Program Default Settings | Preferences

Establishing default preferences regarding how and when information is presented is a simple one-time process that takes approximately 6 minutes and will likely be your biggest time saver.

This page provides helpful information for Pro and PM accounts.


How to Establish Your Program Defaults

Always establish your default settings before adding tenants. These defaults will apply to each new tenant, saving you the tedious task of manually entering individual settings. Setting defaults ensures accurate and consistent accounting and reports, ultimately saving you time.

Tip: While these settings are well defined, if you roll your cursor over the "?" in front of the preference, more details will be provided.


In your Rentec Direct account: 

  1. Click on Settings
  2. Under Program, click on Program Defaults
  3. Indicate your preferences for each section:
    1. Summary Display Options
    2. General Preferences
    3. Portal Settings for Tenants and Owners
  4. At the bottom of the page, click on Edit Advanced Settings
    1. Reporting Preferences (Formatting preferences of reports) 
    2. Payment Options
    3. Advanced General Preferences

Program Defaults


Summary Display Options - Select the data you would like displayed on your Summary Page

  • The default property filter allows you to select which property data will be included in the chart
  • Days before lease expirations to show notice enables you to indicate how many days you wish to be notified before a lease expires
  • Days before the insurance expiration to show notice before a renters' insurance expires

General Preferences affect day-to-day uses in your Rentec Direct account. The following are a few of the options:   

  • How would you like your Properties sorted
  • If you would like the Live Expert Help link displayed on each page.
    • From the link, you can:
      • Use AI to get instant answers
      • Access Help docs in the Knowledge Base
      • Email the support team
      • Chat with the Rentec Direct USA-based live support team
  • Email and notification preferences such as:
    • Automatically email work orders to maintenance managers
    • Automatically notify owners when a distribution has been sent via ach (PM accounts)
  • Lead options
    • Use the tenant lead matching system
    • Email the lead list to the manager when the property becomes vacant
    • Allow leads to save searches
  • Property Insurance tracking
    • Show automatically calculated insurance rates on the edit property page
    • Property managers can choose to see the insurance rate displayed on:
      • Self-owned properties
      • All properties
      • Not have rates displayed
    • Purchase landlord insurance directly through the software
  • Report preferences
    • Font size
    • Header style
    • Set your Time Zone, and what time of day would you like reminders to be sent out

Portal Settings

  • Tenant Portals
    • Allow tenants to see and create work orders
    • If you would like to receive an email when a tenant submits a work order
    • Allow tenants to obtain renters' insurance in the Tenant Portal
    • If you would like automatic insurance reminders sent to renters
    • Allow tenants to activate credit reporting
    • Number of days to use for balance-due messaging - This is helpful if you generate invoices prior to the due date to remind tenants
  • Owner Portals - PM accounts
    • Allow owners to view work orders
    • Allow owners to view reports
    • Show tenant's names

Click on Edit Advanced Settings to complete the Program Default setup

Under Advanced Settings

Reporting Preferences

  • Information to be displayed on accounting reports
  • Which email address would you like to show on emailed reports

Payment Options

  • Display your custom late fee message on Invoices and Statements
  • Show the current tenant balance on printed receipts
  • Set your most commonly used rent charge frequency (this can be changed on an individual basis)
  • If Owner disbursements are to be made to each subunit or the primary unit

Advanced General Preferences

  • Disable"this is a copy" on messages copied to Owners (PM accounts)
  • How many results to display on a Property and Tenant list
  • If you would like to save your search subject, so that if you leave the screen, you don't have to re-enter the information again
  • If you would like the social image to display in tenant and lead profiles
  • Show the Setup Help on the Summary page. This is most helpful for new clients.
  • Suppress login security messages by email. (Security messages let you know when new logins are identified on your account).
  • If you prefer the property name to be displayed in the ledgers
  • Each renter has an account number that you can choose to display in breadcrumbs when editing a tenant. 
  • Require 10-digit phone numbers
    • This is particularly helpful if you will be texting tenants or require petscreening

    • You can also enter extensions and hints like a name or best time to call

      Hints

      Eric 541-555-1234

      541 555 1234 (Eric)

      541-555-1234 (9-5)

  • Enter a custom message that will show in all tenant portals

    Note: You can use the following html tags: <strong>, <b>, <i>, <a>


Learn more about Rentec Direct Customize Your Account Settings| Rentec Direct Training Series from Rentec Direct on Vimeo.

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