Add Tenants

Easily add tenants to Rentec Direct property management software. 

This article guides you through manually adding a tenant to your tenant list until they are ready to be moved into a property.

When adding tenants from any of the ways listed below, click on the link for step by step details:

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

While minimal information is needed to add tenants to Rentec Direct initially, you can add additional details later through editing. We recommend completing as much information as possible upfront, as you can use this data for screening reports, messaging, forms, letters, and other reports.

The following steps guide you through how to add tenants to Rentec Direct. 

In your Rentec Direct account: 

1. Click on Tenants
2. Click on + Add a Tenant
3. Enter Tenant Details
   1. Enter a Company and/or Name. (If you enter both a Company Name and an individual's Name, the Company Name will automatically be used for statements, reports, and correspondence.)
   2. Tenant Image - There are two ways you can add a tenant's image:
      1. Social Media - You can add an individual's profile picture by changing the Use social image search for tenants and prospects to Yes in the Advanced Program Defaults
      2. Upload an Image - After a tenant has been added and saved, you can Edit the Tenant, click on the image placeholder to Upload a Picture.
4. Under Contact Info
   1. Email Notifications -
      1. Enable - Check this box if you would like to communicate with your tenant via email directly through your software and/or send auto notifications.
      2. Auto Notifications - Click on the paper/pencil icon to select which auto notifications you would like sent
   2. Email Address - An email address is required for any email communications to occur through your software
   3. Mailing Address - For use when tenants have a Mailing Address that is different than their residence
   4. Mobile Phone - A mobile phone number is required to send sms text messaging through your software
5. Under Tenant Portal
   1. Tenant Portal Access - Check the box to allow tenants to access their online portal
   2. Password -
      1. Click on the paper/pencil
      2. Click on the circular arrow to automatically generate a temporary password
      3. Check the Email Tenant box to send a welcome message to the tenant with login information
6. Under Accounting Defaults - This information will default from the property and accounting defaults. If information is not reflected:
   1. Rent Charge - Click on the paper/pencil to enter a rent amount
   2. Overdues - Click on the paper/pencil to set the Overdue limits
   3. Create Invoice - Indicate how many days before rent is due, you would like an invoice/reminder sent to the tenant
   4. Grace Period (days) - How many days after rent due, do late fees begin (if late fees begin on the 5th, enter 4 here)
7. Under Custom Fields - Add searchable custom fields to be included as data field options for letters, forms, and messaging.
8. Click on Add Tenant 

System Note: Tenants added to the list will be considered inactive until they move into a property, at which point details can be entered.