How To Create A New Owner

The procedure to create a new owner profile is straightforward and ensures accurate information input.

Follow these steps to create a new owner profile:

•  Access owner Creation: Navigate to My Date > Core > owners > + Add owner.

•  Enter Owner Details: Provide the required information such as the owner's first name, last name, phone number, and email address. These details are vital for owner 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 owner information, including bank details, emergency contacts, and more. These details contribute to comprehensive owner 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 owner. These documents are securely stored and easily accessible when needed.

• Customize with Additional Fields: If there are specific fields required for your owner 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 owner 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 owner profile within the system. The accurate and complete owner profile will facilitate effective management and communication throughout their tenancy.

By following these steps, you'll create a comprehensive owner profile that enhances the owner move-in process and contributes to streamlined tenancy management.

For a better understanding of the system, we recommend going through ‘How to move a tenant in’ article 

If you have any questions or require assistance during this process, feel free to reach out to our support team at support@monktechlabs.com