Summary

When you log in to Rentec Direct property management software, your account Summary is your home page. Here, you will 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.

Customize Your Summary Page Settings

Data and notifications on the Summary Page are a result of your preference. Quickly choose which properties to include in your Property Summary and how may days before a lease and insurance expires that you would like to be alerted.


The following steps walk through how to set Summary Display Options.
In your Rentec Direct account:
  1. Click on Settings
  2. Under Program, click on Program Defaults
  3. Change Summary Display Options to your preference
  4. Click on Save Changes

The Header of the Summary Page and all pages in your Rentec Direct account include:

The Header and Footer are the same in each page of your Rentec Direct software.

The Header

(Starting at the left)

  • Menu Hide option to allow you a wider view
  • Global Search Tool to search for data throughout your entire account
  • Report an Issue option
  • View Messages option
  • Notifications and Reminders access
  • Help Feature search for answers in the knowledge base, email or chat with your Success Team
  • Dropdown for clients with a second Rentec Direct account to Toggle between accounts or Log out

The Footer

The Rentec Direct Footer includes links to:

(Starting at the left)

  • Terms & Conditions of your Rentec Direct account
  • Knowledge Base provides detailed instructions and information about your Rentec Direct account
  • Refer a Friend - click the link to learn more about receiving a $50 credit for referring a friend
  • Start Tour - highlights features you will be using often on the Summary and Property Pages
  • Live Expert Help - search for answers in the knowledge base, email or chat with your Success Team

Summary Page Alerts

At the top of the page colorful boxes alert you to real-time updates on Vacancies, Leases Expiring Soon, Rent Overdue, and Open Work Orders based on your Accounting and Program Defaults. When items may need your attention, the boxes indicate how many to review and become clickable, bringing you directly to the new data.

Quick Access links at the bottom of your screen, provides direct links to important documents and communications requiring attention. Some Quick Access links do not display unless they have a call for action, such as Insurance Required and documents need to be reviewed or documents related to Signature Requests you've sent out for need attention. Quick Access links include:

  • Tenants with expiring or no insurance
  • Insurance documents that have been submitted and need reviewed
  • Online applications that have been received
  • Inspections that have been received
  • Leases, agreements, and other documents that required signature have been received
  • Tenant Screening reports received
  • Blue Moon documents available to be reviewed (for those that are subscribed to Blue Moon and set up for integration)

Property and Net Income Summary

The Property Summary graph will use the properties indicated in your program defaults to reference the occupancy trend. Using the Net Income Summary dropdown to change options, view an at-a-glance view of Income, Expenses, and Net Income for the current month, quarter, or year.


System Updates and News & Tips

In the second half of the Summary page you'll find links to current information shared by Rentec Direct.

  • System Updates 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

Most updates to Rentec Direct are a result of requests from our valued users and we encourage all Managers and Users of Rentec Direct to subscribe to the blog to benefit from all the latest enhancements being delivered to your inbox. Click on this "Get Email Updates" link to access our website where you can subscribe.

Frequently Asked Questions

Q) How long does the Leases Expire Soon alert show on the Summary page?

A) The Leases Expire Soon alert will be displayed on the Summary page for one month. 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

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