Summary

    Your account Summary is where you land when you log in to Rentec Direct, where you'll find at-a-glance details of your rental portfolio, areas of your property management that may require action, and Rentec Direct system updates and News. 

    The colorful boxes provide an instant overview of pending actions that affect your tenants and properties. The system updates Vacancies, Leases Expire Soon, Rent Overdue, and Open Work orders in real-time. The boxes become clickable when there are items that may need your attention. This information will also be included in Tenant Reports.

    Pro Tip: Adjust Summary page settings in Program Defaults
    System Note: Leases Expire Soon will be displayed on the Summary Page for one month. Then, if the lease isn't updated, it's assumed to be month-to-month and will no longer show on the Summary Page or Lease Expiration Report.

    Rentec Direct Summary Page

    Pro Tip: At the top of every page within the software there are clickable icons to access Communications, Notifications, and Getting Help features. At the bottom are links to the Knowledge Base, Getting Help feature, and Live Chat.


    System Updates, News & Tips, and Quick Access Links

    In the second half of the Summary you'll find:

    • System Updates which link to articles detailing new and upcoming features and program updates.
    • News & Tips link to industry-related articles, tenant resources, and helpful tips from the Rentec Direct blog. 
    • Quick Access, located at the bottom of your screen, provides direct access links to important documents and communications that require attention. Some Quick Access links do not display unless they call for action, such as Insurance Required and documents to be reviewed. Quick Access links include:
      • Tenants with expiring insurance
      • Insurance documents that have been submitted and ready to review
      • Online applications that have been received and ready to review
      • Inspections that have been received and ready to be reviewed
      • Leases, agreements, and other documents that required signature received and ready to be reviewed
      • Tenant Screening reports received and ready to be reviewed
      • Blue Moon documents available to be reviewed (for those that are subscribed to Blue Moon)

Rentec Direct Summary page 2

    Pro Tip: Subscribe to the Rentec Direct blog to have System Updates and News & Tips delivered to your inbox



    Customize Summary Page Settings

    The Summary Page settings are customizable and easy to change with these instructions.

    In your Rentec Direct account: 

    1. Click on Settings
    2. Click on Program Defaults
    3. Change Summary Display Options to customize the display
    4. Click on Save Changes

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