Tenants can be added at any time to the program but preferably after you have first configured Settings and added Banking ledgers, Owners (PM version), Managers, and Properties first.
Adding a Tenant
There are two ways to add tenants to the system depending on your needs. The first creates a tenant list but does not place them in a property. This can be useful if you have delegated the bulk of the tenant date-entry, otherwise, adding tenants as you place them into a property is the most popular option.
Important Note: These instructions cover creating a tenant list prior to moving them into a property.
Instructions on adding a tenant to a property can be found here | How to Place a Tenant Into a Property
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 you place a tenant into a property (see instruction link above).
In your Rentec Direct account:
- Click Tenants.
- Click Add a Tenant.
- Enter the Tenant Details and Contact Information only.
System Note: Any changes to the other sections will not save as those are determined by the Settings, Property, or Move-In details. Additionally, do not attempt to set up the Tenant Portal until after they are placed into a property.
- Click Add Tenant when finished.