Add Tenants

Easily add tenants to your tenant list in Rentec Direct.

This article reviews the steps to add a tenant to your list.

If tenants are being added using any of the optional 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. It can easily be updated when moving them into a property or by editing them at a later date using the steps outlined here Edit Tenants.

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

In your Rentec Direct account: 

1. Click on Tenants
2. Click on + Add Tenant

3. Enter Tenant Details (If an individual name and company name are both added, the company name will be used for statements, reports, and correspondence.)

   Tip: Tenant images can be automatically pulled from social media using the advanced program default setting or manually uploaded when editing the tenant.

4. Enter Contact Info - (An email address is required for auto notifications and email communications to occur through your software. A mobile phone number is required to send sms text messaging.
5. Under Tenant Portal,
   1. Check the Enable Tenant Portal box to allow tenants to log into their portal.
   2. Click on the circular arrow to generate a temporary password

   3. Check the Email to tenant box if you would like to email the password to them

      System Tip: The email sent to tenants is a customizable template. Click on Edit template to view or update the message being sent. Click here to learn more about the Customizable Portal Welcome Message

6. Accounting Defaults automatically populate from the software accounting defaults and can be manually changed if needed

7. Custom Fields - Custom fields automatically populate, are searchable using the global search tool, and can be included to auto-fill in leases, letters, forms, and messaging templates.

   Learn more about Custom Fields

8. Click on Add Tenant 

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