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Can I Create a Tenant Profile without Creating a Lease?
Tanvir Mahedi |
0 step |
10 minutes
Log into the Admin Portal
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Go to "Tenant Management" dropdown on the left navigation
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Click on "Tenant" under the "Tenant Management" dropdown on the left navigation
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Click on "+Add New Tenant" on the far right side of the screen
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Click on Residential Tenant with "Existing Lease Document' Skip lease steps (faster process)
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Select the property by clicking on the dropdown under "Property" field
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Select the unit by clicking on the dropdown under "Unit" field
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Select the prospect by selecting from the "Prospect" dropdown
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Click the "Lease Start Date \*" field to select the Lease Start Date
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Click the "yyyy-mm-dd" field beside "First Rental Invoice Date" to put the rental invoice date
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Put the rent amount beside the "Lawful Rent (rent tenant will pay each month) \*" field.
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Put the first name & last name beside the "First Name \*" & the "Last Name \*" field respectively to create the tenant profile
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Email/Phone is optional now (at least one was required/mandatory before).You can put both the option or any single one
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Click on the dropdown of "Total number of additional tenant(s) here to add multiple tenants
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Fill the relevant fields under "Tenant 2"
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Tick the box beside "Create separate tenant profile"
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Fill the relevant fields under "Tenant 3" similar to "Tenant 2"
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Click on "Submit" to finish up
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This sort of options pop up when you create a tenant profile without lease with multiple tenants. In those cases, make sure to check the information's are correct & then click on "Looks Good, Submit"
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