Real Estate Management — Rent requests and renter profiles
Create rental requests and maintain address, income, occupants, pets, identity and supporting evidence.
Open Rent Requests
Open Rent RequestsReview rental-interest records.Admin Area → Requests & Applications → Rent Requests
Open guide →GuideCreate a rent request
Create a rent requestSelect customer, property, rent/price, currency, term, inspection and notes.Admin Area → Requests & Applications → Rent Requests → New
Open guide →GuideEdit a rent request
Edit a rent requestUpdate an eligible rental request.Admin Area → Requests & Applications → Rent Requests → open request → Edit
Open guide →GuideDelete a rent request
Delete a rent requestRemove an unused rental request after checking application/onboarding/contracts/invoices.Admin Area → Requests & Applications → Rent Requests → Delete
Open guide →GuideChange a rent-request status
Change a rent-request statusApply a supported status from the request screen.Admin Area → Requests & Applications → Rent Requests → open request → Status
Open guide →GuideGenerate and email a rent-request PDF
Generate and email a rent-request PDFCreate the PDF and send it through the supported request email form.Admin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email
Open guide →GuideConvert a rent request to contract or invoice
Convert a rent request to contract or invoiceUse the shared conversion actions when eligible.Admin Area → Requests & Applications → Rent Requests → open request → Convert
Open guide →GuideOpen a renter profile from a rent request
Open a renter profile from a rent requestReview the customer’s suitability/evidence data linked to the request.Admin Area → Requests & Applications → Rent Requests → open request → Renter Profile
Open guide →GuideOpen My Renter Profile
Open My Renter ProfileMaintain the current client contact’s renter data.Client Portal → Real Estate → Renter Profile
Open guide →GuideUpdate renter identity and contact details
Update renter identity and contact detailsSave title, first/last name, email and phone.Client Portal → Real Estate → Renter Profile
Open guide →GuideUpdate renter employment details
Update renter employment detailsChoose employment_type/not_employed and supporting information.Client Portal → Real Estate → Renter Profile
Open guide →GuideUpload renter identity evidence
Upload renter identity evidenceUpload identity_document_file through the profile.Client Portal → Real Estate → Renter Profile
Open guide →GuideUpload renter income evidence
Upload renter income evidenceUpload income_source_file and maintain income sources.Client Portal → Real Estate → Renter Profile
Open guide →GuideAdd an address-history record
Add an address-history recordEnter a previous/current address history row.Client Portal → Real Estate → Renter Profile → Address History → Add
Open guide →GuideDelete an address-history record
Delete an address-history recordRemove only an incorrect renter address record.Client Portal → Real Estate → Renter Profile → Address History → Delete
Open guide →GuideAdd an income source
Add an income sourceEnter income_type, amount and income_frequency.Client Portal → Real Estate → Renter Profile → Income Sources → Add
Open guide →GuideDelete an income source
Delete an income sourceRemove an obsolete/incorrect income row.Client Portal → Real Estate → Renter Profile → Income Sources → Delete
Open guide →GuideAdd an occupant or person
Add an occupant or personRecord another person who will live with the renter.Client Portal → Real Estate → Renter Profile → Occupants → Add
Open guide →GuideDelete an occupant
Delete an occupantRemove an occupant who should no longer be included.Client Portal → Real Estate → Renter Profile → Occupants → Delete
Open guide →GuideRecord pets
Record petsComplete dogs, cats, other_pets and describe_your_pets.Client Portal → Real Estate → Renter Profile → Pets
Open guide →GuideRecord emergency contact
Record emergency contactComplete emergency contact name, relationship, phone and email.Client Portal → Real Estate → Renter Profile → Emergency Contact
Open guide →GuideIntroduce the renter
Introduce the renterEnter introduce_yourself and optional file.Client Portal → Real Estate → Renter Profile → About You
Open guide →GuideCreate a rent request from the client portal
Create a rent request from the client portalSubmit a rental application/request for a visible property.Client Portal → Real Estate → Rental Application
Open guide →GuideOpen client rent-request details and PDF
Open client rent-request details and PDFReview the current client’s request and generated PDF.Client Portal → Real Estate → Rental Application → open request
Open guide →GuideView agent/company/staff details from a property
View agent/company/staff details from a propertyOpen the linked agent, company or staff profile pages.Client Portal → Real Estate → Properties → open property → Agent/Company/Staff
Open guide →GuideTroubleshoot a missing renter-profile section
Troubleshoot a missing renter-profile sectionCheck client authentication, module menu registration and linked contact/customer record.Client Portal → Real Estate → Renter Profile
Open guide →