Frequently Asked Questions
Durga B
Last Update hace un mes
1. When creating a new application (Management Portal UI)
How do I add a primary applicant?
Application Details - property, unit, lease, deposit, etc.
Primary Applicant - choose how to provide applicant info
Review & Submit
On step 2 you have two options:
Email Application Form - stay on the email tab and enter an address in [xid=primaryApplicantEmailTextField]. The applicant fills in their details via the public form later.
2. When an application already exists but has no primary applicant
Open the application in AppInfoDialog, go to the Primary Applicant tab. If none exists, you’ll see:
Email Application Form - sends the public form link
Add Primary Applicant - opens the same applicant dialog used for co-applicants
how To add a tenant to a unit:
Open the Units page and select the desired vacant unit.
Click Add Tenant (or Create Tenant, depending on your permissions).
Enter the tenant's information or select an existing tenant.
Complete the required lease details, such as the lease dates, rent amount, and move-in date.
Review the information and click Save or Create to assign the tenant to the unit.
Note: You can only add a tenant to a vacant unit. If the unit is already occupied, the current tenant must be moved out or the lease must end before assigning a new tenant.
To move out a tenant:
Open the Tenant page and select the tenant.
Go to the Move Out tab.
Click Move Out.
Enter the required details, such as the move-out date, reason (if applicable), and any final charges or adjustments.
Review the information and confirm the move-out.
Once the move-out is completed, the tenant's lease is closed, the unit becomes available for future occupancy (if applicable), and the tenant's records remain available for historical reference.
To edit tenant details:
Open the Tenant page and select the tenant.
Go to the Primary Tenant tab (or the appropriate tenant profile).
Click Edit.
Update the required information, such as contact details, emergency contacts, or other editable fields.
Review the changes and click Save.
To create a lease for a tenant:
Open the Tenant page and select the tenant.
Go to the Leases tab.
Click Create Lease.
Enter the lease details, including:
Property and unit information
Lease start and end dates
Rent amount
Deposit details (if applicable)
Other lease terms
Review the entered information and click Save or Create.
Once created, the lease will be linked to the tenant and unit, and the lease details will be available under the tenant's Leases tab.
To create a rent invoice:
Open the Tenant page and select the tenant.
Go to the Payments section and open the Invoice tab.
Click Add Invoice.
Select the tenant and unit (if required).
Enter the invoice details, such as:
Invoice title (for example, Rent)
Amount
Invoice date
Due date
Description or notes
Review the information and click Save or Create Invoice.
The rent invoice will be created and linked to the tenant. You can view, manage, and track payments from the invoice page.
How do I add a primary applicant?
Application Details - property, unit, lease, deposit, etc.
Primary Applicant - choose how to provide applicant info
Review & Submit
On step 2 you have two options:
Email Application Form - stay on the email tab and enter an address in [xid=primaryApplicantEmailTextField]. The applicant fills in their details via the public form later.
2. When an application already exists but has no primary applicant
Open the application in AppInfoDialog, go to the Primary Applicant tab. If none exists, you’ll see:
Email Application Form - sends the public form link
Add Primary Applicant - opens the same applicant dialog used for co-applicants
how To add a tenant to a unit:
Open the Units page and select the desired vacant unit.
Click Add Tenant (or Create Tenant, depending on your permissions).
Enter the tenant's information or select an existing tenant.
Complete the required lease details, such as the lease dates, rent amount, and move-in date.
Review the information and click Save or Create to assign the tenant to the unit.
Note: You can only add a tenant to a vacant unit. If the unit is already occupied, the current tenant must be moved out or the lease must end before assigning a new tenant.
To move out a tenant:
Open the Tenant page and select the tenant.
Go to the Move Out tab.
Click Move Out.
Enter the required details, such as the move-out date, reason (if applicable), and any final charges or adjustments.
Review the information and confirm the move-out.
Once the move-out is completed, the tenant's lease is closed, the unit becomes available for future occupancy (if applicable), and the tenant's records remain available for historical reference.
To edit tenant details:
Open the Tenant page and select the tenant.
Go to the Primary Tenant tab (or the appropriate tenant profile).
Click Edit.
Update the required information, such as contact details, emergency contacts, or other editable fields.
Review the changes and click Save.
To create a lease for a tenant:
Open the Tenant page and select the tenant.
Go to the Leases tab.
Click Create Lease.
Enter the lease details, including:
Property and unit information
Lease start and end dates
Rent amount
Deposit details (if applicable)
Other lease terms
Review the entered information and click Save or Create.
Once created, the lease will be linked to the tenant and unit, and the lease details will be available under the tenant's Leases tab.
To create a rent invoice:
Open the Tenant page and select the tenant.
Go to the Payments section and open the Invoice tab.
Click Add Invoice.
Select the tenant and unit (if required).
Enter the invoice details, such as:
Invoice title (for example, Rent)
Amount
Invoice date
Due date
Description or notes
Review the information and click Save or Create Invoice.
The rent invoice will be created and linked to the tenant. You can view, manage, and track payments from the invoice page.