Getting Started | Mailing Wizard ✨

The automated Mailing Wizard tool is a feature of Rentec Direct property management software that provides bulk mailing options for letters and notices. 

To get started, just create your custom Message to personalize bulk mailings.

Learn more about the Automated Mailing Wizard

Create Mailing Wizard Message Templates 

The following steps walk through creating a custom Message Template using data fields to auto-populate information from your account. 

In your Rentec Direct account

1. Click on Settings
2. Under Program, click on Message Templates
3. Click on +Add Template or the paper/pencil icon to edit an existing "Email" template
4. Select Type Email
5. Enter a Subject to make the selection easy to identify (for example, "Rent Overdue" or "Lease Expiring Soon")
6. Enter your custom message using the toolbar and click on the three dots to access data fields
7. Click on Save Changes
   
   Important Note: Messages with the type System are used for auto-notifications to tenants, and message context should not be changed

Pro Tip: Copy and paste data fields from Custom Forms to a message template

Lease Expiration Date

If the Lease Expiration Date filter will be used, a quick review of the Rent Roll report will confirm whether all tenants have a Lease End Date so they can be included in the mailing.

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

We always recommend verifying compliance with legal documents, forms, electronic communications, and contracts. Companies like LawDepot offer resources to help you comply with state-specific requirements.