Getting Started | Mailing Wizard ✨

The automated Mailing Wizard tool of Rentec Direct property management software is a quick, convenient way to send bulk or individual letters and legal notices.

The Mailing Wizard personalizes each mailing using the familiar message templates and data fields used in communications throughout Rentec Direct software. Distribution options include PostGrid offsite Mail Delivery Services, email, and in-house print and mail. 

Pro Tip: Ensure compliance with legal documents, forms, and contracts. Companies like LawDepot offer resources to help you comply with state-specific requirements and forms.

Create Mailing Wizard Message Templates 

Since the Mailing Wizard tool is a feature of Rentec Direct software, the only step in getting ready is to create custom message templates. 

After message templates have been created, Send Letters and Notices With the Mailing Wizard ✨

Message templates and data fields are used for communications throughout your Rentec Direct account. When creating a message template to be used with the automated Mailing Wizard, there are a couple of things to keep in mind:

When sending out documents through the Mailing Wizard, you will have the option of:

• Selecting recipients from your list of tenants
• Using the filter to quickly identify:
  • Days Until Lease End, which will require a Lease End date to be indicated for tenants. See below how to verify and update Lease End dates.
  • Overdue (Rent is overdue)

Quickly create a new message template or edit an existing template using data fields to auto-populate information from your account. This will save you time by eliminating the need to enter each message individually.

In your Rentec Direct account

1. Click on Settings
2. Under Program, click on Message Templates
3. From this page, you can Edit or Add Template (Create New)
   1. Edit Templates:
      1. Click on the Template or paper/pencil icon
         
         Important Note: Messages with the type System are used for auto-notifications to tenants, and message context should not be changed
   2. Create a New Template:
      1. Click on +Add Template
      2. Select Type Email
      3. Enter a Subject to make the selection easy when sending messages (for example, enter "Rent Overdue" or "Lease Expiration Date")
4. Use the toolbar to customize your message. When using the automated Mailing Wizard or sending email or text messaging through your Rentec Direct account, use data fields to auto-fill your data (name, date, amount, etc.).  
5. Click on Save Changes

Pro Tip: Copy and paste an existing form to the message template. Learn more about Custom Forms

Lease Expiration Date

If the Lease Expiration Date filter is going to be used, review any of the Rent Roll reports to ensure that all tenants on a lease have a Lease End Date.

In your Rentec Direct account:

1. Click on Reports
2. Under Tenant, Click on any of the Rent Roll reports
3. Select All Properties
4. Click on Submit
5. Update Lease Expiration Dates as needed