an individual name and a company name are both added, the company name will be used for statements, reports, and correspondence.

4. Click the image icon to manually upload a picture if they're not automatically added from their social media. Learn more here: Tenant Pictures and Social Networking Tenant Data.

5. Enter tenant Contact Info

   System Notes:

   ⭐ Email Address - An email address is required for any email communications to occur through your software and to enable the tenant portal

   ⭐ Mobile Phone - A mobile phone number is required to send sms text messaging through your software

6. Tenant Portal - Enter this information to allow tenants to log in to their portal and email their login information. Click here to learn more about  Tenant Portal Features.
   1. Check the Enable Tenant Portal box
   2. Enter a password or click on the circular arrow icon to generate a temporary password.
   3. Click on Save (to save the password)

   4. Check the Email to Tenant box to email a welcome message with their login information

      ⭐Be sure to let the tenant know they will be receiving an email with their username, password, and links to download the mobile app for future logging in or share a link with them. Resident Connect for Android and Resident Connect for iOS devices

      ⭐System Tip: The email sent to tenants is a customizable template that will be used for all tenants. Click on Edit template to view or update the message being sent. Learn more here: Customizable Portal Welcome Message

7. Accounting Defaults - Information in this section automatically populates from your defaults and can be changed if needed.

8. Custom Fields - Complete custom fields you've created to automatically populate in leases, letters, forms, and messaging templates. Custom fields are also searchable using the global search tool.

   Learn more about Custom Fields.

9. Click on Add Tenant 

System Note: Tenants added to the list will be considered inactive until they move into a property.

FAQs

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.

Q) What other purposes is the owner's email used for?

The 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