Summary Page

The Summary page is the first page you see when you log in to Rentec Direct. It provides an overview of your rental portfolio, alerts that may require your attention, property and net income summaries, and the latest Rentec Direct system updates and news.

Ues the sections below to learn about the Summary page and customize the information displayed on your account.

Customize Your Summary Page Settings

You can customize which properties appear in your Property Summary and how far in advance you receive alerts for upcoming lease and insurance expirations.

In your Rentec Direct account:

  1. Click Settings
  2. Under Program, select Program Defaults
  3. Under Summary Display Options, set your preferences
  4. Click Save Changes

Header Features

The header appears throughout your Rentec Direct account and provides quick access to common tools.


Header Features

Hovering over the icon provides more details.

From left to right, the header includes:

  • Hide Left Menu - Collapses the navigation menu to give you more room to view the page.
  • Global Search Tool - Search for information by numerical or alphabetical throughout your account.
  • Report an Issue Bug - Lets you report a problem with the software directly to Rentec Direct.
  • ? Help Feature - Search for answers, browse the Knowledge Base, or contact the Rentec Direct Success Team by email or chat.
  • View Messages (chat bubble) - Opens your email message history
  • Notifications and Reminders Bell - Displays notifications and reminders
  • Account Menu - Lets you log out or toggle between Rentec Direct accounts for cliens with a second linked Rentec Direct account.

Left Menu

From the top:

  • Your logo, that can be included in communications.
  • Links to add, edit, and manage your Properties, Tenants, Banking, Owners (PM accounts), Reports, and Account Settings
  • Refer a Friend - We'll credit your account $50 when your friend begins their subscription AND we'll give your friend a $50 discount on their service just for knowing you!
  • Knowledge Base provides detailed instructions and information about your Rentec Direct account
  • BeginTour - Highlights features you will be using often on the Summary and Property Pages (this menu option is only available on the Summary page)
  • Live Expert Help - search for answers in the knowledge base, email, or chat live with your Success Team

Summary Page Alerts

The Summary page displays alerts and Quick Access links to help you identify items that may need attntion.

Tip: This works great as a hub for your daily task list.

Alerts Boxes

Color coded alert boxes display information about:

  • Vacancies
  • Leases Expiring Soon
  • Overdue Rent
  • Open Work Orders

The alerts are based on your account information and applicable settings. When an alert has items to review, you can click on the box to open the related information.

Boxes color will be muted unless there is an item that may require attention.

Quick Access links alerts you to items that may require your attention and are hotlinks.

Depending on your account activity and enabled features, these links may include:

  • Tenants with expiring or no renters insurance
  • Submitted insurance documents waiting for review
  • Received online rental applications
  • Submitted inspections
  • Leases, agreements, and other documents received that require a signature
  • Tenant Screening reports received
  • Blue Moon documents available for review, if you use the Blue Moon integation

Note: Some Quick Access links appear only when an item requires action. For example, an insurance link may appear when insurance is required and has expired or the policy hasn't been provided or a submitted document needs reviewed.

Property and Net Income Summary

The Summary page includes a graph to help you review property occupancy trend and financial performance at a glance.

The graph uses properties that you select in your program defaults.

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.

What's New (System Updates) and News & Tips

The What's new and News and tips provides links to current information shared by Rentec Direct.

  • What's new - Read about new and coming soon features, enhancements, and software updates
  • News & Tips - Link to industry-related articles, tenant resources, and helpful industry tips from the Rentec Direct blog

You can also subscribe to the Rentec Direct blog to receive System Updates and News & Tips.

Visit the Rentec Direct blog and look for Get Email Updates to subscribe.

Frequently Asked Questions

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

The alert appears for one month. If the lease isn't updated during that time, the system assumes the tenancy has become month-to=month, and the lease no longer appears in the Summary page alert or the Lease Expiration Report.

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