Tenants
Tenant portal experience and payment readiness
How to review tenant, lease, and invoice data before inviting a tenant to use a portal or payment link.
Prepare the record before inviting
Review tenant phone, email, lease, unit, payment schedule, and open invoices. An invitation does not fix missing data.
If lease or amount is wrong, the tenant will see the error and support requests will increase.
- Phone
- Lease
- Unit
- Invoices
- Payment method
Payment experience
Before sending a payment link, confirm integration status, payment method, amount, and reference. If payment happens outside the platform, record it manually after confirmation.
Messages and expectations
Send a clear message to the tenant: what is needed, amount, due date, and how to ask for help. Vague messages increase delay.
Product status
Tenant portal, payment links, and automated messages can depend on agency settings and integrations. If not clearly visible, treat them as In Progress.
Tenant data to review
Review contact details, lease, unit, payment history, overdue balances, and maintenance requests before communication or escalation.
If the tenant appears in more than one lease, confirm the intended lease so a payment or note is not recorded against the wrong record.
- Contact details
- Lease
- Unit
- Payment history
- Overdue balances
- Maintenance requests
How to apply this inside the agency
Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.
If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.
- Open the record
- Review data
- Take action
- Document outcome
- Escalate when needed
Product status and review needed
This feature or workflow is partial. Use only the controls visible in the interface and do not assume every option is available for every agency.
If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.
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