Welcome to the tenant move-in process! The first step involves creating a new tenant profile within our system. This ensures seamless communication and effective management throughout their tenancy. The procedure to create a new tenant profile is straightforward and ensures accurate information input.
Follow these steps to create a new tenant profile:
Access Tenant Creation: Navigate to My Date > Core > Tenants > +Add tenant.
Enter Tenant Details: Provide the required information such as the tenant's first name, last name, phone number, and email address. These details are vital for tenant communication, making accuracy essential. Ensuring the correctness of these details helps in maintaining effective communication channels.
Add Supplementary Information: In the subsequent sections, you'll have the opportunity to input additional tenant information, including bank details, emergency contacts, and more. These details contribute to comprehensive tenant profiles, aiding in smooth tenancy management.
Attach Supporting Documents: To include any supporting documents, such as identification proofs, navigate to the 'Files and Documents' section. Here, you can upload relevant files that are associated with the tenant. These documents are securely stored and easily accessible when needed.
Customize with Additional Fields: If there are specific fields required for your tenant profiles that are not present in the system, you can do so effortlessly. Head to the 'Customize Fields' section to add any necessary fields. This customization ensures that your tenant profiles capture all the necessary information tailored to your needs.
Finalize and Save: Once you've input all the essential details, click on the 'Submit' button. This action saves the tenant profile within the system. The accurate and complete tenant profile will facilitate effective management and communication throughout their tenancy.
By following these steps, you'll create a comprehensive tenant profile that enhances the tenant move-in process and contributes to streamlined tenancy management.
If you have any questions or require assistance during this process, feel free to reach out to our support team at support@monktechlabs.com
Recommended article : Contract Update : Moving A Tenant In
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