Tenants
Tenant records and portal basics
Tenant profile, lease, payments, and tenant-facing portal basics.
Tenant data
A tenant record stores the person details, contact channels, nationality or ID data when needed, and related lease status.
Portal status
Tenant-facing pages exist for areas such as payments and documents. Some flows depend on account setup and invitations, so full portal coverage is marked 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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